Finding Resources to Sustain Your Program

1. Finding Resources to Sustain Your Program Lily Jarman-Reisch, MA, LMSW Director, SeaChange www.seachangenet.com HPPAE Orientation / Training at NYAM February 29, 2008 www.socialworkleadership.org

2. What does it mean to sustain your program? • Why can you be hopeful about sustaining it? • What are other schools doing to sustain theirs? • Why start now? • What can you do this year? www.socialworkleadership.org

3. What does it mean to sustain your program? Making it permanent after foundation funding has ended. There are MANY ways to do this…… www.socialworkleadership.org

4. With limited time and fundraising expertise, how can we sustain our programs? 7 Reasons for Hope….. 1. There are MANY ways to do it. 2. Other schools are doing it.. 3. You already have success, ability (securing resources, communication & relationship-building skills) www.socialworkleadership.org

5. 7 Reasons for hope about sustaining your program (con’t.) 4. Positive trends in philanthropic giving: Increasing numbers ofGrantmakers in aging; Philanthropy & aging trends align w/ PPP goals, processes: Buidling a vital workforce in aging, aging continuum, building community capacity to support aging, intergenerational programs, new caregiving and l-t care models, innovation at the community level Donors: • av. age of major gift donor is 72; • most give if asked, keep giving, & can give more; • Increasingly diverse: greater incidence of rural and on-line giving, giving by women, racial & ethnic groups. www.socialworkleadership.org

6. 7 Reasons for hope (con’t.) • Foundations need u’s, non-profits to fulfill their missions, and can assist schools in many ways. • Raised public awarenessofaging boom challenges, opportunities 7. Many resources to help. www.socialworkleadership.org

7. What other schools are doing to sustain all or part of their programs • Obtained new, or reallocated funding from: Foundations, agencies, fed/state government (VA, AAA, other), local businesses, donors, endowments, universities/ school administrations, (scholarships, financial aid, buyouts, matching arrangements). Dept’s of transportation, bridge funding, silent auctions, ball, fee-based services • Obtained in-kind contributions, release time, assistance from alumni, consortium members/fi’s, doctoral/MSW students www.socialworkleadership.org

8. What other schools have done (cont.) To support:stipends, scholarships, admin/coordination, rotations, marketing materials, specialized student unit, gerosensitivity training, keynote speakers, conferences, symposia, event planning, u-based case management services How: collaboration (w/ in-state, out-of-state schools; w/in university; community; gov’t.). www.socialworkleadership.org

9. Sustaining your program  Why start now? www.socialworkleadership.org

10. Sustaining your program =Building relationships that support it Good relationships …. • Are the lifeblood of any HPPAE, fundraising strategy, and sustained change • Take time and care to develop • Yield resources over time www.socialworkleadership.org

11. Partnerships that generate Program and/or financial support How do partners help? • Supervise students, attend consortium meetings, write support letters for grant applications • Give or reallocate time, space, and money • Help write proposals • Identify potential funders, donors, other sources of support • Make intros to donors, foundations; lend name • Disseminate info (listservs, websites,newsletters) • Offer critical info and advice www.socialworkleadership.org

12. What can you do this year to begin planning for sustainability? • Begin planning for lasting change. • Create a sustainability workgroup. • Craft a resource development plan. • Consider what you will want to sustain, and begin planning how. www.socialworkleadership.org

13. Building lasting change: Lessons from Demo, Cycle 1 schools • Long-term strategy • Committed leadership, with top administrative support • Key resources • Existing, re-allocated $, time • Acquisition of new resources ($, time, info, etc.) • Broad-based partnerships: Collaboratives www.socialworkleadership.org

14. “Focus less on grantwriting than on building infrastructure for bigger things.” • “ ‘No’ just means it will take a little longer to get a ‘Yes!’ ” W. June Simmons, CEO & President, Partners in Care Foundation www.socialworkleadership.org

15. Create a Sustainability Workgroup • Clarify charge:to craft and implement a resource development plan that results in PPP sustainability by 2011. • Obtain top administrative support (school, u, &/or consortium) • Identify and recruit members w/ knowledge, networks, &/orother resources. Include school, consortium, others who can help build program and financial support (key leadership, development, communications). • Designate a chair, establish member roles. • Craft a resource development plan. www.socialworkleadership.org

16. Craft a Resource Development Plan • Envision optimal future, or model of sustainability. • Establish s-t, l-t goals, targets, timeline. • Define roles, responsibilities, goals for each member. • Develop approach (unique, diversified, collaborative). • Developstrategy (identify, research, nurture sources of support). • Develop communications plan • Make adjustments as needed www.socialworkleadership.org

17. Envision an optimal future, or model of sustainability • “Our HPPAE is fiscally self-sufficient by 2011.” • “Each member of our collaborative makes a commitment to meet objectives of the plan, drawing on the resources of their own organization.” • “Reliable and easily renewable source of financial support that includes geriatric providers, the university and other foundations, including state government and foundations.” Continued… www.socialworkleadership.org

18. What do you want to sustain? How will you do it? Consider…. • What key HPPAE components do you want to sustain and how much will it cost? • What resources are available within your institution, partnership, other entities? • What resources will you need to acquire? www.socialworkleadership.org

19. Key components to sustain a HPPAE Priorities identified by demo sites and current grantees: • Stipends • Management and oversight • Rotations/Consortium www.socialworkleadership.org

20. Sustaining key HPPAE components: How much will it cost? • Formula: Stipend support + program support = TOTAL needed • Stipends: $2000 – $8000/student • Management/Coordination: .30-2.00 FTE • What cash/in-kind resources are available, needed to sustain these components? www.socialworkleadership.org

21. Examples of available sources of support for HPPAE • Stipends: University/school general fund, financial aid, field sites, endowments, donations • Management: faculty buyouts, release time arrangements, doctoral student assistance • Rotations: field instructors, field faculty • Recruitment of students to aging: SSW, alumni, consortium www.socialworkleadership.org

22. 10 Steps to Sustainability: Resource Development Strategy and Implementation Year 1: Develop a unique, partnership-based approach • Individualize your approach • Diversify your approach • Collaborate • Identify sources of program, financial support • Get needed help, input Years 2-5: Implement your strategy • Develop relationships with partners • Craft a well-developed project • Make a compelling case • Have a Plan “B” • Nurture relationships (Stewardship) www.socialworkleadership.org

23. Developing your strategy: One size does not fit all 1. Individualize your approach based on: • Your school/community/regional strengths, resources, proven capability; • Social investment philosophy, priorities of funding sources 2. Diversify your approach. www.socialworkleadership.org

24. 3. Collaborate Partner with other organizations to increase: • visibility, credibility, impact of HPPAE; • likelihood of attracting funds, other resources; • likelihood of sustaining your HPPAE. www.socialworkleadership.org

25. 4. Assess your landscape for sources of program, financial support • Identify people, organizations whose interests are aligned with yours who can help build program, financial support. • Look for natural constituencies who can fund all or a portion of the HPPAE, or open doors to those who can. . www.socialworkleadership.org

26. Identify sources of support within your institution What resources are available within your institution? • Dean, Director • Development Officer(s) • Marketing and communications personnel • Research office; Doctoral, Work-Study programs • Gero Faculty; Admissions • PPP Alumni; Alumni Association • Continuing education; Interdisciplinary programs www.socialworkleadership.org

27. Identify sources of support outside your institution • Consortium members, agency executives, • Aging provider network, intergenerational sites, health/disease-specific orgs (Alzheimer’s Assoc, diabetes, arthritis), long-term care, housing, advocacy/policy/research sites • Associations, volunteer centers, businesses • Public information officers, association newsletter editors, listserv owners, editors/broadcasters www.socialworkleadership.org

28. Identify potential funders • If possible, collaborate with development officers at school or university to identify a mix of potential funders. • See Resources for grantseekers in aging www.socialworkleadership.org

29. Identify potential funders Foundation Center www.fdncenter.org Government grants: www.grants.gov www.socialworkleadership.org

30. Identify potential funders: Look locally For projects of local scope, consider: • Community foundations • Geographically focused private & family foundations • Public charities • Private businesses • Local corporations • Individual donors • Student grants www.socialworkleadership.org

31. Research foundations thoroughly • Identify foundations whose interests align with yours. Plan spin searches. • Review recent grants, annual reports. • Identify trustees; program officer in your area • Is foundation funding something in your school/university, agency, other SSW’s? www.socialworkleadership.org

32. Identifying potential donors: About donors…. • Increase likelihood of foundation funding. • Many employers, if asked, will match a gift. www.socialworkleadership.org

33. Identifying potential donor(s): Issues to consider • History of giving to complementary causes • Mission resonance. Who is dedicated professionally or passionately to similar causes? • Alums from HPPAE, aging, older alums; retired social workers; caregivers, agencies; friends of field education • Referral from existing networks www.socialworkleadership.org

34. Target your efforts • Prepare “most-likely-to-fund” list of funders, donors. • Find innovations in your program that match funders’ interests. Ascribe $ amounts to each component. • Determine best approach, intro to each funder. Try to use people with strong foundation, donor connections. • Develop contact list and time frame for designated people to contact each funder, donor. www.socialworkleadership.org

35. Get needed help, inputfrom available resources • Demo sites, Cycles 1, 2 & 3 schools • boiler plate proposals, case statements, creative ideas • Foundations • provide access to other funders, ideas, info, potential collaborators, advocates. • Foundation Center (www.fdncenter.org) • Foundation directory (libraries) • Government grants (www.grants.gov) www.socialworkleadership.org

36. Resources to support grant-writing, proposal development • Dean’s discretionary funds, leadership in fundraising, community connections • Development officers, school/u. marketing & communications, graduate students • University development funds for grant-writing, cultivation expenses • Agencies: grant-writing skill, joint proposals www.socialworkleadership.org

37. Other Resources for Grantseekers in Aging • Grantmakers in Aging EngAGEment Initiative: www.giaging/programs.org. Useful for funding trends. • Center for Medicare Education. www.medicareEd.org. • NIMH. www.nimh.nih.gov. Info & community outreach on mental health issues for older adults. www.socialworkleadership.org

38. Resources for grantseekers (con’t.) • NCOA Center on Health Aging www.healthyagingprograms.org. For info. on self-care of chronic illnesses for patients and families. • Center to Advance Palliative Care. ww.capc.org. Palliative care for the seriously ill to improve quality of life. www.socialworkleadership.org

39. Resources for grantseekers (con’t.) • Donors’ Forum of Chicago(seminars, online courses re: engaging donors) • Web-based tools to help grantseekers do research and keep track of funders’ interests: • www.cof.org (Council on Foundations) • www.guidestar.org • www.charitynavigator.org • www.charitywatch.org • www.give.org www.socialworkleadership.org

40. Why do we really seek funds? • “We are not just seeking money. We are seeking resources to support the work and vision we care about….” W. June Simmons, CEO & President, Partners in Care Foundation • “I am motivated to fundraise because it is the only way to support work I think is important and personally want to do.” Nancy Whitelaw, Senior VP, NCOA; Director, NCOA Center for Healthy Aging www.socialworkleadership.org

41. Questions? www.socialworkleadership.org