philanthropy

Presented by Jo GarnerDirector Grantseeking Solutions

www.grantseeksol.comCopyright Grantseeking Solutions

Museum & Gallery Services QldSecuring Funding Workshop 6th May 2009

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Setting the scene: Current grant-making statisticsand trends in Australia

5 Steps to grant seeking:Organisational readinessResearchProject matchingBasic rules for writing applicationsGrant acquittal, evaluation and reporting Questions / Discussion


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“Foundation giving is the most difficult to quantify, becauseAustralian foundations are not legally required to report ontheir activities and disbursements. Philanthropy Australiacollects some information from foundations which provideannual reports or dollar amounts, and estimates that totalfoundation giving stands at between half a billion andone billion dollars Australian per annum.”

http://philanthropywiki.org.au/index.php/Giving_In_Australia#Giving_by_Foundations

www.grantseeksol.com3

What we do know….

It is estimated that there are at least 2,000 trustsand foundations in Australia.

It is estimated that these foundations dispersebetween half a billion and $1 billion per annum.

It is estimated that Australian foundations havetotal assets of over $10 billion.

Giving in Australia, A Philanthropy Australia Fact Sheethttp://www.philanthropy.org.au/research/factsheets/PA_givinginaustralia.pdf


Different types of philanthropic grant distributing entities

Private Foundations – established by an Individual e.g.: The BalnavesFoundation

Family foundations – The Myer Foundation

Corporate Foundations – Honda Foundation

Trustee Companies – such as Perpetual Trustees and ANZ Trustees whomanage and administer estates established through Wills and PPF’s.

Prescribed private funds (PPFs). A PPF is a fund established by a Will orTrust instrument with Deductible Gift Recipient (DGR) status.

Community Foundations – such as the Qld Community Foundation

Government related Foundations – such as AER Foundation, Foundationfor Regional and Rural Renewal


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CPNS Current Issues Sheet 2008/6 PrescribedPrivate Funds

As at 1 July 2008 there were 769 PPFs approved. From 2002 to 2007 a total of $301.3m has been distributed to eligible

DGRs. A total of $1.2B has been donated to PPFs since 2002. As at 30 June 2007, the value of PPFs was $1.2B. Given that 170 new

PPFs have been formed since that date, it is probable that there is currentlyover $1.5B in PPF funds.

The welfare category which has the largest number of endorsed DGRs(49.4%) has received the most grants from PPFs, being $96.47m since2002.

This was followed by cultural organisations receiving $52.8m since2002.


In 2007 the DGR sub categories which rosesignificantly over the previous year were:

Public Art Galleries up 4,570% to $31.7m

Public Libraries up 182% to $1.9m

http://www.bus.qut.edu.au/research/cpns/documents/2008_1_PPFs.pdf


“For foundations that distribute a fixed percentage of assets, as is the case for privatefoundations in the United States, there will be major reductions in distributions in theyear ahead. In the case of corporate foundations that are not endowed and whichrely on a share of company profits, there is a high probability that future distributionswill be cut. In some cases, corporate foundations have disappeared due to corporatebankruptcies.

Perpetual foundations that have been focusing on sustainable growth in income will beleast affected by the turmoil in financial markets. However, many foundations arelikely to at least review their investment strategies, because of sharp reductions in thecapital values of their portfolios and, possibly, falling incomes.”

Bruce Bonyhady, President, Philanthropy Australia and Chairman, ANZ Trustees Ltd. Opening PlenaryPhilanthropy Australia Conference 2008.


Appropriate Legal and Tax Status?

Organisational capacity to manage grants anddeliver projects?

Capacity to sustain the project’s outcomes?

Capacity to evaluate and report?


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The grant making arena is dynamic. Grant makers often change their:

Guidelines

Deadlines

Funding range

Areas of interest

It is also diverse:

Small amounts vs. larger value bids

Most look for collaboration in both project delivery and funding.

Basic reporting processes vs. comprehensive funding agreements andfull evaluation reports.


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The essential resources for finding Australiangrant-makers:

o Philanthropy Australia’s online database.

www.philanthropy.org.au

o Our Community’s Easy Grants.

http://www.ourcommunity.com.au/funding/grant_main.jsp

o PPF’s may not advertise – talk to solicitors,accountants and your donors!

o Government web-sites:

www.grantslink.gov.au

www.qld.gov.au/grants


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What is the relationship history between the NFPand the organisation they are applying to?

Has the organisation managed funds from thefunder in the past?

And has it successfully acquitted all the funds?


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Read the guidelines! Then if uncertain – talk tothem.

Feedback from funders is that they do getapplications that do not meet their funding criteria.Examples: Wrong TYPE of project.

Outside geographic area.

Proposal too general – no substantiating data.


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Look at what they have funded in the past.

Have they provided grants to your geographicarea previously?

Does your project fulfill the funding objectives?


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Do the amounts granted match your projectneeds?

Does your project replicate? Or fulfill an unmetneed?

Is the timing of the funding in line with your projecttimetable?

Is there a relationship between your organisationand the philanthropic body?


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WHO is writing the application? Needs to besomeone who can tell the story well.

Summarise the key points from the guidelines intoa 1-2 page summary.

Clearly define the AIM of the project.

Demonstrate the project need and qualify withdata.


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Define the strategies your project is using toaddress the needs.

Substantiate all outcomes figures. DON’T makethem up!

How are you going to EVALUATE the project’simpact? WHO is going to evaluate?

Budget – Adhere to guidelines– Factor in other income– Include in-kind support


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Keep to word and page limits.

On-line forms – Prepare the responses in texteditor first, then paste into the form.

Spell check – PROOF READ!


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Get a third party to proof read to check:

Do they understand what the project will be delivering?

Do they feel that the project is delivering an effective service andfilling a need?

Are all the statements backed up with evidence?

Has the organisation effectively portrayed its experience, successand effectiveness?

Are suitable and effective evaluation techniques in place toappropriately capture outcomes data?

Is the proposed budget justifiable and reasonable? And does itrepresent value for $.


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Once it’s ready to go… Attach everything they have asked for (no more

and no less)• Annual Report• Financial Statements• DGR endorsement• Certificate of Incorporation• Newsletters / previous project outcomes• Letters of support (unless they say to attach nothing there

are always good to attach!)

Get it in on time!


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Ensure you agree to terms of funding agreements.

Keep them informed if there are deviations fromthe original plan, timing or budget!

Report on the outcomes as per your application. Ifdifferent, WHY?

INVOLVE your new major donor! Build arelationship. You can’t afford not to!


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Try again!

But not again and again and again andagain without reviewing what is notworking!


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Philanthropic bodies make grants so that theirTrust or Foundation’s mission can be realised inthe community.

You need to demonstrate how your organisationcan do this and do it well!


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Jo Garner Lyn WalsomDirector DirectorPh: (07) 3892 1150 ph: (07) 5499 40010438 921 355 0409 195 [email protected] [email protected]

www.grantseeksol.com

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