USC Judith D. Tamkin Symposium on Elder Abuse September 15-16, Mary Ellen Kullman, MPH Executive Vice President and COO Archstone Foundation

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1 USC Judith D. Tamkin Symposium on Elder Abuse September 15-16, 2016 Mary Ellen Kullman, MPH Executive Vice President and COO Archstone Foundation

2 Archstone Foundation Private Grantmaking Foundation Since 1986 Over 1,000 Grants Totaling $100 Million Focused Exclusively on Aging Funded in Elder Abuse Since Grants Totaling $16 Million in Elder Abuse Primarily a California Foundation With Some National Projects and Multi-Funder Partnerships Current Focus on Family Caregiving, Late Life Depression, and Aging in Community

3 Who Are The Funders? Major National Foundations with Large Aging Program Conversion Foundations Regional Health Foundations with a Strong Aging Focus Large Community Foundations with Significant Aging Program Area or Donor Directed Fund Smaller Community Foundations and Private Family Foundations with a More Limited Interest in Aging Corporate Foundations and Giving Programs Foundations of All Sizes Without a Stated Focus in Aging but Related Interests Such as Family Caregiving

4 Possible Related Search Areas Elder Justice Social Justice Family Caregiving Long Term Care Vulnerable Populations Violence Prevention Late Life Violence Health, Public Health and Aging Social Welfare Behavioral Health

5 Do Your Research Who Funds in the Issue or a Related Area? Who Funds in Your Geographical Area? Visit the Foundation Center Website or Library Check out the Chronicle of Philanthropy Talk to Colleagues About Who has Funded Them Review Foundation Annual Reports, Websites, and 990s Review the Funding Guidelines and Draft Your Request Talk with the Foundation Program Staff if they Accept Calls at the Preliminary Stage (some do not)

6 What Do Foundations Want? A Compelling Case in Human and Economic Costs A Strong Link Between the Intervention and Desired Outcomes Thoughtful Use of Resources Appropriate Partnerships Impacting the Population they Care About Representation from Diverse Communities Sustainable Work It Will Last After the Grant

7 A Typical Proposal Will Ask For: An Executive Summary Background of the Issue or Problem Background on the Organization and its Capacity Program Description with Goals, Objectives, Timelines and Specific Activities Anticipated Outcomes and Evaluation Plan Plan for Sustainability Detailed Budget and Budget Narrative

8 Common Mistakes

9 Common Mistakes Not Knowing the Funder You are Approaching Not Following the Foundation s Guidelines - Exactly Pour Righting and Knot Proof Reeding Not Being Clear on What You are Asking For Too Much Jargon Unrealistic Budgets Too Much AND Too Little Not Making the Case for How Your Work Will Impact the Issue in a Meaningful Way

10 Keys To Success Follow Through Provide All of the Information Requested Keep Deadlines Provide ALL Requested Reports Update the Foundation on Any Changes Ask Questions Keep up with Your Foundation Contacts Respect Boundaries Know Your Top Priorities and be Willing to be Flexible Relax the Funder Wants You to be Successful Too

11 Working With Foundations Advantages Flexibility Quicker Turnaround Ability to Partner or Match Funds Floating Timelines Disadvantages Shorter Duration Smaller Dollars Reporting Requirements Often Tied to a Geographical Area Reviewers May Not Know Your Field

12 To Be Successful Do What You Do Best

13 Build Relationships Put the Foundation on Your Distribution Lists Invite Their Staff to Your Events Engage Them in Strategic Thinking Learn About Their Interests and Any Intersections with Elder Abuse Ask Them to Speak at Your Events (if Appropriate!) Program Staff are Like Legislative Aides They can be Gatekeepers or Allies Share Information and Resources Follow-up

14 What Can Foundations Do Besides Giving A Grant? Convene Diverse Groups as a Neutral Party Introduce You to Other Funders Be a Thought Partner Introduce You to Others Working in the Field Put You on the Speaker Circuit (Elder Abuse and Otherwise) Produce Publications and Include You in Other Communication Efforts Help You Think About Other Partners Be Your Allies!!

15 Any Questions?