What to Expect in 2010

What to Expect in 2010 PowerPoint PPT Presentation


By connecting donors, nonprofits, community leaders and others, we will continue to ... Projects of a religious nature that require participation in a religious activity as a ...

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What to Expect in 2010

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Common Good Funds Orientation Session Newton Fund Grant Program

Slide 2:Mission

The Community Foundation for Greater Atlanta strengthens our region by providing quality services to donors and innovative leadership on community issues. Since 1951, The Community Foundation for Greater Atlanta has been building a stronger Atlanta region by empowering donors, nonprofits and community leaders. We believe in the power of philanthropy to enable individual citizens to improve communities. That’s what we mean when we say we connect passion with purpose. There are more than 700 community foundations across the country each with one goal — to create a vital, healthy community within their geographic area. The Community Foundation for Greater Atlanta does that right here in Atlanta within our 23-county region. Since 1951, The Community Foundation for Greater Atlanta has been building a stronger Atlanta region by empowering donors, nonprofits and community leaders. We believe in the power of philanthropy to enable individual citizens to improve communities. That’s what we mean when we say we connect passion with purpose. There are more than 700 community foundations across the country each with one goal — to create a vital, healthy community within their geographic area. The Community Foundation for Greater Atlanta does that right here in Atlanta within our 23-county region.

Philanthropic Framework 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.

Slide 4:Funding Opportunities

Nonprofit Effectiveness Managing for Excellence Metropolitan Atlanta Arts Fund Arts Fund Loan Program Neighborhood Fund Grants to Green Extra Wish Local Funds

Slide 5: Newton Fund

Provides a mechanism for local philanthropy Founded in 2000 Local leaders serve as Board of Advisors Grant dollars raised locally and matched by The Community Foundation Grants independent of the Foundation’s Common Good Funds Awarded over $239,000 to local nonprofits

Slide 6:Newton Fund Advisory Board

Barbara Morgan - Chair Bruce Gallman Lee Durden Lisa Hanson Clay Newman Lisa Peters Sallie Paschal Keith Phillips Sara Vinson Scott Willis Margaret Washington

Slide 7:What to Expect in 2010

Grants up to $5,000 Grants spanning 12 months Grants for general operating support Letter of Intent to Apply for Grant Funding (LOI) Applications to be submitted electronically Can apply and receive funding for two consecutive years No specific amount of funds that will be given away each cycle No set number of grants that will be awarded each cycle No specific amount of funds that will be given away each cycle No set number of grants that will be awarded each cycle

Slide 8:What is the process?

Organizations submit Letters of Intent to Apply for Grant Funding using the form on our website The Newton Fund Advisory Board and Foundation staff reviews all Letters of Intent and invites selected organizations to submit a Final Application Invited organizations submit Final Applications The Newton Fund Advisory Board and Foundation staff reviews all Final Applications and selects organizations to receive site visits The Newton Fund Advisory Board and Foundation staff members conduct site visits The Newton Fund makes funding recommendations Funding recommendations are made to the Foundation’s Board of Directors and grants are awarded Organizations receiving grants will be required to submit an End of Grant report and photos within 12 months of the grants being awarded

Slide 9:Eligibility Requirements

Must be located and providing services within Newton County (all funds from the Newton Fund grants must be spent within Newton County);  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; Be registered with the Georgia Secretary of State as a nonprofit; To apply for a grant, you must… Organizations must meet ALL eligibility requirements by the Letter of Intent deadline in order to be eligible. If your organization is located outside of our 23-county service area but you serve the 23 counties – you are NOT eligible All organizations/businesses in GA have to be registered with the GA Secretary of State. If you are a local branch of a national organization, be sure you have done this. Organizations must meet ALL eligibility requirements by the Letter of Intent deadline in order to be eligible. If your organization is located outside of our 23-county service area but you serve the 23 counties – you are NOT eligible All organizations/businesses in GA have to be registered with the GA Secretary of State. If you are a local branch of a national organization, be sure you have done this.

Slide 10:Eligibility Requirements

Have an annual operating budget of at least $25,000 (cash and in-kind contributions are included in this amount); Receive funding from at least three different types of sources such as individuals, foundations, businesses, churches and government but excluding The Community Foundation for Greater Atlanta and the Newton Fund; To apply for a grant, you must… Organizations must meet ALL eligibility requirements by the Letter of Intent deadline in order to be eligible. If your organization is located outside of our 23-county service area but you serve the 23 counties – you are NOT eligible All organizations/businesses in GA have to be registered with the GA Secretary of State. If you are a local branch of a national organization, be sure you have done this. Organizations must meet ALL eligibility requirements by the Letter of Intent deadline in order to be eligible. If your organization is located outside of our 23-county service area but you serve the 23 counties – you are NOT eligible All organizations/businesses in GA have to be registered with the GA Secretary of State. If you are a local branch of a national organization, be sure you have done this.

Slide 11:Eligibility Requirements

Have filed their final reports as specified in the grant contract if a former Newton Fund grant recipient (contact [email protected] with questions); Have a Board of Directors where all members donate cash or financially measureable in-kind contributions each fiscal year; Have a Board of Directors with representation from the community served and committee structure that ensures the necessary mix of skills to succeed To apply for a grant, you must… End of grant reports If you need the end of grant report form, contact our Grants Administrator. If you’re not sure that your organization has submitted all end of grant reports, contact our Grants Administrator. We mean all previous Common Good Funds grants (only Common Good, not Arts Fund, AIDS Fund, etc.) If you have an open Common Good Funds grant, you have to have spent all the money before completing your end of grant report. You also have to be able to report on the outcomes you proposed. You may turn in the report prior to the deadline you were given – it’s about when you’re ready Extra Wish is not considered a part of Common Good Funds, but you should note that not turning in the required reports for Extra Wish means you won’t be eligible for Extra Wish in the future Board of Directors What if a board member’s company or foundation contributes? Does that count? NO, we are looking for all the individuals on your board to contribute from their own funds Does the board giving have to be for current year or prior years? Your LAST completed fiscal year Does the time board members contribute as board members count toward in-kind? NO, not unless they’ve gone above and beyond the traditional board member role Do you have to have board committees? NO, but we feel that committees help ensure the work gets done When you say the board has to have representation from the community served, does that mean I have to have a homeless person on my board? NO, but it could be a former client or someone related to a client End of grant reports If you need the end of grant report form, contact our Grants Administrator. If you’re not sure that your organization has submitted all end of grant reports, contact our Grants Administrator. We mean all previous Common Good Funds grants (only Common Good, not Arts Fund, AIDS Fund, etc.) If you have an open Common Good Funds grant, you have to have spent all the money before completing your end of grant report. You also have to be able to report on the outcomes you proposed. You may turn in the report prior to the deadline you were given – it’s about when you’re ready Extra Wish is not considered a part of Common Good Funds, but you should note that not turning in the required reports for Extra Wish means you won’t be eligible for Extra Wish in the future Board of Directors What if a board member’s company or foundation contributes? Does that count? NO, we are looking for all the individuals on your board to contribute from their own funds Does the board giving have to be for current year or prior years? Your LAST completed fiscal year Does the time board members contribute as board members count toward in-kind? NO, not unless they’ve gone above and beyond the traditional board member role Do you have to have board committees? NO, but we feel that committees help ensure the work gets done When you say the board has to have representation from the community served, does that mean I have to have a homeless person on my board? NO, but it could be a former client or someone related to a client

Slide 12:Eligibility Requirements

9. National organizations with a local chapter or affiliates: Preference will be given to local chapters/affiliates or programs that can demonstrate control over their finances and operations, and those that have a local governing board.   To apply for a grant, you must… The local chapter must be able to satisfy all the eligibility criteria.The local chapter must be able to satisfy all the eligibility criteria.

Slide 13:Eligibility Requirements

10. Financial requirements: By 2011, all applying organizations with annual budgets between $25,000 and $250,000 must have financial statements reviewed by an independent, certified public accountant for the past completed fiscal year. All organizations with annual budgets over $250,000, must have audited financial statements for the past completed fiscal year. Prior to 2011, organizations that have these documents are requested to please submit them for review during the Final Application stage of review. To apply for a grant, you must…

Slide 14:Eligibility Requirements

11. Strategic or Business Plan requirements: By 2011, all applying organizations must have a strategic or business plan for the whole organization that includes measureable goals and methods to assess effectiveness that covers at least three years (36 months). Prior to 2011, organizations that have these documents are requested to please submit them for review during the Final Application stage of review. To apply for a grant, you must…

Slide 15:Not Eligible for Funding

Operating expenses for private, publicly funded schools (K-12), charter schools and institutions of higher learning; Grants to individuals; Debt reduction or purchases or activities that occur prior to grant decisions; Schools Early childhood education centers ARE still eligible Schools Early childhood education centers ARE still eligible

Slide 16:Not Eligible for Funding

Projects that are typically the funding responsibility of federal, state and local governments; Fundraising and marketing events; Support for fundraising federations; Fundraising & Marketing Staff members who work on fundraising and marketing are fine, but our funds CANNOT support fundraising or marketing events Fundraising & Marketing Staff members who work on fundraising and marketing are fine, but our funds CANNOT support fundraising or marketing events

Slide 17:Not Eligible for Funding

Projects of a religious nature that require participation in a religious activity as a condition of receiving services; 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.

Slide 18:Review Timeline

If you are declined at the Letter of Intent stage or after submitting a Final Application, you can always apply again. The timeline for the fall cycle will be about the same as the spring cycle in terms of the number of weeks that will go by If you are declined, could you just resubmit the same LOI the next time? We recommend that you consider revising your answers, especially the financials If you are declined at the Letter of Intent stage or after submitting a Final Application, you can always apply again. The timeline for the fall cycle will be about the same as the spring cycle in terms of the number of weeks that will go by If you are declined, could you just resubmit the same LOI the next time? We recommend that you consider revising your answers, especially the financials

Slide 19:QUESTIONS & ANSWERS

Letter Of Intent (LOI) Drop-down menu

Slide 20:Now we’re going to go over the Letter of Intent to Apply for Grant Funding, which is the first step in the application process. Be sure to review the instructions document found on our website for helpful information on completing the LOI Be sure you fill in every slot/answer every question – if you don’t, the LOI will be considered ineligible Note that the characters includes spaces This section gathers basic information about the organization Request contact – this is the person who the Foundation will contact with regards to the LOI and if the organization is invited to submit a Final Application. Important to be sure the email address and phone number are correct. Now we’re going to go over the Letter of Intent to Apply for Grant Funding, which is the first step in the application process. Be sure to review the instructions document found on our website for helpful information on completing the LOI Be sure you fill in every slot/answer every question – if you don’t, the LOI will be considered ineligible Note that the characters includes spaces This section gathers basic information about the organization Request contact – this is the person who the Foundation will contact with regards to the LOI and if the organization is invited to submit a Final Application. Important to be sure the email address and phone number are correct.

Letter Of Intent (LOI) Drop-down menus for the top three counties served

Slide 21:Most of these are eligibility criteria – we just want to be sure you meet the criteria Counties served by your organization: From drop-down menus provided, select up to three counties where the people served by the organization live. We know most of you serve more than three counties, but we want to know at this stage what your top three counties are. Involved in advocacy activities?: We want to understand how many organizations are engaging in advocacy at any level (e.g. if you ask your board to write letters to elected officials or meet with elected officials, choose “yes”). The Foundation is interested in supporting organizations interested in advocacy Most of these are eligibility criteria – we just want to be sure you meet the criteria Counties served by your organization: From drop-down menus provided, select up to three counties where the people served by the organization live. We know most of you serve more than three counties, but we want to know at this stage what your top three counties are. Involved in advocacy activities?: We want to understand how many organizations are engaging in advocacy at any level (e.g. if you ask your board to write letters to elected officials or meet with elected officials, choose “yes”). The Foundation is interested in supporting organizations interested in advocacy

Letter Of Intent (LOI) Date on which applicant’s fiscal year ENDS (MM/DD): ___

Slide 22:Total Revenue, Total Expenses, Surplus (Deficit) and Net Assets/Fund Balance: Provide these four amounts for each of the organization’s last three completed fiscal years and year-to-date figure for the current fiscal year. When reporting Total Expenses, use the total amount AFTER depreciation Total Revenue: Earned Revenue: Revenue or income that an organization receives in exchange for a service or product. Payments can be made by the direct beneficiary or recipient (for example, tuition or performance ticket) or by a third party (for example, performance-based government contracts). Contributed Revenue: Revenue or income received from individual, foundation, corporate or government donations. The donor may make contributions on an unrestricted basis (i.e. not specify the services to be delivered or the timeframe for service delivery) or may impose restrictions for use of the contribution under specific purposes. Total Expenses: A measure of the total costs associated with managing and operating your nonprofit. These costs consist primarily of management fees, salaries, legal fees, operational expenses. Surplus (Deficit): The amount that the organization is over or under the total amount budgeted for that fiscal year.  Refer to your statement of activities to determine your year to date surplus or deficit. Net Assets/Fund Balance: This number can be found at the bottom of the first page of the organization’s IRS Form 990. It can also be found on the organization’s balance sheet or statement of financial position in an audit or review. Bring attention to fiscal year end field. Total Revenue, Total Expenses, Surplus (Deficit) and Net Assets/Fund Balance: Provide these four amounts for each of the organization’s last three completed fiscal years and year-to-date figure for the current fiscal year. When reporting Total Expenses, use the total amount AFTER depreciation Total Revenue: Earned Revenue: Revenue or income that an organization receives in exchange for a service or product. Payments can be made by the direct beneficiary or recipient (for example, tuition or performance ticket) or by a third party (for example, performance-based government contracts). Contributed Revenue: Revenue or income received from individual, foundation, corporate or government donations. The donor may make contributions on an unrestricted basis (i.e. not specify the services to be delivered or the timeframe for service delivery) or may impose restrictions for use of the contribution under specific purposes. Total Expenses: A measure of the total costs associated with managing and operating your nonprofit. These costs consist primarily of management fees, salaries, legal fees, operational expenses. Surplus (Deficit): The amount that the organization is over or under the total amount budgeted for that fiscal year.  Refer to your statement of activities to determine your year to date surplus or deficit. Net Assets/Fund Balance: This number can be found at the bottom of the first page of the organization’s IRS Form 990. It can also be found on the organization’s balance sheet or statement of financial position in an audit or review. Bring attention to fiscal year end field.

Letter Of Intent (LOI)

Slide 23:Most of these are eligibility criteria – we just want to be sure you meet the criteria Counties served by your organization: From drop-down menus provided, select up to three counties where the people served by the organization live. We know most of you serve more than three counties, but we want to know at this stage what your top three counties are. Involved in advocacy activities?: We want to understand how many organizations are engaging in advocacy at any level (e.g. if you ask your board to write letters to elected officials or meet with elected officials, choose “yes”). The Foundation is interested in supporting organizations interested in advocacy Most of these are eligibility criteria – we just want to be sure you meet the criteria Counties served by your organization: From drop-down menus provided, select up to three counties where the people served by the organization live. We know most of you serve more than three counties, but we want to know at this stage what your top three counties are. Involved in advocacy activities?: We want to understand how many organizations are engaging in advocacy at any level (e.g. if you ask your board to write letters to elected officials or meet with elected officials, choose “yes”). The Foundation is interested in supporting organizations interested in advocacy

Letter Of Intent (LOI)

Slide 24:Request amount should be no more than 10% of the organization’s annual operating budgetRequest amount should be no more than 10% of the organization’s annual operating budget

Letter Of Intent (LOI)

Slide 25:Describe the mission & summarize the history of the organization (1,500 characters)

Polite Society Association’s mission is to increase the level of cordiality among the members of our communities. Begun in 1991 by a group of local leaders in Somewherenice, GA the initial project was to decrease the level of impolite behavior among elderly members of local faith organizations. Incorporated as a nonprofit in 1992, PSA has worked tirelessly to reduce the rash of senior cliques promoting rudeness, to decrease the number of violent verbal outbursts during on-site congregate meals and to introduce new noncompetitive activities during community functions such as fairs, festivals and regularly held programming. Describe the mission and summarize the history of the organization: In describing your mission you may also describe how you are currently implementing it through programs Describe the mission and summarize the history of the organization: In describing your mission you may also describe how you are currently implementing it through programs

Letter Of Intent (LOI)

Slide 26:How does the organization serve Newton County residents? (1,000 characters)

Volunteer? How did you arrive at the total amount requested?: Explain why the organization is requesting this specific amount from the Common Good Funds at this time You could have a specific line item in mind or know that a specific amount of funds will leverage other funds How did you arrive at the total amount requested?: Explain why the organization is requesting this specific amount from the Common Good Funds at this time You could have a specific line item in mind or know that a specific amount of funds will leverage other funds

Letter Of Intent (LOI)

Slide 27:How will this funding strengthen the organization as a whole and its ability to address broader community needs and opportunities? (1,500 characters)

Currently, our funding sources are not as diversified as we would like them to be. Given the state of the economy, we know it is in our best interest to connect with more individual donors. Your funding will help us increase the diversity of our sources of revenue and raise more dollars, which will in turn allow us to offer more programs to the community. Hiring a development director will also give our executive director more time to focus on the strategic direction of our organization. How will this funding strengthen the organization as a whole and its ability to address external community concerns?: This is one of the most important questions on the LOI. Describe how a grant from the Common Good Funds Program would allow your organization to meet internal capacity needs such as staffing or utilities and/or external community concerns such as expanding services. Write simply, avoid jargon and write out acronyms the first time they are used How will this funding strengthen the organization as a whole and its ability to address external community concerns?: This is one of the most important questions on the LOI. Describe how a grant from the Common Good Funds Program would allow your organization to meet internal capacity needs such as staffing or utilities and/or external community concerns such as expanding services. Write simply, avoid jargon and write out acronyms the first time they are used

Letter Of Intent (LOI)

Slide 28:Specify how the organization knows it is effective and why the Foundation should invest in it. (1,500 characters)

Follow up with congregations shows a 50% reduction in insulting language and impatient behaviors among congregants ages 70-80 after participating in PSA’s workshops. This last year alone, five new congregations have requested our workshops for their senior groups and several youth development organizations have asked to partner with us to develop a program aimed at youth groups. The Foundation should support us because we are the only organization in the metro area doing this kind of work. We enrich the lives of those we serve and build vibrant communities within and among congregations. Effectiveness: Share what evidence you have that your organization is effective in meeting its mission and why The Community Foundation should choose to support your organization over other nonprofit organizations Effectiveness: Share what evidence you have that your organization is effective in meeting its mission and why The Community Foundation should choose to support your organization over other nonprofit organizations

Slide 29:Use this space to clarify any of the information provided in the letter of intent. (500 characters)

Limited space for applicants to clarify any information regarding a prior answer. Letter Of Intent (LOI)

Letter Of Intent (LOI)

Slide 31:Terms & Conditions for Submitting a Letter of Intent

The organization and the request meet eligibility guidelines. The applicant has reviewed the Newton Fund Grant Guidelines and both the organization and the request meet all of the eligibility guidelines. Download the Guidelines at www.cfgreateratlanta.org for more details; To be considered, applicants must email the Letter of Intent to Apply to [email protected] by 12:00 noon on the deadline date. Letters of Intent that are received after that time will be declined as late; You will find these on our website, just below the link for you to download the LOI You will find these on our website, just below the link for you to download the LOI

Slide 32:Terms & Conditions for Submitting a Letter of Intent

This Letter of Intent is part of an open competition. After reviewing all Letters of Intent, the Newton Fund Advisory Board and Foundation staff will select applicants for more in-depth review and will invite them to submit Final Applications. The Newton 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 Newton 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;

Slide 33:Terms & Conditions for Submitting a Letter of Intent

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 several times, that organization might contact the Foundation for more detailed feedback. Note that the Common Good Funds is separate from the Arts Fund, AIDS Fund, Grants to Green, etc. – you can apply for and receive grants from the different grantmaking programs we offer, but you can only have one open Common Good Funds grant or submit one LOI at a time for THIS program. Organizations that have an open grant from another one of the Foundation’s grantmaking programs will not be penalized for that Note that the Common Good Funds is separate from the Arts Fund, AIDS Fund, Grants to Green, etc. – you can apply for and receive grants from the different grantmaking programs we offer, but you can only have one open Common Good Funds grant or submit one LOI at a time for THIS program. Organizations that have an open grant from another one of the Foundation’s grantmaking programs will not be penalized for that

Slide 34:How will Letters of Intent be evaluated?

The Newton Fund will look for organizations that: Meet all eligibility criteria 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; n/a is not acceptable Are you dividing the dollars out equally throughout the 23 counties? NO, but we are making more of an effort to reach out to organizations outside the five core counties and we want to spread our dollars throughout the region we serve Are you dividing the dollars out equally throughout the 23 counties? NO, but we are making more of an effort to reach out to organizations outside the five core counties and we want to spread our dollars throughout the region we serve

Slide 35:QUESTIONS & ANSWERS

Slide 36:Final Application

General operating support Questions cover all aspects of an organization/whole enterprise (public will, sources of revenue, management consulting, environmental policy and technology planning) Includes question on Grant Evaluation Applications are to be submitted electronically Provides general information about the organization through questions about strategic planning, management consulting, technology, marketing and partnerships This is question 1.5 from the Final Application 1.5 Provide information about the process the organization uses to assess its mission-related activities, both in terms of impact and in use of resources. You might consider discussing the kinds of evaluation methods the organization uses, how often activities are reviewed and how you use results to further continuous improvement. Provides general information about the organization through questions about strategic planning, management consulting, technology, marketing and partnerships This is question 1.5 from the Final Application 1.5 Provide information about the process the organization uses to assess its mission-related activities, both in terms of impact and in use of resources. You might consider discussing the kinds of evaluation methods the organization uses, how often activities are reviewed and how you use results to further continuous improvement.

Slide 37:Final Application

Section 1: Organizational Overview 1.1 Describe the organization’s mission and programs. (1,500 characters) 1.2 How does the organization evaluate its effectiveness and efficiency? How is this information used for planning? (2,000 characters) 1.3 Has the organization used any management consulting services in the last 24 months? Provides general information about the organization through questions about strategic planning, management consulting, technology, marketing and partnerships This is question 1.5 from the Final Application 1.5 Provide information about the process the organization uses to assess its mission-related activities, both in terms of impact and in use of resources. You might consider discussing the kinds of evaluation methods the organization uses, how often activities are reviewed and how you use results to further continuous improvement. Provides general information about the organization through questions about strategic planning, management consulting, technology, marketing and partnerships This is question 1.5 from the Final Application 1.5 Provide information about the process the organization uses to assess its mission-related activities, both in terms of impact and in use of resources. You might consider discussing the kinds of evaluation methods the organization uses, how often activities are reviewed and how you use results to further continuous improvement.

Slide 38:Final Application

Section 1: Organizational Overview 1.4 Does the organization have a technology plan? 1.5 Does the organization’s have operational policies regarding environmental conservation? 1.6 Describe how the organization develops and maintains partnerships and cooperative relationships with other organizations. Describe the organization’s primary partners and results from partnerships. (2,000 characters) 1.7 Describe the outcomes for the organization’s program activities for the previous fiscal year. (2,000 characters)

Slide 39:Final Application

Section 2: Human Resources 2.1 Number of *full-time staff:     ; *part-time staff:     ; *consultants/contractors:     ; volunteers:      *Include staff that makes an in-kind contribution of time. Total value of in-kind time donated: $      2.2 Complete the table with information about the full-time and part-time staff (including in-kind) of the entire organization. In the application, there will be two sections listing a series of characteristics. Check the box for Yes or No for each characteristic, indicating whether this is something your organization already has in place. Mark only one box per characteristic. Watch for characteristics that include two or more parts. Your organization must meet both criteria to mark Yes. For example, 2.4.a asks if your organization offers both staff orientation AND training to every new hire. If you are currently developing the characteristic, mark No. Marking No will not disqualify you from getting to the next stage of review In the application, there will be two sections listing a series of characteristics. Check the box for Yes or No for each characteristic, indicating whether this is something your organization already has in place. Mark only one box per characteristic. Watch for characteristics that include two or more parts. Your organization must meet both criteria to mark Yes. For example, 2.4.a asks if your organization offers both staff orientation AND training to every new hire. If you are currently developing the characteristic, mark No. Marking No will not disqualify you from getting to the next stage of review

Slide 40: Final Application

Section 2: Human Resources

Slide 41:Final Application

Section 3: Mission-Related Activities 3.1 Provide data on the population served within Newton County by the organization in the last completed fiscal year. Numbers are Actual or Estimated. Source:       Gives applicants the opportunity to discuss mission-related activities such as programs and services and includes questions on population served This is questions 3.2 from the Final Application 3.2 How does your organization know that it is making a difference in its targeted population and/or community? What changes have occurred as a result of your organization’s mission-related activities? Gives applicants the opportunity to discuss mission-related activities such as programs and services and includes questions on population served This is questions 3.2 from the Final Application 3.2 How does your organization know that it is making a difference in its targeted population and/or community? What changes have occurred as a result of your organization’s mission-related activities?

Slide 42:Final Application

Section 3: Mission-Related Activities 3.3 Describe how the organization uses volunteers to support its mission-related activities. (1,000 characters)

Slide 43:Final Application

Section 4: Governance This is question 4.2 from the Final Application 4.2 In addition to the percentage of members that make cash or in-kind contributions and the amount of that contribution, explain the ways in which individual board members help to lead the organization, such as through committees, fundraising, etc. The Foundation understands that organizations may have a different number of Board members this year and wants to know the information for those who served during the last completed fiscal year. To meet the eligibility criteria, the percentage of board members who contributed from their own funds… should be 100% This is question 4.2 from the Final Application 4.2 In addition to the percentage of members that make cash or in-kind contributions and the amount of that contribution, explain the ways in which individual board members help to lead the organization, such as through committees, fundraising, etc. The Foundation understands that organizations may have a different number of Board members this year and wants to know the information for those who served during the last completed fiscal year. To meet the eligibility criteria, the percentage of board members who contributed from their own funds… should be 100%

Slide 44:Final Application

Section 5: Public Will & Policy 5.1. Does the organization participate as a leader in local community civic activities? If yes, please describe the organization’s role and give examples. (1,000 characters) This is question 5.1 from the Final Application 5.1 Discuss the ways that your organization works with others to educate elected officials, staff or government employees at any level - state, federal, local (city, county, school board) - about the issues and strategies associated with your organization’s mission. Identify the board member or staff person(s) responsible for government relations or public policy and explain what activities this person performs regarding public policy and/or government relations. Examples of such partnerships could be joint public awareness activities or a shared lobbyist as well as more informal arrangements. If your organization does not partner with other organizations, explain whyThis is question 5.1 from the Final Application 5.1 Discuss the ways that your organization works with others to educate elected officials, staff or government employees at any level - state, federal, local (city, county, school board) - about the issues and strategies associated with your organization’s mission. Identify the board member or staff person(s) responsible for government relations or public policy and explain what activities this person performs regarding public policy and/or government relations. Examples of such partnerships could be joint public awareness activities or a shared lobbyist as well as more informal arrangements. If your organization does not partner with other organizations, explain why

Slide 45:Final Application

Section 6: Financial Information 6.2 Indicate sources of revenue for the last completed fiscal year. Asks a variety of questions related to the organization’s financial state and infrastructure This is question 6.1 from the Final Application 6.1 Do not allocate space describing the current national economic picture. Briefly discuss the consequences the organization has experienced and then talk about how it is adapting. You may discuss strategies including downsizing, merging, acquisition or closing of the whole organization based on certain circumstances. Asks a variety of questions related to the organization’s financial state and infrastructure This is question 6.1 from the Final Application 6.1 Do not allocate space describing the current national economic picture. Briefly discuss the consequences the organization has experienced and then talk about how it is adapting. You may discuss strategies including downsizing, merging, acquisition or closing of the whole organization based on certain circumstances.

Slide 46:Final Application

Section 7: Grant Evaluation 7.1 Select two benchmark categories that correlate to your organization’s goals for the next 12-24 months. Category 1: Strategic Plan Category 2: Partnerships Category 3: Personnel/Human Resources Category 4: Program Design and Delivery Category 5: Governance Category 6: Financials Do not use this space to make the case for why the Foundation should support your request. Do not use this space to make the case for why the Foundation should support your request.

Slide 47:Final Application

Section 8: What Else? 8.1 Use this space to clarify any of the information provided in the final application. (500 characters) Limited space for applicants to clarify any information regarding a prior answer or attachment. Do not use this space to make the case for why the Foundation should support your request. Do not use this space to make the case for why the Foundation should support your request.

Slide 48:Final Application

Slide 49:Final Application: Attachments

Organizational chart showing titles and personnel Current FY operating budget Board Information Form (found on our website) Most recent financial report as presented to the board Summary of current resource development plan Most recent audited or reviewed financial statements as dictated by budget size, 2 years if available (for data collection only; not required until 2011) Annual report (1 copy if available) Go through each one Tell them there are details in the Instructions document as to which ones get emailed and which ones get mailed Encourage them to review this list before they submit an LOI – they need to have these things on hand as they’ll have a little less than three weeks to turn in the Final Application and all attachments if they’re invited Go through each one Tell them there are details in the Instructions document as to which ones get emailed and which ones get mailed Encourage them to review this list before they submit an LOI – they need to have these things on hand as they’ll have a little less than three weeks to turn in the Final Application and all attachments if they’re invited

Slide 50:How will Final Applications be evaluated?

The Newton Fund will look for organizations that: Dedicate time to evaluate, plan and assess Offer programs and services that align with their missions Demonstrate financial stability and the potential for sustainability All fields must be complete; n/a is not acceptable 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

Slide 51:In Conclusion

Grant seeking is a competitive process and the Newton Fund cannot fund every request. Letter of Intent deadlines are firm. The Letter of Intent is accepted by email only and must be submitted by 12:00 noon on the deadline date (Wednesday, September 1) to [email protected] If you do not receive an acknowledgement email within three business days of submitting your Letter of Intent, call Jasper Tanner (770) 788-2250 or email us at [email protected] This means we did not receive it.

Slide 52:Program Contact Information

Newton Fund (770) 788-2250 [email protected]

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