1. Grants Seminar November 2, 2011

2. Alleghany County Alleghany County Botetourt County Botetourt County City of Salem City of Salem Craig County Craig County Franklin County Franklin County Roanoke City Roanoke City Roanoke County Roanoke County Service Area

6. Each year, the YLC determine its funding priorities through group discussion and research Each year, the YLC determine its funding priorities through group discussion and research Typically five priorities are selected for its respective grant cycle Typically five priorities are selected for its respective grant cycle Example funding priorities: Example funding priorities: Environment Environment Homelessness Homelessness Medical or Dental Care for Underprivileged or Underserved Individuals Medical or Dental Care for Underprivileged or Underserved Individuals Programs Addressing Substance Abuse Programs Addressing Substance Abuse Programs Addressing Teen Pregnancy Programs Addressing Teen Pregnancy Transportation for Elderly and/or Disabled Individuals Transportation for Elderly and/or Disabled Individuals The Philanthropy Project 2012 YLC Grant Cycle

7. The Philanthropy Project Phase I Once funding priorities are selected, the YLC requests Phase I Applications (Typically in December) Once funding priorities are selected, the YLC requests Phase I Applications (Typically in December) You must apply using the online application located on the Foundation’s website (Typical deadline in mid-January) You must apply using the online application located on the Foundation’s website (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 City Roanoke City City of Salem City of Salem Botetourt County Botetourt County Craig County Craig County Roanoke County Roanoke County Franklin County Franklin County Project MUST meet one or more of the funding priorities Project MUST meet one or more of the funding priorities The YLC will review all Phase I Applications The YLC will review all Phase I Applications Organizations who have been accepted will be invited by email to submit a Phase II Application (Typically in February) Organizations who have been accepted will be invited by email to submit a Phase II Application (Typically in February)

8. The Philanthropy Project Phase II TPP Phase II Applications must be completed using an online application. (Typical deadline in mid-March) TPP Phase II Applications must be completed using an online application. (Typical deadline in mid-March) Additional Required Documents: Additional Required Documents: Project Budget Project Budget List of Board of Directors List of Board of Directors Current Annual Budget Current Annual Budget Most recent 990 or 990-N and statement of current financial condition Most recent 990 or 990-N and statement of current financial condition The YLC will review all Phase II Applications and determine which agencies will be visited and/or interviewed (Typically in April-May) The YLC will review all Phase II Applications and determine which agencies will be visited and/or interviewed (Typically in April-May) May involve weekend site visits May involve weekend site visits Final grants decisions must be approved by the Foundation’s Board (Typically in June) Final grants decisions must be approved by the Foundation’s Board (Typically in June) Grant recipients may be recognized by YLC at the Foundation’s Annual Celebration (November) Grant recipients may be recognized by YLC at the Foundation’s Annual Celebration (November)

9. 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 Governors Determine funding priorities of the Foundation using the Board of Governors Create a simple process for nonprofit organizations Create a simple process for nonprofit organizations Bring potential grant opportunities to its attention Bring potential grant opportunities to its attention The Foundation’s Board determined the following funding priority areas: The Foundation’s Board determined the following funding priority areas: Basic Human Needs Basic Human Needs Economic Development Economic Development Education Education

10. Letter of Intent (LOI) Phase I Agencies may submit LOIs anytime during the year (only one active LOI at a time) Agencies may submit LOIs anytime during the year (only one active LOI at a time) You must apply using the online application located on the Foundation’s website You must apply using the online application located on the Foundation’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 City Roanoke City City of Salem City of Salem Alleghany County Alleghany County Botetourt County Botetourt County Craig County Craig County Franklin County Franklin County Roanoke County Roanoke County Project MUST meet one or more of the funding priorities Project MUST meet one or more of the funding priorities Foundation staff will review all LOI Phase I Applications for further consideration Foundation staff will review all LOI Phase I Applications for further consideration

11. Letter of Intent (LOI) Phase II If your LOI Phase I Application is approved, staff will notify the organization via email and ask to complete a Phase II Application If your LOI Phase I Application is approved, staff will notify the organization via email and ask to complete a Phase II Application The email will include: The email will include: Phase II deadline (typically one month after receiving notification) Phase II deadline (typically one month after receiving notification) Application instructions Application instructions Additional Required Documents: Additional Required Documents: Project Budget Project Budget List of Board of Directors List of Board of Directors Current Annual Budget Current Annual Budget Most recent 990 or 990-N and statement of current financial condition Most recent 990 or 990-N and statement of current financial condition

12. Letter of Intent (LOI) Phase II Follow-up phone interviews and/or site visits may be conducted to learn more about the project Follow-up phone interviews and/or site visits may be conducted to learn more about the project Phase II Applications are shared with the Foundation’s Community Programming Committee (CPC) for final decisions Phase II Applications are shared with the Foundation’s Community Programming Committee (CPC) for final decisions CPC typically meets 6-7 times a year CPC typically meets 6-7 times a year CPC may request more information CPC may request more information How long does this process take? 2-6 months How long does this process take? 2-6 months

13. Established in 2004 to allow women to become leaders in the field of philanthropy. Established in 2004 to allow women to become leaders in the field of philanthropy. Open to any woman of any income level who makes the commitment to support RWF for 3 years at a level of $2,100 per year. Open to any woman of any income level who makes the commitment to support RWF for 3 years at a level of $2,100 per year. Funding Priorities include: Funding Priorities include: Arts and Culture Arts and Culture Health and Human Services Health and Human Services Educational Programs Educational Programs Environmental Programs Environmental Programs Roanoke Women’s Foundation A Fund of Foundation for Roanoke Valley

14. Geographical Areas: Cities of Roanoke and Salem, Roanoke County, Botetourt County, Craig County, Smith Mt. Lake Region and the New River Valley Geographical Areas: Cities of Roanoke and Salem, Roanoke County, Botetourt County, Craig County, Smith 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- $30,000 Minimum grant request- $30,000 You must apply using the online application located on the Foundation’s website (Phase I Application due date - TBD) You must apply using the online application located on the Foundation’s website (Phase I Application due date - TBD) Roanoke Women’s Foundation A Fund of Foundation for Roanoke Valley Phase I

15. Roanoke Women’s Foundation A Fund of Foundation for Roanoke Valley Phase II Organizations whose Phase I Applications have been approved will be invited by email to submit a Phase II Application (Phase II Application due date - TBD) Organizations whose Phase I Applications have been approved will be invited by email to submit a Phase II Application (Phase II Application due date - TBD) Site Visits may be conducted. Site 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.org Resource: www.roanokewomensfoundation.org

16. The Spetzler Fund The Spetzler Fund Addresses the broad needs of educational, child welfare and social opportunity programs. Addresses the broad needs of educational, child welfare and social opportunity programs. Geographical Areas: Cities of Roanoke and Salem and Roanoke County Geographical Areas: Cities of Roanoke and Salem and Roanoke County Typical Grant Size: $2,000-$5,000 Typical Grant Size: $2,000-$5,000 Katherine Nelson Fishburn Foundation Fund Katherine Nelson Fishburn Foundation Fund Provides support to cultural, educational and social service programs. Provides support to cultural, educational and social service programs. Geographical Areas: Cities of Roanoke and Salem, Roanoke County, Botetourt County, and Craig County Geographical Areas: Cities of Roanoke and Salem, Roanoke County, Botetourt County, and Craig County Typical Grant Size: $1,000-$3,000 Typical Grant Size: $1,000-$3,000 The Roanoke Valley Children’s Fund The Roanoke Valley Children’s Fund Addresses the broad needs of children from prenatal care until their sixth birthday. Addresses the broad needs of children from prenatal care until their sixth birthday. Geographical Areas: Cities of Roanoke and Salem and Roanoke County Geographical Areas: Cities of Roanoke and Salem and Roanoke County Typical Grant Size: $3,000-$6,000 Typical Grant Size: $3,000-$6,000 Winter Grants Cycle December – February

17. Larry Woodrow Vest Fund Larry Woodrow Vest Fund Provides support to charitable organizations serving Floyd County residents. Provides support to charitable organizations serving Floyd County residents. Geographical Areas: Floyd County Geographical Areas: Floyd County Typical Grant Size: $3,000-$20,000 Typical Grant Size: $3,000-$20,000 Frances Parker Rupert Memorial Fund for Music and the Performing Arts Frances Parker Rupert Memorial Fund for Music and the Performing Arts Supports a wide range of qualified charitable organizations which work in the fields of music and/or the performing arts. Supports a wide range of qualified charitable organizations which work in the fields of music and/or the performing arts. Geographical Areas: Alleghany County, Bath County, Covington and Clifton Forge Geographical Areas: Alleghany County, Bath County, Covington and Clifton Forge Typical Grant Size: $500-$1,000 Typical Grant Size: $500-$1,000 Summer Grants Cycle June – August

18. You must apply using the online application located on the Foundation’s website. You must apply using the online application located on the Foundation’s website. Applications must be received by the deadline. Applications must be received by the deadline. Additional documents required: Additional documents required: List of Board of Directors List of Board of Directors Most recent 990 or 990-N and statement of current financial condition Most recent 990 or 990-N and statement of current financial condition Project Budget Project Budget Current Annual Budget Current Annual Budget Once deadline has passed, applications are distributed to the appropriate committees for review. Once deadline has passed, applications are distributed to the appropriate 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-April Winter Grants Cycle – March-April Summer Grants Cycle – September-October Summer Grants Cycle – September-October Grants Cycle Application Process

20. 10 things that drive us nuts!!

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

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

23. 8. Asking for feedback.

24. 7. Guilt Tripping.

25. 6. Decisions are FINAL.

26. 5. Applying to the wrong grant!

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

28. 3. Asking for an extension!

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

30. 1. Gramatical erors on aplicatins!

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

32. Questions??