Welcome to the 2018 Nonprofit Grant Workshop

Transcription

1 Welcome to the 2018 Nonprofit Grant Workshop April 19, 2018 Sponsored by

2 Nonprofit Grant Workshop 8:30 9:00 Registration & Continental Breakfast 9:00 9:15 Welcome & Introductions 9:15 10:00 Wendy Steele, Guest Speaker: Founder of IMPACT 100; Founder/Chief Executive of Generosity Matters 10:00 10:15 Break 10:15 11:15 IMPACT 100 Grant Process Overview 11:15 11:40 Guidelines for Permitting & Construction 11:40 12:15 Panel Discussion with Former Grant Recipients & IMPACT 100 Board Members

3 Jeff Bergosh Chairman of the Board of County Commissioners

4 Jodi Bell Regional Director of Sales Click to add text

5 2018 Grant Award Eleven grants of $100,300 to be awarded. Two grants will be awarded in each focus area: Arts & Culture Education Environment, Recreation & Preservation Family Health & Wellness One focus area will have all three grants awarded Total of $1,103,000

6 Mission Statement To know and serve the community; To collectively fund significant grants to charitable initiatives; To set an example of effective philanthropy.

7 Wendy Steele 15 YEARS. 10 MILLION DOLLARS. STILL MAKING AN IMPACT!

8 Impact 100 Pensacola Bay Area: Is the World s LARGEST Impact 100! Was the first Impact 100 chapter to launch with more than 200 members giving away $233,000 in the very first year Has been giving away more than $1 MILLION per year for FIVE consecutive years. Follows the Impact 100 Model more closely than ANY other Impact 100 Chapter

9 Not I, But We.

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11 Impact 100 Provides Transformational Grants in Five Focus Areas: Arts & Culture Education Environment, Recreation and Preservation Health & Wellness Family

12 The Time is NOW Dream Big Transform Communities Be the Change Swing For the Fences

13 An Impact 100 Chapter is only as strong as the women who join, and only as transformational as the nonprofits who apply.

14 Thank You!

15 Wendy Steele 15 YEARS. 10 MILLION DOLLARS. STILL MAKING AN IMPACT!

16 Folder Contents

17 Left Side of Folder Agenda Grant Process Frequently Asked Questions Grant and Site Visit Evaluation Instructions Best Practices for Successful Grant Writing

18 Right Side of Folder Brochure including Grant Process Overview insert Letter of Intent and Grant Application Access Instructions Letter of Intent and Grant Application Example with Attachments Financial Requirements and Attachments Construction Information Survey

19 Grant Process Timeline

20 March: Announce number of members and number of grants to be awarded each year. Grant application process begins by submitting a Letter of Intent to Apply.

21 April: Nonprofit Workshop and Social Letter of Intent Applications are accepted online until noon on April 30, 2018.

22 May: The Letters of Intent to Apply (LOI) are reviewed to verify eligibility to apply for a grant. The grant application will then be released to all the eligible nonprofits. Grant Application 101 is offered on May 17, 2018 for those nonprofits who have submitted a LOI.

23 June: On June 7, Grant Q&A sessions are available by appointment for one-on-one questions with board members. Grant applications are accepted online until Wednesday, June 13, 2018 at noon.

24 July and August: Focus area committees consisting of IMPACT 100 members will review the grant applications. Site visits will be conducted by a small team of committee members. Applications will be evaluated on the strength of the organization, the strength of the project, the impact of the project on the community and the project s sustainability. Three finalists from each focus area will be selected.

25 September: Finalists will be notified by phone. All other applicants will be notified by both and mail prior to the press conference. Summaries of the finalists projects will be provided to members of IMPACT 100.

26 October: Each grant finalist will make a five-minute presentation at the IMPACT 100 Annual Meeting on Sunday, October 14, IMPACT 100 members will vote by individual ballot. Eleven projects will be selected by majority vote. Grant recipients will be announced at the end of the meeting.

27 Reports and Evaluation: Prior to the release of grant funds, each recipient must complete the IMPACT 100 Grant Agreement Form. Grantees must submit quarterly reports on implementation and progress of the project to IMPACT 100 Pensacola Bay Area Board of Directors. When the project is complete, or funds are fully expended, the grantee must submit a final report.

28 Wish Lists: All applicants will have an opportunity to submit a wish list of items that could benefit their organization. Wish lists will be posted on the IMPACT 100 website for one year, giving possible donors an opportunity to fund applicant s wishes.

29 Grant Process Overview Blue insert from brochure LOI Requirements Organization Eligibility Project Eligibility

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31 Letter of Intent to Apply Applicants must submit a Letter of Intent to Apply (LOI). In preparation to submit the LOI, each organization should confirm they meet all requirements by: Providing a copy of the Dept. of Treasury letter affirming the organization's status as a tax-exempt public charity under Internal Revenue Code Section 501(c)(3). Religious institutions must have a separate tax-exempt entity, not under the umbrella of the body of worship, to apply.

32 Letter of Intent to Apply (continued) Filing the latest Annual Report with the Florida Department of State, Division of Corporations ( Registering with the Florida Department of Agriculture and Consumer Services, unless the organization is exempt ( Date due: April 30

33 Organization Eligibility Defined as a tax-exempt public charity under Section 501(c)(3) of the Internal Revenue Code Based in, providing services to, or collaborating with organizations in Escambia and/or Santa Rosa counties Registered with the Florida Division of Corporations as a nonprofit corporation Registered with the Florida Department of Agriculture and Consumer Services, unless the organization is exempt

34 Project Eligibility The project must: Serve residents of, and expend funds fully, in Escambia and/or Santa Rosa counties Be a new program, expansion of an existing program, or a new or expanded collaborative effort of multiple nonprofit organizations Have a total project budget for the full IMPACT 100 grant amount

35 Project Eligibility (continued) Expend funds within 24 months of the October award date Be designated by the applying nonprofit organization for one of the following Focus Areas: Arts & Culture Education Environment, Recreation & Preservation Family Health & Wellness

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50 Verify 501(c)(3) Status FEIN Treasury Letter Annual Report Filing with the State of Florida Registration with Florida Dept. of Agriculture and Consumer Services Mission Collaboration

51 Focus Area Collaboration Decision Site Visit Location Certification and Signatures

52 Legal Name, DBA, EIN, Address Year Founded and History Mission Statement Current Programs and Projects Number of Employees, Volunteers, and Board Members Organizational Contacts Board Member Information

53 Legal Name, DBA, EIN, Address Year Founded and History Mission Statement Current Programs and Projects Number of Employees, Volunteers, and Board Members Organizational Contacts Board Member Information

54 Project Information & Summary Start and End Date Target Population Goals Management Evaluation Collaboration Plans Other Funding Sources Timeline Sustainability

55 Project Revenues Total Project Expenses IMPACT Grant Expenditure

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64 Fiscal Year End Most Recent 990 Last Year s 990 Profit and Loss Statement from date of last filing to 4/30/18 Balance Sheet as of 4/30/18

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75 Construction Plans Construction Type Project Expenses Construction Related Supporting Documents

76 Cost Estimates Drawings Leases Contracts

77 Collaborating Nonprofits to add text Up to 2 allowed Must have submitted an LOI Organization Information Required Financial Information Required

78 Guidelines for Permitting and Construction

79 Obtaining Necessary Permits for Construction Bill Weeks, CBO, CFM, CRS Certified Building Official Certified Floodplain Manager Community Rating System Coordinator City of Pensacola

80 Planning Information for Proposals Involving Construction Annette Smith IMPACT 100 Pensacola Bay Area Construction Bid Review Lead

81 Panel Discussion Grant Recipients IMPACT 100 Board Members

82 Thank you for attending! Remember: We will help you every step of the way! Submit your questions to: