let’s build a relationship

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Offers scholarships to Lake County students as motivation to graduate high school and attend college. Serves as a mentor and resource center to ensure nonprofits can effectively provide services to our community. Assists donors with planning how to invest and manage their charitable assets. Collaborates with local leaders to solve problems and enhance residents quality of life. Provides grants to organizations servicing the Lake County community.

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Let’s Build a Relationship. Grant Proposal Preparation. 5 GOALS 60 MINUTES. www.legacyfdn.org. Goal 1: Meet Future Collaborators (one sentence) Goal 2: Review Numerous Grant Opportunities Goal 3: Introduce The Think Tank as cool as it sounds - PowerPoint PPT Presentation

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Page 1: Let’s Build a Relationship

Offers scholarships to

Lake County students as

motivation to graduate high

school and attend college.

Serves as a mentor and

resource center to ensure

nonprofits can effectively provide

services to our community.

Assists donors with planning how

to invest and manage their

charitable assets.

Collaborates with local leaders to solve problems

and enhance residents quality

of life.

Provides grants to organizations

servicing the Lake County

community.

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Let’s Build a Relationship

Grant Proposal Preparation

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Goal 1: Meet Future Collaborators (one sentence)Goal 2: Review Numerous Grant OpportunitiesGoal 3: Introduce The Think Tank as cool as it sounds

Goal 4: Review the Grant Process – online, site visit, report

Goal 5: Fundraise on Legacy’s website

5 GOALS60 MINUTES www.legacyfdn.org

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HOW CAN WE HELP YOU?

• Grants of up to $2,000• For one or multiple organizations• Rolling application process, notification within 30 day

Capacity Building

& Training

• Programming that relates to a measurement of improved economic, social, or environmental well being.

• Lake County = a home where citizens want to live, work, and play.• Collaborative efforts prioritized• Grants due March 1 and November 1

Transform Lake County

• Grants from the John S. and James L. Knight Fund• Grants for organizations bringing residents together to collectively address issues they

identify as important and to take action in ways they themselves deem appropriate• Rolling application process, notification within 90 days

Informed & Engaged Urban Communities

• Grants from the Maria Reiner Senior Citizens Fund• Supporting a vibrant senior community in Hobart• Grants due March 1 and November 1

Supporting Hobart Seniors

• Neighborhood Announcement COMING 2013• Collaborative efforts targeting localized needs• Awarded annually

Neighborhood Spotlight

The Right Grant at the Right Time

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HOW CAN WE HELP YOU?

• Grants of up to $2,000• For one or multiple organizations• Rolling application process, notification within 30 day

Capacity Building

& Training

• Programming that relates to a measurement of improved economic, social, or environmental well being.

• Lake County = a home where citizens want to live, work, and play.• Collaborative efforts prioritized• Grants due March 1 and November 1

Transform Lake County

• Grants from the John S. and James L. Knight Fund• Grants for organizations bringing residents together to collectively address issues they

identify as important and to take action in ways they themselves deem appropriate• Rolling application process, notification within 90 days

Informed & Engaged Urban Communities

• Grants from the Maria Reiner Senior Citizens Fund• Supporting a vibrant senior community in Hobart• Grants due March 1 and November 1

Supporting Hobart Seniors

• Neighborhood Announcement COMING 2013• Collaborative efforts targeting localized needs• Awarded annually

Neighborhood Spotlight

The Right Grant at the Right Time

Lake Countya home to informed & engaged citizens who thrive in the region

where they live, work & play.

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Your Nonprofit Mentor and Resource CenterThrough the Think Tank, Legacy staff act as mentors and resource providers to assist you with problem solving and to enhance your ability to deliver quality services to our community.

Meeting Required before submitting a grant application to Legacy FoundationFor More Information email [email protected]

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Sept. 1, 2012 Application DueOct. 15, 2012 Notification of Application Status~Mar. 1 2013 Questionnaire & Site VisitOct. 15, 2013 Final Report Due

March 1, 2013 Application DueApril 15, 2013 Notification of Application Status~ Sept. 1 2013 Questionnaire & Site VisitApril 15, 2014 Final Report Due

NOTE: Capacity Building and Informed & Engaged Community grants are considered on a rolling basis.

Grant Application & Implementation Process

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www.legacyfdn.org

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www.legacyfdn.org/grants.php

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www.legacyfdn.org/grantshelpfullinks.php

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NEED: Lake County families are struggling to make ends meet. ACTIVITIES: Our organization provides food to families each week, we need funds to purchase food.EVALUATE: We will evaluate our program by how many families receive food each week. FUNDING: We hope to attract new donors as the community hears about what we do.

NEED: Right now, 1 in 4 American children go to sleep hungry, thousands of those children are located in Lake County. In the past two years, our clients have increased from an average of 20 clients per week to 50 clients, this means we have the same amount of money we had for 20 clients but many more clients in need. ACTIVITIES: At our organization, we help families gain access to nutritious food by providing 20 pounds of groceries each week to 50 families and hosting classes on nutrition taught by IUN nursing students.EVALUATION: We will evaluate our program by determining how many weeks each family needs food assistance from us and see if the number of weeks decreases over time as we work with them to access government assistance for food stamps, housing, and employment.FUNDING: We have asked Legacy Foundation, United Way, and the Northwest Indiana Food Bank to work with us to ensure Lake County families have food. We are also sending a letter requesting support from individuals who volunteer with or donate to us.

Narrative Samples

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Resources (Inputs)

List the human, financial, organizational, and community resources and partnerships needed o operate your program.

Resources:

• Example: 1 college exam prep teacher

• Example: 100 SAT prep books

• Example: Classroom space

Partners/ Collaborators:

• •

Long-term outcomes (Years 4-6) How is the community going to change because individuals are participating in activities.

• Example: high school test scores improve as enrollment in program increases

• Example: high school student enrollment increases as students see their peers succeed

Measurable outputs

State the projected amount of activities you will accomplish.

• Example: 20 SAT prep classes over 4 weeks

• Example: 40 one on one college counseling sessions – one with each participant

• Example: students increase practice test scores by 10%

Activities Briefly explain what you will do with the resources to meet your program goals.

• SAT prep classes

• one on one college counseling sessions

• Practice SAT before class begins

• Practice SAT when classes conclude

Program Goals

(Impact):How will the Lake County community

change because of

this program/proj

ect.Example:

Lake County students

graduate high school and

attend college in

record numbers.

Administrative oversight:

Name the organizations and individuals requesting status

reports for the project (funders, fiscal agent, board)

Short-term outcomes (Years 1-3)

What is going to change for activity participants or clients because you accomplished the planned activities.

• Example: students increase understand the path to college (ask questions before program begins to see what measure what they know at the start and end of the program)

• Example: students apply to colleges increase by a certain percentage

• Example: number of program participants attending college increases by a specific percent .

Organization Name

LOGIC MODEL – Relating Program Activities to Community Impact

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www.legacyfdn.org/grantshelpfullinks.php

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Grant Site Visit & ReportingAs important as the grant.

Be honest, not every project is a glowing success but we learn from it and we improve. Just explain that.

Done Well: The best way to build your reputation with the community foundation.Forgotten or Done Poorly: The best way to jeopardize your next grant.

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Nonprofit Capacity QuestionnaireEvaluating Your Capacity

Organization Name _____________________________________________________Date_______________________

1. Our organization has 501©3 or other charitable tax status. Yes Pending No2. We have a sufficient number of members on our board of directors. #_____ Yes In process No3. We are registered with the state regulatory authority if required. Yes In process No4. Our staff members have appropriate qualifications. Yes Pending No5. We have an organizational strategic plan. Yes In process No6. We have mission and vision statements written and approved by the board. Yes In process No7. We have organizational and program cases for support. Yes In process No8. We are in compliance with annual filing requirements under relevant state nonprofit corporation or other state and federal statutes for all states where we operate and fundraise. Yes In process No

9. We hold regular board meetings and take minutes at those meetings. Yes In process No10. We have written employment policies. Yes In process No

11. We share financial statements with our board and we have our financials audited by an independent firm each annually. Yes In process No

12. Our CEO provides good management, is well respected in the community, and is involved with cultivation and solicitation of donors. Yes Some No

13. Our board members receive orientation and director's handbooks. Yes Some No

14. Our board is compromised of a good mix of diverse backgrounds; they have the skills and talents needed by our organization; they have influence and affluence; they contribute financially; and they understand their role. Yes Some No

15. Our board committees have written guidelines and are active. Yes In process No16. We have board and staff members complete conflict of interest policies. Yes In process No17. We have an investment policy that is regularly reviewed by the board. Yes Some No18. We have systems designed to produce accounting checks and balances. Yes In process No

19. We require multiple authorizations for money transfers above a specified amount. Yes In process No

20. We have a document retention policy reviewed by a qualified attorney. Yes In process No21. We regularly review our insurance needs. Yes In process No22. We have developed measures that the board and contributors can use to assess whether the organization is achieving its mission. Yes In process No

23. We acknowledge gifts within 72 hours. Yes Some No24. We have an effective website. Yes In process No25. We have a gift acceptance policy and procedure manual in place. Yes Usually No26. We have all the necessary office equipment we need. Yes Some No27. We publish and distribute an annual report including names of donors. Yes Some No28. We have volunteer training and provide a volunteer handbook. Yes Some No29. Our board and staff receive continuing education on a regular basis. Yes In process No30. We have a planned giving program in place. Yes In process No Financial Information - data verified during the site visit 2011 2010 2009Total Operating Expenses Total Program Expenses Total Income Received Individual Contributions Received Grant Dollars Received Endowment Balance

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• Organization Name• Grant Number• Report Date• Amount Spent – itemized and totaled expenses as outlined in the Grant Implementation

Guide.• Logic Model with actual rather than projected outputs and short term outcomes. • Explanation of successes and challenges did you encounter with the implementation of this

grant? How did they strengthen your organization?• Quote, testimonial, and/or photo (only if you have a signed waiver for photographed on

file) if you would like Legacy Foundation to highlight your organization in our communications.

• Please attach samples of publicity or press coverage for the grant, hyperlinks are accepted in lieu of paper copies of coverage.

• How does Legacy Foundation do a good job of supporting your organization?• How can Legacy Foundation better support your organization?• Does your organization utilize Legacy Foundation – Give in Lake County online fundraising

platform? YES or NO

Grant Site Visit & Reporting

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QUESTIONS?

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Next Steps•Complete the session evaluation at http://

tinyurl.com/BrownBagSept12

•Create a timeline for writing and submitting the grant so that you do not miss the deadline

•Reach out to Legacy Foundation staff for assistance at 219-736-1880 or [email protected].