common good funds orientation session morgan fund grants orientation august 13, 2014

Common Good Funds

Orientation Session Morgan Fund Grants Orientation

August 13, 2014

• Bullet information here

Mission

The Community Foundation for Greater Atlanta strengthens our region by providing quality

services to donors and innovative leadership on community issues.


Philanthropic Framework

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.


Philanthropic Framework


Morgan Fund

• Provides a mechanism for local philanthropy

• Founded in 2002

• Local leaders serve as Advisory Committee

• Grant dollars raised locally and matched by The Community Foundation

• Grants independent of the Foundation’s Common Good Funds

• Awarded over $200,000 to local nonprofits


Advisory Committee • Chris Lambert, Chair• Harry Beverly, Vice Chair• Carolyn Ainslie• Joe Cardwell• Bruce Gilbert• Sally Moran Hoge• Weyman Hunt• Kim Jackson• Bobby Mackey• Karen Robertson• Phyllis Clark Smith• Emmie Smock

What to Expect in 2014

• A new online application system called Good Done Great

• Grants up to $5,000

• Grants spanning 12 months

• Grants for general operating support

• Letter of Intent to Apply for Grant Funding (LOI)

• Can apply and receive funding for two consecutive years


What is the process?

1. Organizations submit Letters of Intent to Apply for Grant Funding via email

2. The Morgan Fund Advisory Committee and Foundation staff review all Letters of Intent and invites selected organizations to submit a Final Application

3. Invited organizations submit Final Applications via online system

4. The Morgan Fund Advisory Committee and Foundation staff review all Final Applications and select organizations to receive site visits

5. The Morgan Fund Advisory Committee and Foundation staff members conduct site visits


What is the process?

6. The Morgan Fund makes funding recommendations

7. Funding recommendations are made to the Foundation’s Board of Directors and grants are awarded

8. 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

1. Must be located and/or providing services within Morgan County. All funds from the Morgan Fund grants must be spent within Morgan County; Priority will be given to organizations located in Morgan 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;

To apply for a grant, you must…


4. Have filed their final reports as specified in the grant agreement if a former Morgan Fund grant recipient (contact [email protected] with questions);

5. Have a Board of Directors where all members donate cash or financially measureable in-kind contributions each fiscal year;


mailto:[email protected]


6. Have a Board of Directors with representation from the community served and committee structure that ensures the necessary mix of skills to succeed;

7. National organizations with a local chapter or

affiliates:

Preference will be given to local chapters/affiliates that can

demonstrate control over their finances and operations, and

those that have a local governing board.



8. Financial requirements: • Organizations must have audited or reviewed financial

statements that follow Generally Accepted Accounting Principles (GAAP) or Government Auditing Standards (GAS) for the past two completed fiscal years as required by budget size. Organizations with annual budgets over $250,000 must have audited financial statements;

• Organizations with annual budgets between $100,000 and $249,999 must have reviewed financial statements;

• For organizations with operating budgets below $100,000 your non-reviewed or unaudited financial statements will be accepted. However, preference will be given to those organizations that do have reviewed or audited financial statements.



9. Strategic or Business Plan requirements:

Current strategic or business plan.

If your organization does not have a strategic or business plan please complete the Strategic Planning Form that can be found on the Foundations website. This form is provided to allow organizations who do not have a current strategic plan to be competitive with organizations that do meet the eligibility criteria and can provide a strategic plan during the final application review phase.


Ineligible organizations

The following organizations are not eligible to apply for funding:

• Private and publicly funded schools (K-12) and institutions of higher learning. This does not include nonprofit charter schools;

• Organizations that raise funds for publicly funded schools (K-12) and institutions of higher learning;

• Organizations that provide religious services and/or religious education;

• Organizations that have discriminatory policies and/or practices on the basis of race, color, national origin, age, disability, sex, marital status, familial status, parental status, religion, sexual orientation, genetic information or political beliefs; and

• Organizations that have not filed end of grant reports for

previous Morgan Fund grants;

Ineligible Uses of Foundation Funds

Foundation funds may not be used to support the following:

• Fundraising and marketing events;

• Endowment funds;

• 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 TimelineDeadline for Letters of Intent to Apply for Grant Funding

September 5 - NOON

Fund invites selected organizations to submit a Final Application

Organizations notified by October 1

Invited organizations submit Final Applications

October 21 - NOON

Fund selects organizations to receive site visits Site Visits confirmed via email by November 14

Site visits November 19 – December 10

Grant Awarded Late February


Letter of Intent


Organizational Profile

Organization Name:

Mailing Address:

City: Zip Code: County:

Website: Year Incorporated:

Tax ID:

Organization Leader: Title:

Phone: Email:

Board Chair: Phone: Email:

Letter Of Intent

Financial Snapshot

Total Revenue

Total Expenses

Surplus/(Deficit)

Net Assets/Fund Balance

Last Completed Fiscal Year

End

$

$

$

$

$

Two Year Prior Fiscal Year End

$

$

$

$

$

Three Year Prior Fiscal Year End

$

$

$

$

$ How Did Org Report Year End Financials?

(Choose One) (Choose One) (Choose One)

Letter Of Intent

Financial Snapshot

Fiscal year end date

What is the total amount of non-mortgage debt carried (loans, lines of credit, credit cards, etc.)? $

What is the total amount of mortgage debt carried? $

Current FY operating budget (expenses) as approved by board of directors: $

Use this space to provide any clarifications on the Financial Snapshot (500 characters)

Letter Of Intent

Financial Snapshot

Does the organization own a building (or multiple buildings)?

(Choose one)

Does the organization have a multi-year lease on a building?

(Choose one)

If leasing, what date does the lease expire?

Letter Of Intent

Strategic Plan

Does the organization have a current written strategic or business plan?

Fill in key plan dates to the right regarding your written strategic or business plan.

Date plan first effective:

Date plan expires:

Date last updated by board:

Duration of plan in months:

If your organization does not have a strategic or business plan, and if invited to participate in the Final Application phase, your organization will be required to complete and submit a Strategic Planning Form.

Letter Of Intent

Request Details

Request contact, phone and email (primary contact for request)

Amount Requested Fiscal Year Budget (Expenses)

*Request as % of Fiscal Year Budget

$ 5,000 $ 85,000 6 %

Letter Of Intent

Request Details

In what ways do the organization’s mission related activities have impact upon the Morgan County community?

How will this funding strengthen the organization as a whole and its ability to address broader community needs and opportunities?

Organizational Effectiveness: Specify how the organization is effective in management, operations and governance as related to achieving its mission.

Letter Of Intent

The Request

Use this space to clarify any of the information provided in the letter of intent.

Limited space for applicants to clarify any information regarding a prior answer.

Authorizing signatures: Typing in your name acts as your official signature and certifies that you have personally reviewed this application and that the information presented is complete and meets all eligibility criteria as outlined in the 2014 Morgan Fund guidelines.

Organization Leader: Date:

Board Chair: Date:

Letter Of Intent

Authorizing Signatures


Submitting a Letter of Intent

• Prior to submitting, review the Morgan Fund grant guidelines. Download the Guidelines at www.cfgreateratlanta.org for more details;

• To be considered, applicants must submit the Letter of Intent by 12:00 noon on the deadline date. Letters of Intent that are received after that time will be declined as late;

• Email your Letter of Intent to [email protected]. You will receive an automatic response. If you do not receive the response, please contact us to confirm receipt.


Terms & Conditions for Submitting a Letter of Intent

• This Letter of Intent is part of an open competition. After reviewing all Letters of Intent, the Morgan Fund Advisory Board and Foundation staff will select applicants for more in-depth review and will invite them to submit Final Applications. The Morgan 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;

• The Morgan Fund does not provide ongoing funding. However, an organizations can receive funding for a maximum of two consecutive years before waiting at least one year to reapply;


Terms & Conditions for Submitting a Letter of Intent

• 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, that organization might contact the Foundation for more detailed feedback.


How will Letters of Intent be evaluated?

The Morgan Fund will look for organizations that:

• Have a clear vision of the organization’s role in making a difference in the community

• Demonstrate effectiveness through the investment of time and personnel in measuring and planning for success

• Demonstrate an ability to communicate concepts in an clear and efficient manner

• All fields must contain a response


Final Application


Final Application

• General operating support

• Questions cover all aspects of an organization/whole enterprise (public will, sources of revenue, management consulting, environmental policy and advocacy)

• Includes question on Grant Evaluation

• Applications are to be submitted via Good Done Great system

• Applicants must be invited to submit a Final Application. To view questions in advance, review the Instructions.


Final Application

Section 1: Organizational Overview1.1 What are the organization’s three main activities or

programs?

1.2 How does the organization evaluate its effectiveness and efficiency? Give specific examples of operational and programmatic outcomes. How is this information aligned with the organization’s strategic plan?

1.3 Describe how the organization develops and maintains partnerships with other organizations. Describe the organization’s primary partners and results from partnerships. Include information on new partnerships or results from the last 12 months.


Final ApplicationSection 1: Organizational Overview

1.4 Has the organization had any management consulting services in the last 12 months? (Yes/No)

1.5 Does the organization have a technology plan? (Yes/No)

1.5 Does the organization’s have operational policies regarding environmental conservation? (Yes/No)


Final ApplicationSection 2: Human Resources

2.3 List characteristics important to note about the organization’s staff that are not defined by gender or the races/ethnicities listed above.

2.1 Type of Staff Number Type of Staff Number

Full-Time Staff (Exempt) Part-Time Staff (Exempt)Full-Time Staff (Non Exempt) Part-Time Staff (Non Exempt)Consultants/Contractors Volunteers

2.2 Staff Females Males Totals

Full-time

Part-time

Full-time

Part-time

African American or Black

Asian or Pacific Islander

Latino

White

Other:

Totals



2.3 Human Resource Characteristics –Yes/No

• Organization requires staff, board and volunteers to complete a non-disclosure agreement and conflict of interest form annually.

• 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.

• Staff is representative of the community and/or clients served



2.4 Describe how the organization uses volunteers to support its mission-related activities. Include information about how volunteers are recruited, screened, trained and supervised, etc.


Final Application

Section 3: Mission-Related Activities

3.1 Provide data on the population served within Morgan County by the organization in the last completed fiscal year.

The populations figures below are

Actual Estimated

What is the source of these figures?

Provide an explanation if any of the data below is estimated.


Final Application

Race/Ethnicity & Gender

Female % Male % Total % Age Groups # % of Total

African American or Black

12 55 10 45 22 42 6 to 12 years 3 30

Asian or Pacific Islander

28 90 3 10 31 58 13 to 18 years 7 70

Total 40 75

13 25 53 100 Total 10 100

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.


Final ApplicationSection 4: Governance

4.1 Answer these questions for the organization relative to each characteristic.

Organizational practice?

Board has committees, work groups or task forces with identified leadership.

Yes No

Each Board member makes an annual financial and/or in-kind contribution to the organization.

Yes No


Final Application

Section 5: Public Will & Policy5.1. Does the organization participate in civic activities designed to educate elected officials or policy makers about the issues and strategies associated with your mission? If yes, please indicate the individual(s) from your organization who are involved and their specific activities.

Section 6: Financial Information

6.1. How has the organization adapted fiscally to the economic climate over the last 12 months?


Final Application

Financial Information (Cont’d)

6.2 Indicate sources of revenue for the last completed fiscal year.

Revenue SourceUnrestricted Temporarily

RestrictedPermanently

RestrictedTotal % of

Total Revenue

Board Members $ $ $ $

Individuals $ $ $ $

Places of worship $ $ $ $

Net Assets Released from Restriction

$ $ $ $

Total $ $ $ $ 100


Final Application

Section 7: Grant Evaluation Select two categories that correlate with priorities within the organization’s strategic plan goals for the next 12 months (the period of your grant request), and draft specific goals that your organization will work on during the grant period.

• Category 1: Strategy

• Category 2: Partnerships

• Category 3: Personnel/Human Resources

• Category 4: Program Design and Delivery

• Category 5: Governance

• Category 6: Financial Stewardship

• Category 7: Marketing and Branding


Final Application

Section 8: What Else?

8.1 Use this space to clarify any of the information provided in the final application.

Limited space for applicants to clarify any information regarding a prior answer or attachment.


Final Application

Authorizing signatures: Typing in your name acts as your official signature and certifies that you have personally reviewed this application and that the information presented is complete and meets all of the eligibility criteria as outlined in the 2014 Morgan Fund guidelines.

Organization Leader: Date:

Board Chair: Date:


Final Application: Attachments

A. Organizational chart showing titles and personnelB. Brief bios of key management staffC. Board Information Form (found on our website) D. Current FY operating budget as approved by board of

directors E. Most recent financial report as presented to the boardF. Most recent audited or reviewed financial statements as

dictated by budget size (2 required) G. Current strategic or business plan, if not available

submit Strategic Planning FormH. Summary of current fundraising plan I. Annual report (1 copy if available)


Final Application: Submission

• Be sure to attach all required attachments• Be sure to label all attachment using the letters provided so

that Foundation staff can easily match the document to the require attachment

• Prior to submitting your request, review the Morgan Fund grant Final Application Instructions.

• The Morgan Fund Final Application deadline is NOON on October 21, 2014. Applications submitted after noon will not be accepted.

• Email your application to [email protected]


How will Final Applications be evaluated?

The Morgan Fund will look for organizations that:

• Dedicate time to evaluate, plan and assess• Offer programs and services that align with their missions• Demonstrate financial stability and the potential for

sustainability• Have an engaged and accountable Board• Employ staff in leadership positions who have the

necessary education, experience and certifications needed to perform their duties well


In Conclusion

• This is a competitive process and the Morgan Fund cannot fund every request.

• Letter of Intent deadlines are firm.

• All fields must be complete

• The Letter of Intent and Final Application must be submitted by 12:00 noon on the deadline dates.

• If you do not receive an acknowledgement email, call NaTasha Battle-Edwards (404) 688-5525 or email us at [email protected]. This means we did not receive it.


Funding Opportunities

• Common Good Fund• Nonprofit Effectiveness:

o Nonprofit Toolboxo Nonprofit Scholarships

• Managing for Excellence• Metropolitan Atlanta Arts Fund• Nonprofit Loan Program• Neighborhood Fund• Grants to Green• Local Funds


Program Contact Information

Jasper Tanner, Program Officer

Erin Dreiling, Program Associate

(404) 688-5525

[email protected]

common good funds orientation session morgan fund grants orientation august 13, 2014

Documents

morgan fundprovides

morgan county priority

grant funding loi

months grants

grant agreement

community leaders

selected organizations

end of grant report