Grant Proposal Writing Workshop

United Church of Canada

August 20, 2014

Welcome!Lisa Di Veto

Financial Development OfficerUnited Church of Canada

Housekeeping:Washrooms

Refreshments

Questions welcome: please identify yourself and congregation

Agenda

Grant Writing Overview Coffee Break (8:15) Effective Proposal Writing

Please submit the response form for more detailed queries.

Your feedback is appreciated.

Remember to tell me about grants you receive!

First: Preliminary Steps to Grant Writing

Charitable Status, T3010, Narrative

Budgeting, Charitable Sources of Revenue

Second: Grant Opportunities & Samples

UCC & UCC Foundation Grants

Foundation & Government Grants

Charitable Status of Congregations Page 1

UCC congregations are charities and as such, entitled to issue charitable tax receipts.

They are not incorporated as not for profits or issued letters patent.

These two items are often requested by funders.

A letter (sample on Page 2) can be requested from UCC CFO Erik Mathiesen confirming the congregation’s charitable status.

CRA T3010 Page 3

Charities must submit their T3010 financial statement to CRA annually.

T3010’s can be viewed online by general public.

To find your T3010, enter your BN – charitable registration number.

Please check that charitable activities of your church are accounted for (line 5000). See UC example.

Charities Listings Advanced Search Page 4

CRA lists T3010s financial reports from all charities on line. There are 85,000 charities in Canada, 10,000 are foundations. Foundations must donate 3.5% of their assets to qualified donees - charities.

It`s useful to look at foundations (both public and private) T3010s as a first step to identify potential funders.

Page 4 is the CRA advanced search page. Enter city and public or private foundation under designation.

CRA Advanced Search Results Page 5

Enter city Owen Sound and Public Foundation under designation.

Five public foundations are found. Click on Grey Bruce Community Foundation.

T3010 Quick view comes up. Page 6 & 7Click on gifts to charities under expenses. Page 7

Page 8 & 9 List of grants awarded.

List of Qualified Donees Page 8 & 9

Although some funds will be designated to one cause (hospital, school, health charity etc. ) and charities cannot access them, this information illustrates the gift range.

Don’t hesitate to call UC that received funding, ask for a copy of their submission.

Usually, annual requests cannot be submitted to Foundations.

Narrative Budgeting Page 10

Pro-rate operating expenses to programs & services

Allocate the 70 – 80 % in wages to charitable programs such as worship, Christian development etc.

Vitally important to funders that don’t know your organization.

Provide pages of detail to whoever needs itinternally.

Sample Narrative Budget Page 11

Example – Page 12

Worship $102,724

Ministry personnel, secretary, organist, custodian Worship resources

Choir & MusicFunerals, baptisms, weddings

Scripture readersSpecial speakers

SuppliesPortion of building expenses & equipment

Page 12 and 13Christian Development $55,620

Sunday school, Youth group, Adult Study Baptism and Confirmation sessions

Ministry team leadership timePortion of building expenses & equipment

Pastoral Care $36,429 , M&S Outreach $59,461

Tell the story of each category in your budgetPrograms offered, people served

Page 14 Another Sample Budget

Charitable Sources of Revenue Page 15

Service Clubs & Organizations

Earned Revenue / Events

Individual Donations

Corporate Donations & Sponsorship

Foundation Grants

Government Grants

United Church of Canada

Grants & Loans Page 16 Recent Funding Page 17

Architecture Resource Group Page 18 Ont. Power Authority Retrofit Program 19

Capital Expenditure

There are limited external sources of funding available for capital expenditure and renovations

Government grants: EAF, CIIF, New Horizons

Some foundations support capital expenditureincluding the Ontario Trillium Foundation.

One option is to seek funding for the programs and services your congregation offers. If grants are awarded, you can allocate the money you would normally spend on supporting these programs to capital.

UCC Vision Fund Page 20For youth and young adult ministry

Seed Grants$100,000 per annum awarded

Grants of $3,000, Matching $3,000 available

Flourishing Ministries$25,000 a year for 3 years for one project

Bursaries$50,000 per annum awarded

Grants of $300-$500

Vision Fund Page 21

An example of a successful grant application and standard funder requirements:

project description, goals, benefits of the project, outcomes, budget

Review the criteria, call the funder

Matching $3,000 application Page 25

4 deadlines a year – next one September 9

Congregations that received funding Page 26

Healing Fund Page 27

P

UCC Healing Fund Page 27

Specific to First Nations initiativesTwo deadlines: March 15 and Sept. 15

Application Form Page 28

Groups that received funding Page 31

Justice & Reconciliation Fund Page 31

Groups that received funding Page 32

United Church of Canada FoundationSeeds of Hope Fund Page 34

Grants from $2,500 to $25,000, twice a yearNext deadline October 15

Senior Ministries, Children & Youth Ministries, Faith Exploration, Social Justice & Outreach, Leadership & Education

Sample Application Page 35

Seeds of Hope Grants Awarded Page 47

In 2013, 48 grants totalling $524,091 were awarded. Your congregation may be offering similar programs.

$1,000 to Calvary Memorial UC in Kitchener for a family photo outreach project

$7,000 to the Alma Community Labyrinth & Memory Arboretum

$15,000 to Community Development Halton, Burlington for the NorthBurlLink Chill Zone for children

$10,000 to Nations Uniting Learning Circle for Companions on a Common Journey

UCC Oxford Endowment Fund Page 53

Hamilton Conference Page 55Investment in Mission and Ministry

Grants awarded Page 57

Presbytery Funds Erie Mission and Development Council,

Halton Extension Council, Glen Abbey Fund,Hamilton Mission Council Rymal Fund,

Niagara Potentials Fund, Waterloo Extension Council

Page 58If your congregation is in agreement, your church can apply to OTF for

funding. There were three annual deadlines in March, July and November. Process and deadlines will change in 2015.

Significant funds awarded, about $25 million in Hamilton Conference : 2.58 million Grand River 2.66 million Grey Bruce Huron Perth7.20 million Halton Peel3.36 million Hamilton3.43 million Niagara5.06 million Waterloo Wellington Dufferin

OTF funds accessibility costs, capital repairs, renovations.Also salaries for charitable programming serving the community.

George Street United Church in Peterborough awarded $255,000 over 3 years

OTF Application Page 59

Delta United in Hamilton $117,300

Congregations receiving OTF grants Page 67 Nearly $3 million in past 5 years

Ontario Community Foundations Page 73

United Church Recipients of Foundation Grants Page 74

$1.25 million to United Churches in past two years

Contact successful applications for information and support

Funding from Local Organizations Page 80

Your congregation likely donates to local non- profit charitable organizations that share with your members, the work they’re doing in the community.

In many instances, your church can seek contributions from these groups for community programs and services the church offers or supports. Groups that often fund local causes include; Legions, Rotary Kiwanis and Lion Clubs.

In addition, many union organizations such as CAW/Unifor will support social justice initiatives.

Provincial Government Grants Page 81

Grant Portal

Various criteria and deadlines

Letters of support from MPP, mayor etc. always useful

New in 2014

Seniors Community Grant Page 82 www.seniors.gov.on.ca

Stream 1, Maximum $3,000

Website has 30 pages of guidelines to review

Federal Government Grants Page 84

Employment and Social Development Canada(ESDC)

http://www.esc.gc.ca

List of 40 programs Calls for proposals, Various deadlines

Canada Summer JobsCareer Focus, Skills Link

EAF – Enabling Accessibility FundNew Horizons for Seniors

Significant funding available

New Horizons for Seniors Page 85• Promoting volunteerism among seniors• Engaging seniors , inclusion of seniors• Capital costs as well as program expense• Up to $25,000 per grant

Application has been announced in May With about a 6 week turnaround

UC Grant recipients Page 86

These are some of the funding sources your congregation may be eligible for;

United Church Grants & LoansVision Fund, Seeds of Hope

Hamilton Conference, Presbytery Funds Community Foundations

Ontario Trillium Foundation, Local Foundations Provincial & Federal Government Grants

Please start grant writing!Remember to share your successes!

Next, a break Followed by an overview on

proposal writing.

Thank you!