Common Good Funds
Orientation
Fayette Session
Fund Grant Program
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.
Funding Opportunities
• Bullet information here
• Nonprofit Effectiveness
• Managing for Excellence
• Metropolitan Atlanta Arts Fund
• Arts Fund Toolbox
• Arts Fund Loan Program
• Atlanta AIDS Partnership Fund
• Neighborhood Fund
• Grants to Green
• An Extra Wish
• Local Funds
Fayette Fund
• Bullet information here
• Provides a mechanism for local philanthropy
• Founded in 2003
• 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 $171,000 to local nonprofits
Fayette Fund Advisory Board
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• Bullet information here
Steve Forsyth – Chair
Becky Aggrey
Fred Brown
Michael Carroll
Edgar E. Chapman
Joel Cowan
Darrell Cutts
Bob Dixon
Virgil Fludd
Jeff Giglio
Hollis Harris
Randy Hayes
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Mike Hofrichter
Gary Laggis
Doug Mitchell
Dawn Oparah
Jim Pace
Brent Scarbrough
Kenneth Steele
Robert Truitt
Vicki Turner
Doug Warner
Ed Wyatt
What to Expect in 2010
• Progress towards alignment with Common Good
Funds
• Grants up to $10,000
• Grants spanning 12 months
• Grants for general operating support and
program/project support
• Letter of Intent to Apply for Grant Funding
• Different eligibility criteria and activities not eligible
for funding
• Shorter timeline and different review process
What is the process?
1.
2.
Organizations submit Letters of Intent to Apply for Grant Funding
• Bullet information here
The Fayette Fund Advisory Board and Foundation staff reviews all Letters of Intent
and invites selected organizations to submit a Final Application
3.
Invited organizations submit Final Applications
4.
The Fayette Fund Advisory Board and Foundation staff reviews all Final
Applications and selects organizations to receive site visits
5.
The Fayette Fund Advisory Board and Foundation staff members conduct site visits
6.
The Fayette Fund makes funding recommendations
7.
Funding recommendations are made to the Foundation’s Board of Directors and
grants are awarded
8.
Organization receive grant checks at the Grantee Reception
9.
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 providing services within
Fayette County (all funds from the Fayette Fund
grants must be spent within Fayette 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.
Must have a minimum one-year operating history
after receiving its 501(c)(3) classification;
5.
Have an annual operating budget of at least
$50,000 cash and in-kind contributions are
included in this amount);
6.
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 Fayette Fund;
Eligibility Requirements
To
apply
for a
grant,
you
must…
7.
Have filed their final reports as specified in the
grant contract if a former Fayette Fund grant
recipient (contact
Fayettefund@cfgreateratlanta.org with
questions);
8.
Have a Board of Directors where all members are
encouraged to donate cash or financially
measureable in-kind contributions each fiscal
year;
Eligibility Requirements
To
apply
for a
grant,
you
must…
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.
Eligibility Requirements
To
apply
for a
grant,
you
must
…
10. Financial requirements:
• By 2011, all applying organizations with
annual budgets between $100,000 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.
Not Eligible for Funding
1.
Tuition and operating expenses for publicly
funded schools (K-12), charter schools and
institutions of higher learning;
2.
Grants to individuals;
3.
Debt reduction or purchases or activities that
occur prior to grant decisions;
4.
Organizations that have not filed end of grant
reports for previous Fayette Fund grants;
Not Eligible for Funding
5. Projects that are typically the funding
responsibility of federal, state and local
governments;
6. Fundraising and marketing events;
7. Support for fundraising federations;
Not Eligible for Funding
8. Projects of a religious nature that require
participation in a religious activity as a
condition of receiving services;
9. Endowment funds;
10. 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
Fund invites selected organizations to
submit a Final Application
Invited organizations submit Final
Applications
February 12
Organizations
notified by email
March 8
March 29
Fund selects organizations to receive site
visits
Organizations
notified by email
April 16
Site visits
April 26-April 30
Grants are awarded at reception
June 10
• Bullet information here
QUESTIONS
&
ANSWERS
Organization Name:
Mailing Address:
Letter
Of
Intent
(LOI)
City:
Zip Code:
County:
Drop-down menu
Organization Leader:
Title:
Phone:
Email:
Board Chair:
Phone:
Email:
Request
Contact:
Phone:
Email:
Website:
Year 501(c)(3)
obtained:
Tax ID:
Letter
Of
Intent
(LOI)
* Organization employs at least
one staff person?
Organization is registered with the Georgia Secretary of
State as a nonprofit?
* Does the organization have a current written strategic
plan?
* Date of last update:
* Organization has one year of financial statements
(audit/review) as appropriate to its budget level as required
in the guidelines for submitting a Final Application:
Did the organization file an IRS Form 990 for the previous
completed fiscal year?
Counties served by the organization:
Drop-down menus for the top three counties served
* Is the organization involved in advocacy activities?
Letter
Of
Intent
(LOI)
Current
Fiscal
Year To
Date
Total
Revenue
$
Last Fiscal
Year End
$
Two Years Three Years
Prior
Prior Fiscal
Fiscal Year Year End
End
$
$
$
Total
Expenses
$
$
$
$
Surplus/
(Deficit)
$
$
$
$
Net Assets/
Fund
Balance
N/A
$
$
Date on which applicant’s fiscal year ENDS (MM/DD): ___
Letter
Of
Intent
(LOI)
* Is the
organization
carrying any debt If yes, what is the
excluding a
total amount of debt
mortgage? (loans, carried? $
accounts payable,
lines of credit, etc.):
Letter
Of
Intent
(LOI)
Funding Request (check one):
Program Support or Operational Support
Amount Requested Fiscal Year Budget
(Expenses)
$ 10,000
$ 100,000
*Request as % of
Fiscal Year Budget
10 %
Describe the mission & summarize the
history of the organization (1,500 characters)
Letter
Of
Intent
(LOI)
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.
Letter
Of
Intent
(LOI)
How does the organization serve Fayette
County residents? Provide data and
information that verifies the need for the
organization and its services. (1,000
characters)
Volunteer?
Letter
Of
Intent
(LOI)
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.
Letter
Of
Intent
(LOI)
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.
Use this space to clarify any of the
information provided in the letter of intent.
(500 characters)
Letter
Of
Intent
(LOI)
Limited space for applicants to clarify any
information regarding a prior answer.
Letter
Of
Intent
(LOI)
Authorizing signatures: Typing in your name acts as your
signature and acknowledges that you have reviewed the
Terms & Conditions associated with submitting a Letter of
Intent to the Fayette Fund.
Organization Leader:
Date:
Board Chair:
Date:
Terms & Conditions for Submitting a
Letter of Intent
• Bullet information here
• The organization and the request meet eligibility
guidelines. The applicant has reviewed the Fayette 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 Fayettefund@cfgreateratlanta.org
before noon on the deadline day. Letters of Intent that are
received after that time will be declined as late;
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 Fayette Fund Advisory
Board and Foundation staff will select applicants for more indepth review and will invite them to submit Final
Applications. The Fayette 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.
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 several times, that organization might
contact the Foundation for more detailed feedback.
How will Letters of Intent be evaluated?
The Fayette Fund will look for organizations that:
• Bullet information here
•
Meet all eligibility criteria
•
Have a clear vision of the organization’s role in making a
difference in the community
•
Demonstrate an ability to communicate concepts in an
clear and efficient manner
•
All fields must contain a response; n/a is not acceptable
How will Letters of Intent be evaluated?
Bulletclarity
information
here
• •Overall
of application
• Financial information
• Mission and history
• Address needs and services to Fayette County
• Strengthening the organization
• Organization effectiveness
• Bullet information here
QUESTIONS
&
ANSWERS
Final Application
• Bullet information here New Final Application
Previous Applications
• Geared mostly toward
programmatic funding
• No written questions on
organizational governance
• General operating or
programmatic/project
support
• Questions cover all aspects
of an organization/whole
enterprise (public will,
sources of revenue,
management consulting,
environmental policy and
technology planning)
Final Application
• Bullet1:information
here Overview
Section
Organizational
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?
Final Application
Section
1: information
Organizational
Overview
• Bullet
here
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)
Final Application
Section
Human Resources
• Bullet2:information
here
2.1 Number of *full-time staff: ; *part-time staff: ; *consultants/contractors:
*Include staff that makes an in-kind contribution of time.
Total value of in-kind time donated: $
; volunteers:
2.2 Complete the table with information about the full-time and part-time staff (including in-kind)
of the entire organization.
Females
Males
Total
Staff
African American or Black
Asian or Pacific Islander
Latino
White
Other:
Total
2.3 List characteristics important to note about the organization’s staff that are not defined by gender or
the races/ethnicities listed above. (250 characters)
Final Application
Section
Human here
Resources
• Bullet 2:
information
2.4 Answer these questions for the organization relative to each
characteristic.
a.
b.
c.
d.
e.
Organizational
practice?
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
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.
Final Application
• Bullet 3:
information
here
Section
Mission-Related
Activities
3.1 Provide data on the population served within Fayette County by the organization in the
last completed fiscal year.
Numbers are Actual or Estimated. Source:
Female
%
Male
%
Total
%
Age Groups
#
% of
Total
African
American or
Black
12
55
10
45
22
42
Young Children
(0-5)
3
30
Asian or
Pacific
Islander
28
90
3
10
31
58
Children (6-12)
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. (250 characters)
Final Application
• Bullet information here
Section 3: Mission-Related Activities
3.3 Describe how the organization uses volunteers to
support its mission-related activities. (1,000
characters)
Final Application
Section
Governance
• Bullet4:
information
here
4.1 Answer these questions for the organization relative to
each characteristic.
Organizational
practice?
c. Board has committees, work groups or task forces with
identified leadership.
Yes
No
i. Each Board member makes an annual financial and/or inkind contribution to the organization.
Yes
No
Final Application
• Bullet5:information
Section
Public Willhere
& 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)
Final Application
• Bullet information
hereInformation
Section
6: Financial
6.1 How is the organization adapting to the current economic climate? (1,500 characters)
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
What Else?
7.1 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.
Final Application
• Bullet information here
Authorizing signatures: Typing in your name acts as your signature and
acknowledges that you have reviewed the Terms & Conditions associated
with submitting a Final Application to the Fayette Fund.
Organization Leader:
Date:
Board Chair:
Date:
Final Application: Attachments
1.
Organizational chart showing titles and personnel
• Bullet information here
2. Current FY operating budget
3.
Board Information Form (found on our website)
4.
Most recent financial report as presented to the board
5.
Summary of current resource development plan
6.
Most recent audited or reviewed financial statements as
dictated by budget size, 2 years if available (for data
collection only; not required until 2011)
7.
Annual report (1 copy if available)
How will Final Applications be evaluated?
The Fayette 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
• Complete all fields in the application; n/a is not
acceptable
• Have an engaged and accountable staff and Board
In Conclusion
• •Grant
seeking
is a competitive
Bullet
information
here process and the Fayette Fund
cannot fund every request.
• Letter of Intent deadlines are firm.
• The Letter of Intent is accepted by email only.
– Email to Fayettefund@cfgreateratlanta.org by noon on the
deadline day (Friday, February 12).
• 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
Fayettefund@cfgreateratlanta.org. This means we did not
receive it.
Program Contact Information
• Bullet information here
Fayette Fund
(770) 788-2250
Fayettefund@cfgreateratlanta.org