Sustaining & Funding Your Coalition
MS Tobacco Free Coalitions Training Jackson, MS June, 2016
Fran Butterfoss Debbie McCune Davis
IAC Webinar August 10, 2016
Coalition Stage Specific Tasks
Formation: Create structures, recruit leaders/ diverse partners & encourage participation
Implementation: Orient, train, plan/initiate strategies, share resources & engage members
Maintenance: Communicate, make decisions, implement & evaluate strategies
Institutionalization (Sustainability): Develop resources, reach outcomes, spin off strategies & build capacity
Planning for Sustainability Will Help You …
• Identify common issues • Organize local resources • Prioritize effort(s) to be sustained • Clarify methods for sustaining resources • Prepare for change
Consider Sustainability from the Start
Short-term: assure strategy Achieves objectives (e.g., support
from decision-makers & community, effective management, evaluation & modification of strategies)
Long-term: assure viability of organization or community-led movement (e.g., diverse funding, strong leaders, marketing
strategies, adaptation to change)
Coalition Sustainability
Sustain coalition structure & function
Sustain coalition human resources
Sustain coalition financial & material resources
Sustain coalition PSE strategies (marketing,
communications & mentorship/training)
Sustain Coalition
Financial & Material Resources
Lack of money is no obstacle; lack of an idea is an obstacle. Ken Hakuta
Create Organizational Message
Clear, consistent, effective description
Details legal status or affiliation
Communicates coalition’s unique purpose,
scope of activities & priority population
Longer than mission statement (less than 1 page)
Used to promote coalition, seek funding, recruit members & make others want to learn more
Develop & Sustain Material Resources
Think broadly about resources - more than $
Match resources to strategies - fundraising event IS change strategy
Develop champions & supporters - Keep volunteers productive, invest in training, recognize everyone’s efforts
Prepare coalition for opportunities - Connect with legislators/funders; hire grant writer; move FAST
Diverse Resources
1. Membership dues 2. Line item budget allocations 3. Fund-raising events 4. Individual & business donors 5. Partner financial & in-kind contributions 6. Local community grants & contracts 7. Fees for Service
Coalitions: Social Enterprises?
• Organizations that provide money-making goods & services AND have social improvement mission
• “Double-bottom-line” businesses
• Create better social value for participants
• Proactive decision-making & risk-taking
Sullivan, Mort, Weerawardena & Carnegie, 2003
Incorporate or Not?
• Advantages Establishes clear identity for coalition Tax exempt status allows donations & lobbying
• Disadvantages Time & effort – 6 months; need attorney Incorporation & fiscal reporting Initial Fee - $2500; Annual Fee - $750 Regularly convene board & must formally disband
501(c)(3) Status
• May NOT participate in or influence political campaigns - risk losing tax-exempt status
• May engage in voter education activities during political campaigns – Get statements from candidates – Conduct public forums – Give testimony on party platforms – Provide issue briefings for candidates
BoardSource, 2002
Resource Development Plan
• Guided by Resource Team: Coalition ED, Chair(s) & members with financial expertise
• Evaluate coalition & its resources – money, people, goods & services
• Decide on funding possibilities & strategies
• List tasks & deadlines - divide tasks among staff & members
If you always do what you always did,
You’ll always get what you always got ! Moms Mabely
Fran Butterfoss, PhD President, Coalitions Work [email protected] http://www.coalitionswork.com/ 757-898-7454
AN INVESTMENT IN COMMUNITY HEALTH
A DISCUSSION ABOUT RESOURCE BUILDING FOR COALITIONS
Babies are born in AZ each day, none arrive immunized. - Dr. Daniel T Cloud, TAPI Founder
Debbie McCune Davis The Arizona Partnership for Immunization
August 10, 2016
Annual Budget 1996 - $75,000 Annual Budget 2016 - $800,000+
Contract with State Health Department Manage coalition Conduct community outreach and messaging Maintain working relationship with private
sector Conduct trainings for staff of health care
providers Support registry acceptance and use
The Arizona Partnership for Immunization
Grants from local philanthropic foundations Registry expansion Innovation – Redefining Healthy Communities Access to care for underserved or hard to reach populations
Grants from pharmaceutical partners Support for provider education
Joint education projects with Academy of Pediatrics Appropriate reimbursement for vaccine costs
Small grants: March of Dimes, Maternal and Child Health, local corporations, employers and health plans.
Critical funding sources change over time
Billing program with Counties to collect admin fees for shots given to Medicaid kids and underinsured adults. Competitive grants
from CDC including HPV education and Adult Vaccines. Pharmacy Outreach
Enterprise activities and expanded opportunities
Think like a funder
Always talk to funders in advance of submitting a grant.
Use measurable results to your advantage.
Addressing disparities and reaching special populations have great appeal.
Collaborate with like-minded organizations.
Know funders objectives and help them reach their goals
Many partners want to reach your
audience: Sponsorships and
co-branding.
Make it easy to give
Make it fun
Silent auctions and public events engage the
community and show off local
talent
Invite creativity and outreach
opportunities
Celebrate your success. Tell your story. Provide sponsorship opportunities for your partners to be visible. Thank them often!
The key to corporate sponsorships is to act early to meet budget deadlines.
Contracts – with State, Counties and City Governments Grants – Philanthropic Partners
Corporate Underwriters – Utilities, Child serving organizations, Health Plans
Sponsorships – Vendors, Health Plans, Aligned Non-profits
Special Event Partnerships – Sports teams, Back to school events, Family Trusts, Churches, Universities
Enterprise Ventures – Billing services, group purchasing, education and training
Sustainable funding options provide stability
Make your case Build collaborative relationships Recruit with fundraising in mind In-kind, underwriting and offsetting costs
make a difference Encourage creativity Do what works for your community Always say thank you!
–even when funders say no.
Coalitions come in all shapes and sizes –and size does not matter.
LET YOUR COMMUNITY INVEST IN YOUR GOOD WORK