A Foundation Grants program is the base of every philanthropy program. An organization constructs its case for support which acts as the main commercial for the organization. Prospect research, planning and communications are also discussing in this presentation.
Michele R. Berard, MBA, CFRE lecture for 5/4/11 class - Nonprofits & Philanthropy at Rhode Island College. Contains fundamentals of fundraising, ethics, and establishing your professional brand.
There seems to be a perception among volunteers, development staff, and leadership that raising money to support organizational operations is a bad thing and should not be done. This presentation offers evidence to the contra. Michele R. Berard, MBA, CFRE is an AFP Master Trainer and presents to AFP Chapters and other organizations throughout the east coast.
Michael J. Worth presents to United Way NCA partners on fundraising and understanding donors.
Learn more about United Way NCA events for our partners:
http://www.unitedwaynca.org/events/members
Michele R. Berard, MBA, CFRE lecture for 5/4/11 class - Nonprofits & Philanthropy at Rhode Island College. Contains fundamentals of fundraising, ethics, and establishing your professional brand.
There seems to be a perception among volunteers, development staff, and leadership that raising money to support organizational operations is a bad thing and should not be done. This presentation offers evidence to the contra. Michele R. Berard, MBA, CFRE is an AFP Master Trainer and presents to AFP Chapters and other organizations throughout the east coast.
Michael J. Worth presents to United Way NCA partners on fundraising and understanding donors.
Learn more about United Way NCA events for our partners:
http://www.unitedwaynca.org/events/members
Development Cooperation Forum Philanthropy Issues note+421 Foundation
Private philanthropic organizations have become in a very short period of time a key source of development finance. They complement flows from other providers and play a vital role in meeting needs in critical sectors, such as health and education. There is need to better understand the role they can play in international development cooperation and their impact on development results. The MDG Summit in 2010 recognized that and called on foundations to enhance their role in supporting national development efforts and the achievement of the MDGs.
President of the United Nations Economic and Social Council Ambassador Milos Koterec of Slovakia opened on Monday 27th February 2012 the first Dialogue of Development Cooperation Forum (DCF) with private philanthropic organizations. The Development Cooperation Forum, established by the 2005 World Summit in response to the changes in development cooperation as well as to the growing role taken by non-traditional actors, has an important role in spurring global discussions among foundations and United Nations Member States. The meeting focused on issues of comparative advantages and good practices of philantropic organizations and on promoting partnerships to achieve better development results. It enjoyed participation of important stakeholder like President of Ford Foundation Luis Ubinas, Executive Director of Trust Africa Akwasi Aidoo, Founder of Education for Employment network Ron Bruder, Vice President for Strategic Philantropy Foundation Center Lisa Philip, Bakery Kone of the African Capacity Building Foundation, Managing Director of Rockefeller Foundation Rob Garris and many others, as well as representatives of member states.
GuideStar Webinar for Nonprofits—Financial Analysis in Action: Getting the Mo...GuideStar
How can nonprofit leaders advance their missions by using financial data in their planning and decision-making? What are the "right" financial indicators on which to focus? In this one-hour webinar, we will undertake a comprehensive analysis of one organization's financial health, using the Financial SCAN platform developed by Nonprofit Finance Fund (NFF) and GuideStar. Through this case example, we will address the ways in which nonprofit leaders can use financial trends and comparisons to inform future plans and engage with stakeholders.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar (moderator)
Some nonprofits have more of a challenge than others in identifying prospective donors. This educational session was presented to the AFP MA Chapter Conference on Philanthropy on 11/30/11
introduction to the basics of Fundraising
What are the types of funds? What are the sources of fund? Who needs fund?
How to write a proposal?
And everything you need to know about funds & fundraising.
Presentation slides for week 3 of the San Diego Microfinance 101 course at Point Loma Nazarene University. Presentations by International Rescue Committee, CDC Small Business Finance, and ACCION San Diego
Sami Grimes and Heather Treizenberg of the National Sea Grant Office discuss national reporting guidelines and response to network feedback. Sea Grant Week 2010
Development Cooperation Forum Philanthropy Issues note+421 Foundation
Private philanthropic organizations have become in a very short period of time a key source of development finance. They complement flows from other providers and play a vital role in meeting needs in critical sectors, such as health and education. There is need to better understand the role they can play in international development cooperation and their impact on development results. The MDG Summit in 2010 recognized that and called on foundations to enhance their role in supporting national development efforts and the achievement of the MDGs.
President of the United Nations Economic and Social Council Ambassador Milos Koterec of Slovakia opened on Monday 27th February 2012 the first Dialogue of Development Cooperation Forum (DCF) with private philanthropic organizations. The Development Cooperation Forum, established by the 2005 World Summit in response to the changes in development cooperation as well as to the growing role taken by non-traditional actors, has an important role in spurring global discussions among foundations and United Nations Member States. The meeting focused on issues of comparative advantages and good practices of philantropic organizations and on promoting partnerships to achieve better development results. It enjoyed participation of important stakeholder like President of Ford Foundation Luis Ubinas, Executive Director of Trust Africa Akwasi Aidoo, Founder of Education for Employment network Ron Bruder, Vice President for Strategic Philantropy Foundation Center Lisa Philip, Bakery Kone of the African Capacity Building Foundation, Managing Director of Rockefeller Foundation Rob Garris and many others, as well as representatives of member states.
GuideStar Webinar for Nonprofits—Financial Analysis in Action: Getting the Mo...GuideStar
How can nonprofit leaders advance their missions by using financial data in their planning and decision-making? What are the "right" financial indicators on which to focus? In this one-hour webinar, we will undertake a comprehensive analysis of one organization's financial health, using the Financial SCAN platform developed by Nonprofit Finance Fund (NFF) and GuideStar. Through this case example, we will address the ways in which nonprofit leaders can use financial trends and comparisons to inform future plans and engage with stakeholders.
Presenters: Peter Kramer, Manager, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar (moderator)
Some nonprofits have more of a challenge than others in identifying prospective donors. This educational session was presented to the AFP MA Chapter Conference on Philanthropy on 11/30/11
introduction to the basics of Fundraising
What are the types of funds? What are the sources of fund? Who needs fund?
How to write a proposal?
And everything you need to know about funds & fundraising.
Presentation slides for week 3 of the San Diego Microfinance 101 course at Point Loma Nazarene University. Presentations by International Rescue Committee, CDC Small Business Finance, and ACCION San Diego
Sami Grimes and Heather Treizenberg of the National Sea Grant Office discuss national reporting guidelines and response to network feedback. Sea Grant Week 2010
Workshop Dates:
Thursday, November 10, 2011 at 12pm
Saturday, November 12, 2011 at 9am
Location:
Houston Arts Alliance
3201 Allen Parkway
Houston, TX 77019
Yes. We hear that board member participation in fundraising is important to the overall success of a nonprofit's fundraising program...but where is the proof? This presentation was designed for the Leading Age RI Conference and Trade Show targeting long-term care organizations and professionals.
Information about the Orange County Fall 2016 Grant Cycle, including guidelines and tips on writing a strong narrative, how applications are evaluated and things our grants will and will not fund.
NCompass Live - March 13, 2024
While every library is unique, they all seem to share one thing in common: they could use more money! Grant funding might be the just thing to help buy technology for STEM programming, get a new service initiative off the ground, or complete a renovation. But applying for grants can be overwhelming – and that’s assuming you can even find one for which you qualify. This session aims to introduce you to the tools to make the grant application process more easily navigable. In this session, Kathryn will provide tips for putting your best foot forward when it comes time to submit your proposal. Handouts include a roadmap to success and descriptions of various sections of the application.
Presenter: Kathryn Brockmeier, Grant Consultant.
An audit of your fund development program is an essential element of developing your fundraising plan. This approach assesses all aspects of your organization through your fundraiser eyes.
Presentation and live webinar hosted by California Community Foundation for donors interested in assisting their favorite nonprofits in capacity building.
You can also view the webinar at our YouTube page www.youtube.com/CalfundTV!
A workshop on working with foundations originally presented to student at Elon University's Kernodle Center for Service Learning and Community Engagement.
Webinar for Grantmakers—Financial Analysis in Action: Getting the Most Out of...GuideStar
How can funders use financial data in the grantmaking process to better support nonprofits? What are the "right" financial measures to examine in due diligence? In this one-hour webinar, we will undertake a comprehensive analysis of one organization's financial health, using the Financial SCAN platform developed by Nonprofit Finance Fund (NFF) and GuideStar. Through this case study, we will address the ways in which grantmakers can put financial trends and indicators to use in their philanthropic practices.
Presenters: Peter Kramer, Senior Associate, National Consulting Services, Nonprofit Finance Fund, and Scott Menzel, Product & User Experience Manager, GuideStar (moderator)
Fundraising is a bona fide revenue stream that can be planned for and leveraged. The nonprofit sector has an opportunities to maximize all revenue earned by implementing a professional development program that adheres to the ethics and standards of the Association of Fundraising Professionals (AFP)
Nonprofit organizations are able to recruit a third revenue stream to supplement operations and special projects. In order to maximize the potential, involving board members is required. This session was presented to a group of long-term care executives on April 5, 2013 at the RI Leading Age Conference in Warwick, RI.
In today’s difficult economic climate, organizations are cutting back on expenses and asking staff to do more with less. Often, the task of raising money falls to the Chief Executive Officer, who is already consumed with management responsibilities. This session will address the competing priorities and provide tactics that will result in fundraising success. In addition to the CEO, program staff, administrative support and volunteers are ideal audience members for this fast paced, interactive session.
Saint Elizabeth Community is seeking a talented, motivated Major Gifts Officer to develop and lead a brand new initiative devoted to recruiting major and planned gifts for the RI elder continuing care organization.
Service beneficiaries are an organization\'s most obvious donors. Unfortunately, not ever nonprofit has a natural "feeder constituency". This presentation will help those nonprofits to focus their effects to create philanthropic returns.
Grantmakers and donors are slowly coming around to the need for general operating support to advance nonprofit missions. However, the question still exists on the measuring the impact. This article should be read by all nonprofit employees, volunteers and stakeholders.
This eight-page flyer outlines the speakers, plenary sessions, networking and resources that will be featured at the AFP-RI Conference on May 20, 2010.
Engaging Board Members in non-profit fundraising is the most effect method to deliver philanthropy to your organization. Unfortunately, not all organizations have this down pat. Follow this step by step plan based on a real case (Butler Hospital in Providence, RI where Michele R. Berard, MBA, CFRE is the CDO).
1. Grant Getting 101 Presented by Michele R. Berard, MBA, CFRE Director of Funds Development, Butler Hospital CEO, Ascent Advisors, LLC September 30, 2011
2. Session Outline – September 30, 2011 Introduction - Why Nonprofits Exist Constructing the “Boilerplate” - an introduction to The Case and Case Statements Giving Guidelines Where’s the Money: Researching Potential Funders Communicating with Foundation Representatives Odds & Ends, Demonstrations, Q & A
3. A few points before we dive in… Fundraising or Fund Raising Association of Fundraising Professionals (AFP) changed Fund Raising to Fundraising in 2000 when they changed the organizational name, formerly National Society of Fund Raising Executives (NSFRE)) Philanthropy Healthcare, large institutions Development, Fund Development Smaller non-profits, social service agencies Advancement Education Resource Development Habitat for Humanity For the purpose of this session, they all mean the same thing…
10. Nonprofits are bridges… Nonprofits exist to bridge the gaps in services that public and private sectors do not provide The trend of increasing non-profits provides evidence that unmet needs are increasing Recent attention to reducing the Federal deficit will result in: Less government funding for non-profits More gaps in services; smaller government Opportunities for Private and Nonprofit Sectors Organization’s Purpose = Mission = Operations; thus nonprofits can acquire contributions/grants to fund their activities
11. Fundraising Supports the Mission Foundation Grants and Corporate Gifts can support 2 of the 3 targets for philanthropy Two Important Points: #1. Philanthropy is a bona fide revenue stream that can be leveraged #2. Foundation Grants + Corporate Gifts = the basis of a philanthropy program
12. An example of how foundation grants contribute to a development program… #1 - What Fundraising Funds
13. 2009 Contributions: $303.75 billion by givingsource of contributions While only 17% of giving is done by foundations & corporations the process provides the basis for other solicitation tactics The Case for Support developed for grant proposals is used to champion support from individuals Source: Giving USA 2010 The Annual Report on Philanthropy for 2009, Executive Summary
16. Constructing the Boilerplate an introduction to The Case and Case Statements The Case for Support Organizational mission/strategic plan drive The Case The Case explains why donors might want to contribute to the advancement of the mission Describes the organization’s goals and objectives Explains the role of philanthropy in achieving organizational goals One large case for the organization, from which smaller individual case statements are developed for various constituencies and programs Ideally, aligns organizational funding needs to donor’s wishes Purpose – Show the organization’s impact on the community economically, socially, artistically, spiritually and/or historically for today and tomorrow
17. Constructing the Boilerplate an introduction to The Case and Case Statements Who Creates The Case? Development Staff (or the person assigned philanthropy/grant writing responsibilities) – they act as interpreters between external constituencies and external constituencies Review, comments, approval, support by internal and external constituencies CDO begins the process back to the CDO for edits Goes to the constituency for testing Hands off the CEO for review The Board to endorse The Development Committee to review, endorse Review, edit, review, and review again!
18. Constructing the Boilerplate an introduction to The Case and Case Statements Hints: Combine mission, goals, objectives, programs and history in to one document Keep hard copy and electronic files of other documents (i.e. a grants toolbox) The Case Contents: Mission Statement Goals & Objectives Programs and services Finances (e.g. budget, 990, audit) Staffing (bios on leadership; key employees) Facilities, services delivery (if multiple operating units) Planning and evaluation (e.g. strategic plan, outcomes/metrics) History These are the parts that create your organizational whole. When put together, the case may also be referred to as the “boiler plate” or “template” for foundation grant requests.
19. Constructing the Boilerplate an introduction to The Case and Case Statements Construction Basics (which no one will tell you) Read, proof and edit your boilerplate to ensure it is grammatically correct and free of errors Requests s/b signed by CEO Use short sentences/paragraphs; no jargon or acronyms Get an outside perspective; does it make sense? Rewrite/edit if not Stock your Grants Toolbox to make grant submissions quick/easy (items: staff bios, budget, 990, audit, annual report…) Align funding needs of the organization to grantors Don’t create programs in order to “get the grant” Address an unmet need, enhance/expand capacity, current programs/services
20. Constructing the Boilerplate an introduction to The Case and Case Statements Case Statements - what are they:? Written version of The Case for a specific constituency or campaign and should state: The institution’s services, programs, and objectives How the goals of the fundraising program support the institution Ways in which the institution will remain significantly productive in the next decade The difference it would make if a donor supported the cause What the institution must do to improve or change its activities and aims, and why the institution is valuable to society OBJECTIVE: The Case Statement aligns donor wishes and funding need(s) of the organization
21. Constructing the Boilerplate an introduction to The Case and Case Statements To maintain alignment with organizational needs and donors’ desires, the following questions should be answered: What is the problem or social need that is central to our concern? What special services or programs do we offer to respond this need? Why are the problems and services important? What constitutes the market for our services? Are others doing what we are doing to serve our market – and perhaps doing it better? Do we have a written plan with a statement of philosophy, objectives, and a program? What are the are the specific financial needs against which private gift support will be sought? Is the organization competent enough to carry out the defined program? Who are the people associated with the organization: staff, key volunteers, trustees, directors? Who should support the organization?
22. Constructing the Boilerplate an introduction to The Case and Case Statements Windows not Mirrors – benefit to the community vs. internal need of your nonprofit E.g. Butler PAS Building Case: To meet the increasing demand for our services… Increase access to emergency healthcare in RI… SWOT Analysis = 360 degree evaluation Strengths & Weakness = internal Opportunities & Threats = external
48. Where’s the Money: Research Note: the free version works if you know the funder’s name …but, how do you get that information? Annual Reports of similar organizations Donor walls of similar organizations (or like industries) Event programs (sponsorship listings) Networking with other fundraising professionals Association of Fundraising Professionals (AFP) Council for Advancement and Support of Education (CASE) Association of Healthcare Philanthropy (AHP) Partnership for Philanthropy Planning (PPP)
49. Where’s the Money: Research Option 2 – The Foundation Directory Online Go to http://www.foundationcenter.org/
50. Where’s the Money: Research Foundation Prospect Research Steps: Make a list of programs for which you are seeking grant funding Make a list of organizations that offer these same programs (hint: your competitors) Using The Foundation Directory Online – search those organizations grants Dig down further to discover grant purpose, amount, etc. Build your prospect list based on those grants Research the specific foundations – giving guidelines, geographic focus area, timelines, etc.
59. Communicating with Funders After you’ve done your research, reach out! Contact the Foundation and speak with a foundation representative (or contact name on website or 990) Explain the purpose for which you are seeking funding Ask for feedback and direction Ask for a site visit; ask if they conduct site visits Since 2008, competition for grant funding has quadrupled, so you need to establish and build a relationship Make contact when you get a “no”; ask for feedback/if you can submit for the next funding cycle Use your volunteers (do they know anyone on the board, etc.) however, proceed with caution Don’t be afraid to be persistent (there will always be someone who is more persistent than you)! Network (E.g. Emma Greene)
60. Beyond Foundations Corporate Gifts/Sponsorships Charitable contributions to non-profit organizations reduces a corporation’s tax-liability A contribution to your organization helps the corporation pay less in taxes Good Economy = Sponsorships Two “pots” to pull from: A charitable division of the corporation (usually larger with giving guidelines) The marketing department (usually smaller with less restrictions)
61. Beyond Foundations Corporate Gifts/Sponsorships (two buckets) The Marketing Department: Contacts are usually public; reach out to them Personal/Professional relationships are helpful (engage Board Members and Volunteers) Do your research – Which organizations have the corporation sponsored in the past and for what project? (usually located on the organization’s website under “Community Relations” or a similar heading) Tailor your ask to what the corporation has done in the past Make sure it contains a marketing benefit
62. Beyond Foundations Corporate Gifts/Sponsorships (continued) The Charitable Division: Contacts are also public; reach out to them But first, do your research as there is usually a distinct mission of this function (see Foundation Center – www.foundationcenter.org or call them directly for their “Giving Guidelines”) Review the funding needs of your organization – do they fit within the giving guidelines? If yes, begin proposal process A word on square peg round hole approached Like Foundations, proceed with caution on exploiting Personal/Professional relationships BCBSRI example on next slides…
68. Research Demonstrations / Q&A Does anyone… …have a topic or organizational focus they would like for me to look up on Foundation Directory Online? …a 990 they’d like me to pull up? …want to begin drafting a grants plan? …a question that they’d like answered?
69. CONTACT INFORMATION: Michele R. Berard, MBA, CFRE Butler Hospital (401) 455-6565 mrberard@butler.org Ascent Advisors (401) 263-4902 mberard@ascentadvisors.net Full presentation on Linked In – go to: http://www.linkedin.com/in/micheleberard
Editor's Notes
Major Donors – Research Fund Campaign – invite to hear from researchers about how they are using and going to use (important b/c of endowment) your moneyCommunity – Charity Care, staff as volunteers, support of complementary services/organizations (community mental health orgs, AD/PD, NAMI walks)Corporations – Corporation Campaign for Building – “We help your bottom line” “85% of mental illness is 100% treatable”Foundations -