grant funding forecast 2011 & beyond

Grant Funding Forecast 2011 & BeyondRenee Bourque

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Renee BourquePrincipal Consultant,

Bright Star Grant Consultants, Inc

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Funding Forecast 2011 and Beyond

The Chinese word for crisis also means opportunity

Presented by

Renée Bourque

Topics

This overview

will include:

The funding outlook for 2011 -12

Sector breakdown of funding trends

Funder priorities and preferences

Advice from funders about how to be competitive

Bright Star Grant Consultants, Inc. Copyright ©2010

Renée Bourque, President, PO Box 725, Clinton WA 98236

rené[email protected] ~ www.brightstargrants.com




Funding will be down for at least the next two years

If you haven’t already, starting looking for back-up funds

to replace your government funding

Even in a sea of red ink you can sail your boat: Find top

political priorities where you align and then clearly spell it

out in proposals; demonstrate clear outcomes and value.

State and Federal Funding:

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

Ford Foundation (NY)

J. Paul Getty Trust (CA)

The Robert Wood Johnson

Foundation (NJ)

W. K. Kellogg Foundation (MI)

The William and Flora Hewlett

Foundation (CA)

The David and Lucile Packard

Foundation (CA)

The John D. and Catherine T.

MacArthur Foundation (IL)

Gordon and Betty Moore Foundation

Lilly Endowment Inc. (IN)

The Andrew W. Mellon Foundation (

Tulsa Community Foundation (OK)

The William Penn Foundation (PA)

The Rockefeller Foundation (NY)

The Kresge Foundation (MI)

The California Endowment (CA)

The Leona M. and Harry B. Helmsley

Charitable Trust (NY)

The Annie E. Casey Foundation (MD)

The Duke Endowment (NC)

Carnegie Corporation of New York

Robert W. Woodruff Foundation, Inc.

Walton Family Foundation, Inc. (AR)

The Susan Thompson Buffett

Foundation

Foundation to Promote Open Society

The Bloomberg Family Foundation,

Inc.

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.

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.

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

Foundation NJ

2. Bank of America Charitable Foundation N

3. Novartis Patient Assistance Foundation NJ

4. GE Foundation CT

5. Wachovia Wells Fargo Foundation NC

6. JPMorgan Chase Foundation NY

7. ExxonMobil Foundation TX

8. Wells Fargo Foundation CA

9. Citi Foundation NY

10. Verizon Foundation NJ

11. Johnson & Johnson Family of Companies

Contribution Fund NJ

12. Merck Company Foundation NJ

13. Coca-Cola Foundation GA

14. Intel Foundation OR

15. MetLife Foundation NY

16. UPS Foundation GA

17. AT&T Foundation TX

18. BP Foundation TX

19. California Physicians' Service Foundation

20. Abbott Fund IL

21. Caterpillar Foundation IL

22. Eli Lilly and Company Foundation IN

23. Boeing Company Charitable Trust TX

24. PNC Foundation PA




Largest Corporate Total Gifts by Sector

1. Chemicals

2. Computers/Office Equipment

3. Food and Agriculture

4. Industrial and Commercial Machinery

5. Paper and Like Products

6. Petroleum/Gas/Mining

7. Pharmaceuticals

8. Primary Metals

9. Printing/Publishing/Media

10. Textiles and Apparel

11. Transportation Equipment

12. Banking and Finance

13. Insurance

14. Retail and Wholesale Trade

15. Telecommunication

16. Transportation

17. Utilities

18. Other Services

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.

Largest Community Foundations

1. Greater Kansas City Community

Foundation MO

2. Silicon Valley Community Foundation CA

3. Community Foundation for Greater

Atlanta GA

4. California Community Foundation CA

5. New York Community Trust NY

6. Tulsa Community Foundation OK 1

7. Chicago Community Trust IL

8. Foundation For The Carolinas NC

9. Boston Foundation MA

10. Columbus Foundation and Affi liated

Organizations OH

11. Communities Foundation of Texas TX

12. San Francisco Foundation CA

13. Cleveland Foundation OH

14. Community Foundation for

Southeast Michigan MI

15. Greater Cincinnati Foundation OH

16. Oregon Community Foundation OR

17. Greater Houston Community

Foundation TX

18. Marin Community Foundation CA

19. Seattle Foundation WA

20. Community Foundation of Middle

Tennessee TN

21. San Diego Foundation CA

22. Community Foundation of Greater

Memphis TN

23. Denver Foundation CO

24. Saint Paul Foundation MN

25. Dayton Foundation

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.

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

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.

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

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

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

http://www.brightstargrants.com/free.asp

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.

If you would like to receive announcements for Bright

Star trainings or other capacity building opportunities,

please send a request to:

[email protected]

Thank you for your hard work on

behalf of your community.

mailto:[email protected]

Renée Bourque, President

360-556-6744

[email protected]

www.brightstargrants.com





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grant funding forecast 2011 & beyond

Business

mellon foundation foundation

woodruff foundation

verizon foundation nj

rockefeller foundation

citi foundation ny

bloomberg family foundation

company foundation in11

pnc foundation pa