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  1. 1. Presented by Jo Garner Director Grantseeking Solutions Museum & Gallery Services Qld Securing Funding Workshop 6th May 2009 Copyright Grantseeking Solutions 1
  2. 2. Setting the scene: Current grant-making statistics  and trends in Australia 5 Steps to grant seeking:  Organisational readiness  Research  Project matching  Basic rules for writing applications  Grant acquittal, evaluation and reporting  Questions / Discussion  2 Copyright Grantseeking Solutions
  3. 3. “Foundation giving is the most difficult to quantify, because Australian foundations are not legally required to report on their activities and disbursements. Philanthropy Australia collects some information from foundations which provide annual reports or dollar amounts, and estimates that total foundation giving stands at between half a billion and one billion dollars Australian per annum.” 3
  4. 4. What we do know…. It is estimated that there are at least 2,000 trusts  and foundations in Australia. It is estimated that these foundations disperse  between half a billion and $1 billion per annum. It is estimated that Australian foundations have  total assets of over $10 billion. Giving in Australia, A Philanthropy Australia Fact Sheet 4
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  6. 6. Different types of philanthropic grant distributing entities Private Foundations – established by an Individual e.g.: The Balnaves  Foundation Family foundations – The Myer Foundation  Corporate Foundations – Honda Foundation  Trustee Companies – such as Perpetual Trustees and ANZ Trustees who  manage and administer estates established through Wills and PPF’s. Prescribed private funds (PPFs). A PPF is a fund established by a Will or  Trust instrument with Deductible Gift Recipient (DGR) status. Community Foundations – such as the Qld Community Foundation  Government related Foundations – such as AER Foundation, Foundation  for Regional and Rural Renewal 6 Copyright Grantseeking Solutions
  7. 7. CPNS Current Issues Sheet 2008/6 Prescribed Private Funds As at 1 July 2008 there were 769 PPFs approved.  From 2002 to 2007 a total of $301.3m has been distributed to eligible  DGRs. A total of $1.2B has been donated to PPFs since 2002.  As at 30 June 2007, the value of PPFs was $1.2B. Given that 170 new  PPFs have been formed since that date, it is probable that there is currently over $1.5B in PPF funds. The welfare category which has the largest number of endorsed DGRs  (49.4%) has received the most grants from PPFs, being $96.47m since 2002. This was followed by cultural organisations receiving $52.8m since  2002. 7
  8. 8. In 2007 the DGR sub categories which rose significantly over the previous year were: Public Art Galleries up 4,570% to $31.7m  Public Libraries up 182% to $1.9m  8
  9. 9. “For foundations that distribute a fixed percentage of assets, as is the case for private foundations in the United States, there will be major reductions in distributions in the year ahead. In the case of corporate foundations that are not endowed and which rely on a share of company profits, there is a high probability that future distributions will be cut. In some cases, corporate foundations have disappeared due to corporate bankruptcies. Perpetual foundations that have been focusing on sustainable growth in income will be least affected by the turmoil in financial markets. However, many foundations are likely to at least review their investment strategies, because of sharp reductions in the capital values of their portfolios and, possibly, falling incomes.” Bruce Bonyhady, President, Philanthropy Australia and Chairman, ANZ Trustees Ltd. Opening Plenary Philanthropy Australia Conference 2008. 9
  10. 10. Appropriate Legal and Tax Status?  Organisational capacity to manage grants and  deliver projects? Capacity to sustain the project’s outcomes?  Capacity to evaluate and report?  10 Copyright Grantseeking Solutions
  11. 11. The grant making arena is dynamic. Grant makers often change their:   Guidelines  Deadlines  Funding range  Areas of interest It is also diverse:   Small amounts vs. larger value bids  Most look for collaboration in both project delivery and funding.  Basic reporting processes vs. comprehensive funding agreements and full evaluation reports. 11 Copyright Grantseeking Solutions
  12. 12. The essential resources for finding Australian  grant-makers: Philanthropy Australia’s online database. o Our Community’s Easy Grants. o PPF’s may not advertise – talk to solicitors, o accountants and your donors! Government web-sites: o   12 Copyright Grantseeking Solutions
  13. 13. What is the relationship history between the NFP  and the organisation they are applying to? Has the organisation managed funds from the  funder in the past? And has it successfully acquitted all the funds?  13 Copyright Grantseeking Solutions
  14. 14. Read the guidelines! Then if uncertain – talk to  them. Feedback from funders is that they do get  applications that do not meet their funding criteria. Examples:  Wrong TYPE of project.  Outside geographic area.  Proposal too general – no substantiating data. 14 Copyright Grantseeking Solutions
  15. 15. Look at what they have funded in the past.  Have they provided grants to your geographic  area previously? Does your project fulfill the funding objectives?  15 Copyright Grantseeking Solutions
  16. 16. Do the amounts granted match your project  needs? Does your project replicate? Or fulfill an unmet  need? Is the timing of the funding in line with your project  timetable? Is there a relationship between your organisation  and the philanthropic body? 16 Copyright Grantseeking Solutions
  17. 17. WHO is writing the application? Needs to be  someone who can tell the story well. Summarise the key points from the guidelines into  a 1-2 page summary. Clearly define the AIM of the project.  Demonstrate the project need and qualify with  data. 17 Copyright Grantseeking Solutions
  18. 18. Define the strategies your project is using to  address the needs. Substantiate all outcomes figures. DON’T make  them up! How are you going to EVALUATE the project’s  impact? WHO is going to evaluate? Budget – Adhere to guidelines  – Factor in other income – Include in-kind support 18 Copyright Grantseeking Solutions
  19. 19. Keep to word and page limits.  On-line forms – Prepare the responses in text  editor first, then paste into the form. Spell check – PROOF READ!  19 Copyright Grantseeking Solutions
  20. 20. Get a third party to proof read to check: Do they understand what the project will be delivering?  Do they feel that the project is delivering an effective service and  filling a need? Are all the statements backed up with evidence?  Has the organisation effectively portrayed its experience, success  and effectiveness? Are suitable and effective evaluation techniques in place to  appropriately capture outcomes data? Is the proposed budget justifiable and reasonable? And does it  represent value for $. 20 Copyright Grantseeking Solutions
  21. 21. Once it’s ready to go… Attach everything they have asked for (no more  and no less) • Annual Report • Financial Statements • DGR endorsement • Certificate of Incorporation • Newsletters / previous project outcomes • Letters of support (unless they say to attach nothing there are always good to attach!) Get it in on time!  21 Copyright Grantseeking Solutions
  22. 22. Ensure you agree to terms of funding agreements.  Keep them informed if there are deviations from  the original plan, timing or budget! Report on the outcomes as per your application. If  different, WHY? INVOLVE your new major donor! Build a  relationship. You can’t afford not to! 22 Copyright Grantseeking Solutions
  23. 23. Try again!  But not again and again and again and  again without reviewing what is not working! 23 Copyright Grantseeking Solutions
  24. 24. Philanthropic bodies make grants so that their  Trust or Foundation’s mission can be realised in the community. You need to demonstrate how your organisation  can do this and do it well! 24 Copyright Grantseeking Solutions
  25. 25. Jo Garner Lyn Walsom Director Director Ph: (07) 3892 1150 ph: (07) 5499 4001 0438 921 355 0409 195 163 25