1. 2017 Grant Program Outreach Session

2. CFWM Program Department
Janet Daisley Vice President for Programs & Strategy
Sheila Toto Sr. Program Officer – Mission, Capital & Critical
Michael DeChiara Sr. Program Officer – Capacity & Valley Gives
Colleen Kucinski Program Officer – Scholarship and Loans
Dotty Theriaque Scholarship Associate
Margaret Everett Program Associate 2

3. Today’s Agenda Provide an overview of our grant-making programs
Meet our team!
Mix of CFWM Outreach Sessions in 2017:
Some overview of all programs
Some specific to grant competitions
End of Session – Questions, Networking and Consultations

4. Our Vision
Provide the nonprofit community with a mix of opportunities:
Competitive grants
Trainings
Engagement in cohorts/convenings
Listen to our customers:
On-going surveys and focus groups to understand regional nonprofit needs
Have a mixed grant portfolio:
Some grants to support NPO core programming (Mission, Capacity and Capital) – some with more bold and innovative approaches (Innovation, Barr Foundation).
Janet

5. Grantmaking The many ways we give money away
The Basics
How we get our $$
How we distribute funds
How much money
Who benefits from our grants
Three ways we give grants to NPO’s – competitive, by invitation and recommended by donor advisors
FY 2016: $11 million in contributions and donations from generous donors
$9 million distributed in FY 16 – grants, scholarships, loans
- $1.9 million in scholarships and loans to approx 800 students
- $1.8 million in competitive grants
Nonprofits and Students involved with higher education
Pioneer Valley Community—approximately 3/4ths of the $11 million is distributed in the Valley
1,521 contributors to the Foundation

6. 2017 COMPETITIVE GRANT PROGRAMS
MISSION
Programs & Projects
Grant Deadline: March 3, 2017
CAPACITY
Internally oriented to enhance organizational effectiveness
Grant Deadline: Sept. 11, 2017
CAPITAL
Capital campaigns, capital projects
Grant Deadline: Sept. 18, 2017
CRITICAL
Unforeseen emergencies, urgent needs
Grant Deadline: Open all year
INNOVATION
2017 Planning Grants underway
Fall 2017 Implementation grants open only to planning grant recipients
SMALL
On hold for 2017

7. Mission Grants Supports programs and projects that are: Who Can Apply
Based on a set of activities;
Conducted during a specific period of time;
Clearly stated deliverables; and
Further promotes the organization’s mission.
Who Can Apply
Size of Requests
Application Process
Grant Application Deadline
Review Process
Notification of Grant Application Outcome
Additional information

8. Capacity Grants
Supports: The Capacity Grant Program funds activities that help organizations be more effective by investing in internal improvements that enhance their ability to advance their mission.
Eligibility: 501(c)3 organizations; fiscally sponsored (limited allowable activities)
Requests: $1,000 to $15,000
Application: online grant application starting July 17, 2017
Deadline: September 11, 2017
Additional information: Website

9. A Framework: Capacity Building
Management Capacity: To ensure the effective and efficient use of organizational resources
Operational Capacity: To implement all of an entity’s key organizational and programmatic functions
Leadership Capacity: To enable organizational leaders to create and sustain the vision, inspire, model, prioritize, make decisions, provide direction and innovate, in an effort to achieve the organizational mission
Adaptive Capacity: To monitor, assess and respond to internal and external changes

10. Characteristics of Fundable Activities
address issues that affect the organization as a whole rather than a single department or program
are focused on a single problem or issue
are appropriate to the organization’s current life cycle
are important to the organization's transition to support medium or long-term success in relation to its mission
can demonstrate an organization’s readiness and ability to embark on the project
have the ability to meaningful track and document change and impact resulting from the project.

11. Capital Grants Supports: capital projects and capital campaigns
Capital Projects definition:
Significant capital projects or important equipment purchases (useful lifetime of greater than 3 years.)
Renovations or additions;
Construction or expansion;
Purchase or construction of a new facility; and
Computer technology and/or equipment.
Requests: Up to $25,000
Application: Opens online July 17, 2017.
Deadline: September 18, 2017

12. Capital Campaigns Capital Campaign definition:
Significant fundraising efforts, designed to support major initiatives of a nonprofit and go above and beyond the normal course of the organization’s annual fundraising.
New buildings or renovations > $1 million
A minimum campaign goal of $500,000
Requests: Up to $50,000
Application: 2 step process. Opens online July 17, 2017.
Deadline: September 18, 2017
Grant awards over $25,000 will require a 1:1 challenge match.

13. Critical Grants Supports: unforeseen emergencies and urgent needs
Requests: $5,000-$20,000 to support a 3 month period
Application: Starts with a phone call
Deadline: Available all year
Generally consider 2-3 applicants per year

14. Innovation
Innovation grant program - Emerging ideas, initiatives and/or new collaborations
New solutions for big issues or challenges – improve quality of life in the Pioneer Valley
Planning and Implementation grants
2017 Innovation Planning grants
Underway
2017 Implementation grants
Closed to planning grantees
Unique ideas, methods and approaches that serve the community
Ideas that exhibit vision, incorporate feedback from end-users of the innovation,
Use a collaborative approach to maximize impact
Potential to leverage funds to increase impact
Has clearly stated measures and outcomes for both planning and implementation processes
First round is for 6 month planning grants to design and plan your strategy; engage with communities and collect data/identify barriers/test ideas that may lead to a new approach

15. Small Grants Formerly known as Mission Express grants.
Piloted Express grants in 2015 and 2016.
Program is ‘on-hold’ for 2017.

16. Capacity: Barr Foundation Grant
Other Opportunities
Capacity: Barr Foundation Grant
Goal:
To enhance the internal organizational effectiveness of nonprofits to better meet their mission; targeted to the Arts and Creativity sector.
Activities:
Regional Focus groups to gather data from arts and creativity nonprofits (July/August).
2018 Arts and Creativity Cohort Training – planning soon underway.
Trainings (open to everyone) – planning currently underway for 2018 offerings.

17. A 24 hour online giving event hosted by CFWM to expand philanthropy among the residents of Hampden, Hampshire and Franklin counties and to support organizations working to enhance the quality of life in the Pioneer Valley
2017 Goals
Increase breadth of participation (number of donors) to expand philanthropy in the Pioneer Valley
Continue to attract high level of new participating donors to Valley Gives who are also first time donors a particular organization
Increase number of Valley Gives donors who are under 40 years old. Among these under 40 year olds, donors should represent the diversity of the Pioneer Valley

18. Average number of donations per organization 43
Organization Results
Nonprofits : 407
Average Raised $2,862
370 organizations had a donor new to the organization
Orgs that had a match 132 … met their match 98
Average number of donations per organization 43

19. Average donation amount (mean)
Donors & Donations
9,367 unique donors
PV residence: 69 of 69 towns/cities
27.5% were under 40
17,412 total donations = $1,162,272
Average donation amount (mean)
$67

20. New Money Inspired by CFWM
CFWM Provided Prize Pool: $178,610
Inspired …
Donations
$1,162,272
Fees covered by donors
$54,059
Matching grants generated offline
$353,631
TOTAL GENERATED on MAY 2
$ 1,569,962

21. The Scholarship Program
Purpose:
To provide scholarships and interest-free loans
to students primarily in the Pioneer Valley
Approximately $2 million disbursed yearly
Over 125 scholarship funds will be distributed for
2 separate interest-free loan programs administered
For the scholarship season:
Approximately 1500 students completed the application process
Approximately 800 students received scholarships
Over 1200 individual scholarships were awarded

22. Interest-Free Loan Program
CFWM administers two separate interest-free loans.
Student’s eligibility for a loan is determined using the online scholarship application process.
No interest will be charged to the student during the life of the loan.
$3,000 awarded per academic year, with $12,000 being the maximum available.
CFWM handles awarding but not repayment
of the loan. University Accounting Service manages
the repayment process.

23. Feedback for Us How can we better serve the nonprofit community?
What would you like us to know?
Questions?
Contact: Margaret Everett, Program Associate