Maximize your time and grant seeking effort with insider information about which funders will or won’t have grant money to give in 2011. Renee will share information with you that she has learned from her grant maker colleagues — information that is not on funder websites. Also, find out about funding trends for the next few years to help you position your organization and plan for the future.

1. Grant Funding Forecast 2011 & Beyond
Renee Bourque
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3. Today’s Speaker
Renee Bourque
Principal Consultant,
Bright Star Grant Consultants, Inc
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4. Funding Forecast 2011 and Beyond
The Chinese word for crisis also means opportunity
Presented by
Renée Bourque

5. Topics
This overview
will include:
The funding outlook for 2011 -12
Sector breakdown of funding trends
Funder priorities and preferences
Advice from funders about how to be competitive
Bright Star Grant Consultants, Inc. Copyright ©2010
Renée Bourque, President, PO Box 725, Clinton WA 98236
renée@brightstargrants.com ~ www.brightstargrants.com

6. State and Federal Funding:
 Funding will be down for at least the next two years
 If you haven’t already, starting looking for back-up funds
to replace your government funding
 Even in a sea of red ink you can sail your boat: Find top
political priorities where you align and then clearly spell it
out in proposals; demonstrate clear outcomes and value.
Bright Star Grant Consultants, Inc. Copyright ©2010
Renée Bourque, President, PO Box 725, Clinton WA 98236
renée@brightstargrants.com ~ www.brightstargrants.com

7. Largest Funders by Total Gifts:
Giving increased just over 12 percent among the top 25
foundations; median change in giving was 14.2 percent
 Bill & Melinda Gates Foundation  Tulsa Community Foundation (OK)
 Ford Foundation (NY)  The William Penn Foundation (PA)
 J. Paul Getty Trust (CA)  The Rockefeller Foundation (NY)
 The Robert Wood Johnson  The Kresge Foundation (MI)
Foundation (NJ)  The California Endowment (CA)
 W. K. Kellogg Foundation (MI)  The Leona M. and Harry B. Helmsley
 The William and Flora Hewlett Charitable Trust (NY)
Foundation (CA)  The Annie E. Casey Foundation (MD)
 The David and Lucile Packard  The Duke Endowment (NC)
Foundation (CA)  Carnegie Corporation of New York
 The John D. and Catherine T. Robert W. Woodruff Foundation, Inc.
MacArthur Foundation (IL)  Walton Family Foundation, Inc. (AR)
 Gordon and Betty Moore Foundation  The Susan Thompson Buffett
 Lilly Endowment Inc. (IN) Foundation
 The Andrew W. Mellon Foundation (  Foundation to Promote Open Society
 The Bloomberg Family Foundation,
Inc.

8. Private institutional giving general trend
 Movement toward basic services and projects that respond to the
economic downturn.
 Very risk adverse – go with the tried and true.
 Grant commitments: Drop in major commitments, multi-year, and front
end loaded grants (more money in year one and then descending
amounts in subsequent years).
 They expect nonprofits to circle slightly around their mission – drop
extraneous and non-mission critical programs. Example: Bullett
Foundation
 Small money leveraging other small money shows creativity and
adaptability.

9. Private institutional giving general trend – cont’d
 Must have done scenario planning (if there is a 10% increase in services
and a 10% decrease in funding, what is our plan? If there is a 20%
increase in service demand and a 20% decrease in funding, what is our
plan? And so on.).
 Harder for new applicants to get in the door, but a good time to start
relationship building for when things pick up – focus on marketing for the
upturn.
• High match will make you competitive.
• Segment your program design so that budget/program blocks can be
removed and the rest of the program remains solid.

10. Largest Corporate Funders by Total Gifts:
Companies in banking and finance accounted for the
largest share of corporate foundation giving
1. Sanofi -Aventis Patient Assistance 12. Merck Company Foundation NJ
Foundation NJ
13. Coca-Cola Foundation GA
2. Bank of America Charitable Foundation N
14. Intel Foundation OR
3. Novartis Patient Assistance Foundation NJ
15. MetLife Foundation NY
4. GE Foundation CT
16. UPS Foundation GA
5. Wachovia Wells Fargo Foundation NC
17. AT&T Foundation TX
6. JPMorgan Chase Foundation NY
18. BP Foundation TX
7. ExxonMobil Foundation TX
19. California Physicians' Service Foundation
8. Wells Fargo Foundation CA
20. Abbott Fund IL
9. Citi Foundation NY
21. Caterpillar Foundation IL
10. Verizon Foundation NJ
22. Eli Lilly and Company Foundation IN
11. Johnson & Johnson Family of Companies
23. Boeing Company Charitable Trust TX
Contribution Fund NJ
24. PNC Foundation PA

11. Largest Corporate Total Gifts by Sector
1. Chemicals 10. Textiles and Apparel
2. Computers/Office Equipment 11. Transportation Equipment
3. Food and Agriculture 12. Banking and Finance
4. Industrial and Commercial Machinery 13. Insurance
5. Paper and Like Products 14. Retail and Wholesale Trade
6. Petroleum/Gas/Mining 15. Telecommunication
7. Pharmaceuticals 16. Transportation
8. Primary Metals 17. Utilities
9. Printing/Publishing/Media 18. Other Services
Bright Star Grant Consultants, Inc. Copyright ©2010
Renée Bourque, President, PO Box 725, Clinton WA 98236
renée@brightstargrants.com ~ www.brightstargrants.com

12. Corporate funding traits
 Compared to community and independent foundations,
the larger corporate foundations were more likely to
allocate funding for the arts and public affairs/society
benefit.
 Much of the larger share of support for public
affairs/society benefit reflected giving for philanthropy
and voluntarism, including federated funds.
 By types of support, corporate foundations favored
program support, followed by general operating
support—consistent with giving patterns of
independent foundations.

13. Largest Community Foundations
1. Greater Kansas City Community  14. Community Foundation for
Foundation MO Southeast Michigan MI
2. Silicon Valley Community Foundation CA  15. Greater Cincinnati Foundation OH
3. Community Foundation for Greater  16. Oregon Community Foundation OR
Atlanta GA  17. Greater Houston Community
4. California Community Foundation CA Foundation TX
5. New York Community Trust NY  18. Marin Community Foundation CA
6. Tulsa Community Foundation OK 1  19. Seattle Foundation WA
7. Chicago Community Trust IL  20. Community Foundation of Middle
8. Foundation For The Carolinas NC Tennessee TN
9. Boston Foundation MA  21. San Diego Foundation CA
10. Columbus Foundation and Affi liated  22. Community Foundation of Greater
Organizations OH Memphis TN
11. Communities Foundation of Texas TX  23. Denver Foundation CO
12. San Francisco Foundation CA  24. Saint Paul Foundation MN
13. Cleveland Foundation OH  25. Dayton Foundation

14. Community Foundation Funding Traits
Community foundations prioritized giving for the
economically disadvantaged and children
Community Foundations have recently allocated a larger
share of their grant dollars for operating support than did
foundations overall.

15. Family Foundations: Harder hit overall
 Down 4% in 2010 after a 14% increase the year before
 Family foundations that almost closed or reduced to
bare operations are starting to recover
 Lots of staff lay offs resulting in smaller scope and
more program officer stress

16. Family Foundation traits
 Larger family foundations were more likely to provide funding for
health, education, international affairs, science and technology,
and religion than independent foundations overall.
 They were less likely to give for human services, public
affairs/society benefit, arts and culture, and the social sciences,
and gave an equal share for environment and animals.
 By types of support, family foundations directed similar shares of
giving for program, general, and capital support compared to
independent foundations overall.

17. Tips to steer you straight
 Relationships are everything. Take time this year to build the
relationships you need next year and the year after.
 Position for the upturn; now is the time to make difficult changes.
 Communicate with your state and federal legislatures via e-mail, at
meetings, where ever you can. Government funding is still your best
source for multi-year funding

18. What funders want you to know
• Dana at the Murdock Trust
• Mark Dederer at Wachovia/Wells Fargo
• Ken Ristine of the Ben B. Cheney Foundation
• Cree Zischke of Chase

19. Sources to stay in the know
 The Chronicle of Philanthropy
 Council on Foundations
 Business journals
 Bright Star Grant Consultants Grant Alerts! Sign up now!
http://www.brightstargrants.com/free.asp
 Fund Book

20. Prospect Research Note
 Grant making is based on endowment earnings, and at
least 5% must be spent of earnings each year over a
five year average.
 Why?
Grant research databases like Foundation Search,
Foundation Center, and Grant Station are based on
historical tax filings, with 2008 being the most current
information.

21. If you would like to receive announcements for Bright
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Thank you for your hard work on
behalf of your community.

22. Renée Bourque, President
360-556-6744
renee@brightstargrants.com
www.brightstargrants.com
Bright Star Grant Consultants, Inc. Copyright ©2010
Renée Bourque, President, PO Box 725, Clinton WA 98236
renée@brightstargrants.com ~ www.brightstargrants.com

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