1. 2017 Grant Program Outreach Session

2. 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

3. 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

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:
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

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
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

7. 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

8. 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

9. 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, 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

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. 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

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

13. 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.

14. 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-
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

15. 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

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

17. 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
2 separate interest-free loan programs administered
For the scholarship season:
Approximately 1500 students completed the application process
Approximately 800 students received scholarships
Over 1200 individual scholarships were awarded

18. 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.

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