1. Advocate Bethany Community Health Fund Grantmaking as a Collaborative Model to Address Social Determinants of Health September 25, 2015 Ina N. Owens, Vice President, Office of Grants and Program Development Jalisa Hinkle, Coordinator, Bethany Fund

2. Agenda Bethany Fund Overview Leadership Grant-making Capacity building Partnerships Current Success Discussion/Q & A 2

3. History Advocate Bethany Hospital background Community demographics Hospital transition Community response New partnership formed 3

4. Bethany Fund Overview $14 million committed through 2020 Approximately $1 million committed annually Commitment: Promote health and wellness Address health disparities in “Fund Communities” Mission: 4

5. Austin Garfield Park Humboldt Park North Lawndale Austin Humboldt Park East Humboldt Park West Garfield Park East Garfield Park North Lawndale Our Fund Communities 5

6. Fund Priority Areas Diabetes School Dropout Prevention Violence Prevention Workforce Development 6

7. Advisory Council Composition –30 Community leaders –5 Advocate representatives –1 Facilitator Provided recommendations based on relevant health information such as: –Critical health care disparities –Community assets –Gaps in resources Selected Community Representatives for Fund Board 7

8. Fund Board Leadership Fund board installed in June 2007 Responsible for overseeing grant-making process Composition: 15 members – 8 Community Representatives (voted in by board majority) – 7 Advocate Representatives (appointed Advocate EMT) Officers: – Chair, Vice Chair - Community Representatives – Secretary - Advocate Representatives 8

9. Strategic Board Development Composition – Emphasize board composition – Create a prospect pool Governance – Define roles/responsibilities Proposal review Site visits – Develop/utilize strategic plan – Hold annual board retreats – Recognize individual/board successes 9

10. Grant Eligibility Highlights Grants are only made to public charities 501(c)(3), including faith-based organizations and government entities Grant recipient’s main office must be located in one of the Fund Communities Grants may be awarded to new or established organizations and for new or established programs 10

11. Grant Distribution Highlights Annual grant cycle Awards are for a one-year term only (may be renewable for up to three years) Awards may range from $5,000 to $50,000 Average grant size is $25,000 Grants awarded across all four Fund Communities 11

12. Capacity-Building Supports LOI/ RFP Informational Meetings LOI Feedback Calls One-on-One Grant Writing Support Professional Development Workshops Monthly Resource Email Web Design Offerings Peer Skill Share Learning Circles for Executive Directors Unlimited HR Consultation with law offices of Smith Amundsen 12

13. Partnerships High-touch grantmaking Partnerships requested in application Grantee networking events Leveraging opportunities with funders – Capacity-building funders group – Violence prevention funders group – Healthcare reform collaborative 13

14. Success Highlights Awarded approximately $7 million Made 276 individual grants – 94 separate organizations/ 77 returning after 3 cycles Gained reputation as a high-touch funder known for program/capacity-building supports to local organizations Demonstrating effective partnership with community/ Improved Advocate’s reputation in community Co-sponsored city-wide event with other key funders 14

15. If you were going to lead even more boldly in this work, what would you do? 15

16. Replicate! 16

17. Questions? 17