Transcript Understanding OC’s 465+ Foundations

GRANTWRITING 101
Julie Holdaway, OneOC
Luck is what happens when preparation
meets opportunity.
- Seneca (5 BC – 65 AD)
www.oneoc.org
Where the Nonprofit Dollars
Come From
Dues, Fees, and Charges 37.5%
Government
31.3%
Private Contributions 19.9%
Other Revenue
11.4%
2010
$290.89 billion
(Giving USA 2011)
www.oneoc.org
Giving in the U.S.
2010
$290.89 billion in giving in the U.S.
Where the dollars come from:
o Individuals
75.6%
o Foundations
12.4%
o Bequests
7.8%
o Corporations
5.6%
(Giving USA 2010)
www.oneoc.org
What Not to Do…
1. Talk more about problems than solutions
2. Address specific problems with general solutions
3. Use buzzwords and jargon
4. Budgets that don't make sense
5. Repeat exact phrases from the funder's guidelines
Where Does that Leave Us?
Research, research, research
o
o
o
o
o
Board, donors and volunteers
Collegial organizations
Chronicle of Philanthropy www.philanthropy.com
Top journal in the field and links to various resources
The Foundation Center, www.fdncenter.org
Houses several online directories to foundations and provides
online courses in grantwriting
Guidestar, www.guidestar.org
Contains a searchable database of more than 640,000 nonprofit
organizations nationwide, including foundations. An excellent
resource for legal and financial data
Where Does that Leave Us?
Research, Research, Research
Grant Sections
Keep it Simple

Where Does that Leave Us?
Grant Sections
o Cover letter
o Executive Summary
o Needs Statement
o Goals and Objectives
o Methods, Strategies or Program Design
o Evaluation Section
o Other Funding or Sustainability
o Organizational Information
o Budget
So Why Foundations?
www.oneoc.org
Types of Foundations
o
o
o
o
o
o
Community Foundations
Associated with a specific community—geographical, cultural, demographics, professional, etc—giving
and accountability responsibility of foundation. Donors designate charities or advise the Board as to
which charities they wish to support.
o
Donor-advised fund is a charitable giving vehicle administered by a third party and created for the
purpose of managing charitable donations on behalf of an organization, family, or individual.
Independent Foundations
Private foundation run independently of a family or corporation.
Family Foundations
Creating a foundation allows families to retain personal control and flexibility over charitable giving.
Generally, legacy and control important.
Operating Foundations
Establishing an operating foundation allows donors to closely direct the charitable activities. Private
operating foundations are not primarily grantmaking entities, rather they operate facilities or institutions
devoted to a specific charitable activity as determined by the donors.
Corporate Foundation
Giving organization launched by corporation but a completely separate entity. Accountable to all
foundation laws and regulations, as opposed to corporate giving programs which do not have the same
standards.
Giving Circles
Joining or forming a giving circle provides a hands-on opportunity to collaborate with others and practice
philanthropy collaboratively. Donors pool their funds for the purposes of joint-decision grantmaking.
www.oneoc.org
Foundation Vital Stats
o
o
o
2% of foundations have assets
over $50 million
62% of foundations have assets
under $1 million
63% of small foundations have a CEO
(paid or unpaid); half are family
Average board size is 5 to 6 members
www.oneoc.org
Types of Foundations
o
o
o
o
Community
Independent
Operating
Corporate
www.oneoc.org
No.
1%
88%
9%
2%
Assets
7%
76%
15%
2%
Giving
9%
65%
6%
10%
Types of Foundations
o
Independent
No.
88%
Assets
76%
Giving
65%
Family Foundations stats
o with 38,671 family foundations, slightly more than half of independent
foundations
o
more than 63% of independent foundation giving
o
giving by rose 1.1% last year, following 3.4% decline in 2010
www.oneoc.org
Payout: what is payout?
www.oneoc.org
www.oneoc.org
$5
0,
00
0
$1
$9
00
9,
,0
99
00
9
$4
99
$5
,9
00
99
,0
00
$1
$1
M
M
M
M
$5
M
M
>
$5
m
ill
io
n
$5
0,
00
0
<
Payout: what is payout?
50%
% of Foundations
24%
13%
5%
6%
1%
0%
OC Foundations – 750+
Majority of foundations are located in central and
coastal Orange County
Newport Bch
Irvine
Santa Ana
Anaheim
www.oneoc.org
23%
14%
7%
6%
Laguna Bch
Huntington Bch
Costa Mesa
Fullerton
5%
5%
4%
4%
Top OC Foundations—by assets
Foundation Name
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Arnold & Mabel Beckman Foundation
Gross Family Foundation
Orange County Community Foundation
The Argyros Foundation
The Crean Foundation
A. Gary Anderson Family Foundation
Swenson Family Foundation
Pacific Life Foundation
James L. Stamps Foundation
Evalyn M. Bauer Foundation
Foundation Center (2010 IRS 990 data)
www.oneoc.org
Dollar Amount
$450,605,808
219,582,664
101,402,000
113,734,557
71,481,471
66,705,056
58,484,052
54,080,227
29,290,008
27,436,554
Top OC Foundations–by giving
Foundation Name
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Marisla Foundation
Arnold & Mabel Beckman Foundation
Orange County Community Foundation
Open Doors International
Gross Family Foundation
The Argyros Foundation
The Crean Foundation
Samueli Foundation
Fluor Foundation
A. Gary Anderson Family Foundation
Foundation Center (2010 IRS 990 data)
www.oneoc.org
Dollar Amount
$34,792,400
28,908,930
21,272,000
18,414,518
12 ,412,528
9,907,251
4,964,840
1,250,264
4,210,868
3,584,885
Questions?
www.oneoc.org
OneOC
Julie Holdaway
Director, Training & Leadership
[email protected]
Julie sits on the Leadership Team at OneOC and overseeing their
marketing efforts and overseeing s a robust calendar of 250+
professional development seminars to 4,000+ nonprofit leaders
throughout Orange County.
Previously Julie served as the founding Executive Director of San
Diego Grantmakers, consulting with foundations and corporations to
strengthen philanthropy; and prior to that that, Julie served as the
Director of Marketing for the Charles & Helen Schwab Foundation in
San Francisco.
Julie attended San Diego State University studying business and
art, and earned an MBA from the University of California, Irvine,
Merage School of Business. She resides in Huntington Beach with
Jonas, a rambunctious 9-year old future philanthropist.
www.oneoc.org