1. Program Outreach Session

2. CFWM Program Department Janet DaisleyVice President for Programs Sheila TotoSenior Program Officer - Mission Michael DeChiaraSenior Program Officer - Capacity Colleen KucinskiProgram Officer – Scholarship Dotty TheriaqueEducation Associate Margaret EverettProgram Assistant 2

3. Today’s Agenda Provide an overview of our five grant-making programs Meet our team! Mix of CFWM Outreach Sessions in 2016: Some overview of all programs Some specific to grant competitions End of Session – Questions and Networking

4. 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: How many of you were part of the spring/summer Community Conversations? Led to our Capacity program. Valley Gives – moving the date to spring from end of year. Have a mixed grant portfolio: Some grants to support NPO core programming – some with more bold and innovative approaches.

5. 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

6. Grant Making Capacity Innovation Challenge Mission Scholarship

7. Formerly Competitive Grants What prompted the change Our current grant-making opportunities: STANDARD EXPRESS CRITICAL What is Mission?

8. Standard Grants Supports: programmatic & capital We fund projects in the: ARTS – ECONOMIC DEVELOPMENT – EDUCATION – ENVIRONMENT- HEALTH - HOUSING – HUMAN SERVICES Requests: up to $25,000 Application: online grant application Deadline: June 10, 2016 Additional information: Website and Orientation Sessions 2016 Challenge Program: capital campaigns

9. Express Grants Supports: one-time occurrences To include: CONCERTS – EVENTS – SYMPOSIA – EQUIPMENT OR EQUIPMENT REPAIRS – TECHNOLOGY ENHANCEMENTS Requests: up to $5,000 Application: online grant application Deadline: Applications accepted on a rolling basis during 2 windows of opportunity this year. We are piloting this program for 2015 and 2016.

10. 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

11. Challenge Grants Focus is on Capital Campaigns Apply through Mission Standard RFP this year 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 Challenge is a matching grant program – up to $50K For Matching $: innovative/creative fundraising strategies No Match: up to $25K in Mission Standard (no match) Peer learning group as part of process

12. Donors can contribute to their favorite nonprofit organizations via a giving platform operated by Razoo - www.ValleyGivesDay.org There are three goals for Valley Gives Day: 1.Raise unrestricted money for organizations throughout the Pioneer Valley that serve the needs and address the aspirations of our communities 2.Expand and enhance philanthropy and the spirit of giving throughout our community 3.Provide support and tools to organizations in the region that effectively increase their capacity to raise funds and share their stories. May 3, 2016 A 24 hour online giving event hosted by CFWM to encourage philanthropy among the residents of Hampden, Hampshire and Franklin counties Fun and powerful way to enhance the quality of life in the Pioneer Valley

13. Number of Non-Profits Supported559 Number of donors that contributed24,437 Amount of money raised$5,864,273 From Pilot to Permanent Program: 3 Years of Valley Gives

14. Non-Profit Identified Areas of Interest/Need: - Board Development - Technology & Data - Business Model Adaptation & Strategic Alliances - Fundraising Programming will include: - Convening NPO leaders - Workshop series - Eventually grants to organizations to enhance capacity Capacity A new program at CFWM Created in 2015 to help increase effectiveness of the non-profit sector in the Pioneer Valley

15. Innovation Two kinds of grants: By Invitation and Competitive Two Grants so far: Valley Venture Mentors Working Cities Challenge Planning underway for competitive process in late 2016/early 2017 Emerging ideas, projects and/or new organizations New solutions for big issues or challenges – improve quality of life in Pioneer Valley Planning and implementation grants

16. The Scholarship Program Purpose: To provide scholarships and interest-free loans to students primarily in the Pioneer Valley Approximately $2 million disbursed yearly Over 130 scholarships will be distributed for 2016-17 2 separate interest-free loan programs administered For the 2015-2016 scholarship season: Approximately 1700 students completed the application process Approximately 800 students received scholarships Over 1200 individual scholarships were awarded

17. Interest-Free Loan Program CFWM administers two separate interest-free loans. Students’ 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.

18. The Timeline Online Application Is Available January 1- March 31 Apply at www.communityfoundation.org Student Aid Report (SAR) and most recent academic transcript must be submitted Orientation Session for New Volunteers Late March Selection of Recipients by Volunteer Review Committees Late April-June Students Notifications June Scholarship and Loan Payments October & February

19. Scholarship Review Process How Do We Select Recipients from a Large Applicant Pool? Some funds are broad and produce a large pool of eligible applicants Other funds have very specific criteria Study a specific major Reside in a specific geographic region Graduate from a specific high school or college Current graduating high school seniors Financial need (70%) Academic merit (30%) Required personal essay

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