11/6/2013. CASE Webinar. Corporate and Foundation Relations: Top Trends

Transcription

1 CASE Webinar Corporate and Foundation Relations: Top Trends Stacy Palmer The Chronicle of Philanthropy November 7,

2 POLL: Tell Me About You I focus only on grant seeking I focus only on corporate grant seeking I focus only on foundation grant seeking I do many jobs in fundraising and grant seeking is just one of many duties 3 State of Giving Little growth: Overall foundations project few increases while corporations expect to stay flat for third year in a row. Corporate and foundation grants in 2012 to colleges Foundation giving rose 3.3% Corporate: 2.4% 4 2

3 Poll: How Did Your Institution Fare? Our grants increased more than the national average Our grants were on pace with national average Our grants were flat Our grants dropped 5 Slow Recovery in Assets William and Flora Hewlett Foundation -30.8% Ford Foundation -27.7% Andrew W. Mellon Foundation -25.6% MacArthur Foundation -24.1% W.K. Kellogg Foundation -22.4% Lilly Endowment* -22.1% Gordon and Betty Moore Foundation -21.3% Robert Wood Johnson Foundation -20.9% Bill & Melinda Gates Foundation -15.6% 6 3

4 Haves and Have Nots Education gets 20 percent of all foundation grant dollars, only health gets more Grant making isn t spread broadly: The top 1 percent of grant recipients received half of all foundation dollars 7 Foundation Creation Jumps Back After Steep Drop Number of new foundations nearly halted in 2008 and under 500 a year a created: 2010 was worst year: Just 60 new ones were created is a banner year: 5,000 created, more than any year since

5 Where the Money Is California has added more foundations in past decade than any other state USC was the top domestic recipient of grant dollars in Big Foundations on the Rise Bloomberg: Results, advocacy Helmsley: Medical research Margaret Cargill: Arts, children 10 5

6 Grant Seeker Frustration Grows 90% of charity officials wish foundations would talk more openly about grants that didn t work 75% said they want grant makers to disclose more about how they evaluate the work they support and a grantee s performance. Only 29% understand exactly how foundations use the information their grantees are required to provide.. 11 What Grant Seekers Want 87% of charities said they think foundations should be more open about how they determine their own performance 77% said they wish foundations would talk in public about their own impact. 12 6

7 More findings 52% of nonprofit executives believe their foundation funders are aware of the various challenges their organizations face. 18% of the nonprofit leaders in the new survey said they felt strongly that they could be candid with grant makers about their challenges. Grant maker requirements are frustrating: Online applications make it hard to build relationships: There is more to this organization that can be told in 2000 characters: 13 New Leaders at the Big Foundations Gates: Jeff Raikes successor to be named by spring 2014 Ford: Darren Walker Kellogg: La June Montgomery Tabron Hewlett: Larry Kramer What Their Appointments Mean Growing focus on inequality More attention to the practice of grant making 14 7

8 Project Streamline New Efforts to Heal Frustrations 77% of Foundations Have Streamlined Application Process in last 4 years Why Foundations Reduce Paperwork 89% Want to make their own operations more efficient 68% Want to reduce burden on grant seekers 15 Simplify: New Effort Under Way Guidestar and Technology Affinity Group are creating the Simplify information portal where groups can update information once and all subscribing foundations will get instant updates. 16 8

9 It s Ok to Fail Case Foundation conducting survey of foundations and charities to find out why failures are kept secret and what else hobbles experimentation New knowledge and evaluation officers at foundations focus on what s working and what s not 17 More Scrutiny of Big Foundations Gates, Walton, Broad: the Billionaire Boys Club Chronicle of Higher Education examination of the Gates influence: See Gates Effect: Gates-Effect/140323/ Where the money goes: Realm-of-Influence/140343/ 18 9

10 Influence of Gates Spreads Daniel Pitasky, who was a senior program officer in the U.S. program for postsecondary education at, will become the first executive director of the Schultz Family Foundation (Starbucks founder.) Hillary Pennington, who led education and postsecondary education at Gates now in charge of officer in the U.S. program for postsecondary education at, takes a top job at Ford overseeing education, arts, free expression and other areas, 19 Want to Read Like a Gates Program Officer Here s what Jeff Raikes asks every program officer at at Gates to Read The Practice of Adaptive Leadership: Tools and Tactics for Changing your Organization and the World, Ronald Heifetz Thinking in Systems: A Primer, Donella Meadows 20 10

11 What Corporate Donors Urge Grant Seekers Hire staff members who can speak corporate donors language. Research the grant maker s work. Highlight volunteer opportunities. Focus on results. Tell a compelling story about the nonprofit s work. Collaborate with other nonprofits. 21 What Corporate Officials Want Connect with company employees. If a grant application is rejected, ask why. Identify the best buttons to push Figure out how and where to solicit Make sure you can demonstrate outcomes For companies, volunteerism is serious business 22 11

12 New Tools to Help Grant Seekers Inside Philanthropy, new effort to examine foundations indepth founded by David Callahan of Demos think tank, to launch this month Foundation Center: New statistics tool that makes it easy to find data Glasspockets: Real time grant reporting for a handful of foundations 23 Resources From The Chronicle Recent Grants and Forthcoming Deadlines Our corporate survey and database: Our foundation survey and database Survey/424?cid=megamenu 24 12

13 Webinar Library How to Win Grants from Corporate Foundations How to Win Government Grants in Tough Times How to Win Grants from Private Foundations 25 Contact: Stacy Palmer 26 13

14 What Are Your Questions Tell me what you want to know more about and share your tips with other participants