Community Development Grant Workshop 2 0 1 4 COL L A B O R AT I V E GRANT ORIENTAT ION OC TOBER 8 , 2 0 1 3
RISE’S MISSION Work in partnership with community ‐ based and other organizations to redevelop and strengthen neighborhoods and communities.
AGENDA CDC Capacity Building and Collaborative Grant Program Overview Applicant Eligibility Setting the Stage: Fund Development Best Practices Key Themes for Effective Grant ‐ Seeking Program Timeline and Process Question/Answer Session 3
PURPOSE Provide an overview of the 2014 Collaborative Grant Program and offer technical assistance that fosters organizational capacity ‐ building and effective grant ‐ seeking strategies.
WORKSHOP OBJECTIVES • Providing insight into Rise’s CDC Capacity Building and Collaborative Grant Program ‐‐‐‐ (Understanding the 2014 Collaborative Grant application and process) • Best Practices ‐ • Making sure your organization is ready to accept grant funds • Informing on what it takes to be a successful grantee • Identifying and linking outputs as well as projecting and measuring outcomes for grant performance and effectiveness 5
COLLABORATIVE GRANT PROGRAM OVERVIEW Brian Hurd Technical Assistance Program Manager
CDC CAPACITY BUILDING AND COLLABORATIVE GRANT PROGRAM • CDC CAPACITY BUILDING PROGRAM • With the support of local banks and foundations, and local and federal government agencies, Rise provides capacity building technical assistance to St. Louis area community development corporations (CDCs). • Rise’s capacity building programs help CDCs successfully undertake the revitalization of neighborhoods. Capacity building includes individualized technical assistance as well as group training classes for CDCs. • Individualized technical assistance focuses on six core areas of organizational capacity development: 1) Aspirations; 2) Strategies; 3) Organizational Skills; 4) Human Resources; 5) Systems and Infrastructure; and 6) Organizational Structure 7
CDC CAPACITY BUILDING AND COLLABORATIVE GRANT PROGRAM • Partial list of individualized organizational capacity services – • Organizational Strategic Planning • Mapping, Data and Demographic Services • Board Development Planning • Project and Feasibility Analysis and Planning • Financial Management Services • Outcome Measurement and Performance Analysis • Community Engagement Planning • Marketing and Fund Development Advisory Services • Human Resource Advisory Services 8
CDC CAPACITY BUILDING AND COLLABORATIVE GRANT PROGRAM • COLLABORATIVE GRANT PROGRAM • Focuses on providing financial resources coupled with technical assistance to build the capacity and sustainability of local CDCs. • Since 1998, the program has awarded approximately $2.8 million in grants to nearly 20 CDCs. 9
CDC CAPACITY BUILDING AND COLLABORATIVE GRANT PROGRAM • To date, 14 funders have contributed financial resources to the program • Participating funders become members of the CDC Capacity Building and Collaborative Grant Program Oversight Committee and work closely on grant awards and related capacity building activities conducted by Rise staff in working with grant recipients 10
CDC CAPACITY BUILDING AND COLLABORATIVE GRANT PROGRAM • For members of the Oversight Committee that represent banks and financial institutions, the program helps them establish partnerships, such as those with CDCs, that can help meet the three Community Reinvestment Acts (CRA) tests: Lending Test, Investment Test, and Service Test 11
PROGRAM SUMMARY Rise seeks to partner with local Community CDC CAPACITY COLLABORATIVE Development Corporations to BUILDING GRANT PROGRAM PROGRAM identify those neighborhoods that could benefit from our Provides Provides work. technical financial assistance and support for organizational place ‐ based training to local community CDCs. projects and partnerships.
APPLICANT ELGIBILITY Community Development Corporations (CDCs) with a place ‐ based mission, serving St. Louis County, the City of St. Louis, Madison County, IL and St. Clair County, IL. The Collaborative Grant Program is designed to support place ‐ based projects and collaborations, not general operating costs.
ELIGIBILITY • Critique of eligibility relative to: • Compatibility of your organization’s mission and organizational strategic plan • Place ‐ based community need/population served • Organizational leadership and participation • Collaboration (Networking or referrals is not collaboration) • Track record • Financial accountability (accurate budgeting is a factor) • Potential place ‐ based impact and outcomes • Firm and committed leveraging 14
COMMUNITY DEVELOPMENT CORPORATION Broadly used and defined term but Rise and its current funders of the program identify it being consistent as a nonprofit corporation with 501(c)(3) status that serves and has a place ‐ based strategy for a defined target area. The primary purpose is to encourage and promote the industrial, economic, entrepreneurial, commercial and civic development or redevelopment of a community or area, including the provision of housing and community economic development projects that benefit low ‐ income individuals and communities. 15
PLACE ‐ BASED APPROACH Place ‐ based initiatives take a comprehensive approach to community development and aim to revitalize multiple aspects of an entire neighborhood to create lasting change for its residents 16
ELIGIBILITY • Previously funded place ‐ based initiatives under the Collaborative Grant Program • Example 1 – Grantee’s summer youth employment and neighborhood beautification program (targeted geographic area where there was a need to address several issues – physical appearance, seniors, service delivery, public safety, costs, community engagement, jobs and employment training skills) • Rise’s technical assistance and capacity building activities included – customer satisfaction surveys and analysis, data management system for tracking and auditing (human resource management), youth pre – and post test self ‐ esteem assessment tool to help determine job readiness and skill development 17
ELIGIBILITY • Example 2 – Property management software and conversion. • Grantee has a portfolio of market rate and affordable rental housing in specific neighborhoods. The software is able to help the organization with its accounting systems and reporting, process maintenance orders faster and electronically reducing response and turnaround time for repairs. • Rise technical assistance capacity building was provided to the Grantee on integrating the software, development of data management systems, producing better property management reports. The increase capacity is allowing the Grantee to be more competitive as a property management firm, specifically with its market rate units because of a better operating performance. 18
ELIGIBILITY • Example 3 – LIHTC to Homeownership Conversion • The Grantee used Collaborative Grant funds that helped leverage a larger source of funds in collaboration with a local credit union. The combined funds are helping the Grantee with capital improvements to its Low Income Housing Tax Credit homes that have gone through the 15 year compliance period in addition to providing mortgage and closing cost assistance allowing the homes to be sold to the currents residents that are in good standing. • Rise technical assistance capacity building was provided to assist the Grantee with its LIHTC to homeownership conversion program ensuring compliance with the state’s housing finance agency. 19
CDC CAPACITY BUILDING AND COLLABOARTIVE GRANT PROGRAM COLLABORATIVE PLACE ‐ BASED COMMUNITY IMPACT Grantees Oversight Committee Rise
SETTING THE STAGE: FUND DEVELOPMENT BEST PRACTICES Larry Perlmutter Communications and Development Manager
Sustainability and Capacity Fund Development as defined by NSC/Nonprofit Services Center : Fund development is the process by which organizations use fundraising to build capacity and sustainability. Fund development is a part of the strategic marketing of a nonprofit organization. It is concerned not only with raising money, but doing so in a way that develops reliable sources of income that will sustain the organization through the realization of its long term mission and vision.
How Are Nonprofits Funded? S o u r c e s o f R e v e n u e f o r R e p o r t i n g P u b l i c C h a r i t i e s 2 0 0 9 T h e N o n p r o f i t S e c t o r i n B r i e f, 2 0 1 1 N a t i o n a l C e n t e r f o r C h a r i t a b l e S t a t i s t i c s , T h e U r b a n I n s t i t u t e F r o m G r a n t S p a c e , a s e r v i c e o f t h e F o u n d a t i o n C e n t e r Other 2.10% Government Grants 8.9% Private Contributions 13.6% Fees for Services & Goods from Government 23.2% Fees for Services & Goods from Private Sources 52.4%
The Funding Pie – National Data From 2012 L o u i s i a n a A s s o c i a t i o n s o f N o n p r o f i t O r g a n i z a t i o n s “ E s t a b l i s h i n g a d i v e r s e a n d w e l l ‐ r o u n d e d r e v e n u e s t r a t e g y f o r y o u r n o n p r o f i t o r g a n i z a t i o n .” Corporations 5% Foundations 14% Bequests 8% Individual Giving 73%
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