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Foundation Giving at Deborah’s Place

Foundation Giving at Deborah’s Place. Board of Directors Meeting October 22, 2011. FY12 Budgeted Revenue . Deborah’s Place Grants Revenue. Foundation Types. Private Foundations (aka “Independent”) Public Foundations (aka “Community”) (And then there’s non-foundation Corporate Giving).

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Foundation Giving at Deborah’s Place

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  1. Foundation Giving at Deborah’s Place Board of Directors Meeting October 22, 2011

  2. FY12 Budgeted Revenue

  3. Deborah’s Place Grants Revenue

  4. Foundation Types Private Foundations (aka “Independent”) Public Foundations (aka “Community”) (And then there’s non-foundation Corporate Giving)

  5. Private Foundations • Vast majority of foundations (70% of giving) • Non-governmental, nonprofit organizations with own funds or endowment • Managed by trustees or board of directors • Must pay out at least 5% of income annually • Generally, only grant to 501(c)(3) organizations • Types: • Family foundations • Corporate foundations

  6. Private Foundations: Family • Behave differently depending on size • Large: professional staff, clear guidelines, proposal review process • Small: typically run by family members, broader guidelines, more flexible about proposal format/deadlines, smaller grants • >38,000 that distributed $20.3 billion in 2009 (62% of private foundation giving)

  7. Private Foundations: Corporate • Company-sponsored: Derive grantmaking funds from contributions of a profit-making business • Often maintain close ties with donor company • Legally separate organizations subject to same rules and regulations as other private foundations • >2,700 that distributed $4.7B in 2009 (10% of all foundation giving)

  8. Public Foundations • Receive contributions from many sources • Grantmaking overseen by board of directors • May emphasize specific segment of a community, subject area or need • Community foundations tend to support broad public needs within a specific region • >500 that distributed $4.1B in 2010

  9. Corporate Giving (Non-foundation) • Support nonprofits in multiple ways, typically through marketing, public relations or advertising budgets • Do not have separate endowment: Expenses planned as part of annual budgeting process and usually funded with pre-tax income • Account for 77.5% of corporate gifts (Remaining 22.5% provided through corporate foundations) • >700 corporate giving programs in U.S.

  10. Foundation Giving at Deborah’s Place Now we’ll look at each of these at Deborah’s Place.

  11. Grants Break-down *Grants only. Does not include non-grant sponsorships or contributions.

  12. Case Studies Let’s look at some examples. • Boeing Company Charitable Trust • Polk Bros. Foundation • Pierce Family Charitable Foundation • Chicago Foundation for Women • Blue Cross Blue Shield

  13. Grants Management

  14. The Basics • Research • Initial Contact (if new funder) • Application • Boilerplates • Reporting • Stewardship & Relationship-Building • Management: • Annual grants calendar • Fundraising software (Raiser’s Edge)

  15. Grants Tracking with Raiser’s Edge

  16. Prospecting • Research • Determining match • Are the funder’s priorities relevant to our mission? • Does DP meet the basic eligibility requirements? • Can DP be competitive in our application? • Do we have the capacity to carry out the project? • Initial contact

  17. Trends in Foundation Giving

  18. Recent Trends • Stabilization • Sharpened priorities that reflect caution & selectivity • Focus on sustainability, viability, impact • Changes to types of support

  19. What We Can Expect • Modest growth in 2011 and 2012 • High demand for foundation resources • Push for “consolidation of the sector” • Continued emphasis on results/impact

  20. Questions?

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