EMPOWERING & EQUIPPING OUR PARTNERS

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EMPOWERING & EQUIPPING OUR PARTNERS Delta Research and Educational Foundation 2016 Regional Conference Cycle Presentation 1

Who is in the room? Currently have funds with DREF? Worked with DREF on fundraiser events? Received scholarships from DREF? DREF supporter via individual donations? Receive DREF communications? 2

What is DREF? Delta Research & Educational Foundation, a nonprofit, 501c3 entity with sole authority to use EIN 52-1338072 Created in 1967 during the 29th National Convention of Delta Sigma Theta Sorority, Inc. in Cincinnati, OH for the purpose of promoting educational and social research as a basis for programs directed to increase the knowledge and methods of improving and advancing the contribution of its members and all citizens to the general welfare of the nation (National Convention Minutes, August 1967). Registered and rated on Guide Star Registered for charitable activity in 46 states and territories 3

Mission Promote research that is pivotal in resolving critical issues affecting African American women and their families nationally & globally Provide grant funds for charitable and educational activities of Delta Sigma Theta Sorority Inc., its chapters, and other communitybased entities 4

What Sustains DREF? Donations from Delta Sigma Theta Sorority, Inc., Individual supporters (Deltas and Non-Deltas) The Combined Federal Campaign State and local government charitable campaigns Employer matching donations Recurring online pledges Foundation grants NSF, Gates, Jenkins, Clinton, Hagan Corporate donations Special campaigns i.e. #Giving Tuesday and Project 13 5

Donations at Work Donations fund: operational costs program grants scholarships advocacy activities STJ Forum @ Delta Days STJ Summer Intern with the CBCF DREF grants disseminated for: Scholarships DST chapter or community charitable/educational programs DST disaster relief efforts like Katrina, Haiti, and most recently the Flint water crisis Non-partisan civic engagement, international awareness, financial literacy and health initiatives 6

DREF Does Not Fund Partisan political activity Religious proselytizing Property purchases DST Chapter intake or gifts Venue rentals Any activity that s not totally charitable and/or educational 7

DREF S PORTFOLIO Center for Research on African American Women Community Grants Educational Programs DTEC Scholarships Fund Management Technical Assistance to Chapters 8

Center for Research on African American Women Research agenda guided by the Sister Scholars Council Biennial publication of PHILLIS: the Journal for Research on African American Women Recently announced multi-year research direction includes surveys on Social Activism, Gun Violence, Entrepreneurship 9

Center for Research on African American Women #2 Working in collaboration with Smithsonian s NMAAHC on artifacts and impact of the Ebony Fashion genre Sponsor annual Stephanie Tubbs Jones Summer Internship in collaboration with CBCF, funded by the Clinton Family Foundation and the Hagan Foundation Vivian Ware Research Fellowship provides opportunity to conduct original research 10

Community Empowerment Grantmaking Program grants offered annually to Delta Chapters in collaboration with PP&D Areas of focus: Non-partisan Civic Engagement, Education, Financial Literacy, Health & Wellness, and International Awareness Grant Period opens November 14, 2016 closes March 21, 2017 11

Community Empowerment Grantmaking #2 Applications accepted for no more than three consecutive years; one year hiatus required Grant amounts range from $500 to $1500 Amount received based on rating Grant award checks issued after July 1 through September Grant Final Report Due in mid-may of each year; quality photos needed with report 12

Delta Teacher Efficacy Campaign DREF and DST launched the Delta Teacher Efficacy Campaign (DTEC) with a Gates grant Teacher efficacy professional development Increasing student achievement through effective teaching Garner community stakeholders in quest for efficacious teachers 2016-2017 Special Edition PHILLIS Journal 13

SCHOLARSHIPS Eula Dean Roby Scholarship for Education Majors Oleta L. Crain for High School Girls (CO, MO, and OK) Yvonne Kennedy Memorial Scholarship (Southern Region Applicants) Mentoring Keys Scholarship Business Majors at HCBU institutions who are residents of AK, CO, CT, FL, ID, IN, KY, ME, MI, NY, OH, OR, UT, VT, WA 14

FUND MANAGEMENT DREF currently administers 217 restricted funds for DST Chapters and several funds for DST Grand Chapter Grants are available from funds consistent with establishing purpose and the criteria and timeframes contained in the CEM 15

Restricted Funds #1 Created for charitable and/or educational grant purposes by individuals, families, corporations, DST, DST chapters Are not charged investment management fees Do not accrue interest income Balance no impacted by market fluctuation 16

Restricted Funds #2 Fund owner provided a fund status report quarterly must maintain own transactional records Grants from funds are administered by DREF consistent with donor intent to extent allowable by law and the CEM Donations to fund are tax deductible if no good or service provided in exchange 17

Restricted Funds #3 Grant requests accepted for permissible activities: general scholarships, support for DST or community charitable programs such as GEMS, EMBODI, DELTA ACADEMY, mentor/tutoring, international mission work, disaster relief, etc. Enables the solicitation of tax-deductible funds to support and strengthen charitable and educational programs that DREF sponsors in partnership with DST and/or community entities 18

Grant & Scholarship Processing Normally 10 days from receipt of properly executed grant or scholarship request Scholarships are executed according to founding criteria and made payable to school with student ID information Advance dialogue with liaisons ensures proper route is pursued 19

Support to Chapters technical assistance on fundraising projects support third party grants, (utility companies online grants, community foundations, retail companies, i.e. department stores, restaurants, etc.) 20

Do s of Working With DREF Do read the Charitable Engagement Manual first Do use the correct form for request Do complete form(s) accurately and in its entirety Do contact DREF office in timely manner (60 days in advance for major grant submission to third parties) Do have one designated chapter liaison to interact with DREF and provide contact info 21

DREF Processes & Forms See the CEM for the process to establish a restricted fund and to partner with DREF on www.deltafoundation.net or send your inquiry to cem@deltafoundation.net NOTE: New, more user-friendly, forms will be available online by July 1, 2016 22

Closing Questions and Answers Reflections Connections *** Visit the DREF Booth *** 23