1. Program Outreach Session

2. CFWM Program Department
Janet Daisley Vice President for Programs & Strategy
Sheila Toto Senior Program Officer - Mission
Michael DeChiara Senior Program Officer - Capacity
Colleen Kucinski Program Officer – Scholarship
Nicole Bourdon Innovation
Dotty Theriaque Education Associate - Scholarship
Margaret Everett Program Assistant - Programs 2

3. Today’s Agenda Provide an overview of our five grant-making programs
Meet our team!
Mix of CFWM Outreach Sessions in :
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:
Some grants to support NPO core programming – some with more bold and innovative approaches
Listen to our customers:
Periodically engage in focus groups with NPO’s – shaped our Capacity program and Valley Gives date
Improve the quality of life in the Pioneer Valley
Funding, training and other types of collaboration

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
Our funding – competitive, by invitation and recommended by donor advisors
$8.1 million in FY 15 – grants, scholarships, loans
- $just under $2 million in scholarships and loans
- $1.6 million in competitive grants
4.5 mill given by donors from their funds (like charitable bank accounts) – some for specific topic areas
Nonprofits and Students involved with higher education
Pioneer Valley Community--71% stays here
1,133 contributors to the Foundation

6. Grant Making Mission Scholarship Capacity Innovation Challenge
Leadership Pioneer Valley and Valley Gives
VVM – multi-year and Working Cities Challenge
Six Capital Campaigns in 2015
Mission – 3 processes you’ll learn about
Scholarship and Colgan Loans
DAF’s

7. What is Mission? STANDARD EXPRESS CRITICAL Formerly Competitive Grants
What prompted the change
Our current grant-making opportunities:
STANDARD
EXPRESS
CRITICAL
Mission grants is our responsive grants program. It is open to nonprofit organizations with current IRS 501c3 status with projects directly benefitting the residents of Hampden, Hampshire and Franklin counties. Mission Grants is the program under which there are 3 separate process.

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: February 24, 2017
Additional information: Website and Orientation Sessions
2017 Challenge Program: TBD

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 these two windows of opportunity:
9/19/16-12/2/16
8/14/17-12/15/17

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 in 2016: Capital Campaigns
TBD for 2017
In Challenge is a matching grant program – up to $50K
For Matching $: innovative/creative fundraising strategies

12. A 24 hour online giving event hosted by CFWM to encourage philanthropy among the residents of Hampden, Hampshire and Franklin counties
Increase breadth of participation (number of donors) to expand philanthropy in the Pioneer Valley
Continue to attract high level of new participating donors to Valley Gives who are also first time donors to an 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 3
Goals

13. Valley Gives 2016: Stats Distributed By Foundation – $185,000
Total Leveraged by Community $1,613,725
9,596 donors (unique individuals)
47% were new donors to VG
19,391 online donations
(includes to multiple organizations; 18,053 donations to single orgs)
454 participating organizations
(home offices located in 53 towns/cities in PV)

14. Valley Gives 2017 Proposed, Emerging Changes…
Increased focus on donors under 40
Increased engagement with sponsors and donors throughout the Pioneer Valley
Changes in prize pool/ use of “impact pool”
Likely move to new online platform
Understanding that VG is “low dollar” event – average gift for all 4 years has been $25

15. Stay Connected. Get updates
May 2, 2017
Stay Connected. Get updates

16. Capacity
Coming Fall 2016
VISION: Support and promote a vibrant non-profit sector in which organizations are able to maximize their missions and in turn, enrich the quality of life of people in the Pioneer Valley.

17. Capacity: What It Looks Like
Programming will include: - Training series – for specific cohorts of participants - Workshops – open to all - Targeted grants to organizations to enhance capacity - Convening Non-Profit Identified Areas of Interest/Need: - Board Development - Technology & Data - Business Model Adaptation & Strategic Alliances - Fundraising

18. Training Series: Better Nonprofit Management
Capacity: Offerings
Training Series: Better Nonprofit Management
Strategic communications
Financial Management
Technology Literacy for Leaders
Fundraising/Grantwriting
Dec., 2016 through March, 2017
Limited participation for mid-size organizations
Competitive participation; 2-person teams
In partnership with Third Sector New England
Likely Workshop: Measuring Impact
Winter 2016/2017

19. Innovation CFWM’s 25th Year
New Grant Programs as part 2014 Trustee Strategic Priorities
Expanding CFWM’s grant portfolio
Innovation Grant Program launching
October 3rd, 2016!
25 Years of giving
CF’s Trustees identified a need to expand the foundation’s portfolio of grant offerings as part of their strategic priorities. In addiition to offering broad community support- wanted to offer a grant opportunity that is cutting edge, and allows nps to think in a new way

20. Innovation Emerging ideas, initiatives and/or new collaborations
New solutions for big issues or challenges – improve quality of life in Pioneer Valley.
Impact significant, sustainable and measureable change.
Unique ideas, methods and approaches to improve life in the PV
Ideas that exhibit vision, ignite change, turn old solutions on their head
NPs to be Strategic and collaborate
The Innovation Grant Program doesn’t fund programmatic work, but rather a new pathway, a new system to bring about a better way of addressing a community need.

21. Innovation 1st Round- Planning Grants
Design, Plan, Engage, Collect, Test
Criteria
Game-changing, feasible ideas
Use collaboration
Include feedback from end-users
Potential to seed, leverage or expand funding
Clearly stated outcomes
This 1st round is for 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
Provide evidence to a well-thought out plan
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
-implementation grants likely available in 2017 through a competitive grant process to a cohort of final planning grant applicants.
Broadly go over criteria

22. Innovation Eligibility: 501 (c)(3) public charities Fiscal sponsors
Keep it local!
Keep it charitable!
Collaborations/Coalitions
Grant Awards:
Commensurate with applicants innovation planning approach and scope of work over a 6-month period.
Approximately $300,000 total in awards.
For applicants w/o 501 (c)(3) status, we do accept applications supported by fiscal sponsors- check our website for more information/documentation requirements.
Grants must be used for projects that serve populations of the PV
Must be used for charitable purpose
Collaborations
*Does not support- private education & religious orgs unless Innovation is serving broad community needs;
-fundraising events
-activities that seek to directly or indirectly influence legislation or election campaigns
Grant Awards- No dollar amount set

23. Innovation Preliminary application Full application* Meet-up*
Selection Process and Timeline for Innovation Grants
Important Dates
Date
How
Preliminary Application opens online
October 3rd, 2016
On the Community Foundation website
Step 1: Preliminary Application due
5 PM October 28th, 2016
On the Community Foundation website
Advancing applicants notified
December 1st, 2016
from CFWM staff on applicant status
Step 2: Full Innovation Grant application opens for advancing applicants
December 5th, 2016
On-line via link provided by CFWM staff in
Innovation Grant Due
5 PM January 10th, 2017
Step 3: Innovation Grant Meet-Up
January 26th, 2017, 4-7pm Location:TBD
Information will be provided by CFWM staff.
Final Decisions/Announcement of Innovation Grantees
February 1st, 2017
from CFWM staff
Technical Assistance Workshops with Grantees
March and May 2017
TBD
Interested applicants submit an online preliminary application through communityfoundation.org- Opens on October 3rd.
Prelim App Qs available on our website in advance
For applicants selected to move forward a full app process will open on 11/28- due 1/10
Meet-up- opportunity for selected applicants to share their innovation with CFWM volunteers and funders who will serve as review committee
Technical assistance sessions in March and May- working what what those will look like.
*Selected Applicants

24. Innovation For more Information:
Go to our Innovation Grant Program page
Webinar: 1 pm on Tuesday, September 27th
Send questions to
Informational Webinar- register on our website. 100 person max (it will be made available 9/28 on our website)

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

26. 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.

27. 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