bridge 2 opportunities, llc capital strategy for the florida-georgia district

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Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

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Page 1: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Bridge 2 Opportunities, LLC

Capital Strategy for the

Florida-Georgia District

Page 2: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

WELCOME

Page 3: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Purpose for This Webinar

Why are we here?

Page 4: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

State of the State

What is our collective need?

Page 5: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Steps of Evaluation and District Position

How did we reach our position?• Identification– How did Bridge 2 Opportunities get on our radar...

• Evaluation– What we saw them accomplish...

• Assessment– What we went through in considering them...

• Decision– We have decided to endorse them and recommend

engagement...

Page 6: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Introduction

How will Bridge 2 Opportunities Help US…

Page 7: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Focus

Tax Credits• Opportunity– Georgia - $58 Million Fund– Florida - $229 Million Fund

• Goal– $25,000 per school– Commitment is currently for GA Schools only; how

or if we can impact FL Step Up Program is to be determined

Page 8: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Focus

Grants• Small

– Opportunity• Universal Fit; Low Doc; Moderate Dollar Output; Short Turnaround

– Goal• $20,000 per school

• Large– Opportunity– Targeted Fit; Detail Proposals; High Compliance Requirements; Require

Matching and Bridge Funding; Capacity Building and Long Range Planning; High Dollar Output; Long Turnaround

– Goal• TBD

Page 9: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Examples of Small GrantsFunder Description Maximum

Award Special Notes Deadline

Toshiba America

Awards grants to K-5 teachers in support of hands-on science or math education projects. Grants funds may be used for project-related material only.

$1000 Different from 6-12 grant

10/1/2013

Toshiba America

Science and math teachers for Grades 6 -12 may apply for grants to support classroom science and math education.

$5000 Endorsement from a school official is required

Open

Foundation for Technology and Engineering Education ITEEA

The grant is for a technology and engineering teacher at any grade level (K-12). Its purpose is to recognize and encourage the integration of a quality technology and engineering education within the school curriculum. Grant will be used for professional development.

$2000 Applicant must be an ITEEA member and register for ITEEA Annual Conference

12/1/2013

Page 10: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Areas of Responsibilities

B2O will...• Plan • Implement• Execute Outreach• Manage Follow-up• ReportFL-GA District will...• Monitor Progress• Hold B2O Accountable to Commitments• Provide Feedback to B2O• Provide Introductions to Areas of influenceSchools and Congregations will...• Provide Localized Profile Information• Provide Introductions to Areas of influence• Provide Feedback to District• Implement On Site Efforts

Page 11: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Plan of Action

Phase 1• Program Set Up• Data CollectionTiming• August-September

Page 12: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Plan of Action

Phase 2• Program Launch– Tax Credit

• Rollout• Training• Communication• Outreach

– Grant• Opportunity Research• Application

Timing• September-November

Page 13: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Plan of Action

Phase 3• Implementation and Follow Through– Tax Credit

• Communication• Outreach• Processing

– Grant• Opportunity Research• Application

Timing• November-March

Page 14: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Keys to Success

• Planning• Buy In• Communication• Timely Execution• Follow Through

Page 15: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Investment

Initial Cost• $200 per month / per school for 6 MonthsSuccess Fee• 10% of Funds DeliveredReturn On Investment (ROI)• Success Fee is NOT Paid Until Initial Cost Plus

20% is Reimbursed

Page 16: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Q&A

Page 17: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

What Are The Next Steps?

Page 18: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

THANK YOU

Page 19: Bridge 2 Opportunities, LLC Capital Strategy for the Florida-Georgia District

Contact Information

Charles WilkinsonBridge 2 Opportunities, LLC

[email protected]