1. Rose Foundation for Communities and the Environment We will began shortly Your phone is on mute To unmute *7 To mute *6 This session will be recorded COMMUNITY LEADERSHIP PROJECT

2. Rose Foundation for Communities and the Environment COMMUNITY LEADERSHIP PROJECT

3. Agenda About the Community Leadership Project Benefits to Community Grantees Eligibility Expectations of Community Grantees How to Apply Questions and Answers

4. Definitions Community Leadership Project = CLP Community Grantees = End grantees of CLP, those groups we make grants to Regranting Organizations = the intermediaries making grants to Community Grantees (in this case us) Funders = Hewlett, Irvine and Packard Foundations

5. ABOUT The Community Leadership Project

6. What is the Community Leadership Project? Goal: build the capacity of community-based organizations serving low-income people and communities of color. Funded by: David and Lucile Packard Foundation James Irvine Foundation William and Flora Hewlett Foundation 8 Million dollars for 3-year project, plus 2 million in challenge grants after project concludes in 2015

7. CLP 1 v. CLP 2.0 CLP 1 2009 – 2012 10 million for groups serving low income communities of color 12 regranters 16 technical assistance providers Smaller grants, grant sizes varied Rose called this Grassroots Leadership Initiative or GLI Additional stipends to participate in convenings CLP 2.0 2013 - 2015 10 million for groups serving low income communities of color 5 (8) regranters 5 technical assistance providers All get $20,000 per year for 3 years Better coordination between community grantees and TA providers We will call this CLP Cover costs of convening with $20,000/year grant money

8. Geographic Scope Bay Area Central Coast San Joaquin Valley

9. Geographic ScopeMultiple Agencies Bay Area Central Coast San Joaquin Valley 3 – Funders 5 (8) – Regranting Orgs 5 – Leadership and Technical Assistance Providers 2 – Evaluators

10. Who’s Who Alliance for California Traditional Arts (San Joaquin Valley) California Rural Legal Assistance and Immigrant Legal Resource Center (San Joaquin Valley) Community Foundation for Monterey County and Community foundations of Santa Cruz and San Benito counties (Central Coast) Rose Foundation for Communities and the Environment (Bay Area) Silicon Valley Community Foundation (Bay Area) Regranting Organizations

11. Who’s Who Alliance for California Traditional Arts (San Joaquin Valley) California Rural Legal Assistance and Immigrant Legal Resource Center (San Joaquin Valley) Community Foundation for Monterey County and Community foundations of Santa Cruz and San Benito counties (Central Coast) Rose Foundation for Communities and the Environment (Bay Area) Silicon Valley Community Foundation (Bay Area) CompassPoint (San Joaquin Valley) LeaderSpring (Bay Area) Nonprofit Finance Fund (all areas) Rockwood Leadership Institute (all areas) ZeroDivide (all areas) Regranting Organizations Leadership and Technical Assistance Providers

12. Who’s Who Alliance for California Traditional Arts (San Joaquin Valley) California Rural Legal Assistance and Immigrant Legal Resource Center (San Joaquin Valley) Community Foundation for Monterey County and Community foundations of Santa Cruz and San Benito counties (Central Coast) Rose Foundation for Communities and the Environment (Bay Area) Silicon Valley Community Foundation (Bay Area) CompassPoint (San Joaquin Valley) LeaderSpring (Bay Area) Nonprofit Finance Fund (all areas) Rockwood Leadership Institute (all areas) ZeroDivide (all areas) Evaluators Social Policy Research Associates and Leadership Learning Community Regranting Organizations Leadership and Technical Assistance Providers

13. BENEFITS To Community Grantees

14. Benefits to Grantees Receive $60,000 of operating support over 3 years ($20,000 annually) Each Rose Foundation CLP Grantee will receive

15. Benefits to Grantees Receive $60,000 of operating support over 3 years ($20,000 annually) Have access to $15,000 in additional funds over the 3 years of the project for consultants or equipment that will build the organization’s capacity Each Rose Foundation CLP Grantee will receive

16. Benefits to Grantees Receive $60,000 of operating support over 3 years ($20,000 annually) Have access to $15,000 in additional funds over the 3 years of the project for consultants or equipment that will build the organization’s capacity Be able to participate in training opportunities in capacity building and leadership development (offered by LeaderSpring, Nonprofit Finance Fund, Rockwood Leadership Institute or Zero Divide) Each Rose Foundation CLP Grantee will receive

17. Benefits to Grantees Receive $60,000 of operating support over 3 years ($20,000 annually) Have access to $15,000 in additional funds over the 3 years of the project for consultants or equipment that will build the organization’s capacity Be able to participate in training opportunities in capacity building and leadership development (offered by LeaderSpring, Nonprofit Finance Fund, Rockwood Leadership Institute or Zero Divide) Participate in peer-networking with other grantees Each Rose Foundation CLP Grantee will receive

18. Benefits to Grantees What can I spend the $20,000 a year on? Operating support is to be used to increase the capacity and sustainability of your organization How can we spend the money?

19. Benefits to Grantees What can I spend the $20,000 a year on? Operating support is to be used to increase the capacity and sustainability of your organization We will help you craft a work plan to increase the capacity and sustainability of the organization How can we spend the money?

20. Benefits to Grantees What can I spend the $20,000 a year on? Operating support is to be used to increase the capacity and sustainability of your organization We will help you craft a work plan to increase the capacity and sustainability of the organization These work plans are dynamic, changing so that groups get the most out of the CLP process How can we spend the money?

21. Benefits to Grantees What can I spend the $20,000 a year on? Operating support is to be used to increase the capacity and sustainability of your organization We will help you craft a work plan to increase the capacity and sustainability of the organization These work plans are dynamic, changing so that groups get the most out of the CLP process What can I spend the $15,000 TA money on? For consultants and equipment that will build the organization's capacity How can we spend the money?

22. Benefits to Grantees What do you mean by increasing capacity and sustainability of the organization? Resilient Leadership Adaptive Capacity Financial Stability What does capacity and sustainability mean?

23. Benefits to Grantees What do you mean by increasing capacity and sustainability of the organization? Resilient Leadership Unified sense of purpose across board, staff, and volunteers to pursue organizational mission Organizational leaders demonstrate knowledge and skills to effectively lead organizations serving low income communities and communities of color Management infrastructure that fosters shared leadership What does capacity and sustainability mean?

24. Benefits to Grantees What do you mean by increasing capacity and sustainability of the organization? Adaptive Capacity Clear strategic goals and a plan to achieve those goals Meaningful connections with community served and peer organizations Flexibility to identify and align with changing external/economic contexts Increased ability to use evaluation to continually improve performance What does capacity and sustainability mean?

25. Benefits to Grantees What do you mean by increasing capacity and sustainability of the organization? Financial Stability A clear business model and the resources (or the potential to mobilize needed resources) to achieve mission over time Diverse sources of earned and contributed revenues Demonstrated fiscal capacity to attract new donors What does capacity and sustainability mean?

26. ELIGIBILITY

27. Eligibility Organization serves low- income, communities of color Applicants must meet all of the following eligibility requirements :

28. Eligibility Organization serves low- income, communities of color Preference for organizations that are led by people of color Applicants must meet all of the following eligibility requirements :

29. Eligibility Organization serves low- income, communities of color Preference for organizations that are led by people of color Preference for organizations that have community members who are engaged in the organization Applicants must meet all of the following eligibility requirements :

30. Eligibility Annual expenses of $50,000 to $500,000 Applicants must meet all of the following eligibility requirements :

31. Eligibility Annual expenses of $50,000 to $500,000 Preference for organizations with expenses between $50,000 to $250,000 Applicants must meet all of the following eligibility requirements :

32. Eligibility Organization’s principal work must be conducted in the 9 county San Francisco Bay Area Alameda Contra Costa Marin Napa San Francisco San Mateo Santa Clara Solano Sonoma Applicants must meet all of the following eligibility requirements :

33. Eligibility Must work on issues of: environmental justice social justice or civic engagement Applicants must meet all of the following eligibility requirements :

34. Eligibility Must work on issues of: environmental justice social justice or civic engagement Must be able to clearly articulate how their activities will improve the communities they serve Applicants must meet all of the following eligibility requirements :

35. Eligibility Must be a 501(c)3 or have a fiscal sponsor Applicants must meet all of the following eligibility requirements :

36. Eligibility Must not have received significant funding from Hewlett, Irvine or Packard foundations Applicants must meet all of the following eligibility requirements :

37. EXPECTATIONS Of Community Grantees

38. Expectations Must demonstrate the ability, willingness and desire to increase the organization’s capacity and sustainability. Must be willing and able to do all of the following

39. Expectations Applicants who are invited to submit a full proposal will be required to complete an organizational survey by both staff and board members. Must be willing and able to do all of the following

40. Expectations Applicants who are invited to submit a full proposal will be required to complete an organizational survey by both staff and board members. Those awarded a grant will also have to retake the survey at the end of the grant period in order to measure progress. Must be willing and able to do all of the following

41. Expectations Willingness to participate in peer learning and networking activities Must be willing and able to do all of the following

42. Expectations Willingness to participate in peer learning and networking activities Participate in twice yearly convenings Must be willing and able to do all of the following

43. Expectations Willingness to participate in peer learning and networking activities Participate in twice yearly convenings Provide feedback on how to improve the program Must be willing and able to do all of the following

44. Expectations Willingness to participate in peer learning and networking activities Participate in twice yearly convenings Provide feedback on how to improve the program Complete evaluations in a timely manner Must be willing and able to do all of the following

45. HOW TO APPLY

46. How to Apply: Step Process 1.Submit an initial application online (due April 26 at 5pm)

47. How to Apply: Step Process 1.Submit an initial application online (due April 26 at 5pm) 2.If invited, submit full proposal, including completing an organizational survey of the capacity needs of the organization. This survey must be completed by both staff and board members (due June 10 th )

48. Submit Initial Application Tax identification number or that of your fiscal sponsor Previous fiscal year’s expenses Current year budget expenses List of 5 largest contributors and the amount they have given your organization over the last 2- years List of 3 potential contributors and the amount of support requested Year organization was founded County or counties where your organization works A short description of the organization, including its major programs and recent accomplishments A description of the communities your organization serves A description of how these communities are represented within your organization or involved with your organization A description of organizational capacity building goals Why you would like to participate in this program Demographic information for staff, volunteers, board, and communities served

49. Full Proposals Require Completion of an Organizational Survey Completed by board & staff Due June 10th Has questions about: Vision and planning Evaluations Fundraising Budgeting and Accounting Board Staff Technology and Infrastructure Community Support

50. www.rosefdn.org/CLP TO APPLY

70. Timeline April 26 Initial applications due May 10 A limited number of applicants will be invited to complete the next step of application process June 10 Final applications due June 11-28 Rose staff meets with applicants to discuss capacity-building plan July 1 Grant decisions announced July 12 First grant installment paid CLP

71. QUESTIONS?

72. No, choose one to apply to. Maybe good fit for SVCF if: Located in Santa Clara or San Mateo county Over $250,000 Not environmental justice, social justice or civic engagement Rose and SVCF can swap applicants Since I’m in the Bay Area, can I apply to Rose and SVCF?

73. QUESTIONS? To ask a question – unmute *7 To mute *6 Or ask in the chat box on screen

74. FOR MORE INFO Karla James kjames@rosefdn.org 510-658-0702 x302