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Agenda

• Welcome and Introductions
• Overview of the Annual Responsive Grants
• Funding Priorities
• 2018 Cycle 2 Timeline
• Writing a Compelling Grant Application
• Open Discussion and Closing

2

Ways the Area Foundation Can Help YOU

• Meeting Rooms
• Nonprofit Membership Program
• The Reggie Williams Resource Library
• Nonprofit Training and Certification Programs
• Strengthening Nonprofits Grants
• Agency Investment and Endowment Funds

3

Discretionary Funding Opportunities

4

2018

• Annual Responsive (application available now with a deadline of

7/20/18 at 11:59 pm)

• Seniors - SALSA (Successfully Aging and Living in San Antonio)

(application available 8/20/18 with a deadline of 9/21/18 at 11:59 pm)

• Biomedical Research (application available 10/29/18 with a deadline of

12/3/18 at 11:59 pm)

• Disaster Relief (applications are accepted and reviewed when there is a

declared disaster)

• Special and Urgent Needs (application available any time – there is no

deadline)

• Strengthening Nonprofits (TBD)

Resource Information Lunches for 2018

5

Following are the dates scheduled:

• September 13
• December 6

Analysis of 2017 Annual Responsive Grants

Total amount requested Total amount awarded Number

• f grants

awarded Average grant amount

Cycle One:

Children and Youth $2,671,294 $525,694 23 $22,860 Medicine and Healthcare $2,022,274 $519,359 14 $37,100

Cycle Two:

Animal Services $978,558 $500,638 16 $31,290 Arts and Culture $2,207,791 $735,317 24 $30,640 Community-at-Large $2,710,727 $499,458 19 $26,290

Total

$10,590,644 $2,780,466 96

6

Application Process

• Deadline for Annual Responsive Grant

Application

• Creating an Account
• Submitting an Application

7

2018 Cycle 2 - Deadlines and Additional Information

June 11, 2018

Annual Response Application available on website June 18th - July 18th Meet with applicants to discuss the Annual Responsive Application process July 20th Grant application deadline at 11:59p.m. Mid-September Email Notification Letters to ED’s notifying them of the status of their Application September - November Site Visits Late-November Email letters informing of awards or regrets Mid-December Contracts and checks mailed to recipients

8

Review Process

9

• Round 1 – Staff and Committee Chair
• Staff reviews, scores and recommends
• Committee Chair reviews and approves
• Round 2 – Full Committee
• Reviews
• Participates in site visits (as available)
• Scores
• Meets to discuss applications and determine

funding

SAMPLE of Scoring Tool

Please score each category from 1-5 using full range of scores. Highest score per application = 40

Please keep in mind that a score of 1 or 2 indicates a deficient response, a score of 3 indicates a strong response and a score of 4

• r 5 can be used for exceptional responses.

Organization/Title of Program

Requested Amount Strength of Organization (#1, mission, board/staff list) Program's benefit to community/ relationship to mission (#2, #4, #5, #6, #7, #8, & #10) Alignment with funding priorities (#3, #9) Organization’s ability to complete & evaluate program (#5, #6, #11, #12 & program budget) Soundness

• f program

budget (#5, #6, & program budget) Relationship to the field (#13) Organization’s financial strength (program budget, financial summary, audit

• r balance sheet

& income and expenses) Overall strength

• f appl.

Rating

Agency ABC Mentoring Program

$30,9793 4 4 3 2 2 4 4 4 28 Agency DEF Helping Those in Need $34,000 4 3 3 3 4 4 4 4 29 Agency GHI Operating Expenses $8,500 3 3 3 3 3 3 3 3 24 Agency JKL Playground Renovation $50,000 2 2 3 2 1 3 1 2 16 Agency MNO Senior’s Program $15,000 5 5 4 4 5 4 4 4 35 Agency PQR: Back to School Program $15,000 4 4 4 4 4 4 4 4 32 10

• Conducted on a three year cycle or with a change in

leadership

• Helpful in understanding the organization and program
• An opportunity for Area Foundation staff and volunteers to

get a clearer sense of the work of your organization

• A time to ask questions of each other

Site Visits Are …

11

• Endowments
• Debt reduction
• Operating deficits
• Indirect costs (costs that are not directly associated with program/project)
• Scholarships for colleges and universities (through this

process)

• Funds to individuals
• First 75% of capital campaign goals (through this process)
• Political activities, organizations, or lobbying efforts

intended to influence legislation

What We Do Not Fund

12

Compelling Grant Applications

• The Essentials
• Narrative Questions
• Financials
• Q & A

13

The Essentials

• Make sure your program is a fit with our

funding priorities

• Be clear
• Be concise
• Follow directions
• Check your work

14

Q1: Organization Description/Background

(1,000 characters)

Describe your organization (# of staff and/or volunteers, clients served annually by entire organization, date founded, core services, impact or major accomplishments, vision for next 5 years, etc.)

• Choose the most relevant facts – Not ALL of them
• “Less is more” – We don’t need your entire history!
• If your agency is complex, give a brief summary
• Highlight “special” facts, such as heavy use of

volunteers

15

Q2: Problem or Need

(1,250 characters)

Describe the problem or need your program will address.

• This is the motive for the program, not the program

description

• Start with broad issues and work toward

specific/local ones

• Write in terms of your clients’ needs
• Again, do NOT describe your program here!

16

• Q2. Problem or Need

Tips for your Need Statement

• Use Current data
• Current Census data
• Google Scholar
• http:/nowdata.cinow.info
• Area Foundation library resources
• Compare local data to state and national data

17

• Q3. Fit with Funder Mission

(500 characters)

Describe how the program is related to the funding focus for the program area in which you are submitting.

• Here’s you chance to make your case, just in case

it’s not obvious to the funder

• For the Area Foundation, see our “Measuring our

Grant Impact” document at www.saafdn.org Nonprofits Grants Measuring Grantmaking Impact

18

Area Foundation Funding Priorities

• Animal Services

Programs that improve the health and wellness of animals, educate our community about animal care and/or provide spay/neuter and/or adoption services.

• Arts and Culture

Programs and services that promote accessibility to the arts, encourage broad participation from all parts of our community and/or provide arts education and outreach.

• Community-at-Large

Programs that improve the safety and welfare of vulnerable and under-served populations, increase chances for individual/family success and self-sufficiency.

19

• Q4. People to be Served

(1,000 characters)

Describe the people to be served by this program

(with info such as, gender, ethnicity, geographic

area, income and/or poverty level)

• Profile of who you expect to serve
• Put in context of funding priorities

20

Q5: Program/Project Description

(1,250 characters)

Now we know what the problem is, what are you going to do about it?

• Describe your activities and timeline
• THIS is where you explain your program. Sell it!

21

Q6: Use of Funds

(500 characters) 22

Briefly describe how the funds will be used.

• THIS is where you will describe how the

funds will be used if awarded (i.e., Funds will

be used for the salary of one counselor ($12,000) who specializes in child and family counseling and the salary for one marketing/outreach coordinator ($15,000)

Q7-A: If an Ongoing Program/Project

(1,250 characters)

How’s the program going? What’s new?

• Past indicators of success – client outcomes

(statistics), anecdotes, or client testimonials.

• Challenges – things you’ve learned about how

to improve the program.

• Recent enhancements – if it’s a program that’s

been around for awhile and you’ve recently improved it, please share!

23

Q7-B: If a New Program/Project

(1,250 characters)

Explain why you think this will work – how will your program succeed in helping people?

• Input from clients
• Evidence-based data and key studies that support it.

Your approach does not have to be evidence-based, especially if it’s a safety-net program.

24

Q8: Do You Plan to Collaborate?

(1,000 characters)

…on THIS program?

• If you have partners to make this program more

effective, please explain their role.

• Will any grant funds be used to pay partners, or

will they provide the services in-kind?

This question does not imply that you are required to collaborate with other agencies. This is your opportunity to showcase that feature if you are collaborating.

25

Q9: Fit with your Mission

(750 characters)

How does this program fit with your

• rganization mission?
• It is incumbent on you to communicate this!
• If we don’t see a good fit, we will not fund it.

This is a chance to ask yourself whether this program will advance your mission.

26

Q10: Program Sustainability

(500 characters)

Other plans to sustain this program? We understand that most nonprofits depend on grants, so that’s not the issue.

• Will you raise money from individual donors?
• Will the project generate any revenues?

(ticket sales, medical co-payments, etc.)

• Any innovative ideas to help make this program

pay for itself or be more cost-effective?

27

Q11: Program/Project Evaluation

(1,000 characters)

What change will occur in client’s lives as a result of this program? How will you know this has happened?

• How will people’s lives improve? Relate to the

problem or need statement.

• If your program does not produce lasting change in

clients’ lives, discuss other ways the program makes a difference.

• Identify measurement tools you will use – qualitative
• r quantitative (hint: “SMART” goals—specific, measurable,

attainable, relevant, time bound)

28

Q12: Metrics to be Tracked

(1,000 characters)

What specific metrics will you track to evaluate your results? Please list 2-3 of these metrics and include your anticipated results

Examples #1 We expect to serve 1,000 meals. #2 We expect to provide after school programming to 250 children. #3 We expect to log 750 volunteer hours.

You will be asked to report back on these measurements as a part of your final report!

29

Q13: Relationship to the Field

(1,250 characters)

What other nonprofit organizations in your area provide similar services? How are your services or approach different from theirs?

• It is rare that you would be the “only” agency

doing similar work. Check who else is out there.

• Do you compete or collaborate? Both?
• “Different” is not necessarily a judgment – it could

be that you meet different needs or serve different geographic areas.

30

The Budget

Know your numbers!

• It helps to prepare your budget before you begin

answering the questions.

• Make sure that your budget aligns with Question 6.
• No surprises!
• Be specific, thorough and realistic.
• Include in-kind donations in the income and the

expense sections (including volunteer time).

• You MUST use the forms provided.

http://www.independentsector.org/programs/research/volunteer_time.htm

31

Finalize and Check Before You Submit

Double-check that all questions are answered and all attachments are included!

• Reread the answers. Check for spelling and grammar

errors.

• Have someone else read it and check it.
• Print a copy to see that all required documents are

attached.

• It’s okay to submit before the deadline!
• You have until 11:59 the day of the deadline, but no
• ne will be available to assist you after 4:00 pm.

32

For Information or Assistance

• Catherine Garcia, Grants Manager, cgarcia@saafdn.org,

(210) 228-3757 (for technical issues related to the online application)

• Jenna Gonzales, Program Associate, jgonzales@saafdn.org,

(210-228-3754)

• Gavin Nichols, Director, Grants & Programs,

gnichols@saafdn.org, (210) 242-4720

• Lydia Saldaña, Director, Annual Responsive & Biomedical

Research Grants, lsaldana@saafdn.org, (210) 228-3753

• For more information, see www.saafdn.org/AnnualResponsiveGrants

33

Making our community stronger …

34

We appreciate the work you do!

Organization Name:

• 1. Personnel
• 1. Fees and Services

a) full-time $50,000 b) part-time $35,000 2.Outside Fees & Services (Consultant fees, labor, etc.)

• 2. Fundraising Events, Product Sales or Other Revenue

Licensed Professional Counselors $10,000 Annual Luncheon (July) $5,000 (100 hrs/year @ $50.00/hour: 2 counselors) The Big Give (May) $13,000 Annual Walk (November) $5,000

• 3. Equipment and Supplies
• 3. Foundation Support - Committed

Office Supplies $5,000 Kronkosky Charitable Foundation $15,000 Program Supplies $10,000 Mays Family Foundation $20,000 Equipment / IT costs $6,000

• 4. Foundation Support - Pending
• 4. Travel

Staff Mileage $3,200 Pryor Foundation $20,000 Valero Energy Foundation $10,000 Humana Foundation $25,000

• 5. Marketing and Promotion
• 5. Corporate Support - Committed

Printing and Publication $7,000 Methodist Healthcare Ministries $10,000 Advertising $6,000 Nationwide Insurance Foundation $15,000 Website $2,000

• 6. Corporate Support - Pending
• 6. Other Expenses

Frost National Bank $5,000 Occupancy $22,000 H.E.B. $5,000 Insurance - Property and Vehicle $3,300 Utilities $2,500

• 7. Applicant Cash

$2,500

• 8. United Way/Federal Campaigns
• 9. Government Support
• 10. Other Private Contributions

$1,000

• 7. In-Kind Expense*
• 11. In-Kind Support*

$13,000 Food $8,000 12. Income without Area Fdn. Grant $164,500 Volunteers for childcare $5,000 (Total of lines 1 through 11)

• 13. Amount requested from Area Fdn.

$25,000 TOTAL PROGRAM BUDGET $175,000 TOTAL ANTICIPATED REVENUE $189,500

SAMPLE of Program/Project Budget

Revenue Expenses ABC Organization

Instructions: You MUST use this form. Provide the budget for the specific program/project described in this

• application. Itemize expenses in each category. Please round all numbers to the nearest whole dollar. If you are

requesting funds for any single expense (other than personnel) that exceeds $10,000 we will request bids at a later time.

Exclude amount requested from the Area Foundation (line 13)

Budget for Fiscal Fiscal Year Ended Fiscal Year Ended Year Ending 12/31/18 12/31/17 12/31/16 (mm/dd/2018) (mm/dd/2017) (mm/dd/2016)

Revenue $ Amount (%) $ Amount (%) $ Amount (%)

Foundation Grants $530,000 24% $479,000 23% $897,573 40% Corporate Grants $265,000 12% $198,542 10% $249,697 11% Individual Gifts $29,300 1% $51,289 3% $21,988 1% Contracts 0% 0% 0% Membership Dues 0% 0% 0% Program Fees $12,918 1% $10,111 0% $11,002 0% Reimbursements 0% 0% 0% Fundraising Events $50,000 2% $41,133 2% 0% Dividends/Interest on Securities 0% 0% 0% Other Investment Income 0% 0% 0% In-Kind Support* $1,223,000 56% $1,179,049 58% $980,530 44% Other (provide details below) $76,561 4% $82,783 4% $89,129 4% Total Revenue $2,186,779 100% $2,041,907 100% $2,249,919 100%

Expenses $ Amount (%) $ Amount (%) $ Amount (%)

Salaries $341,718 16% $289,742 14% $382,019 18% Payroll taxes/Benefits $37,204 2% $29,615 1% $62,179 3% Contract Labor/Consultants $62,781 3% $25,564 1% $24,711 1% Depreciation 0% 0% 0% Insurance $15,000 1% $13,189 1% $10,409 0% Bank Fees/Interest $200 0% $60 0% $73 0% Conferences/Meetings $11,000 1% $8,668 0% $12,219 1% Program Expenses $72,166 3% $85,199 4% $56,200 3% Travel/Mileage $7,200 0% $7,000 0% $6,847 0% Marketing/Printing/Publications $15,000 1% $6,420 0% $17,981 1% Fundraising $10,000 0% $6,198 0% 0% Rent/Occupancy $90,000 4% $125,000 6% $175,000 8% Telephone/Technology/Utilities $72,000 3% $92,895 4% $102,109 5% Postage/Shipping $36,000 2% $58,846 3% $46,198 2% Equipment/Supplies $52,000 2% $87,061 4% $229,187 11% In-Kind Expense* $1,223,000 57% $1,179,049 57% $980,129 45% Other (provide details below) $97,285 5% $72,069 3% $61,894 3% Total Expenses $2,142,554 100.0% $2,086,575 100.0% $2,167,155 100.0% Excess (Deficit) for Year $44,225 2.1%

• $44,668
• 2.1%

$82,764 3.8% Other includes - storage costs, staff training, building maintenance; increase costs in equipment/supplies for 2016 was due to purchase

• f equipment for expansion for program.

Explain variations in expenses from one year to another and/or provide details on "Other." (Do not exceed five lines)

SAMPLE - Financial Summary

Instructions: You MUST use this form. Provide organization's budget for fiscal year ending and two (2) years of historical financial information in the spreadsheet below. The Area Foundation retains the right to request full financial disclosure. Explain variations in revenue from one year to another and/or provide details on "Other." (Do not exceed five lines)

*All in-kind revenue must be offset by in-kind Expense.

"Other" represents: Thrift Store. 2016 was our first fundraising event. Increase in Foundation Grants for 2016 was due to

• ne time grant for expansion of a program