outcomes approach to grantmaking webinar powerpoint

7/27/2019 Outcomes Approach to Grantmaking Webinar PowerPoint

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Grant Applicant Orientation:

Foundation For The CarolinasOutcomes Approach toGrantmaking


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Welcome & Introductions

Foundation For The Carolinas

The Rennselaerville Institute


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Agenda

Overview of FFTC Grant Programs

Overview of New Approach

How to apply for FFTC grants

Q&A


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FFTC Who We Are

Community Foundation Public charity

Hold community assets

700 Community foundations nationwide

51 years old founded in 1958 Governing board of trustees

13 county affiliate Boards of Trustees

Staff of 49 with specialized expertise Accountants, lawyers, MBAs, Ph.D.s


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Who We Serve

1,700 funds distributed across 3 Centers Center for Personal and Family Philanthropy

Center for Corporate Philanthropy

Center for Nonprofits Within Centers, fund types vary

Scholarship Funds

Designated Endowment Funds Donor Advised Funds


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Center for Nonprofits

Over 500 funds for nonprofits Range from $10K to $130MM

Expert investment management

Robust investment platform for endowed and non-endowedfunds

Back office and administrative support

Majority endowed funds


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Overview of FFTC Grantmaking

Grants = distributions from a fund at FFTC

Grants include distributions from donor advised funds,designated endowments, scholarships, etc.

$100MM+ in grants distributed from FFTC funds in 2008

Majority are donor directed FFTC involved in due diligence and processing only

Donor advised funds and designated endowment grants

~10% of distributions are made via competitive processes

Client grant programs, supporting organizations and regionalaffiliates


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Breakdown of FFTC Competitive Grants (2008)

~$2MM in scholarships

~$3MM in discretionary grants (FFTC regional

affiliates) ~$3MM in client grant programs

Growing business for FFTC, new clients added in 2009


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Regional Affiliates - $3MM

North Carol ina

Cabarrus County Community FoundationCharlotte Mecklenburg Community Foundation

Cleveland County Community Foundation

Iredell County Community Foundation

Lexington Area Community FoundationLincoln County Community Foundation

Foundation for Richmond County

Salisbury Community Foundation

Stanly County Community FoundationUnion County Community Foundation

South Carol ina

Cherokee County Community FoundationLancaster County Community Foundation

York County Community Foundation


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Client Grant Programs $3MM

The Alpha & Omega Foundation Charlotte Merchants Foundation The Cole Foundation The Crosland Foundation The Ginter Foundation

The Hayes Family Foundation The Longleaf Fund Nalle Clinic Foundation The George D. Patterson Family Fund Piedmont Natural Gas Foundation

Richmond Community Foundation SPX Foundation The Turner Family Foundation


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Collective Giving Programs

African American Community Foundation Charlotte Lesbian & Gay Fund

Impact Fund for Emerging Philanthropists

New Generation of African AmericanPhilanthropists

Teen Impact Fund


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Competitive Grant Process

Run annual grantmaking programs

Vary in interest areas, grant size, process, etc. Determined by the local county board or client board

FFTC supports process as directed by local county affiliate or client board

Grant decisions made by boards

Visit the FFTC website to view a list of possible programs Cycles and criteria vary based on year, outstanding commitments

Pay attention to focus areas to find a possible fit

Look for average grant size

Look to see if process is open(accepting applications) or closed(invitation is sent to pre-selected organizations to apply)


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Agenda




Q&A


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FFTC Initiative to Enhance Grant Outcomes

Working with external consultant throughout 2009

The Rensselaerville Institute (TRI)

Supports foundations, government & individual donors

Locally, includes The Duke Endowment & BCBSNC

Modify decision framework & grant tools

Apply same rigor as investors seeking financial returns

Shift focus of grant decisions from activities to results


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Goals of FFTC work with TRI

Enhance our ability to report results

Improve grant materials (application, evaluations)

Place emphasis on outcomes, not activities

Measure the charitable return on investment (ROI)

Providing opportunity for clients to implement frameworkacross client grant programs


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Goals of FFTC work with TRI (cont.)

FFTC updating grant outcome methods

Track the success of competitive grants

System-wide paradigm shift

Focus on grants as investments

Investing in solutions, instead of funding problems


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Guiding Principles

FFTC works with clients who seethemselves as investors interested inusing charitable grant dollars to support

improvements in human lives FFTC uses an Investor Framework to focus

grantee efforts towards result achievement

to enable community impact


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The Investor Framework

We are shifting our role

from:

Funder

Distribute money over causes, nonprofits, etc.

to:

Investor

Create highest human gain for the dollarsavailable


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Funder to Investor Example

Funder Investor

Q: What are the goals of yourproject? What needs will theproject address?

Q: What results are you committed toachieving meaning change inparticipant behavior and/or condition and for how many persons?

A: We will conduct a 1 year pilotprogram and place chronicallyhomeless men and women in stablesupportive housing

A: We will work with 200 chronicallyhomeless men and women over a 12month period. 100 or more will retainstable housing, reduce use of publicservices, maintain sobriety and maintainemployment for at least 3 months.


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Our Approach

Proposals from charitable organizations are considered for

investment within the framework of the following threequestions:

1. What will be the results from the project - meaning

improvements in systems, the organization, or for programparticipants - that provide the return on the donorsinvestment?

2. What are the chances those results will be achieved?

3. Is this the best use of donor funds, given all alternativesbefore us?


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Benefits for You

Provides a more meaningful dialogue among investor andgrantee around results for participants

Builds your capacity to define, track, achieve, andcommunicate results

Success and leadership is based on results achieved and

learnings applied not simply tracking activitiescompleted or number of people served


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Grantmaking Enhancements

Guidelines updated to provide greater clarity on

results desired within outcome area(s)

Application questions are structured to define

project results and the method for achieving thoseresults

Applications include guidance and examples


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Three Outcome Questions for Nonprofits

Investor questions align with questions nonprofits/applicants must ask themselves

Set clear results, have clear expectations

1. How do you define success - meaning results from your services?

2. How do you know for sure when success has been achieved?

3. Half way through your program, how do you know that you haveenough time & money left to get to the success you have defined?


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Putting It All Together

What These Will Dollars Fund

Cost To Achieve Results

3. Is This the Best Use ofResources?

Organization's Capacity

Program Approach & Intensity

Key People & Partners

Mid Way Success Predictors

2. What Are the Chances forSuccess?

Link to Foundation Results

Participant DescriptionHow They Will Benefit (results)

1. What Results are WeBuying?

Nonprofit

Response

Investor

Questions


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Project Results

Identify the change(s) in behavior or condition youseek

Specify the degree of change you consider a success

Estimate how many participants will be impacted orchanged and when


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Results Trail

StartI came

I liked itI got i t

I remembered it

I tried it

It worked

I kept using it

I saw the difference

I have changed

Result


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Key Application Elements

What project results are you committed toachieving meaning outcomes from your efforts?

How will you know when your results have been

achieved? What information or evidence will you useto verify success?

What are the critical project steps and participantmilestones you will use to manage to success?


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Creating Project Results

4-Step Process

Identify the change(s) in behavior or condition youseek

Specify the degree of change you consider a success

Estimate how many participants will be impacted orchanged and when

Express your result by a specific date


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Step 1: Identify the kind of change you

seek for your core participants

Comparison to current participant behavior or condition

Reducing negative behaviors or conditions Increasing positive behaviors or conditions

Examples:

improving grades earned and overall school attendance,

reducing the number and intensity of arguments withfamily members,

getting and keeping non-subsidized jobs,

following prenatal nutrition and drug avoidance advice


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Step 2: Specify how much change is

required for you to consider it a success

A question of degree: How much change? Maintained for how long?

Examples:

reducing failed courses from an average of two to one;

arguing with family members once per week as compared to once a day

forming at least one friendship with a peer who is positive about schoolas compared to none;

reducing the amount of beer consumed from 4-6 per weekend to none,

getting a job that pays at least $8/hr. and keeping it for at least six

months, remaining independent at home for the duration of the program year.


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Step 3: Estimate how many of your

participants will change as you suggest

Project results must have a number attached to it to be effective(kind and degree of change is not enough)

Also, with how many do you think you will succeed?

Examples: Past experience with other participants Level of difficulty of participant New and existing participants

Make your projection!


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Step 4: Structure Your Result Statement

Single Focus: By 12/31/2008, l2 of the 18 adults we will serve this year will get and keep aminimum wage job for at least three months.

Individualized: 30 families, of the 45 enrolled in our program this year, will reduce two ormore of the barriers to housing which are identified in their individual case plans" bySeptember 30, 2004.

Menu Focus: Of the 140 teenagers enrolled in Grades 6 - 7 at Bedford Valley MiddleSchool, 95 will show improvement in at least 2 of the following ways by J une 1 2004:

-reducing failed courses from an average of two to one;-arguing with family members once per week as compared to once a day-forming one friendship with a peer who is positive about school as

compared to none;-reducing the amount of beer consumed from 4-6 per weekend to none.


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New Format & Materials

Application questions that predict success

Focus on results, not activities

Guidance & examples for applicants

Help applicants identify and communicate outcomes Train them on how to be more outcome focused

Mid-year & year-end grant reporting

Track to answers in application


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Agenda




Q&A


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FFTC Competitive Grant Programs:

-Client Grant Programs

The Alpha & Omega Foundation Charlotte Merchants Foundation

The Cole Foundation The Crosland Foundation The Ginter Foundation The Hayes Family Foundation

The Longleaf Fund Nalle Clinic Foundation The George D. Patterson Family Fund Piedmont Natural Gas Foundation Richmond County Foundation SPX Foundation The Turner Family Foundation


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-Collective Giving Programs

African American Community Foundation Charlotte Lesbian & Gay Fund

Impact Fund for Emerging Philanthropists

New Generation of African AmericanPhilanthropists

Teen Impact Fund


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-Regional Affiliates

North Carolina

Cabarrus County Community Foundation

Charlotte Mecklenburg Community Foundation

Cleveland County Community Foundation

Iredell County Community Foundation

Lexington Area Community FoundationLincoln County Community Foundation

Foundation for Richmond County

Salisbury Community Foundation

Stanly County Community FoundationUnion County Community Foundation

South Carol ina

Cherokee County Community Foundation

Lancaster County Community Foundation

York County Community Foundation


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FFTC Investment Framework

FFTC has limited dollars available. There are many more quality projects

with funding needs in the communities we serve than can be addressedby available funds. In an effort to provide focus for our efforts, we haveidentified eight primary interest areas across the competitive grantprograms:

Animal Welfare

Arts & Culture Education K-12

Education Workforce Development

Environment

Health

Housing

Human Services


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How to Apply for FFTC Grants

To view open grantcycles, visitwww.fftc.org

Lists information aboutopen cycles,applications,deadlines, & contacts.


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Other Resources

View fund listings inour annual report.

2009-2010 report is

online at our website atwww.fftc.org.


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Things to Remember When Applying

Each grant program is competitive

Limited dollars to invest, specific interest areas

Verify the process

May be open accepting applications

Or may be closed invitation only (RFP process)

Call with questions

Grants contact listed on web and application


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Things to Remember When Applying (cont.)

Updated grant applications

Most FFTC applications are consistent

Leverage the guidance and examples on how toanswer questions

Clearly state how you will use the money and whatresults you will achieve

Communication with donor Address correspondence to donors, send to FFTC


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Evaluation

Ask you to reconfirm results you stated in your application

Opportunity to share your progress after 9 months and atend of funding period

Focus on results achieved to date

Differences in those served

Learnings to date and changes needed to achieve success


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Tips for Success

Focus on your main participant impact

Be succinct and complete

Help us understand what our funds will do

Clarify how you will get to the project results

Use the guidance, examples, and feedbackprovided


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Agenda




Q&A


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Thank You

Thank you for joining us and for all you do forour community.

outcomes approach to grantmaking webinar powerpoint

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