Grant Funding Forecast 2011 & BeyondRenee Bourque
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Renee BourquePrincipal Consultant,
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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
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
Bright Star Grant Consultants, Inc. Copyright ©2010
Renée Bourque, President, PO Box 725, Clinton WA 98236
rené[email protected] ~ www.brightstargrants.com
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!
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Fund Book
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.
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Thank you for your hard work on
behalf of your community.
Renée Bourque, President
360-556-6744
www.brightstargrants.com
Bright Star Grant Consultants, Inc. Copyright ©2010
Renée Bourque, President, PO Box 725, Clinton WA 98236
rené[email protected] ~ www.brightstargrants.com
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