Charitable Contributions Workshop Kaiser Permanente Kern County

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1 Charitable Contributions Workshop Kaiser Permanente Kern County December 15, 2015 PUBLIC AFFAIRS COMMUNITY BENEFIT

2 Agenda Why Kaiser Permanente Invests in our Community How Kaiser Permanente Invests in our Community Questions Contact Information Fifth Agenda 2

3 Agenda Why Kaiser Permanente Invests in Kern County Improve the health of our community To build organizational pride amongst our employees To share and gain knowledge with our community partners To support our designation as a non profit organization It is part of our social mission and responsibility as a leader in healthcare 3

4 Agenda How Kaiser Permanente Invests in Kern County Local Grants to local community based organizations Regional Grants to local community based organizations Sponsorships to local community based organizations In Kind Support of local community based organizations Volunteerism 4

5 Charitable Contributions 2015 $216,000 in grants to Kern County $25,000 in sponsorship support Over 1000 volunteer hours 5 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

6 6 KP in the Community

7 Agenda Community Grant Making Program Grant Making Overview Priority Areas for Funding Process & Timeline Overview Application (IGAM) Regional Grant Making Program Tips & Questions 7

8 Community Grant Making Program Contact: Kristin Weber or ) Grant Making Overview Funds available Up to $216,000 each year Grants funded from $5,000 up to $25,000 (avg is $15,000) Funding available once per year 8 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

9 Community Grant Making Program Priority Areas for Funding Access to Care. Programs that increase access to primary care, specialty care and mental health care services. Overweight & Obesity. Programs that reduce and treat overweight and obesity. Also programs that focus on prevention through healthy eating and physical activity. Chronic Conditions. Programs that address the prevention and treatment of chronic conditions: specifically asthma, cancer, cardiovascular disease and diabetes. 9 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

10 Community Grant Making Program Access to Health Insurance Coverage and Healthcare Services Goals Increase access to health care and mental health care for the medically underserved. Strategies Provide grants to organizations that Improve access to free and low cost services. Increase health care coverage among vulnerable populations Improve timely access to needed medical and mental health care Reduce workforce shortages 10

11 Community Grant Making Program Overweight & Obesity Goals Reduce overweight & obesity Strategies Provide grants to organizations that Increase healthy eating among service area residents. Increase active living among residents of the service area. 11

12 Community Grant Making Program Chronic Conditions Goals Reduce morbidity and mortality from chronic conditions among high risk populations Strategies Provide grants to organizations that Improve preventive care and chronic disease management for high risk populations Improve treatment of chronic disease management for high risk populations 12

13 Community Grant Making Program Process & Timeline Overview Process Timeline Charitable Contributions Workshop December 15th RFP Release January 11th Proposals Due February 22nd Site Visits March/April 2016 Grant Review Decision May 2016 Notification June 2016 Funding Period Begins July

14 Pull Application for Demonstration 14 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

15 Community Grant Making Program Community Benefit Website IGAM Application Process Starting the application T Accessing the application already in progress 15 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

16 Regional Grant Making Program For information, timelines & process visit Look under apply for grants and scroll to the section on Regional Grantmaking 16 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

17 Community Grant Making Program Tips & Questions Do! Keep it Simple Be straight forward in your approach Use lay man s terms Use multiple reviewers prior to submitting On Time Submission Spell & Grammar check in Word first Do Not! Submit Complicated Proposals Forget to submit required attachments Create unattainable objectives Use acronyms Include your accounting department as FA Forget to click submit on the application YOU WILL RECEIVE A CONFIRMATION OF SUBMISSION IF YOU DON T, THAT MEANS YOU HAVE NOT PROPERLY SUBMITTED CALL ME IF THIS HAPPENS IMMEDIATELY! 17

18 Agenda Sponsorship Program Program Overview What We Do Fund/ What We Don t Fund Application Process Review Process What Happens if your Organization is Approved 18 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

19 Sponsorship Program Contact: Laura Morton (661) Sponsorship Overview Funds available Up to $22,000 each year Sponsorships funded from $500 up to $10,000 (avg is $1,500) Funding available throughout the year (usually run out by October) 19 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

20 Sponsorship Program What we Fund Special fundraising events (luncheons, dinners, galas) Conferences Symposia Health Education Forums 20 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

21 Sponsorship Program What we Don t Fund Requests from international, social or recreational clubs Sports teams and tournaments Individuals Religious purposes Partisan political activities Endowments or memorials Walks or Runs 21 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

22 Access to Sponsorship Program To initiate a new online application: Please go here: To return to your saved in-progress application: Please use the account URL you received when you created your account. For your convenience, it is included here: The online application form includes further details about the submission process. 22 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

23 Sponsorship Program Application Requirements Completed (online) application & attestation sheet A copy of your organization s tax exempt status documentation A list of your organization s board members or governing body and their affiliations (ie Kristin Weber, Kaiser Permanente) If using a fiscal agent, a letter from fiscal agent on their letterhead and signed by their executive director or president, explaining the relationship between the two organizations. Application Process Submit the above documents via IGAM links provided 23 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

24 Sponsorship Program Review Process All requests (application & attachements) must be received at least 60 days prior to the event Once received, will be sent from IGAM confirming receipt of request Requests are screened and forwarded to review committee for consideration Please allow up to 90 days for notification on the status of your request 24 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

25 Sponsorship Program What Happens if your Organization Receives Funding It may take up to six weeks for funding to be issued after approval of request As a recipient of a donation through the Sponsorship program you are required to submit the following: Completed Acknowledgment of Cash Contribution form within 5 days of check receipt by organization Report within 30 days of event on your letterhead, to include: Organization name and event title Number of Attendees Report on how proceeds were used List of sponsors 25 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

26 Agenda In Kind Donation Program Examples of In Kind Donations Request Process Review & Approval Process 26 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

27 Agenda Volunteerism KP Cares Project Request Review & Approval Process 27 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

28 Contact Information Kristin Weber All Charitable Contributions, In Kind Donations & Volunteer Opportunities On Line Applications and Information 28 January 5, Kaiser Foundation Health Plan, Inc. For internal use only.

29 Questions

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