2017 Grant Program Outreach Session

CFWM Program Department Janet Daisley Vice President for Programs & Strategy Sheila Toto Sr. Program Officer – Mission, Capital & Critical Michael DeChiara Sr. Program Officer – Capacity & Valley Gives Colleen Kucinski Program Officer – Scholarship and Loans Dotty Theriaque Education Associate Margaret Everett Program Assistant   2

Today’s Agenda Provide an overview of our grant-making programs Meet our team! Mix of CFWM Outreach Sessions in 2017: Some overview of all programs Some specific to grant competitions End of Session – Questions, Networking and Consultations

Our Vision Provide the nonprofit community with a mix of responsive and proactive grant making: That looks like: a mix of competitive grants and some “by invitation” grants where we can go deeper on specific topics Listen to our customers: On-going surveys and focus groups to understand regional nonprofit needs Have a mixed grant portfolio: Some grants to support NPO core programming – some with more bold and innovative approaches. Janet

Grantmaking The many ways we give money away The Basics How we get our $$ How we distribute funds How much money Who benefits from our grants Three ways we give grants to NPO’s – competitive, by invitation and recommended by donor advisors FY 2016: $11 million in contributions and donations from generous donors $9 million distributed in FY 16 – grants, scholarships, loans - $1.9 million in scholarships and loans to approx 800 students - $1.8 million in competitive grants Nonprofits and Students involved with higher education Pioneer Valley Community—approximately 3/4ths of the $11 million is distributed in the Valley 1,521 contributors to the Foundation

Mission Grants Supports programs and projects that are: Who Can Apply Based on a set of activities; Conducted during a specific period of time; Clearly stated deliverables; and Further promotes the organization’s mission. Who Can Apply Size of Requests Application Process Grant Application Deadline Review Process Notification of Grant Application Outcome Additional information

Capacity Grants Supports: Activities that help organizations be more effective by investing in internal improvements that in turn enhance their capacity. We fund projects such as: Board development, strategic planning, technology planning, etc. Requests: up to $15,000 Application: online grant application starting July 17, 2017 Deadline: September 11, 2017 Additional information: Website and Orientation Sessions

Capital Grants Supports: capital projects and capital campaigns Requests: Up to $25,000 for capital projects Up to $50,000 for capital campaigns Capital Campaign definition: Over $500K, multi-year effort, new buildings or renovations Feasibility study, Project timeline (milestones), Fundraising plan Construction plan/schedule, CC committee/consultants Application: Online starting July 17, 2017. Capital Campaign must be approved before moving forward in application process. Grant awards over $25,000 will require a 1:1 challenge match. Deadline: September 18, 2017

Critical Grants Supports: unforeseen emergencies and urgent needs Requests: $5,000-$20,000 to support a 3 month period Application: Starts with a phone call Deadline: Available all year Generally consider 2-3 applicants per year

Innovation Innovation grant program - Emerging ideas, initiatives and/or new collaborations New solutions for big issues or challenges – improve quality of life in the Pioneer Valley Planning and Implementation grants 2017 Innovation Planning grants Underway Grantees: 2017 Implementation grants Closed to planning grantees Unique ideas, methods and approaches that serve the community Ideas that exhibit vision, incorporate feedback from end-users of the innovation, Use a collaborative approach to maximize impact Potential to leverage funds to increase impact Has clearly stated measures and outcomes for both planning and implementation processes First round is for 6 month planning grants to design and plan your strategy; engage with communities and collect data/identify barriers/test ideas that may lead to a new approach

Small Grants Formerly known as Mission Express grants. Piloted Express grants in 2015 and 2016. Program is ‘on-hold’ for 2017.

Other Opportunities Capacity: 2017 so far Goal: Activities: The Capacity grant program seeks to create a stronger nonprofit sector in the Pioneer Valley by supporting organizations to become more effective in advancing their missions. Activities: Cohort Training – 14 mid-sized organizations applied to participate in a 4-session training series, followed by mini-grant for capacity activity Trainings (open to everyone) – Performance Management workshop. Impact Catalysts.

A 24 hour online giving event hosted by CFWM to expand philanthropy among the residents of Hampden, Hampshire and Franklin counties A fun and powerful way to enhance the quality of life in the Pioneer Valley Donors can contribute to their favorite nonprofit organizations via a giving platform operated by Kimbia- www.Valley-Gives.org Goals: Increase breadth of participation (number of donors) to expand philanthropy in the Pioneer Valley Continue to attract high level of new participating donors who are also first time donors in a particular organization Increase number of Valley Gives donors who are under 40 years old. Among these under 40 year olds, donors should represent the diversity of the Pioneer Valley May 2, 2017

Snapshot: 2016 Valley Gives Nonprofits Supported: 454 Donors: 9,596 donors/ 19,391 donations From 68 of 70 Pioneer Valley Communities Amount of money leveraged/generated: $185,000 prize pool (CFWM) generated$1,613,725

www.Valley-Gives.org Kimbia – new platform New measure of success What’s New in 2017 www.Valley-Gives.org Kimbia – new platform New measure of success New prizes Updated rules

The Scholarship Program Purpose: To provide scholarships and interest-free loans to students primarily in the Pioneer Valley Approximately $2 million disbursed yearly Over 125 scholarship funds will be distributed for 2017-2018 2 separate interest-free loan programs administered For the 2016-2017 scholarship season: Approximately 1500 students completed the application process Approximately 800 students received scholarships Over 1200 individual scholarships were awarded

Interest-Free Loan Program CFWM administers two separate interest-free loans. Student’s eligibility for a loan is determined using the online scholarship application process. No interest will be charged to the student during the life of the loan. $3,000 awarded per academic year, with $12,000 being the maximum available. CFWM handles awarding but not repayment of the loan. University Accounting Service manages the repayment process.

Feedback for Us How can we better serve the nonprofit community? What would you like us to know? Questions? Contact: Margaret Everett, Program Assistant meverett@communityfoundation.org