A5 beyond the grant proposal carrie butcher

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  • This is today’s agenda.
    You may be pleased to learn that I will not read or address every slide.
    The handouts and website will be resources for future reference on this presentation.
  • This is today’s agenda.
    You may be pleased to learn that I will not read or address every slide.
    The handouts and website will be resources for future reference on this presentation.
  • Decisions are made by Order-in-Council volunteers appointed by the Ontario Public Appointments Secretariat.
    Note the four sectors we fund in, and the emphasis placed on cross and inter sectoral work.
  • Within these four priorities, learners are defined broadly – lifelong learning for all abilities and communities
  • It contains important information about allowable annual funding maximums.
  • This is today’s agenda.
    You may be pleased to learn that I will not read or address every slide.
    The handouts and website will be resources for future reference on this presentation.
  • We now have some time for discussion of what you heard, and questions.
    We hope you will also take a moment to provide us with feedback of this session by completing an evaluation form.
  • We now have some time for discussion of what you heard, and questions.
    We hope you will also take a moment to provide us with feedback of this session by completing an evaluation form.
  • A5 beyond the grant proposal carrie butcher

    1. 1. Foundations and What They Look for: Beyond the Grant Proposal Ontario Trillium Foundation (OTF) Carrie Butcher, Program Manager November 1, 2010 OCASI Executive Directors Forum 2010
    2. 2. OCASI Executive Directors Forum 2010 Focus of Presentation 1. Introduction to the Ontario Trillium Foundation (including grant examples) 2. What OTF looks for in Grant Applications 3. Questions and Answers
    3. 3. OCASI Executive Directors Forum 2010 Grant Examples • After-school, intergenerational arts and culture programs for newcomers • Green settlement • Recreational and environmental programming that supports settlement goals • Capital grants: facilities renovation, green roofs, musical equipment etc.
    4. 4. About OTF Agency of Government of Ontario (public foundation) 1,400+ grants made by 300+ volunteers across Ontario each year Granting sectors: arts and culture, environment, human and social services and sports and recreation Applicants encouraged to link two or more sectors. OCASI Executive Directors Forum 2010
    5. 5. OCASI Executive Directors Forum 2010 OTF Mission • Building healthy and vibrant communities throughout Ontario by strengthening the capacity of the voluntary sector, through investments in community-based initiatives.
    6. 6. OCASI Executive Directors Forum 2010 OTF Priorities • Enhanced success for students and learners • Healthier and more physically active Ontarians • Enhanced employment and economic potential for workers and their families • More effective volunteers and more people engaged in their communities
    7. 7. OCASI Executive Directors Forum 2010 Example of a Local Priority: Toronto Grant Review Team • Lower-income neighbourhoods • The inner suburbs • Youth Suggested Reading: United Way of Greater Toronto and Canadian Council on Social Development, Poverty By Postal Code
    8. 8. OCASI Executive Directors Forum 2010 OTF Grants • Time-limited grants that have a lasting impact in communities across Ontario. • Grants are awarded for capital, operating and other project costs.
    9. 9. OCASI Executive Directors Forum 2010 Granting streams • Community Grants and Province-Wide Grants • Future Fund Grants • Community Capital Fund
    10. 10. OCASI Executive Directors Forum 2010 Community Grants • The maximum request is $375,000 over five years. Within this amount of $375,000: • The maximum capital request: $150,000 over the duration of the grant. The maximum non-capital request is $75,000 in any year. • The average grant size in Toronto is just under $100,000.
    11. 11. OCASI Executive Directors Forum 2010 Province-Wide Grants • 20% of OTF grant allocation for proposals that have a province-wide impact (at least three of OTF’s geographic catchment areas or two in the north) • Applications are reviewed and recommended for funding by a committee of our Board of Directors
    12. 12. OCASI Executive Directors Forum 2010 Community Capital Fund • $50 million in Government of Ontario funding for infrastructure stimulus projects • Eligibility: charities and not-for-profit organizations that serve diverse cultural communities • CCF will fund up to 50% of total project costs ($20,000 up to $500,000)
    13. 13. OCASI Executive Directors Forum 2010 Future Fund • Will support $2M in a portfolio of initiatives that support and enable youth to explore and pursue meaningful economic opportunities. • Call 1.800.263.2887 ext. 201 for OTF Future Fund staff or email: futurefund@trilliumfoundation.org
    14. 14. OCASI Executive Directors Forum 2010 Competitive Process • Each year approximately 1,500 grants are awarded • Across Ontario last year, approximately $3.50 is requested for every $1 that OTF has available • Demand for funds is generally highest in the City of Toronto
    15. 15. OCASI Executive Directors Forum 2010 Eligible Applicants • Registered charity • Incorporated Not-for-Profit • Branches or chapters of registered charities or incorporated not-for-profits • First Nations (by council resolution) • Municipality pop. < 20,000 • Collaboratives containing at least one eligible organization
    16. 16. OCASI Executive Directors Forum 2010 OTF does not fund … • Duplication of funding • Activities outside of Ontario • Municipalities > 20,000 • Universities, Colleges, Schools, Hospitals • Religious activities • New buildings • See full list in our Program Guidelines
    17. 17. OCASI Executive Directors Forum 2010 Grant Review Process Applications are assessed in relation to: • eligibility of applicant • eligibility of initiative • extent to which an OTF granting priority is addressed • local priorities • organizational assessment criteria • application assessment criteria • available funding
    18. 18. OCASI Executive Directors Forum 2010 Assessment Criteria: The Organization The organization demonstrates that it has: • an elected volunteer board representative of the community • relevant mandate, proven track record, good operating systems • the ability to carry out the activity and achieve the desired results
    19. 19. OCASI Executive Directors Forum 2010 Assessment Criteria: The Organization (continued) The organization demonstrates that it has: • responsiveness to community needs • a history of partnering with other organizations • need for OTF funding • capacity to manage funds requested (including realistic relationship between the request amount and the organization’s actual revenues)
    20. 20. OCASI Executive Directors Forum 2010 Assessment Criteria: The Proposal The proposal demonstrates: • clear measurable benefits to the community • significant need for OTF funding • sustainability or lasting impact • greater accessibility to activities, programs, venues (physical, financial, etc.)
    21. 21. OCASI Executive Directors Forum 2010 Assessment Criteria: The Proposal The proposal demonstrates: • community support (cash, in-kind contributions, volunteers) • that OTF is the appropriate funder • support from people who are knowledgeable about the sector, the community and/or the proposal
    22. 22. OCASI Executive Directors Forum 2010 Application Deadlines March 1 July 1 November 1
    23. 23. Presentation Title Tip Be clear about the change that your project will create and how the community will benefit OCASI Executive Directors Forum 2010
    24. 24. Presentation Title Tip Write who, what, why, when, where and how much in 50 words or less, for example: “$25,000 over 6 months to enhance ecosystem health by reducing the use of pesticides in Peterborough by holding 9 workshops, in 4 languages, on organic gardening and composting, involving 450 local residents.” OCASI Executive Directors Forum 2010
    25. 25. OCASI Executive Directors Forum 2010 Reflection: Grant Examples • Green settlement • Recreational and Environmental programming that supports settlement goals • Capital for facilities renovation, including green roofs • Capital grant for musical equipment
    26. 26. Presentation Title To learn more: www.trilliumfoundation.org Read the Program Guidelines Register your organization online Review: Application Form, “Tools and Tips” and Grants Archive OCASI Executive Directors Forum 2010
    27. 27. Presentation Title Questions and Answers www.trilliumfoundation.org OCASI Executive Directors Forum 2010

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