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1 Welcome The Grantseeker Information Webinar will begin in several minutes Your presenters today are: 1

2 Grantseeker Information Webinar Thursday, February 9, :00 3:00 pm in partnership with

3 Having trouble hearing us? If you are having trouble with the audio portion of the Webinar, Jackie Downing at

4 The Community Foundation for Greater New Haven Leading on Issues Building Endowment Increasing Giving Knowledge Strengthening Nonprofits Permanence 4

5 Sources of Information Websites Reports People 5

6 3 Steps Before You Apply Do your research Identify collaborators and partners Structure your program and request 6

7 Competitive Grant Eligibility 501(c)3 or equivalent or find a sponsor Majority of services in our 20 town region Limited capital project funding available Nondiscriminatory practices Grant reports must be up-todate Certain projects less likely to be funded 7

8 Competitive Grant Opportunities The Community Foundation for Greater New Haven Name Purpose Deadline The Quinnipiac River Fund Neighborhood Leadership Program The Community Fund for Women & Girls Strategy Grants Year-Round Small Grants Nonprofit Animal Shelter Grants for projects designed to protect and conserve the Quinnipiac River for residents of New Haven or contiguous towns committed to making a positive difference social and economic advancement of women and girls immigrant integration; incarceration and community re-entry time sensitive; any organization with an operating budget of $2 million or less for any nonprofit animal shelter serving the Greater New Haven area January 18, 2017 January 20, 2017 January 20, 2017 Contact cmendez@cfgnh.org for details Ongoing Ongoing Sponsorships events Ongoing Responsive Grants flexible funding March 30,

9 Competitive Grant Opportunities Valley Community Foundation Name Purpose Deadline Valley Sponsorships events Valley Community Grants Valley Needs and Opportunities Grants civic engagement efforts innovative programs and emergency needs Ongoing March 3, 2017 Ongoing Responsive Grants flexible funding March 30,

10 Responsive Grants Largest competitive grantmaking process Jointly administered by The Community Foundation for Greater New Haven & Valley Community Foundation A source of flexible funding 3 grant types: project support, general operating support and capacity building support One year and multi-year funding requests are considered Process occurs in two stages; approximately 40% - 60% of applicants are approved to continue to the second stage

11 Upcoming Workshops Nuts & Bolts Workshop (two options) February 16, 9-11:00am, Derby Public Library February 23, 9-11:00am, James Blackstone Memorial Library, Branford How to complete applications for The Community Foundations Responsive Grant Process; walk through questions, elements of strong answers for Project, General Operating, and Capacity Building applications; learn how to fill out the Logic Model and Budget Form. Finding Data for Grants March 7, 9:30-12:00pm, The Greek Olive, New Haven How to approach ANY grant application DataHaven will walk through its website, CTData and others, and guide participants in the best way supporting data for grant applications. Participants will have the chance to suggest data searches. to find Purposeful Boards, Powerful Fundraising Saturday, March 11, 8:00am - 4:00pm, The Whitney Center, Hamden, CT Presented by: Chuck V. Loring, MBA, CFRE The session begins with a close look at Board recruitment, structure, operations, and culture, knowing that weak Boards don't raise funds effectively. The second part of the session focuses on how to involve Board members in effective fundraising. To register for upcoming workshops: cfgnh.org/workshops 11

12 Responsive Grant Application Review Process and Timeline Jan- Feb Access applications online Mar Application due 5pm Mar 30th Apr Applications read by staff and community reviewers 12

13 Responsive Grant Application Review Process and Timeline May Scores shared with Board Applications denied or moved to stage two Jun- Jul Full review of application Site visits Denial phone calls Aug- Oct Writing analysis for Board review Sept- Oct Funding decisions made by Board 13

14 Responsive Grant Application Login Screen 14

15 Guiding Principles for Nonprofits Leadership addressing issues seizing opportunities Evaluation of services of practices Management programmatic organizational Available online at cfgnh.org/guidingprinciples 15

16 Guiding Principles for Nonprofits Leadership How is your organization, staff or Board recognized as a community resource in your field? How is your Board involved in setting vision for your organization? Are your programs/services on the cutting edge in your field? 16

17 Guiding Principles for Nonprofits Evaluation Apply what you learn through evaluation to improve programming. Integrate evaluation into your planning. Talk about impact and cite examples of success (general operating and capacity building). Include quantitative and qualitative data to substantiate impact (project support). Include constituents in evaluation design and practice 17

18 Guiding Principles for Nonprofits Sound Management Does your revenue come from appropriately diverse sources? Do you have an adequate cash reserve? How is your Board involved in fundraising? Does your Board contribute financially? What financial reports does your Board review, and with what frequency? 18

19 Responsive Grant Types Project Support for a specific new or existing project Available to organizations that are new to either The Community Foundation for Greater New Haven or the Valley Community Foundation and those organizations that have received a Responsive Grant in the past 19

20 Responsive Grant Types General Operating Support to further the general mission and work of an organization, rather than for a specific purpose or project Applicants must be: incorporated for at least five years; have received a Responsive Grant from either The Community Foundation for Greater New Haven or the Valley Community Foundation; have a published givegreater.org profile 20

21 Responsive Grant Types Capacity Building Support for short term financial assistance to build the infrastructure of an organization for long term success Applicants must be: incorporated for at least five years; have received a Responsive Grant from either The Community Foundation for Greater New Haven or the Valley Community Foundation; have a published givegreater.org profile 21

22 Required Attachments All Responsive Grant Applications Signed statement of grant submission approval from Board Chair Signed statement from Board Chair indicating understanding and compliance with the foundation s anti-discrimination policy Budget and actual income and expenses for the most recent completed fiscal year Annual operating budget and actual year-to-date income and expenses for the current fiscal year 22

23 Additional Attachments Project Support 501(c)(3) IRS determination letter* List of Board of Directors* Completed Logic Model Form Completed Budget Form Guide Projected annual operating budget for grant year (includes project) Copy of most recent audited statement (if applicable)* Copy of most recent IRS Form 990 (if applicable)* *These attachments are not required for applicants with a givegreater.org profile 23

24 Additional Attachments General Operating Support and some Project Support Signed givegreater.org Checklist from Executive Director or President/CEO Capacity Building Support Signed givegreater.org Checklist from Executive Director or President/CEO Budget and timeline for the capacity building effort (including scope of services if activities include the use of consultants) 24

25 Benefits of having a givegreater.org profile Applicants requesting general operating support or capacity building support will create or update a givegreater.org profile as part of the application All organizations awarded a project grant in 2017 must complete a givegreater.org profile To complete a givegreater.org profile, contact Stephanie Chung at schung@cfgnh.org or No Cost A givegreater.org profile is free. There is no cost to maintain a profile and no monthly fee for online giving access New Donors Nonprofits report receiving gifts from new donors Access to Special Trainings Nonprofits with a published profile can participate in special workshops, such as those created to help engage donors, strengthen marketing and social media outreach and properly account for gifts received during The Great Give. Multiple Uses givegreater.org nonprofit organizations report using their profiles to apply for grant funding; others use it as an outreach tool or for Board/staff orientation 25

26 givegreater.org Profile Checklist Required for general operating and capacity building support applicants only. Optional for program support. Fields marked with a green bar are required for publishing Required fields to which to pay particular attention are highlighted Checklist includes additional fields (not required) that need to be completed for application purposes Must be signed by the Executive Director or President/CEO and submitted as an attachment 26

27 Reporting Grant Progress The following are conditions of all responsive grants: Submission of an annual report on the progress made toward outcomes Updates to a grant recipient s existing givegreater.org profile or the creation of one to receive continued funding Subsequent years of funding are conditional based on performance and progress toward stated outcomes 27

28 General questions Resources General questions Technical support for online application General questions Budget Form Guide assistance Sarah Fabish Denise Canning Jackie Downing All Valley grant processes Logic Model and reporting questions givegreater.org questions tion.org Valerie Knight- DiGangi Kara Straun Stephanie Chung 28

29 Questions?

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