Transcript Slide 1

Common Good Funds
Morgan Fund Grants Orientation
Orientation Session
August 13, 2014
Mission
• Bullet information here
The Community Foundation for Greater Atlanta
strengthens our region by providing quality
services to donors and innovative leadership on
community issues.
Philanthropic Framework
• Bullet information here
Our Philanthropic Framework explains how we
intend to have a greater impact on communities
in our region. By connecting donors, nonprofits,
community leaders and others, we will continue
to address community needs through
philanthropy.
Philanthropic Framework
• Bullet information here
Morgan Fund
• Bullet information here
• Provides a mechanism for local philanthropy
• Founded in 2002
• Local leaders serve as Advisory Committee
• Grant dollars raised locally and matched by The
Community Foundation
• Grants independent of the Foundation’s Common
Good Funds
• Awarded over $200,000 to local nonprofits
Advisory Committee
• Bullet
information
here
• Chris
Lambert, Chair
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Harry Beverly, Vice Chair
Carolyn Ainslie
Joe Cardwell
Bruce Gilbert
Sally Moran Hoge
Weyman Hunt
Kim Jackson
Bobby Mackey
Karen Robertson
Phyllis Clark Smith
Emmie Smock
What to Expect in 2014
• A new online application system called Good Done
Great
• Grants up to $5,000
• Grants spanning 12 months
• Grants for general operating support
• Letter of Intent to Apply for Grant Funding (LOI)
• Can apply and receive funding for two consecutive
years
What is the process?
1.
• Organizations
Bullet information
hereof Intent to Apply for Grant Funding
submit Letters
via email
2.
The Morgan Fund Advisory Committee and Foundation staff review
all Letters of Intent and invites selected organizations to submit a
Final Application
3.
Invited organizations submit Final Applications via online system
4.
The Morgan Fund Advisory Committee and Foundation staff review
all Final Applications and select organizations to receive site visits
5.
The Morgan Fund Advisory Committee and Foundation staff
members conduct site visits
What is the process?
• Bullet information here
6.
The Morgan Fund makes funding recommendations
7.
Funding recommendations are made to the Foundation’s Board of
Directors and grants are awarded
8.
Organizations receiving grants will be required to submit an End of
Grant report and photos within 12 months of the grants being
awarded
Eligibility Requirements
To
apply
for a
grant,
you
must…
1.
Must be located and/or providing services within
Morgan County. All funds from the Morgan Fund
grants must be spent within Morgan County; Priority
will be given to organizations located in Morgan
County.
2.
Be classified by the U.S. Internal Revenue Service
under Section 501(c)(3) of the I.R.S. code as a
nonprofit, tax-exempt organization, donations to
which are deductible as charitable contributions under
Section 170 (c)(2) and the I.R.S. determination must
be current;
3.
Be registered with the Georgia Secretary of State as a
nonprofit;
Eligibility Requirements
To
apply
for a
grant,
you
must…
4.
Have filed their final reports as specified in the grant
agreement if a former Morgan Fund grant recipient
(contact [email protected] with
questions);
5.
Have a Board of Directors where all members donate
cash or financially measureable in-kind contributions
each fiscal year;
Eligibility Requirements
To
apply
for a
grant,
you
must…
6.
Have a Board of Directors with representation from
the community served and committee structure that
ensures the necessary mix of skills to succeed;
7. National organizations with a local chapter or
affiliates:
Preference will be given to local chapters/affiliates that can
demonstrate control over their finances and operations, and
those that have a local governing board.
Eligibility Requirements
To
apply
for a
grant,
you
must
…
8. Financial requirements:
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Organizations must have audited or reviewed
financial statements that follow Generally Accepted
Accounting Principles (GAAP) or Government
Auditing Standards (GAS) for the past two
completed fiscal years as required by budget size.
Organizations with annual budgets over $250,000
must have audited financial statements;
Organizations with annual budgets between
$100,000 and $249,999 must have reviewed
financial statements;
For organizations with operating budgets below
$100,000 your non-reviewed or unaudited financial
statements will be accepted. However, preference
will be given to those organizations that do have
reviewed or audited financial statements.
Eligibility Requirements
To
apply
for a
grant,
you
must
…
9. Strategic or Business Plan requirements:
Current strategic or business plan.
If your organization does not have a strategic or
business plan please complete the Strategic
Planning Form that can be found on the
Foundations website. This form is provided to
allow organizations who do not have a current
strategic plan to be competitive with organizations
that do meet the eligibility criteria and can provide
a strategic plan during the final application review
phase.
Ineligible organizations
The following organizations are not eligible to apply for funding:
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Private and publicly funded schools (K-12) and institutions
of higher learning. This does not include nonprofit charter
schools;
Organizations that raise funds for publicly funded schools
(K-12) and institutions of higher learning;
Organizations that provide religious services and/or
religious education;
Organizations that have discriminatory policies and/or
practices on the basis of race, color, national origin, age,
disability, sex, marital status, familial status, parental status,
religion, sexual orientation, genetic information or political
beliefs; and
Organizations that have not filed end of grant reports for
previous Morgan Fund grants;
Ineligible Uses of Foundation Funds
Foundation funds may not be used to support the
following:
• Fundraising and marketing events;
• Endowment funds;
• Capital campaign contributions (for building
construction or renovation) or use of funds to
cover capital campaign feasibility studies or
campaign implementation expenses. This does
not include regular maintenance and capital
improvements.
Review Timeline
Deadline for Letters of Intent to Apply for
• Bullet
information here
Grant
Funding
September 5 - NOON
Fund invites selected organizations to submit a Organizations notified
Final Application
by October 1
Invited organizations submit Final
Applications
October 21 - NOON
Fund selects organizations to receive site visits Site Visits confirmed
via email by November
14
Site visits
November 19 –
December 10
Grant Awarded
Late February
• Bullet information here
Letter of Intent
Organizational Profile
• Bullet information here
Organization Name:
Mailing Address:
City:
Zip Code:
Website:
County:
Year Incorporated:
Tax ID:
Organization Leader:
Title:
Phone:
Board Chair:
Email:
Phone:
Email:
Letter Of
Intent
Financial
Snapshot
Last
Completed
Fiscal Year
End
Total
Revenue
$
Two Year
Prior Fiscal
Year End
Three Year
Prior Fiscal
Year End
$
$
Total
Expenses
$
$
$
Surplus/
(Deficit)
$
$
$
Net Assets/
Fund
Balance
How Did Org
Report Year
End
Financials?
$
$
$
$
(Choose One)
(Choose One)
$
$
(Choose One)
Letter Of
Intent
Fiscal year end date
Financial
Snapshot
What is the total amount of nonmortgage debt carried (loans, lines of
credit, credit cards, etc.)?
$
What is the total
amount of
mortgage debt
carried?
$
Current FY operating budget (expenses) as approved by
board of directors: $
Use this space to provide any clarifications on the Financial
Snapshot (500 characters)
Letter Of
Intent
Financial
Snapshot
Does the organization own a building (or
multiple buildings)?
(Choose
one)
Does the organization have a multi-year
lease on a building?
(Choose
one)
If leasing, what date does the lease expire?
Letter Of
Intent
Strategic
Plan
Does the organization have a current written strategic
or business plan?
Date plan first
effective:
Fill in key plan dates to
the right regarding
your written strategic
Date last
or business plan.
updated by
board:
Date plan
expires:
Duration of
plan in
months:
If your organization does not have a strategic or business plan, and if invited to
participate in the Final Application phase, your organization will be required to
complete and submit a Strategic Planning Form.
Letter Of
Intent
Request contact, phone and email (primary
contact for request)
Request
Details
Amount Requested Fiscal Year Budget
(Expenses)
$ 5,000
$ 85,000
*Request as % of
Fiscal Year Budget
6 %
Letter Of
Intent
Request
Details
In what ways do the organization’s mission
related activities have impact upon the
Morgan County community?
How will this funding strengthen the
organization as a whole and its ability to
address broader community needs and
opportunities?
Organizational Effectiveness: Specify how
the organization is effective in
management, operations and governance
as related to achieving its mission.
Letter Of
Intent
The
Request
Use this space to clarify any of the
information provided in the letter of intent.
Limited space for applicants to clarify any
information regarding a prior answer.
Letter Of
Intent
Authorizing
Signatures
Authorizing signatures: Typing in your name acts as your
official signature and certifies that you have personally
reviewed this application and that the information presented
is complete and meets all eligibility criteria as outlined in the
2014 Morgan Fund guidelines.
Organization Leader:
Date:
Board Chair:
Date:
Submitting a Letter of Intent
• Bullet information here
• Prior to submitting, review the Morgan Fund grant
guidelines. Download the Guidelines at
www.cfgreateratlanta.org for more details;
• To be considered, applicants must submit the Letter of
Intent by 12:00 noon on the deadline date. Letters of
Intent that are received after that time will be declined as
late;
• Email your Letter of Intent to
[email protected]. You will receive an
automatic response. If you do not receive the response,
please contact us to confirm receipt.
Terms & Conditions for Submitting a
Letter of Intent
• Bullet information here
• This Letter of Intent is part of an open competition.
After reviewing all Letters of Intent, the Morgan Fund
Advisory Board and Foundation staff will select applicants
for more in-depth review and will invite them to submit
Final Applications. The Morgan Fund makes its decision to
select a proposal for more in-depth review based on the
content of the LOI alone. Do not include any attachments;
• The Morgan Fund does not provide ongoing funding.
However, an organizations can receive funding for a
maximum of two consecutive years before waiting at least
one year to reapply;
Terms & Conditions for Submitting a
Letter of Intent
• Bullet information here
• Organizations that are declined may apply again by the
next deadline, if they wish. The Foundation does not view
applicants that have been declined in any adverse way. If an
applicant is declined, that organization might contact the
Foundation for more detailed feedback.
How will Letters of Intent be evaluated?
The Morgan Fund will look for organizations that:
• Bullet information here
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Have a clear vision of the organization’s role in making a
difference in the community
Demonstrate effectiveness through the investment of time
and personnel in measuring and planning for success
Demonstrate an ability to communicate concepts in an
clear and efficient manner
All fields must contain a response
• Bullet information here
Final
Application
Final Application
information
• • Bullet
General
operating here
support
• Questions cover all aspects of an
organization/whole enterprise (public will, sources
of revenue, management consulting, environmental
policy and advocacy)
• Includes question on Grant Evaluation
• Applications are to be submitted via Good Done
Great system
• Applicants must be invited to submit a Final
Application. To view questions in advance, review
the Instructions.
Final Application
• Bullet1:information
here Overview
Section
Organizational
1.1 What are the organization’s three main activities or
programs?
1.2 How does the organization evaluate its effectiveness and
efficiency? Give specific examples of operational and
programmatic outcomes. How is this information
aligned with the organization’s strategic plan?
1.3 Describe how the organization develops and maintains
partnerships with other organizations. Describe the
organization’s primary partners and results from
partnerships. Include information on new partnerships
or results from the last 12 months.
Final Application
Section
1: information
Organizational
Overview
• Bullet
here
1.4 Has the organization had any management consulting
services in the last 12 months? (Yes/No)
1.5 Does the organization have a technology plan? (Yes/No)
1.5 Does the organization’s have operational policies
regarding environmental conservation? (Yes/No)
Final Application
Section
Human Resources
• Bullet2:information
here
2.1 Type of Staff
Full-Time Staff (Exempt)
Full-Time Staff (Non Exempt)
Consultants/Contractors
2.2 Staff
Number Type of Staff
Number
Part-Time Staff (Exempt)
Part-Time Staff (Non Exempt)
Volunteers
Females
Fulltime
Parttime
Males
Fulltime
Totals
Parttime
African American or Black
Asian or Pacific Islander
Latino
White
Other:
Totals
2.3 List characteristics important to note about the organization’s staff that are not defined by gender or
the races/ethnicities listed above.
Final Application
Section
Human here
Resources
• Bullet 2:
information
2.3 Human Resource Characteristics –Yes/No
• Organization requires staff, board and volunteers to complete a nondisclosure agreement and conflict of interest form annually.
• Staff orientation and training is provided for every new hire.
• Organization has written personnel policies that are distributed to all staff.
• Organization has written job descriptions for each staff position.
• Professional development opportunities are available to staff every year.
• All staff, including the executive director, receives annual written
performance reviews that include a personal conference with the
supervisor.
• Staff is representative of the community and/or clients served
Final Application
Section
Human here
Resources
• Bullet 2:
information
2.4 Describe how the organization uses volunteers to support
its mission-related activities. Include information about how
volunteers are recruited, screened, trained and supervised,
etc.
Final Application
Section
Mission-Related
Activities
• Bullet 3:
information
here
3.1 Provide data on the population served within Morgan County by the
organization in the last completed fiscal year.
The
populations
figures
below are
Actual
Estimated
What is the source of
these figures?
Provide an explanation if any of the data below is estimated.
Final Application
• Bullet information here
Female
%
Male
%
Total
%
Age Groups
#
% of
Total
African
American or
Black
12
55
10
45
22
42
6 to 12 years
3
30
Asian or
Pacific
Islander
28
90
3
10
31
58
13 to 18 years
7
70
Total
40
75
13
25
53
100
Total
10
100
Race/Ethnicity
& Gender
3.2 List characteristics important to note about the population served by the
organization that are not defined by gender or the races/ethnicities listed above.
Final Application
Section
Governance
• Bullet4:
information
here
4.1 Answer these questions for the organization relative to
each characteristic.
Organizational
practice?
Board has committees, work groups or task forces with
identified leadership.
Yes
No
Each Board member makes an annual financial and/or in-kind
contribution to the organization.
Yes
No
Final Application
• Bullet5:information
Section
Public Willhere
& Policy
5.1. Does the organization participate in civic activities
designed to educate elected officials or policy makers about
the issues and strategies associated with your mission? If
yes, please indicate the individual(s) from your organization
who are involved and their specific activities.
Section 6: Financial Information
6.1. How has the organization adapted fiscally to the
economic climate over the last 12 months?
Final Application
• Bullet information
here (Cont’d)
Financial
Information
6.2 Indicate sources of revenue for the last completed fiscal year.
Unrestricted
Temporarily
Restricted
Permanently
Restricted
Board Members
$
$
$
$
Individuals
$
$
$
$
Places of worship
$
$
$
$
Net Assets Released
from Restriction
$
$
$
$
Total
$
$
$
$
Revenue Source
Total
% of
Total
Revenue
100
Final Application
• Bullet 7:
information
here
Section
Grant Evaluation
Select two categories that correlate with priorities within the
organization’s strategic plan goals for the next 12 months (the
period of your grant request), and draft specific goals that your
organization will work on during the grant period.
• Category 1: Strategy
• Category 2: Partnerships
• Category 3: Personnel/Human Resources
• Category 4: Program Design and Delivery
• Category 5: Governance
• Category 6: Financial Stewardship
• Category 7: Marketing and Branding
Final Application
• Bullet 8:
information
here
Section
What Else?
8.1 Use this space to clarify any of the information
provided in the final application.
Limited space for applicants to clarify any information
regarding a prior answer or attachment.
Final Application
• Bullet information here
Authorizing signatures: Typing in your name acts as your official
signature and certifies that you have personally reviewed this application
and that the information presented is complete and meets all of the
eligibility criteria as outlined in the 2014 Morgan Fund guidelines.
Organization Leader:
Date:
Board Chair:
Date:
Final Application: Attachments
information
A.• Bullet
Organizational
charthere
showing titles and personnel
B. Brief bios of key management staff
C. Board Information Form (found on our website)
D. Current FY operating budget as approved by board of
directors
E. Most recent financial report as presented to the board
F. Most recent audited or reviewed financial statements as
dictated by budget size (2 required)
G. Current strategic or business plan, if not available
submit Strategic Planning Form
H. Summary of current fundraising plan
I. Annual report (1 copy if available)
Final Application: Submission
here attachments
• • Bullet
Be sureinformation
to attach all required
• Be sure to label all attachment using the letters provided so
that Foundation staff can easily match the document to the
require attachment
• Prior to submitting your request, review the Morgan Fund
grant Final Application Instructions.
• The Morgan Fund Final Application deadline is NOON on
October 21, 2014. Applications submitted after noon will not
be accepted.
• Email your application to [email protected]
How will Final Applications be evaluated?
The Morgan Fund will look for organizations that:
• Bullet information here
• Dedicate time to evaluate, plan and assess
• Offer programs and services that align with their missions
• Demonstrate financial stability and the potential for
sustainability
• Have an engaged and accountable Board
• Employ staff in leadership positions who have the
necessary education, experience and certifications needed
to perform their duties well
In Conclusion
Bullet
information
here
• •This
is a competitive
process
and the Morgan Fund cannot fund
every request.
• Letter of Intent deadlines are firm.
• All fields must be complete
• The Letter of Intent and Final Application must be submitted by
12:00 noon on the deadline dates.
• If you do not receive an acknowledgement email, call NaTasha
Battle-Edwards (404) 688-5525 or email us at
[email protected]. This means we did not receive it.
Funding Opportunities
• Bullet information here
• Common Good Fund
• Nonprofit Effectiveness:
o Nonprofit Toolbox
o Nonprofit Scholarships
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Managing for Excellence
Metropolitan Atlanta Arts Fund
Nonprofit Loan Program
Neighborhood Fund
Grants to Green
Local Funds
Program Contact Information
• Bullet information here
Jasper Tanner, Program Officer
Erin Dreiling, Program Associate
(404) 688-5525
[email protected]