Applying to the Ontario trillium foundation

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Sherilyn Summers
6 years ago
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1 Applying to the Ontario trillium foundation

2 Who are we? Agency of the Government of Ontario Volunteers across Ontario decide where our funds go Largest grantmaker in Canada with over 30 years of experience Investor in community-based initiatives Builder of healthy and vibrant communities 2

3 OTF S INVESTMENT STRATEGY Ac#on Areas Priority Outcomes Grant Results Investment Streams 3

What do we fund? Action Areas define what we mean by healthy and vibrant communities. They are our vision and what we aspire to achieve through our investments.

4 What do we fund? Action Areas define what we mean by healthy and vibrant communities. They are our vision and what we aspire to achieve through our investments. Fostering more ac#ve lifestyles Building inclusive and engaged communities together Encouraging people to support a healthy and sustainable environment Enriching people s lives through arts, culture and heritage Enhancing people s economic wellbeing Supporting the positive development of children and youth

experience culture, heritage and the arts ü More people connect with culture, heritage and the arts ü Diverse groups work better together to shape community ü

5 What do we prioritize? ü Higher quality programming & infrastructure to support physical activity ü More people become active ü Better quality programming and infrastructure to experience culture, heritage and the arts ü More people connect with culture, heritage and the arts ü Diverse groups work better together to shape community ü Reduced social isolation ü Increased economic stability ü Increased economic opportunity ü More ecosystems are protected and restored ü People reduce their impact on the environment ü More children and youth have emotional and social strengths ü More youth are meaningfully engaged in the community

6 what results are we looking for?

7 what results are we looking for?

that have been offered previously or currently Renova?

8 Seed Grants new ideas, different approaches Research, develop or pilot new or be5er ways of doing things Conduct a feasibility study Convene around an emerging issue BUT NOT Projects that have been offered previously or currently Renova?ons, repairs, new buildings Grant Size: $5,000 to $75,000 Grant Dura#on: Up to 1 year 10% hold-back un?l final report is approved 8

9 Capital Grants investing in infrastructure Enhance community spaces and make them more accessible Promote energy efficiency Enhance programs & make be5er use of technology Grant Size: $5,000 to $150,000 Grant Dura#on: Up to 1 year 10% hold-back un?l final report is approved 9

10 Grow Grants building on success Increasing the reach of an exis?ng, proven project, or Replica?ng or adap?ng a proven, successful project, or Adap?ng an exis?ng proven, successful project BUT NOT Core Funding Maintaining an exis?ng program Programs that aren t evidencebased Grant Size: $50,000 to $250,000 per year Grant Dura#on: 2 to 3 years 10% hold-back of final year s funds un?l final report is approved 10

11 Application process: overview Pre-Applica#on Applica#on Assessment Finaliza#on Organiza#on Registra#on Applica#on Review Decisions & No#fica#on Grant Finaliza#on

12 Next Steps 1. Check out our new website at Ac#on Area stories Investment Stream Guides Frequently Asked Ques#ons PDFs of Applica#ons Checklists 2. Take the Self-Assessment test. 3. Contact the Support Centre: or 4. Register your organiza#on.

13 ORGANIZATION REGISTRATION o Register at least 4 weeks before a deadline to guarantee verifica?on process can be completed, if accepted, in?me to apply o Previous OTF Grantees will need to update their registra?on profile; new organiza?ons will need to create a profile o When verifica?on is complete, OTF sends username and password needed to log in and access applica?on forms o Verified Org Registra?ons are valid for 12 months

14 Financial statement requirements Minimum requirements are: ANNUAL REVENUES UNDER $50,000 Statements prepared by your organiza?on ( Internally prepared ). ANNUAL REVENUES BETWEEN $50,000 & $249,999 A complete set of financial statements prepared outside your organiza?on by a licenced public accountant. (Include a No?ce to Reader or Review or Audit.) ANNUAL REVENUES OF $250,000 OR MORE A complete set of financial statements audited by a licensed public accountant. Financial Statements are not required of First Na?on, Mé?s, Inuit communi?es, or small municipali?es with a popula?on of 20,000 or less.

15 Deadlines STREAM ORG REGISTRATION APPLICATION Grow November 4, 2015, 5 p.m. EST. December 2, 2015, 5 p.m. EST. Seed & Capital November 25, 2015, 5 p.m. EST. January 6, 2016, 5 p.m. EST. Seed & Capital March 9, 2016, 5 p.m. EST. April 6, 2016, 5 p.m. EST. Grow May 25, 2016, 5 p.m. EST. June 22, 2016, 5 p.m. EST. Seed & Capital June 8, 2016, 5 p.m. EST. July 6, 2016, 5 p.m. EST. Seed & Capital August 17, 2016, 5 p.m. EST. September 14, 2016, 5 p.m. EST.

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We ve transformed. Name of presenter LOCATION and date We ve transformed Name of presenter LOCATION and date OTF Granting Programs Todays Agenda o Understanding our Strategy o Investment Steams Seed, Grow, Capital and Collective Impact o Six Action Areas Followed