100 women…one goal

Understanding the Grant Process

 Engage women in philanthropy  Collectively fund grants to charitable initiatives in Westchester County, NY.  Identify unmet needs in the region and provide transformational grants to Westchester not-for-profit organizations.

 We are a group of women with a desire to make a difference and improve the lives of others living throughout Westchester County  Our organization is 100% volunteer driven

Impact100 Westchester is a new 501(c)(3) women's collective giving group There are currently 18 other Impact organizations throughout the US We are not a national organization Google other Impacts to see examples of grants that have been funded

Grant Review Process

Grants Awarded 1 st Week of June - Finalists’ Present at the Annual Meeting May 15 - Four Finalists Announced April - Site Visits March 3 - Full Proposal Due February 11 - Invitation to Submit Full Proposal January 10 - Letters of Inquiry Due December 20 - Grant Amount Announced December 15 - Membership Drive Completed

In order to apply you must be:  Tax exempt under section 501(c)(3)  Located within Westchester County  In operation at least 36 months prior to applying for this grant  In possession of independently prepared financial statements  Not a recipient of an Impact100 Westchester grant in the past 36 months

Projects that will be considered must:  Serve residents of Westchester  Fully expend funds in Westchester  Be a new program, the expansion of an existing program, or a new or expanded collaboration  Have a total budget of at least the grant amount  Expend funds on the project within 15 months

Preference will be given to charitable organizations that have:  Annual operating budgets between $300,000 and $5 Million  Limited access to large grants  Do not have the resources of larger nonprofits  Public recognition but are lesser known organizations

Priority will be given to projects that:  Target under-served populations  Highlight unmet needs in the region  Provides a high impact to beneficiaries

1. The Agency must serve Westchester County, NY 2. Impact100 Westchester will not accept grant applications that are partisan, religion-based, indigent care subsidy, travel, fund drives and loans 3. Grant applications are not for debt reduction, endowment, capital, research or operating deficits

Projects must fit one of four focus areas:  Arts and Culture – Programs that develop, cultivate or enhance cultural and artistic opportunities  Education – Programs that improve learning opportunities for children and/or adults  Environment – Programs that foster the connection between people and their surroundings  Health & Wellness – Programs that improve the mental and/or physical well-being

Step 1: Letter of Inquiry  Applicants must download, complete and submit a Letter of Inquiry by January 10, 2014  Form and detailed instructions are available at Impact100westchester.org/ under How to Apply  You will receive a confirmation of receipt of your Letter of Inquiry

Step 2: Invitation to Submit a Full Proposal  Impact100 Westchester will review all Letters of Inquiry and notify applicants if they have been selected to submit a Full Proposal  All applicants will be notified by mid-February  Maximum of 5 organizations per focus area  If invited, an link to the Full Proposal will be sent to you

Step 3: Full Proposal  Applicants invited to submit a Full Proposal will receive a link to the pdf  All Full Proposals must be submitted by March 3, 2014  Required Financials will need to be ed separately to

Step 4: Site Visit  Impact100 Westchester Focus Committees will review all proposals and notify applicants if they have been selected for a site visit  All applicants will be contacted  Site visits will take place in April  Allot 1½ - 2 hours per site visit

Step 5: Selection of Finalists  One finalist in each focus area will be notified by mid-May  Guidelines will be provided via for making 8 minute presentations to the Impact100 Westchester Membership Annual Meeting  The Annual Meeting will take place the first week in June, 2014

Step 6: Finalist Presentation and Selection  Presentations will be made at the Impact100 Westchester Annual Meeting  All members present will vote by individual ballots at the meeting  Prior to the meeting, all members will be provided with an information packet  Absentee ballots will be available for members unable to attend  Ballots will be tallied and the winner will be announced at the Annual Meeting  An independent party will be tallying the ballots

Step 7: Payment of Grant  Prior to the release of funds, the organization recipient must sign a Grant Agreement  Impact100 Westchester will distribute grants in installments pursuant to the Grant Agreement

Step 8: Reports and Evaluations  Together, Grantees and Impact100 will mutually agree to a timeline and measurable metrics  Grantees will be required to submit interim reports on an agreed upon schedule in order to receive the remainder of the grant monies

 Contacting individual Impact100 Westchester members is prohibited  Members of Impact100 Westchester may not make the finalist presentation on behalf of an organization  Questions about the grant process can be ed to

Thank you Good luck! Q & A