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The Cameron Foundation


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Presentation by Valerie Liggins, LSW at the 2009 Virginia Health Equity Conference as part of the panel, "Show Me the Money - Strategies for Identifying Potential Funders and Writing Successful Grant Proposals."

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The Cameron Foundation

  1. 1. Health Equity Conference <ul><li>THE CAMERON FOUNDATION </li></ul><ul><li>24 West Old Street </li></ul><ul><li>Petersburg, Virginia 23803 </li></ul><ul><li>804 732-8900 </li></ul><ul><li> </li></ul><ul><li>serving Southern Chesterfield, Cities of Colonial Heights, Hopewell, Petersburg and the Counties of Dinwiddie, Prince George and Sussex </li></ul>
  2. 2. The Cameron Foundation <ul><li>Established in April 2003 out of the sale of the nonprofit Southside Regional Medical Center to Community Health Systems, a for-profit entity </li></ul><ul><li>Health Legacy Foundation </li></ul><ul><li>Assets (FY 2009) = approx. $95 million </li></ul><ul><li>Grantmaking (FY 2008) = approx. $6.5 million </li></ul>
  3. 3. The Cameron Foundation <ul><li>Our mission : The Foundation is dedicated to providing resources that will improve both the health and quality of life for people living in the communities served by the Foundation. </li></ul>
  4. 4. Who is Eligible? <ul><li>We serve: The cities of Petersburg , Colonial Heights and Hopewell , the counties of Dinwiddie , Prince George and Sussex , and the portion of the county of Chesterfield south of Route 10 . </li></ul>
  5. 5. Who is Eligible? <ul><li>Two Criteria about Location: </li></ul><ul><li>Located within the service region </li></ul><ul><li>and/or </li></ul><ul><li>Majority of those served by organization or project reside within the service region </li></ul>
  6. 6. Who is Eligible? <ul><li>501(c)(3) Organizations (new and established) </li></ul><ul><ul><li>Voluntary Board of Directors with at least 5 unrelated persons </li></ul></ul><ul><li>Religious Organizations (for secular, nonreligious purposes) </li></ul><ul><li>Government Agencies (with special stipulations) </li></ul>
  7. 7. What We Fund: Program Areas <ul><li>1 st Priority Program Areas: </li></ul><ul><ul><li>Health Care (25%) </li></ul></ul><ul><ul><li>Human Services (25%) </li></ul></ul><ul><ul><li>Community & Economic Development (20%) </li></ul></ul><ul><ul><li>Education (15%) </li></ul></ul>
  8. 8. What We Fund: Program Areas <ul><li>2 nd Priority Program Areas: </li></ul><ul><ul><li>Cultural Enrichment (10%) </li></ul></ul><ul><ul><li>Civic Affairs (5%) </li></ul></ul><ul><ul><li>Conservation and Historic Preservation (0%) </li></ul></ul><ul><ul><ul><li>In 2009, the Board approved a temporary suspension of budgeting for this program area </li></ul></ul></ul>
  9. 9. Our grantmaking approach <ul><li>The Cameron Foundation has established grantmaking objectives that are intended to ensure that its limited resources are allocated to their highest valued uses. The Foundation supports organizations and activities that: </li></ul><ul><ul><li>Empower people </li></ul></ul><ul><ul><li>Employ creative responses to problems </li></ul></ul><ul><ul><li>Address root causes rather than symptoms </li></ul></ul><ul><ul><li>Build upon community strengths </li></ul></ul>
  10. 10. Our grantmaking approach – cont. <ul><li>The Foundation is particularly interested in supporting organizations that: </li></ul><ul><ul><li>expand access to opportunities for people from low-income and otherwise disadvantaged communities </li></ul></ul><ul><ul><li>demonstrate a commitment to diversity and inclusiveness in the targeting and delivery of services </li></ul></ul><ul><ul><li>foster communication, cooperation, and coordination among service providers </li></ul></ul><ul><ul><li>build programs and services that are sustainable </li></ul></ul><ul><ul><li>have a strong and engaged board , staff and/or volunteer leadership. </li></ul></ul>
  11. 11. Nonprofit Capacity-Building <ul><li>The Cameron Foundation is committed to making strategic investments in the growth and survival of nonprofit organizations in its service region: </li></ul><ul><ul><li>Grantmaking facilitates capacity building and organizational development for nonprofits </li></ul></ul><ul><ul><li>Multiple resources available to strengthen the management and governance of nonprofit organizations </li></ul></ul>
  12. 12. Capacity-Building Initiatives <ul><li>Appomattox Regional Library System Programs </li></ul><ul><ul><li>Southside Virginia Nonprofit Resource Center </li></ul></ul><ul><ul><li>Focus INC (Increasing Nonprofit Capacity) </li></ul></ul><ul><ul><li>Southside Community Partners (Connect Southside) </li></ul></ul><ul><li>Recognition Awards Program </li></ul><ul><ul><li>Cleveland A. Wright Award </li></ul></ul><ul><ul><li>Organizational Management Award </li></ul></ul>
  13. 13. Grantmaking <ul><li>The Foundation provides 4 types of grants: </li></ul><ul><li>Project-Specific </li></ul><ul><li>Capital </li></ul><ul><li>Technical Assistance with special stipulations </li></ul><ul><li>General Operating Support with special stipulations </li></ul>
  14. 14. What We Don’t Fund <ul><li>Organizations that discriminate on the basis of race, creed, gender, sexual orientation or disability </li></ul><ul><li>Endowments </li></ul><ul><li>For-profit organizations </li></ul><ul><li>Individuals </li></ul><ul><li>Religious organizations seeking support for programs to which access is restricted by religious affiliation or programs that promote a particular creed </li></ul>
  15. 15. What We Don’t Fund <ul><li>Attendance at conferences, seminars or meetings* </li></ul><ul><li>Organizations that carry on propaganda or otherwise attempt to influence legislation or political campaigns </li></ul><ul><li>Other grant agencies or foundations for re-distribution to organizations of their choosing </li></ul><ul><li>Solely for publishing, producing or distributing audio, visual or printed material* </li></ul>
  16. 16. What We Don’t Fund <ul><li>Purchase of tickets to fund-raising events or for advertising </li></ul><ul><li>General operating expenses of neighborhood health centers or clinics or day care centers for children, except in exceptional circumstances </li></ul><ul><li>Medical research or national health agency appeals </li></ul><ul><li>Academic or scientific research </li></ul>
  17. 17. How To Apply <ul><li>Review the Foundation guidelines and priorities then ask the following questions: </li></ul><ul><li>Does my organization or program fall within the service region? </li></ul><ul><li>Is my program consistent with the program areas? </li></ul><ul><li>Is my organization eligible? </li></ul>
  18. 18. How To Apply <ul><li>Submit a Letter of Intent & Pre-Screening Checklist </li></ul><ul><li>3 pages maximum (double-spaced in 12 pt. font) addressing: </li></ul><ul><ul><li>The problem or community need to be addressed by the proposed project </li></ul></ul><ul><ul><li>How the project will address the community need or problem, and how this relates to the Foundation </li></ul></ul><ul><ul><li>The anticipated time frame for the project </li></ul></ul><ul><ul><li>The background of the applicant organization and its board and staff leadership </li></ul></ul><ul><ul><li>The plans for sustaining the project after support from the Foundation ends </li></ul></ul><ul><li>Next LOI deadline: January 4, 2010 </li></ul><ul><li>Note: Letters are due 6 weeks before proposal deadline . If you submit a LOI by the deadline date and have not heard back from the Foundation within one month of that date, please contact us . </li></ul>
  19. 19. How To Apply <ul><li>Submit Proposal ( only if invited by Foundation following LOI step) </li></ul><ul><li>Two hard copies </li></ul><ul><li>The body of the proposal should be a narrative that is no more than 10 double-spaced pages (12 point font) </li></ul><ul><li>Additional attachments may be submitted </li></ul><ul><li>Plastic binders, covers or other extraneous packaging should not be used on narrative or attachments </li></ul>
  20. 20. Proposal: Organization Background <ul><li>Give a brief history of the organization </li></ul><ul><li>Describe the programs & services the organization currently provides </li></ul><ul><li>Describe the geographical area served by the organization </li></ul><ul><li>Describe the constituency served by the organization </li></ul>
  21. 21. Proposal: Project <ul><li>Describe the need to be addressed </li></ul><ul><li>Discuss how the proposed project relates to the need </li></ul><ul><li>Define the geographical area to be served by the project </li></ul><ul><li>Identify the staff or consultant(s) required to implement the project and provide their qualifications </li></ul><ul><li>Provide a timetable for completion of the project </li></ul><ul><li>Describe how the project will produce a positive impact that will continue beyond the period of support by the Foundation </li></ul>
  22. 22. Proposal: Evaluation Plans <ul><li>Include an explanation of the manner by which the organization will evaluate the results during the grant period and the results expected after the grant period </li></ul><ul><li>Include the long-term results that are the ultimate goal of the project and reflect the long-term accomplishments to be achieved because of the grant </li></ul>
  23. 23. Proposal: Financial Information <ul><li>Basic financial information showing revenues and expenses for the previous three fiscal years , together with information showing the sources of revenues </li></ul><ul><li>A detailed budget for the proposed project; if the project is to last for more than one year, include a complete budget for each year and a total for all years. </li></ul><ul><li>Indicate which of the costs would be paid from a grant from the Foundation </li></ul><ul><li>Other sources of financial support for the project and the amounts of such support </li></ul><ul><li>The plan for continued support at the conclusion of the project </li></ul>
  24. 24. Proposal: Required Documents <ul><li>A copy of the determination letter from the IRS indicating the organization is exempt from federal income taxation under Section 501(c)(3) of the IRS code </li></ul><ul><li>A list of all officers and directors of the organization, with their business addresses and phone numbers </li></ul><ul><li>The most recent annual report or summary of activities of the organization </li></ul><ul><li>The most recent audited financial statement of the organization or its most recent Form 990 , including Schedule A (only if an audit is not available) </li></ul><ul><li>The current operating budget of the organization, showing projected revenues and sources of such revenues </li></ul>
  25. 25. Key Elements of a Good Proposal <ul><li>All required information is included! </li></ul><ul><li>The organization has demonstrated its capacity and/or experience </li></ul><ul><li>The project is consistent with the mission of the applicant and the Foundation </li></ul><ul><li>The leadership is strong and reflects the constituency to be served </li></ul>
  26. 26. Key Elements of a Good Proposal <ul><li>Defined and documented problem or need, who will be served, and how the need will be addressed </li></ul><ul><li>Anticipated short-term and long-term results of the project are clear and realistic; a realistic timetable for implementation is provided </li></ul><ul><li>A complete, detailed budget for the project is provided, and any other sources of funding for the project have been identified </li></ul><ul><li>If the project is to extend beyond the grant period, a plan for sustaining the project has been developed. </li></ul>
  27. 27. Upcoming Deadlines Letters Due: Proposals Due: Board Meeting: September 1, 2009 October 15, 2009 February 2010 January 4, 2010 February 15, 2010 June 2010 May 3, 2010 June 15, 2010 October 2010
  28. 28. What Happens After the Proposal? <ul><li>Staff review, which can include: </li></ul><ul><li>Meetings with applicant staff/board </li></ul><ul><li>Site visits (Foundation board invited) </li></ul><ul><li>Doing our homework: conversations with your peers, references, other funders, and experts in your field </li></ul>
  29. 29. What Happens After the Proposal? <ul><li>Staff Recommendations to Grants Committee </li></ul><ul><li>Grants Committee Recommendations to Board </li></ul><ul><li>Board Meeting and Decision </li></ul><ul><li>Note: Applicants are not to contact members of the Grants Committee or the Board of Directors about the grant proposal during the application process; however, Program Officers are available to discuss the proposal with applicants throughout the review process </li></ul>