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Grant Proposal Writing Workshop United Church of Canada August 20, 2014.

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Presentation on theme: "Grant Proposal Writing Workshop United Church of Canada August 20, 2014."— Presentation transcript:

1 Grant Proposal Writing Workshop United Church of Canada August 20, 2014

2 Welcome! Lisa Di Veto Financial Development Officer United Church of Canada Housekeeping: Washrooms Refreshments Questions welcome: please identify yourself and congregation

3 Agenda Grant Writing Overview Coffee Break (8:15) Effective Proposal Writing Please submit the response form for more detailed queries. Your feedback is appreciated. Remember to tell me about grants you receive!

4 First: Preliminary Steps to Grant Writing Charitable Status, T3010, Narrative Budgeting, Charitable Sources of Revenue Second: Grant Opportunities & Samples UCC & UCC Foundation Grants Foundation & Government Grants

5 Charitable Status of Congregations Page 1 UCC congregations are charities and as such, entitled to issue charitable tax receipts. They are not incorporated as not for profits or issued letters patent. These two items are often requested by funders. A letter (sample on Page 2) can be requested from UCC CFO Erik Mathiesen confirming the congregation’s charitable status.

6 CRA T3010 Page 3 Charities must submit their T3010 financial statement to CRA annually. T3010’s can be viewed online by general public. To find your T3010, enter your BN – charitable registration number. Please check that charitable activities of your church are accounted for (line 5000). See UC example.

7 Charities Listings Advanced Search Page 4 CRA lists T3010s financial reports from all charities on line. There are 85,000 charities in Canada, 10,000 are foundations. Foundations must donate 3.5% of their assets to qualified donees - charities. It`s useful to look at foundations (both public and private) T3010s as a first step to identify potential funders. Page 4 is the CRA advanced search page. Enter city and public or private foundation under designation.

8 CRA Advanced Search Results Page 5 Enter city Owen Sound and Public Foundation under designation. Five public foundations are found. Click on Grey Bruce Community Foundation. T3010 Quick view comes up. Page 6 & 7 Click on gifts to charities under expenses. Page 7 Page 8 & 9 List of grants awarded.

9 List of Qualified Donees Page 8 & 9 Although some funds will be designated to one cause (hospital, school, health charity etc. ) and charities cannot access them, this information illustrates the gift range. Don’t hesitate to call UC that received funding, ask for a copy of their submission. Usually, annual requests cannot be submitted to Foundations.

10 N arrative Budgeting Page 10 Pro-rate operating expenses to programs & services Allocate the 70 – 80 % in wages to charitable programs such as worship, Christian development etc. Vitally important to funders that don’t know your organization. Provide pages of detail to whoever needs it internally. Sample Narrative Budget Page 11

11 Example – Page 12 Worship $102,724 Ministry personnel, secretary, organist, custodian Worship resources Choir & Music Funerals, baptisms, weddings Scripture readers Special speakers Supplies Portion of building expenses & equipment

12 Page 12 and 13 Christian Development $55,620 Sunday school, Youth group, Adult Study Baptism and Confirmation sessions Ministry team leadership time Portion of building expenses & equipment Pastoral Care $36,429, M&S Outreach $59,461 Tell the story of each category in your budget Programs offered, people served Page 14 Another Sample Budget

13 Charitable Sources of Revenue Page 15 Service Clubs & Organizations Earned Revenue / Events Individual Donations Corporate Donations & Sponsorship Foundation Grants Government Grants

14 United Church of Canada Grants & Loans Page 16 Recent Funding Page 17 Architecture Resource Group Page 18 Ont. Power Authority Retrofit Program 19

15 Capital Expenditure There are limited external sources of funding available for capital expenditure and renovations Government grants: EAF, CIIF, New Horizons Some foundations support capital expenditure including the Ontario Trillium Foundation. One option is to seek funding for the programs and services your congregation offers. If grants are awarded, you can allocate the money you would normally spend on supporting these programs to capital.

16 UCC Vision Fund Page 20 For youth and young adult ministry Seed Grants $100,000 per annum awarded Grants of $3,000, Matching $3,000 available Flourishing Ministries $25,000 a year for 3 years for one project Bursaries $50,000 per annum awarded Grants of $300-$500

17 Vision Fund Page 21 An example of a successful grant application and standard funder requirements: project description, goals, benefits of the project, outcomes, budget Review the criteria, call the funder Matching $3,000 application Page 25 4 deadlines a year – next one September 9 Congregations that received funding Page 26

18 Healing Fund Page 27 P

19 UCC Healing Fund Page 27 Specific to First Nations initiatives Two deadlines: March 15 and Sept. 15 Application Form Page 28 Groups that received funding Page 31 Justice & Reconciliation Fund Page 31 Groups that received funding Page 32

20 United Church of Canada Foundation Seeds of Hope Fund Page 34 Grants from $2,500 to $25,000, twice a year Next deadline October 15 Senior Ministries, Children & Youth Ministries, Faith Exploration, Social Justice & Outreach, Leadership & Education Sample Application Page 35

21 Seeds of Hope Grants Awarded Page 47 In 2013, 48 grants totalling $524,091 were awarded. Your congregation may be offering similar programs. $1,000 to Calvary Memorial UC in Kitchener for a family photo outreach project $7,000 to the Alma Community Labyrinth & Memory Arboretum $15,000 to Community Development Halton, Burlington for the NorthBurlLink Chill Zone for children $10,000 to Nations Uniting Learning Circle for Companions on a Common Journey

22 UCC Oxford Endowment Fund Page 53 Hamilton Conference Page 55 Investment in Mission and Ministry Grants awarded Page 57 Presbytery Funds Erie Mission and Development Council, Halton Extension Council, Glen Abbey Fund, Hamilton Mission Council Rymal Fund, Niagara Potentials Fund, Waterloo Extension Council

23 Page 58 If your congregation is in agreement, your church can apply to OTF for funding. There were three annual deadlines in March, July and November. Process and deadlines will change in Significant funds awarded, about $25 million in Hamilton Conference : 2.58 million Grand River 2.66 million Grey Bruce Huron Perth 7.20 million Halton Peel 3.36 million Hamilton 3.43 million Niagara 5.06 million Waterloo Wellington Dufferin OTF funds accessibility costs, capital repairs, renovations. Also salaries for charitable programming serving the community.

24 George Street United Church in Peterborough awarded $255,000 over 3 years OTF Application Page 59 Delta United in Hamilton $117,300 Congregations receiving OTF grants Page 67 Nearly $3 million in past 5 years

25 Ontario Community Foundations Page 73 United Church Recipients of Foundation Grants Page 74 $1.25 million to United Churches in past two years Contact successful applications for information and support

26 Funding from Local Organizations Page 80 Your congregation likely donates to local non- profit charitable organizations that share with your members, the work they’re doing in the community. In many instances, your church can seek contributions from these groups for community programs and services the church offers or supports. Groups that often fund local causes include; Legions, Rotary Kiwanis and Lion Clubs. In addition, many union organizations such as CAW/Unifor will support social justice initiatives.

27 Provincial Government Grants Page 81 Grant Portal Various criteria and deadlines Letters of support from MPP, mayor etc. always useful

28 New in 2014 Seniors Community Grant Page 82 Stream 1, Maximum $3,000 Website has 30 pages of guidelines to review

29 Federal Government Grants Page 84 Employment and Social Development Canada (ESDC) List of 40 programs Calls for proposals, Various deadlines Canada Summer Jobs Career Focus, Skills Link EAF – Enabling Accessibility Fund New Horizons for Seniors Significant funding available

30 New Horizons for Seniors Page 85 Promoting volunteerism among seniors Engaging seniors, inclusion of seniors Capital costs as well as program expense Up to $25,000 per grant Application has been announced in May With about a 6 week turnaround UC Grant recipients Page 86

31 These are some of the funding sources your congregation may be eligible for; United Church Grants & Loans Vision Fund, Seeds of Hope Hamilton Conference, Presbytery Funds Community Foundations Ontario Trillium Foundation, Local Foundations Provincial & Federal Government Grants Please start grant writing! Remember to share your successes!

32 Next, a break Followed by an overview on proposal writing. Thank you!


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