Grants Seminar

November 2, 2011

Alleghany CountyAlleghany County Botetourt CountyBotetourt County City of SalemCity of Salem Craig CountyCraig County Franklin CountyFranklin County Roanoke CityRoanoke City Roanoke CountyRoanoke County

Service AreaService Area

Each year, the YLC determine its funding priorities Each year, the YLC determine its funding priorities through group discussion and researchthrough group discussion and research

Typically five priorities are selected for its respective Typically five priorities are selected for its respective grant cyclegrant cycle

Example funding priorities:Example funding priorities: EnvironmentEnvironment HomelessnessHomelessness Medical or Dental Care for Underprivileged or Underserved Medical or Dental Care for Underprivileged or Underserved

IndividualsIndividuals Programs Addressing Substance AbusePrograms Addressing Substance Abuse Programs Addressing Teen PregnancyPrograms Addressing Teen Pregnancy Transportation for Elderly and/or Disabled IndividualsTransportation for Elderly and/or Disabled Individuals

The Philanthropy ProjectThe Philanthropy Project2012 YLC Grant Cycle2012 YLC Grant Cycle

The Philanthropy ProjectThe Philanthropy ProjectPhase IPhase I

Once funding priorities are selected, the YLC requests Phase I Applications Once funding priorities are selected, the YLC requests Phase I Applications (Typically in December)(Typically in December)

You must apply using the online application located on the Foundation’s You must apply using the online application located on the Foundation’s website website (Typical deadline in mid-January)(Typical deadline in mid-January)

Eligibility Criteria:Eligibility Criteria: You must be a qualified, tax-exempt agency serving:You must be a qualified, tax-exempt agency serving:

Roanoke CityRoanoke City City of SalemCity of Salem Botetourt CountyBotetourt County Craig CountyCraig County Roanoke CountyRoanoke County Franklin CountyFranklin County

Project Project MUSTMUST meet one or more of the funding priorities meet one or more of the funding priorities The YLC will review all Phase I ApplicationsThe YLC will review all Phase I Applications Organizations who have been accepted will be invited by email to submit a Organizations who have been accepted will be invited by email to submit a

Phase II ApplicationPhase II Application (Typically in February) (Typically in February)

The Philanthropy ProjectThe Philanthropy ProjectPhase IIPhase II

TPP Phase II Applications must be completed using an online application. TPP Phase II Applications must be completed using an online application. (Typical deadline in mid-March)(Typical deadline in mid-March)

Additional Required Documents:Additional Required Documents: Project BudgetProject Budget List of Board of DirectorsList of Board of Directors Current Annual BudgetCurrent Annual Budget Most recent 990 Most recent 990 oror 990-N and statement of current financial condition 990-N and statement of current financial condition

The YLC will review all Phase II Applications and determine which The YLC will review all Phase II Applications and determine which agencies will be visited and/or interviewed agencies will be visited and/or interviewed (Typically in April-May)(Typically in April-May)

May involve weekend site visitsMay involve weekend site visits Final grants decisions must be approved by the Foundation’s BoardFinal grants decisions must be approved by the Foundation’s Board

(Typically in June)(Typically in June) Grant recipients may be recognized by YLC at the Foundation’s Annual Grant recipients may be recognized by YLC at the Foundation’s Annual

CelebrationCelebration (November) (November)

Letter of Intent (LOI)Letter of Intent (LOI)

LOI process began in 2007.LOI process began in 2007.

Our goals: Our goals: Determine funding priorities of the Foundation using the Board of Determine funding priorities of the Foundation using the Board of

GovernorsGovernors Create a simple process for nonprofit organizationsCreate a simple process for nonprofit organizations Bring potential grant opportunities to its attentionBring potential grant opportunities to its attention

The Foundation’s Board determined the following funding The Foundation’s Board determined the following funding priority areas:priority areas: Basic Human NeedsBasic Human Needs Economic DevelopmentEconomic Development EducationEducation

Letter of Intent (LOI)Letter of Intent (LOI)Phase IPhase I

Agencies may submit LOIs anytime during the year (only one Agencies may submit LOIs anytime during the year (only one active LOI at a time)active LOI at a time)

You You mustmust apply using the online application located on the apply using the online application located on the Foundation’s websiteFoundation’s website

Eligibility Criteria:Eligibility Criteria: You must be a qualified, tax-exempt agency serving:You must be a qualified, tax-exempt agency serving:

Roanoke CityRoanoke City City of SalemCity of Salem Alleghany CountyAlleghany County Botetourt CountyBotetourt County Craig CountyCraig County Franklin CountyFranklin County Roanoke CountyRoanoke County

Project Project MUSTMUST meet one or more of the funding priorities meet one or more of the funding priorities

Foundation staff will review all LOI Phase I Applications for Foundation staff will review all LOI Phase I Applications for further considerationfurther consideration

Letter of Intent (LOI)Letter of Intent (LOI)Phase IIPhase II

If your LOI Phase I Application is approved, staff will notify If your LOI Phase I Application is approved, staff will notify the organization via email and ask to complete a Phase II the organization via email and ask to complete a Phase II ApplicationApplication

The email will include:The email will include: Phase II deadline Phase II deadline (typically one month after receiving notification)(typically one month after receiving notification) Application instructionsApplication instructions

Additional Required Documents:Additional Required Documents: Project BudgetProject Budget List of Board of DirectorsList of Board of Directors Current Annual BudgetCurrent Annual Budget Most recent 990 Most recent 990 oror 990-N and statement of current financial condition 990-N and statement of current financial condition

Letter of Intent (LOI)Letter of Intent (LOI)Phase IIPhase II

Follow-up phone interviews and/or site visits may be Follow-up phone interviews and/or site visits may be conducted to learn more about the projectconducted to learn more about the project

Phase II Applications are shared with the Foundation’s Phase II Applications are shared with the Foundation’s Community Programming Committee (CPC) for final Community Programming Committee (CPC) for final decisionsdecisions

CPC typically meets 6-7 times a yearCPC typically meets 6-7 times a year

CPC may request more informationCPC may request more information

How long does this process take? 2-6 monthsHow long does this process take? 2-6 months

Established in 2004 to allow women to become leaders in the Established in 2004 to allow women to become leaders in the field of philanthropy. field of philanthropy.

Open to any woman of any income level who makes the Open to any woman of any income level who makes the commitment to support RWF for 3 years at a level of $2,100 commitment to support RWF for 3 years at a level of $2,100 per year.per year.

Funding Priorities include:Funding Priorities include: Arts and CultureArts and Culture Health and Human ServicesHealth and Human Services Educational ProgramsEducational Programs Environmental ProgramsEnvironmental Programs

Roanoke Women’s FoundationRoanoke Women’s FoundationA Fund of Foundation for Roanoke ValleyA Fund of Foundation for Roanoke Valley

Geographical Areas: Geographical Areas: Cities of Roanoke and Salem, Cities of Roanoke and Salem, Roanoke County, Botetourt County, Craig County, Roanoke County, Botetourt County, Craig County, Smith Mt. Lake Region and the New River ValleySmith Mt. Lake Region and the New River Valley

RWF requests Phase I Applications (Typically March) RWF requests Phase I Applications (Typically March) Minimum grant request- $30,000Minimum grant request- $30,000

You must apply using the online application located You must apply using the online application located on the Foundation’s website on the Foundation’s website (Phase I Application due (Phase I Application due date - TBD)date - TBD)

Roanoke Women’s FoundationRoanoke Women’s FoundationA Fund of Foundation for Roanoke ValleyA Fund of Foundation for Roanoke Valley

Phase I Phase I

Roanoke Women’s FoundationRoanoke Women’s FoundationA Fund of Foundation for Roanoke ValleyA Fund of Foundation for Roanoke Valley

Phase IIPhase II Organizations whose Phase I Applications have been approved will be Organizations whose Phase I Applications have been approved will be

invited by email to submit a Phase II Applicationinvited by email to submit a Phase II Application (Phase II Application due (Phase II Application due date - TBD)date - TBD)

Site Visits may be conductedSite Visits may be conducted..

RWF’s Grants Committee selects those applications to appear on ballot.RWF’s Grants Committee selects those applications to appear on ballot. Ballot is then sent to all members for voting.Ballot is then sent to all members for voting. One woman=one vote.One woman=one vote. If awarded a grant, you must wait three years before applying again.If awarded a grant, you must wait three years before applying again.

Resource: www.roanokewomensfoundation.orgResource: www.roanokewomensfoundation.org

The Spetzler FundThe Spetzler Fund Addresses the broad needs of educational, child welfare and social opportunity Addresses the broad needs of educational, child welfare and social opportunity

programs.programs. Geographical Areas: Geographical Areas: Cities of Roanoke and Salem and Roanoke CountyCities of Roanoke and Salem and Roanoke County Typical Grant Size: $2,000-$5,000Typical Grant Size: $2,000-$5,000

Katherine Nelson Fishburn Foundation FundKatherine Nelson Fishburn Foundation Fund Provides support to cultural, educational and social service programs.Provides support to cultural, educational and social service programs. Geographical Areas: Geographical Areas: Cities of Roanoke and Salem, Roanoke County, Botetourt County, Cities of Roanoke and Salem, Roanoke County, Botetourt County,

and Craig Countyand Craig County Typical Grant Size: $1,000-$3,000Typical Grant Size: $1,000-$3,000

The Roanoke Valley Children’s FundThe Roanoke Valley Children’s Fund Addresses the broad needs of children from prenatal care until their sixth Addresses the broad needs of children from prenatal care until their sixth

birthday.birthday. Geographical Areas: Geographical Areas: Cities of Roanoke and Salem and Roanoke CountyCities of Roanoke and Salem and Roanoke County Typical Grant Size: $3,000-$6,000Typical Grant Size: $3,000-$6,000

Winter Grants CycleWinter Grants CycleDecember – February December – February

Larry Woodrow Vest FundLarry Woodrow Vest Fund Provides support to charitable organizations serving Floyd County residents.Provides support to charitable organizations serving Floyd County residents. Geographical Areas: Geographical Areas: Floyd CountyFloyd County Typical Grant Size: $3,000-$20,000Typical Grant Size: $3,000-$20,000

Frances Parker Rupert Memorial Fund for Music and Frances Parker Rupert Memorial Fund for Music and the Performing Artsthe Performing Arts Supports a wide range of qualified charitable organizations which work in Supports a wide range of qualified charitable organizations which work in

the fields of music and/or the performing arts.the fields of music and/or the performing arts. Geographical Areas: Geographical Areas: Alleghany County, Bath County, Covington and Clifton ForgeAlleghany County, Bath County, Covington and Clifton Forge Typical Grant Size: $500-$1,000Typical Grant Size: $500-$1,000

Summer Grants CycleSummer Grants CycleJune – AugustJune – August

You must apply using the online application located on the Foundation’s You must apply using the online application located on the Foundation’s website.website.

Applications Applications mustmust be received by the deadline. be received by the deadline. Additional documents required:Additional documents required:

List of Board of DirectorsList of Board of Directors Most recent 990 or 990-N and statement of current financial conditionMost recent 990 or 990-N and statement of current financial condition Project BudgetProject Budget Current Annual Budget Current Annual Budget

Once deadline has passed, applications are distributed to the appropriate Once deadline has passed, applications are distributed to the appropriate committees for review.committees for review.

Decisions are typically made within two months after the deadline.Decisions are typically made within two months after the deadline. Winter Grants Cycle – March-AprilWinter Grants Cycle – March-April Summer Grants Cycle – September-OctoberSummer Grants Cycle – September-October

Grants Cycle Application ProcessGrants Cycle Application Process

10 things that drive us 10 things that drive us nuts!!nuts!!

10. Withdrawing an application 10. Withdrawing an application without telling the Foundation.without telling the Foundation.

9. We don’t apply anymore 9. We don’t apply anymore because we never get funded.because we never get funded.

8. Asking for feedback.8. Asking for feedback.

7. Guilt Tripping.7. Guilt Tripping.

6.6. Decisions are FINAL.Decisions are FINAL.

5. Applying to the wrong grant!5. Applying to the wrong grant!

4. Waiting until the last minute to 4. Waiting until the last minute to complete your application!complete your application!

3. Asking for an extension!3. Asking for an extension!

2. Reminding agencies when Final 2. Reminding agencies when Final Grant Reports are due.Grant Reports are due.

1. Gramatical erors on aplicatins!1. Gramatical erors on aplicatins!

Bonus: Asking the Foundation for Bonus: Asking the Foundation for a grant history report.a grant history report.

Questions??