Legacy Foundation Grant Application Guide

Legacy Foundation Grant Application Guide

Community Foundation Responsibilities Grant Making Priorities and Strategy

Community Foundation Responsibilities Community Foundations have a broad mandate to serve communities; usually among multiple fields of interest with a defined geographic focus. Active Leadership Anticipate Community Needs Respond Quickly to Socio-economic Trends Community Foundations

Community Foundation Responsibilities Legacy Foundation seeks to support organizations that make Lake County a better place to live. Enhance the effectiveness of non-profit organizations through: o Capability improvement o Knowledge o Resources Strength and empower non-profits, neighborhoods, and individuals to collectively participate in community transformation efforts.

Purpose Transform Lake County To strengthen and empower nonprofits and neighborhoods in Lake County. Application Open Date Application Due Date Notification Date February 1 March 1 April 20 June 1 July 1 August 20 October 1 November 1 December 20 Thriving Hobart Seniors To provide seniors in Hobart with opportunities to increase their quality of life. Application Open Date Application Due Date Notification Date October 1 November 1 December 20

Review Process Staff and Grant Committee review applications. Staff provides preliminary recommendations to the Grant Committee for review and final funding decisions. The Board of Directors review and vote on all final funding decisions. The awards granted can range from $2,000 - $25,000. Funding decisions are communicated to the applications via email approximately 6 weeks after application due date.

Toxic Charity (By: Robert Lupton)

Toxic Charity When we do for those in need what they have the capacity to do for themselves, we disempower them. o Doing for rather than doing with others in need can be hurtful rather than helpful o View aid through narrow lens of an organization s needs ocreate cycle of dependency and inactivity (no sustainable development) oapplies to both individuals and organizations

Toxic Charity o Focus on outcomes If we are serious about significant impact, the missions we invest in must produce measurable results. Due diligence is the cornerstone of wise giving. o Concentrate on tangible, effective results and impact they make

Toxic Charity o Change begins in the community with partnerships What is required to transform a neighborhood is geographically focused vision with measurable goals over extended time. o Communities need to work together to envision transformation o Implementing holistic plans with multiple layers (private, public, religious, and secular) and multiple funding streams provides transformational opportunities o Combine outcomes approach and community development to create greatest impact

What We Don t Fund Organizations that are not 501c3. Grants to individuals. Scholarships. If you are interested in scholarships please contact our scholarship administrator. Any proposal that promotes a particular religion, political affiliation, or lobbying. A proposal that discriminates based on age, race, ethnicity, gender, or sexual orientation.

What We Don t Fund Post-event funding requests. Debt retirement. Fundraisers. Publications, film, audiovisual, or media materials produced for resale. Travel for bands, sport teams, classes, or similar groups. Overnight Trips. Medical, scientific, or lab research.

What We Don t Fund: School Grants Legacy does not fund Public, Private, or Charter Schools, Universities, or Private Academies. However, Legacy will fund non-profit groups and partnerships proposing to conduct programs in partnership with schools. Partnerships between non-profit groups and schools is most preferred when the partnership will benefit multiple schools. Partnerships between non-profit groups and schools are preferred when the community can also benefit from the goals.

Legacy Grant Application

www.legacyfdn.org

To Begin an Application

Grant Requests Grants requests should range from $2,000-$25,000. Pre-application meeting with Legacy staff is strongly recommended, especially if your organization has not previously received a Legacy grant. Only one grant can be awarded from each fund in a 12 month period. If awarded a Transform Lake County Grant, you can also apply for a Thriving Hobart Senior Grant. However, you cannot apply for another Transform Lake County Grant until that award has been closed.

Understanding Terminology Outcome: Benefits for participants during or after their involvement with the program. o Greater knowledge of nutritional needs as indicated by Output: Products of a program s activities; units of service. o 50 meals provided Indicator: Specific items of information that track outcomes; observable, measurable characteristics/changes that represent outcome achievement. o 30% of participants received a brochure and free meal

Desired Outcomes Value in both qualitative and quantitative goals Qualitative: Explain what you want to do and how you are going to do it o Express impact to be made o Be specific Quantitative: Report statistics o Shows scale of impact o Express desired outcome

Grant Monitoring

Grant Monitoring Grant Review All applications are reviewed by staff and grants committee. Recommendations are presented to the Board of Directors and they determine actions based on majority vote. Due Diligence All grantees are required to provide due diligence documentation, including financial audits, by-laws, list of Board of Directors, and documentation of 501c3 status. Grant Agreement Establishes grant conditions. Must be signed by grantee. Site Visits Legacy staff and/or board will conduct a site visit approximately half-way through the grant period. Final Reports At the close of the grant term, grantees are required to submit a final report with financials. *Organizations are ineligible to receive any future funding from Legacy until all monitoring requirements have been met.

Updated Form: Overview o Completed online o Accessed with the login information used to complete the application.

Updated Form: Area of Impact Identify your grant s area of impact: Arts & Culture Education Environmental/Animal Welfare Health Human Services

Updated Form: Questions In 140 characters or less, describe how this initiative [ ]? [transformed lives in Lake County]? [transformed lives of senior citizens in Hobart]?

Updated Form: Questions Summarize quantitative evidence of effect (e.g., numbers served, demographics, survey results, indicators, etc.) Note: Evaluation materials that document outcomes/impacts may be attached in lieu of answering this question.

Updated Form: Questions Complete the table below comparing proposed versus actual outcomes, as well as ways in which outcomes were measured. Note: This form will download as a Microsoft Word document for you to complete and upload.

Updated Form: Questions Describe significant successes and challenges associated with implementing this grant. What was learned from the successes and challenges mentioned in the previous question?

Updated Form: Questions Through this grant: (Check one for each question) a. Were more clients served? YES NO b. Were new services provided? YES NO c. Were better quality services offered? YES NO d. Did your organization increase operational capacity? YES NO e. Did your organization increase sustainability? YES NO

Updated Form: Questions Upload your organization s completed Grant Report Budget Template, showing actual versus proposed budget items. This Final Report Budget Template will download as a Microsoft Excel document for you to complete and upload.

Updated Form: Questions Upload any press coverage or photos from the program/project. On a scale of 1 to 10 (with 10 being highest), please rate your overall satisfaction of Legacy Foundation during this grant: How did Legacy Foundation successfully support your organization? In what ways (other than financial assistance) can Legacy Foundation improve its support?

QUESTIONS?