1. Building Successful Corporate Support and Foundation Funding Programs
Jeff Sobel
President
Jeffrey Sobel Consulting
November 12, 2014

2. About Jeffrey Sobel Consulting
Jeffrey Sobel Consulting offers a wide-range of services to non-profits of all sizes. Whether you need help on a short term or long term project we will ensure that our work with you will be well structured, produce beneficial outcomes, and help your organization improve its ability to deliver its mission. We offer services in the following areas:
Strategic Planning, Assessment, & Feasibility Studies
Capital or Other Special Campaign Projects
Development of Planned Giving / Legacy Societies
Private Foundations, Corporate Foundations and Government Grants
Special Events
Board Development
Assistance with developing or improving specific Volunteer and Board Committees
Organizational Services
Strategic Planning and Assessment

3. Agenda Defining Corporate Funding Defining Foundation Funding Q&A
Current Trends in Corporate Funding
Building Corporate Funding into your Development Plan
Finding Corporate Opportunities
Building Corporate Relationships
Sponsorships vs. Partnerships
Defining Foundation Funding
What is a Foundation?
Types of Foundations
Understanding Today’s Environment for Foundation Dollars
Building Foundation Funding into your Development Plan
Finding Grant Opportunities
Building Foundation Relationships
Q&A

4. Defining Corporate Funding
Is an integral part of the identity of most large corporations and many smaller businesses as well.
Often called CSR (corporate social responsibility)
Consumers make the choice more often to buy from socially responsible companies.
Can be a long-term commitment to certain causes and the charities connected to them, or
Can be more episodic and market driven, revolving around particular campaigns, events, and projects.
Corporate funding can be a good source of support for new initiatives, special programs, and special events.
Nonprofits increasingly look for opportunities to form partnerships for sponsorships and cause-related marketing.

5. Current Trends in Corporate Funding
From CECP’s “Giving in Numbers”
59% of companies gave more in 2012 than in 2007, the year before the global recession set in
Aggregate giving rose 42% from 2007 to 2012
While direct cash donations dominated at 47% of total giving in 2012, non- cash contributions have been growing at a faster rate of 10% or more in each year since 2008
Education--comprising both K-12 and Higher Education--was the most funded program area for all companies, representing 29% of an average company's giving budget
Paid-release-time employee volunteer programs were offered by 70% of companies in 2012, compared to just 53% of companies before the global recession
Forty percent of companies expect giving to increase from 2012 to 2013

6. Building Corporate Funding into Your Development Plan
Integrate into your Annual Campaign Strategy
Year Round Fundraising vs. Campaign Programs
Sponsorship vs. Partnership
Research and Prospecting

7. Sample Budget Chart Revenue Catagories FY13 FY14 Budget
FY14 Actual to Date
FY14 Adjusted Goals
FY15 Projection
FY16 Projections
FY17 Projections
Notes
Fundraising Dollars
Board Giving
$30,200
$30,000
$40,000
This only includes personal gifts
Individual Major Gifts (TBD - $5,000)
$75,000
Mult-Year Giving Campaign
Leadership Circle (TBD - $1,000 to $4,999)
$10,000
Individual Donors (TBD - $1 - $999)
$73,415
$13,000
$5,000
Appeals - Mail, , & Social Media
$2,430
$2,500
$3,500
Corporate Sponosrship - Funding
$25,762
$28,000
$35,000
Foundation Grants
$68,860
$60,000
Capital Campaign Restricted Dollars
$18,450 $0
TBD
Bequest & Trust
$228,500
Sub-Total
$219,117
$133,500
$457,000
Spring Gala
$165,916
$174,000
$180,000
Fall/Other Fundraisers
$6,559
Third Party Events & Activities
$172,475
$214,000
$220,000
Total Private Dollars
$391,592
$347,500
$677,000
Non-Fundraising Dollars
Additional Income
$105,142
$119,658
May need to break this out further
Government Dollars
$49,895
$90,000
$9,000
Donated Services / In-Kind Donations
$1,075,248
$1,111,628
$1,030,628
TOTAL GROSS REVENUE
$1,466,840
$1,459,128
$1,707,628
Overall Expenses
FY14
FY14 Actual
FY14 Adjusted
Administrative Cost
$516,145
$545,407
Development Expenses
$5,215
$6,500
$65,000
Special Event Expenses
$70,602
$80,000
Marketing Expenses
$110,158
$118,522
TOTAL EXPENSES
$1,443,155
$1,458,916
$1,517,416
TOTAL NET (Revenue - Expenses)
$23,685
$212
$190,212

8. Building Corporate Relationships
Five Steps to Begin Successful Partnerships
1. Understand your own organization
2. Understand the needs and motivation of the other organization
3. Identify common interests
4. Plan the work
5. Agree on roles, tasks, responsibilities

9. Sponsorships vs. Partnerships
Supporting an event, activity or organization by providing money or other resources that is of value to the sponsored event. This is usually in return for advertising space at the event or as part of the publicity for the event. People at corporations sponsor for a lot of reasons.
They might sponsor because it's good marketing.
They sponsor because it's good for their bottom line.
They could sponsor because one of their employees has gotten involved with your nonprofit.
They may also sponsor because they're competitive with other corporations.
Corporate brand managers have to be sure that your particular event and your particular cause will be of use to them.
Partnership:
A mutually-beneficial working relationship entered into by organizations in which each partner has needs and brings value

10. 2013 Corporate Leaders Program
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2013 Corporate Leaders Program
Request and Pledge Form –Corporate Leader Sponsorship
The Fund would like to provide special recognition to those Corporate Partners and Supporters that pledge their support for our upcoming campaign in This group of corporate contributors will have the opportunity to participate in all or a combination of the planned Aging in New York Fund Special Events; Celebrating Our Seniors, A Walk Through Time, the Educational Forum, and other special events throughout the year . Corporate Leaders will receive additional benefits and recognition throughout the year.
Special Sponsorship Package and Request for Time Warner
Presenting Sponsorship $40,000
Presenting Level Sponsorship of The Senior Educational Forum (Fall, 2013)
Sponsorship of Celebrating Seniors: A Walk Though Time ( September 8, 2013)
Platinum Level $30,000
Sponsorship of The Senior Educational Forum
Presenting Sponsorship of Celebrating Seniors: A Walk Though Time
Gold Level $20,000
Sponsorship of Celebrating Seniors: A Walk Though Time
Silver Level $10,000
Additional Benefits for All Corporate Leaders
Utilize the DFTA Senior Center labels to create a mailing or a sampling for New York Seniors
Recognition on the ANYF Links page (Company Logo with Link)
Company Logo on the special Corporate Leaders Banner that will be at numerous ANYF events and activities
Company Logo as a Corporate Partner on selected ANYF media including:
newsletters
Annual report
_______ Yes, I agree to pledge commitment of $________ in 2013 as an ANYF Corporate Leader at Sponsorship Level ____________________.
Signature: ________________________________________ Date: ___________________________
Print Name: _______________________________________ Title: ____________________________
* To ensure you receive the maximum benefit and recognition for its gift in 2013, please or fax a signed copy of this form before ________ to Ali Hodin-Baier at Tel: or Fax:

11. What is a Foundation?
A foundation is a non-governmental entity that is established as a nonprofit corporation or a charitable trust, with a principal purpose of making grants to unrelated organizations, institutions, or individuals for scientific, educational, cultural, religious, or other charitable purposes. This broad definition encompasses two foundation types: private foundations and grantmaking public charities.

12. Types of Foundations
Corporate Foundations are private foundations, but their boards are often made up of corporate officers. Their endowment funds are separate from the corporation and they have their own professional staff.
Family Foundations receive endowments from individuals or families. Many large, iconic foundations are family foundations. Think of the Gates Foundation, the Rockefeller Foundation, and the Ford Foundation. These family foundations have endowments in the billions, but most family foundations are much smaller, tend to fund locally, and often have little to no professional staff.
Community Foundations are public foundations and pool the assets of many donors. They work to improve their local communities through grant-making, awarding scholarships, and providing services to donors. Community Foundations have become very active in providing donor- advised funds for donors who want to become more purposeful in their giving but don't want to set up their own private foundations.

13. Understanding Today’s Environment for Foundation Dollars
Measurement and Metrics
Collaboration and Efficiencies
Mergers and Consolidation
Capacity Building
General Operating/Direct Program Support

14. Finding Grant Opportunities
Foundation Center.org
Google, Bing and Yahoo!
Your contacts:
Board Members
Professional contacts
Other Partners’ connections
Subscriptions to Grant Finder newsletters

15. Building Foundation Relationships
Start with relationships that make sense and fit your mission
Work all avenues
Don’t hesitate to call
Education and cultivation
“No” isn’t necessarly “No”

16. Questions?

17. THANK YOU!