1. How to Sustain our Work Sustain Programs, Increase Impact

2. Presenters Davies and Associates Carol Smith Davies, MPA Joan A. Minasian, MA Allison Hensleit, MBA

3. Housekeeping

4. Learning Objectives Participants will… Learn how to identify & develop a funding model Practice how to methodically assess funding opportunities; Increase use of an intentional approach of where and how to invest in development capabilities; Be able to support organizational alignment to attract dollars to achieve programatic aspirations.

5. What IS Sustainability

6. Sustainability in Non Profits Study of 2,000 organizations – TCC Group Are you financially sustainable? Leadership

7. Sustainability in Non Profits Sustainable CredibilityReputationCapacity High- quality LearningStrategicReflective

8. What is Sustainability Leadership Adaptability Program Capacity Sustainability

9. The Sustainability Formula - Leadership

10. The Sustainability Formula – Financial Adaptability

11. The Sustainability Formula – Program Adaptability

12. The Sustainability Formula – Program Capacity

13. Recommendations for Sustainability

14. It’s a Paradox

15. Characteristics of Funding Model Type of funding Single type Funding decision makers Dictate flow Funder motivation Natural matches

16. Finding Your Funding Model 1 Analyze your current approach to funding 2 Learn from the funding approaches of peers 3 Identify and narrow your range of funding model options 4 Evaluate the revenue potential and costs of short-list funding models 5 Select funding models to implement 6 Develop an implementation plan

17. Why bother?

18. Are you ready? Financial distress? Annual revenues? Clear goals? Willing to make investments?

19. Smaller organizations? Natural matches Who are decision makers Why do they support Identify Invest Share the work

20. Tips for getting started Clarify your goals Organize your resources The TeamThe timeline The steering committee

21. Sample Workplan

22. In review 1.What is your ultimate goal for this process? 2.What are your organization’s short-term and long-term goals? 3.Where is there disagreement or lack of clarity in your organization around those goals? 4.Are you clear on the roles and responsibilities your staff will play as you work to establish a funding model for your organization?

23. 1 Analyze your current approach to funding Analyze historical financials Understand motivation of current funders Understand your current capacity Share what you have learned with internal stakeholders Determine sources most attractive to explore

25. 2 Learn from the funding approaches of peers Identify small group of peers Determine essential characteristics Identify key programmatic, financial & governance differences

26. Peer benchmarking interviews Identify the right contact point Be upfront Make connections Make it a two-way street Share results Respect their time

29. 3 Identify and narrow your range of funding model options Identify funding models used by peers What is feasible for you?

30. Example: Public Provider

31. Example: Policy Innovator

32. 4 Evaluate the revenue potential and costs of short-list funding models Availability Fit Investments

33. 5 Select funding models to implement Don’t throw baby out with bath water

34. 6 Develop an implementation plan Investments Steps and milestones Learn and adjust Communicate, communicate, communicate

35. Sample model and milestones

37. 1 Analyze your current approach to funding 2 Learn from the funding approaches of peers 3 Identify and narrow your range of funding model options 4 Evaluate the revenue potential and costs of short-list funding models 5 Select funding models to implement 6 Develop an implementation plan

38. Resources Federal government grant resources www.grants.gov www.subsidyscope.org Private giving http://www.milliondollarlist.org/data http://www.urban.org/center/cnp/ http://www.impact.upenn.edu http://foundationcenter.org Sustainability research/Informing Social Change tccgrp.com/pdfs/SustainabilityFormula.pdf Ssireview.org Stanford Social Innovation Review This presentation was created by California/Nevada Community Action Partnership in performance of the California Department of Community Services and Development CSBG Discretionary Grant #13F-3122. Any opinions, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.

39. Learning Objectives Participants will… Learn how to identify & develop a funding model Practice how to methodically assess funding opportunities; Increase use of an intentional approach of where and how to invest in development capabilities; Be able to support organizational alignment to attract dollars to achieve programmatic aspirations.