Maximize your time and grant seeking effort with insider information about which funders will or won’t have grant money to give in 2011. Renee will share information with you that she has learned from her grant maker colleagues — information that is not on funder websites. Also, find out about funding trends for the next few years to help you position your organization and plan for the future.
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3. Today’s Speaker
Renee Bourque
Principal Consultant,
Bright Star Grant Consultants, Inc
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4. Funding Forecast 2011 and Beyond
The Chinese word for crisis also means opportunity
Presented by
Renée Bourque
7. Largest Funders by Total Gifts:
Giving increased just over 12 percent among the top 25
foundations; median change in giving was 14.2 percent
Bill & Melinda Gates Foundation Tulsa Community Foundation (OK)
Ford Foundation (NY) The William Penn Foundation (PA)
J. Paul Getty Trust (CA) The Rockefeller Foundation (NY)
The Robert Wood Johnson The Kresge Foundation (MI)
Foundation (NJ) The California Endowment (CA)
W. K. Kellogg Foundation (MI) The Leona M. and Harry B. Helmsley
The William and Flora Hewlett Charitable Trust (NY)
Foundation (CA) The Annie E. Casey Foundation (MD)
The David and Lucile Packard The Duke Endowment (NC)
Foundation (CA) Carnegie Corporation of New York
The John D. and Catherine T. Robert W. Woodruff Foundation, Inc.
MacArthur Foundation (IL) Walton Family Foundation, Inc. (AR)
Gordon and Betty Moore Foundation The Susan Thompson Buffett
Lilly Endowment Inc. (IN) Foundation
The Andrew W. Mellon Foundation ( Foundation to Promote Open Society
The Bloomberg Family Foundation,
Inc.
8. Private institutional giving general trend
Movement toward basic services and projects that respond to the
economic downturn.
Very risk adverse – go with the tried and true.
Grant commitments: Drop in major commitments, multi-year, and front
end loaded grants (more money in year one and then descending
amounts in subsequent years).
They expect nonprofits to circle slightly around their mission – drop
extraneous and non-mission critical programs. Example: Bullett
Foundation
Small money leveraging other small money shows creativity and
adaptability.
9. Private institutional giving general trend – cont’d
Must have done scenario planning (if there is a 10% increase in services
and a 10% decrease in funding, what is our plan? If there is a 20%
increase in service demand and a 20% decrease in funding, what is our
plan? And so on.).
Harder for new applicants to get in the door, but a good time to start
relationship building for when things pick up – focus on marketing for the
upturn.
• High match will make you competitive.
• Segment your program design so that budget/program blocks can be
removed and the rest of the program remains solid.
10. Largest Corporate Funders by Total Gifts:
Companies in banking and finance accounted for the
largest share of corporate foundation giving
1. Sanofi -Aventis Patient Assistance 12. Merck Company Foundation NJ
Foundation NJ
13. Coca-Cola Foundation GA
2. Bank of America Charitable Foundation N
14. Intel Foundation OR
3. Novartis Patient Assistance Foundation NJ
15. MetLife Foundation NY
4. GE Foundation CT
16. UPS Foundation GA
5. Wachovia Wells Fargo Foundation NC
17. AT&T Foundation TX
6. JPMorgan Chase Foundation NY
18. BP Foundation TX
7. ExxonMobil Foundation TX
19. California Physicians' Service Foundation
8. Wells Fargo Foundation CA
20. Abbott Fund IL
9. Citi Foundation NY
21. Caterpillar Foundation IL
10. Verizon Foundation NJ
22. Eli Lilly and Company Foundation IN
11. Johnson & Johnson Family of Companies
23. Boeing Company Charitable Trust TX
Contribution Fund NJ
24. PNC Foundation PA
12. Corporate funding traits
Compared to community and independent foundations,
the larger corporate foundations were more likely to
allocate funding for the arts and public affairs/society
benefit.
Much of the larger share of support for public
affairs/society benefit reflected giving for philanthropy
and voluntarism, including federated funds.
By types of support, corporate foundations favored
program support, followed by general operating
support—consistent with giving patterns of
independent foundations.
13. Largest Community Foundations
1. Greater Kansas City Community 14. Community Foundation for
Foundation MO Southeast Michigan MI
2. Silicon Valley Community Foundation CA 15. Greater Cincinnati Foundation OH
3. Community Foundation for Greater 16. Oregon Community Foundation OR
Atlanta GA 17. Greater Houston Community
4. California Community Foundation CA Foundation TX
5. New York Community Trust NY 18. Marin Community Foundation CA
6. Tulsa Community Foundation OK 1 19. Seattle Foundation WA
7. Chicago Community Trust IL 20. Community Foundation of Middle
8. Foundation For The Carolinas NC Tennessee TN
9. Boston Foundation MA 21. San Diego Foundation CA
10. Columbus Foundation and Affi liated 22. Community Foundation of Greater
Organizations OH Memphis TN
11. Communities Foundation of Texas TX 23. Denver Foundation CO
12. San Francisco Foundation CA 24. Saint Paul Foundation MN
13. Cleveland Foundation OH 25. Dayton Foundation
14. Community Foundation Funding Traits
Community foundations prioritized giving for the
economically disadvantaged and children
Community Foundations have recently allocated a larger
share of their grant dollars for operating support than did
foundations overall.
15. Family Foundations: Harder hit overall
Down 4% in 2010 after a 14% increase the year before
Family foundations that almost closed or reduced to
bare operations are starting to recover
Lots of staff lay offs resulting in smaller scope and
more program officer stress
16. Family Foundation traits
Larger family foundations were more likely to provide funding for
health, education, international affairs, science and technology,
and religion than independent foundations overall.
They were less likely to give for human services, public
affairs/society benefit, arts and culture, and the social sciences,
and gave an equal share for environment and animals.
By types of support, family foundations directed similar shares of
giving for program, general, and capital support compared to
independent foundations overall.
17. Tips to steer you straight
Relationships are everything. Take time this year to build the
relationships you need next year and the year after.
Position for the upturn; now is the time to make difficult changes.
Communicate with your state and federal legislatures via e-mail, at
meetings, where ever you can. Government funding is still your best
source for multi-year funding
18. What funders want you to know
• Dana at the Murdock Trust
• Mark Dederer at Wachovia/Wells Fargo
• Ken Ristine of the Ben B. Cheney Foundation
• Cree Zischke of Chase
19. Sources to stay in the know
The Chronicle of Philanthropy
Council on Foundations
Business journals
Bright Star Grant Consultants Grant Alerts! Sign up now!
http://www.brightstargrants.com/free.asp
Fund Book
20. Prospect Research Note
Grant making is based on endowment earnings, and at
least 5% must be spent of earnings each year over a
five year average.
Why?
Grant research databases like Foundation Search,
Foundation Center, and Grant Station are based on
historical tax filings, with 2008 being the most current
information.
21. If you would like to receive announcements for Bright
Star trainings or other capacity building opportunities,
please send a request to:
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