1. STFM Group on Oral Health Steering Committee From Concept to Conclusion: Bringing Your Project to Fruition Through Effective Fundraising and Project Management STFM Annual Spring Conference New Orleans 2011

2. Seminar Welcome -10 minutes Relationship-based fundraising- 20 minutes –Dr. Maier Questions and answers - 5 minutes Project management - 20 minutes –Dr. Douglass and Mr. Peterson Panel discussion - 15 minutes –SFL Steering Committee Small group exercise - 15 minutes Wrap-up - 5 minutes

3. Presenters Russell Maier, M.D. (Group Co-Chair) Central Washington FMRP, University of Washington Alan B. Douglass, M.D. (Editor and Group Co-Chair) Middlesex Hospital FMRP, University of Connecticut Steve Peterson, BS Talaria Seattle, WA Wanda C. Gonsalves, M.D. Medical University of South Carolina Hugh Silk, M.D., M.P.H. University of Massachusetts James Tysinger, Ph.D. University of Texas Medical Branch, San Antonio A. Stevens Wrightson, M.D. University of Kentucky

4. Housekeeping Ask Questions - Slides are a place keeper Slides and additional handouts will be on the STFM Digital Library Evaluations

5. Foundations 101 A brief story –Community Activism to Board Chair Types of Foundations Operating Granting How might the process work –Staff or Board Driven –Weed out or Nurture Grants –The best mousetrap for the right mouse Relationships Fit FOLLOW THE RULES

6. The Ask Be Prepared Be Committed Fit with the Foundation’s Mission –Why they would be interested Metrics, Social Justice, Change Agent, Target Population –Family Medicine covers the full spectrum Outcomes –What Outcome is the foundation looking for? –What Outcome are you looking for Follow the money –Have a budget –501(c) 3 –How Much? Goldilocks

7. Who to Ask Local –Your Institution –Civic Groups –Community Foundations Regional –Insurance Companies (Conversion Foundations) –Community Health Foundation of Western and Central New York National –Pew, RWJ Someone you know –United Health

8. Grantmakers in Health

9. Confessions of a Funding Committee Chair Did they follow the rules Can we/they leverage our grant Will the program be sustainable Can they do it - site visit A desire to give the money away

10. The Story of Smiles For Life Funding The Idea –STFM Toronto 2003 –NE-STFM 2003 Prior Relations –Seed Funding led to other donors –Many said no Follow-up

11. Project Management

12. Keys to Keeping Projects on Task Develop a shared vision with your team Set a realistic but slightly edgy timeline and stick to it Set “milestones” along the way that are connected with shared events Assign clearly defined tasks to each team member

13. Keys to Keeping Projects on Task Meeting and conference call management Lead by keeping team members engaged Devote 15 minutes a day to leading the project Celebrate success Don’t forget to say thank you!

14. The Project Manager –What is Talaria Business Scope Products Web address –Interfacing with Academics and Web Companies Past Projects Smiles for Life –What’s it like working long distance Phone Email Conference Calls –What Worked / What Needs Improvement

15. Panel Discussion Drs Gonsalves, Tysinger, Silk and Wrightson –Fund Raising Activities –Life as a Team Member –Long Distance Work

16. Small Group Activity Break into groups of 3-4 Presenters will be roving or assigned Goal for this exercise –Identify Foundations you have contact with or already know –Identify one project you, your department, program, residency, or group is involved with that matches the foundation’s area –Develop a three step plan for contact

17. Conclusion Fundraising with Foundations Managing a Project over time and space The view from the other side Using the material presented what three steps will you take next Please Complete Evaluations!! Questions

18. Other Links http://www.smilesforlifeoralhealth.com/ http://www.talariainc.com/ Grantmakers in Health http://www.gih.org/http://www.gih.org/ –Focus Article on $1 million given to Colorado Residency http://www.gih.org/topics3985/topics_show.htm?doc_id=1553985&attrib_id= 18630http://www.gih.org/topics3985/topics_show.htm?doc_id=1553985&attrib_id= 18630 Washington Dental Service Foundation –http://www.deltadentalwa.com/Guest/Public/AboutUs/WDS%20Foundati on/Grant%20Information.aspxhttp://www.deltadentalwa.com/Guest/Public/AboutUs/WDS%20Foundati on/Grant%20Information.aspx Community Health Foundation of Western and Central New York –http://www.chfwcny.org/http://www.chfwcny.org/ Aetna Foundation –http://www.aetna-foundation.org/foundation/aetna-foundation- programs/program-areas/integrated-health-care.htmlhttp://www.aetna-foundation.org/foundation/aetna-foundation- programs/program-areas/integrated-health-care.html United Methodist Health Fund –http://www.healthfund.org/http://www.healthfund.org/