the characteristics of an effective regional funder collaborative by angel h. bermudez baltimore...

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The Characteristics of an effective Regional Funder Collaborative by Angel H. Bermudez Baltimore June 17- 19, 2015

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Use grants as a means to achieve system change Centrally engage employers Branding, media, and messaging activities are essential Brand should be independent of the host institution Funder attribution in all marketing materials is key Conflict of interest guidelines Detailed meetings minutes to track policy, financial, and grant decisions Foundation Member Collaborative Peer to Peer Fundraising Key 3

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Page 1: The Characteristics of an effective Regional Funder Collaborative by Angel H. Bermudez Baltimore June 17-19, 2015

The Characteristics of an effectiveRegional Funder Collaborative

by

Angel H. Bermudez

Baltimore June 17-19, 2015

Page 2: The Characteristics of an effective Regional Funder Collaborative by Angel H. Bermudez Baltimore June 17-19, 2015

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Funders Collaborative:Best Practices

• NFWS model understanding – Know its purp0ose, objective, flexibility, and non-negotiable.

• One vote per funder • Minimal dollar threshold for governance

participation• Large and flexible pool of funds• Engage in grant review, site visits and decisions• Engage in public policy• Full-time staff model preferred

Page 3: The Characteristics of an effective Regional Funder Collaborative by Angel H. Bermudez Baltimore June 17-19, 2015

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• Use grants as a means to achieve system change• Centrally engage employers • Branding, media, and messaging activities are essential

• Brand should be independent of the host institution• Funder attribution in all marketing materials is key• Conflict of interest guidelines• Detailed meetings minutes to track policy, financial,

and grant decisions• Foundation Member Collaborative Peer to Peer

Fundraising Key