ImpactSanAntonioencouragesandempowerswomentojointogethertoachievemeaningfulchangeintheGreater
SanAntonioareathroughsubstantialgrantstolocalnonprofitsthatserveourcommunities.
ImpactSanAntonio2018AgencyTraining
KimGilbert andJenniferBlighAgenciesandApplicationsCo-Chairs
ElizabethGarretsonGrantReviewProcessCo-Chair
MelissaMoranTreasurer
PeggyVromanGracyGrantOversightandOutcomesCo-Chair
LoraWatts– President
AgendaOverviewTOPIC PRESENTER
Welcome LoraWatts
OnlineGrant SystemOverview JenniferBligh
WritinganImpactfulApplication Kim Gilbert
FinancialReview Melissa Moran
GrantReview&SelectionProcess Elizabeth Garretson
StrengtheningYourApplication KimGilbert
OversightandOutcomes PeggyVroman-Gracy
LessonsLearned: ProjectMend DeniseE.Bennett
Wrap-up&Q&A ImpactTeam
How DoesImpactSAWork?
• Five$100,000Grantsthroughthestrengthof500Members• Oneineachofourfivefocusareas:
§ ArtsandCulture§ Education§ Environment,Recreation,Preservation§ Family§ HealthandWellness
• Moremembers=moregrants=greaterimpact
TheGrantApplication,Review, and Award Timeline
AgenciesPlan,Write&SubmitGrant Requests
GANTech Review
SiteVisits&
Finalists
May 7- June8 June July– Sept October29
Impact ReviewTeams
conductQuality Reviews
Impact Agency and AppTeamInvites,Trains,SupportsAgencies
LateApril
OnlineGrantSystemOverview
Applyingisaseasyas1,2,3
• Wewillemailthelinktoallofouragencycontactsshortlybeforetheapplicationwindowopens• ThereisalsoalinkontheImpactSAwebsite-
• GrantApplication&Management:HowtoApply
• Youcancreateyouraccount/updateyourpersonal/organizationinformationbeforetheapplicationperiod• Butyouwon’tbeableaccessorviewtheapplicationuntilMay7,2018at8am• Add“grantinterface.com”toyoursafesender’slist– thisisthedomainoursystemuseswhenwesendyoustatusupdates
1- Visitourgrantapplicationwebsite
Applyingisaseasyas1,2,3
• Accountsareforindividualusers(eachuserislinkedtoanorganization)• Onlyoneaccountwill“own”andbeabletoaccesstheapplicationforyourorganization,soconsiderusingagroupemailtoapplyunderifyouwantseveralpeopletobeabletocontributetoandaccessyourapplicationinthesystem
• Ifyoueitherdidn’tregisterandcreateanaccountduringthe2017applicationprocess,oryouaren’tgoingtousethesameemailthisyear,youwillneedtocreateanaccount– includinginformationaboutyourorganization
• Ifyouregisteredlastyearusingthesameemailyouusenow,youshouldloginusingthatemailaddress–doNOTtrytocreateanewaccount
• Ifyouforgotyourpasswordyouwillbeabletoresetit• Reviewyourpersonalandorganizationinformationandupdateasnecessary
2- LoginorCreateanaccount
Ifyoudidn’tregisterandcreateanaccountin2017,choose“CreateNewAccount”
Ifyouregistered usingyourcurrentemailaddress,youwillneedtouseitagainthisyear
Ifnot,choose“ForgotyourPassword”
Ifyouremember
yourpasswordchoose“LogOn”
Applyingisaseasyas1,2,33- Complete&SubmitYourApplication• Youcansaveyourapplication,soyoudon’tneedtocompleteitallinonesitting
• Westronglyrecommendthatyoudownloadacopyofallquestions,andprepareyouranswersofflineafterreadingtheentireapplication– thatwayyouwon’tlosedataifthereisaglitchwhileyouarecompletingtheapplicationintheonlinesystem
• Onceyouhitsubmit,youwillnotabletomakeanyfurtherchanges• Ifyouhaveissues,wehaveatechnicalFAQ– seeour“HowtoApply”page• Thesystemwillnotacceptsubmissionifyouhavefailedtoansweranyquestionorfailedtouploadanyrequireddocument
• TrytouploadalldocumentsinPDFformatformaximumcompatibility• SubmissionDeadlineisJune8at5pm.Ifyouhavenotsuccessfullysubmittedyourapplicationbythedeadline,itwillnotbeaccepted.DONOTWAITUNTILTHELASTMINUTE.
ImpactSanAntonioGrantCriteriaApplicantCriteria:• ApplicantmustberecognizedbytheIRSasataxexempt 501(c)(3)publiccharity
• Provisionalstatus isnotadequate• Applicantcannotqualifythroughafiscalagent
• Applicantmusthaveeither itsprimary,orsignificant existing, operationswithinImpactSanAntonio’s“ServiceArea”(Bexar,Atascosa,Bandera,Comal,Guadalupe,Kendall,Medina,andWilsoncounties inTexas)
ApplicantDisqualifications:• Applicantmustnotengage in:
• politically partisanactivities• political lobbying(exceptforadvocacyactivities thateducatepolicymakers
andthepublicaboutbroadsocial issues)• supportingoropposinganycandidateforpublicoffice
• Applicantmustnotbealabororfraternalorganization,athletic orsocial cluborassociation
• Applicantmustnotbeanorganizationwhoseprimarypurpose istoredistributefundstootherorganizationsorindividuals
ImpactSanAntonioGrantCriteria
ProjectCriteria:• Projectmustprimarily serveresidentslocatedwithinImpactSanAntonio’sServiceArea
• Projectmustfallwithinoneormoreofthefivefocusareas• Projectmustbeabletobecompletedwithin24monthsafterDecember1oftheyearinwhichthegrantisawarded
• Projectmaynotdoanyofthefollowing:• Requirebeliefinorparticipationinactivitiesofaparticularfaith,
denominationorreligioninordertobenefitfromorreceiveservicesinconnectionwiththeProject
• Limitbenefitstothosewhohaveparticularreligiousbeliefsorpractices• Makethereceiptofbenefitsorservicesfromtheprojectdependenton
therecipientbeingrequiredtoparticipateinaproselytizingactivity
ImpactSanAntonioGrantCriteria
RequestDisqualifications:Yourapplicationmustnotbearequestfor:• lessthan$100,000• fundstobeusedprimarilyforfundraising,marketing,advertisingeventsorsponsorships
• fundstorepayanexistingloanorotherfinancing• fundinganendowment• fundingascholarship• unrestricted/generaloperationalfunds
(exceptasalimitedpartofoverallprojectbudget)• fundstobeusedforapoliticalpurpose
WritinganImpactfulGrantApplication
TellUsAboutYourAgency
Brieflydescribeyourorganization:• Whatisyourmissionstatement?• Whatdoyoudo?• Whodoyouserve?• Whatmakesyourorganization
unique/special?
TellUsAboutYourProject• Whatcriticalandspecificneeddoesyour
projectaddress?
• Whodoesitserve?
• Howdoesitimprovethequalityoflifeforindividualsserved?
• Howdoesitfitwithandadvancethemissionofyourorganization?
• HowisitconsistentwiththefundingprioritiesofImpactSanAntonio?
TellUsAboutYourProject• Howdoesthisprojectfitwiththe
selectedfocusarea?• Pickthebestfocusareafitforyourproject,not
necessarilyyourorganizationasawhole
• Isitanewproject?• Isitanexpansionofanexistingproject?• Isitacapitalimprovementproject?
• Doyourentorownthefacilitytoberenovated?
Whatcanyouincludeinyourproposedbudget?
• Thebudgetcaninclude100% ofthedirectcosts oftheproject(personnel,equipment,supplies,etc.)
• Ifappropriateforyourproject,upto$10,000ofyourbudgetmaybeallocatedtowardagency overhead:rentforexistingagencyfacility,insurance,utilities,etc.
• DetailisessentialinyourProjectBudgetNarrative!
ProjectSustainability• Doestheprojectrequireadditionalfunding
beyondthe$100,000requestedfromImpact?Ifso,howwillyoufundit?
• HowwilltheprojectbesustainedaftertheImpactfundsarespent?
• Arethereanychallengesthatyouseeinimplementationofthisproject?
• Whatisyourplanforaddressinganychallenges?
TheThree“C”s-AnImpactful
GrantApplicationis:
• Compliant• Concise• Compelling
BeCompliant–NineRequiredUploads
1. ProjectBudget2. CurrentOrganizationalBudget3. HistoricalFinancialStatements4. MostRecentAuditedFinancialStatements5. RecentlyFiledIRS990snotyetavailableonGuidestar6. IRSDeterminationLetter7. OrganizationalChart(Leadership/Staff)8. ListofBoardMembers9. MOUsorLettersofCommitmentFromAnyAgency
CollaboratingontheProposedProject
BeConcise• Succinctlytellyourstory• Avoidredundancy– Reviewershave
10– 20applicationstoread• Avoidgeneralizations– Stateyourcase
withspecificityusingevidencewherepossible
BeCompellingAHighImpactGrantWill:• Addressacriticalneedinoneormoreofthefivefocusareas
• ImprovethequalityoflifeforpeopleinourServiceArea
• Benefiteitheralargepopulation,orasmallerpopulationinamajorway
• Resultinaninnovativeapproachtoaddressacriticalproblemorwillexpanduponanalreadyexistingsuccessfulapproach
• Supportacomprehensiveandholisticapproachtotheproblembeingaddressed
• Resultincompellingandmeasurableoutcomes
FinancialReview
FinancialReview- OrganizationWhenwereviewyourorganization’sfinancialdocuments,wearefocusedonthefollowingissues:
1. Liquidity
2. SufficiencyofReserves
3. BalancebetweenProgram,ManagementandFundraisingExpenses
4. SustainabilityofRevenueStreams
5. ConsistencyinFinancialReporting
FinancialFilestoUpload:• MostRecentAuditedFinancial
Statements• Recent990FilingsNOTonGuidestar• HistoricalFinancialInformation*• CurrentOrganizationalBudget*• ProjectBudget*
* ThesedocumentsmustbesubmittedusingImpact’stemplate– yourapplicationwillnotpasstechnicalreviewifsubmittedinanyotherformat
DownloadRequiredFormFiles
Clickonthe linksintherelevantuploadquestions todownloadanyrequiredstandardizedforms
DownloadedFormDocuments
SavetoYourComputer
Complete&Save
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Print/SaveasPDF
AftersavingasaPDF,checkthedocument’sformattingtomakesuretherearen’tstrangepagebreaksorotherformattingissuesthatwillmakeitdifficulttoreview
UploadCompletedFilesandOtherRequiredFiles
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GrantReview&SelectionProcess
June
July
July/August
August
Mid-September
EndofOctober
Typical TimingApproximate#ofApplications
ApplicationReviewProcessTimeline
110
100
45-50
25-35
8-10
TipsforanImpactfulSiteVisitYou’vebeenselectedforasitevisit-
Congratulations!Makethemostofthisopportunitytobringyourprojecttolifeforthegrantreviewcommittee:• Focusontheproject, notyouroveralloperations
• Whatyourprojectisandwhatitwilldo• Howyouwillusethesefunds• Howitwillbenefityourclientsandthecommunity• WhyitwillbeagoodinvestmentforImpactSA
TipsforanImpactfulSiteVisit• Show morethantell• Useapresentationorotherrelevantmaterialstoeffectivelyconveyyourstory
• Includeabrieftourofyourfacilities• Choosepresenterswhocanbestmakethecaseforyourprojectinaconcise,credibleandcompellingway• Staff,boardmembers,clients
• Anticipateandbepreparedtoanswerquestions• Haveyourfinancialexpertavailable
StrengtheningYour
Application
• Requestexactly $100,000fromImpactSA• Youroverallprojectbudgetmayexceedthe$100KrequestedfromImpactSA– however:• IfyourapplicationtoImpactSAispartofalargercapitalcampaign,specifyhowImpact’sgrantfundsareacriticalorcorepieceoftheproject.
• IfyourapplicationtoImpactSAispartofalargerproject,clearlydescribehowmuchoftheadditionalnecessaryfundingisalreadysecuredandwhatyourplanistosecureanyremainder.
StrengtheningYourApplication
• Demonstratehowthisisamissioncriticalprojectandnotsimplyaprojectyou’reinterestedindoing.
• Readallquestionscarefullyandprovidespecificanswers.
• BeveryspecificabouthowImpact’sfundswillbeusedandhowprojectgoalswillbeachievedwiththosefunds.
• ClearlyexplainhowfundingyourprojectwillresultinimplementingorexpandingyourserviceswithinourServiceArea.
• Clearlyidentifyandarticulatethemeasurableprimaryoutcomesofyourproject
StrengtheningYourApplication
StrengtheningYourApplicationAdviceBasedonFeedbackFromPriorYears
• Makesuretheprojectisfullyplannedoutbeforeapplying– changestothescopeaftersubmittingyourapplicationcouldimpairtheimpactthereviewerswereanticipating
• IfyourrequestfromImpactispartofalargercapitalcampaign,clearlyidentifyasub-projectforImpacttofund,withappropriatebudgetandoutcomedetailsforthatsub-project
StrengtheningYourApplicationAdviceBasedonFeedbackFromPriorYears
• Makesureyourprojecttargetsaclearandimportantneedthatwon’tbemetwithoutit
• Clearlyarticulatemeasurableobjectiveoutcomes–useverifiablestatisticsindescribingboththecurrentsituation/needandhowthosemetricswillchangeifyourprojectissuccessful
• Clearlyarticulateyourproject’simplementationplan
• Clearlyarticulateyourproject’ssustainabilityplan
Oversightand
Outcomes
Outcomes–It’sAboutResults
Wewanttheprojectswefundtohavea
measurable impact onthelivesofthoseserved
OversightandOutcomes
GrantAwardNight(GAN)• FinalistspresenttheirprojectstoISAmembers• Membersvotetodecidewhichagencieswillreceive
$100,000grants• HighImpactgrantrecipientseachwillreceive$100,000• FinalistswhodonotreceiveHighImpactgrantswillshare
balanceofgrantfundsasSupportgrantso Lessthan$10,000,oro $10,000ormore
OversightandOutcomes
ApproximatelyOneWeekAfterGAN• Supportgrantrecipients<$10,000• Willbeaskedtosubmitastatementdescribinghowthey
willspendthemoney• Willreceivealumpsumcheck
• Supportgrantrecipients≥ $10,000• Willbeaskedtopreparearevisedprojectdescriptionand
budget• WillbesubjecttothesametermsandconditionsasHigh
Impactgrantrecipients
OversightandOutcomes
OfficialAwardNotice• ContractsbetweenISAandgrantrecipientswillbesigned
withinsixweeksafterGAN• Specifytwo-yearprojectperiodwithastartdateof
December1,2018• Detailtermsandconditionswhichincludefinancial
administrationandreportingrequirements• GOOCo-Chair(s)andassignedliaison(s)willmeeton-sitewith
eachagencytoreviewcontractandprocedures
OversightandOutcomes
FinancialAdministration• Paymentsaremadeoncostreimbursementbasis• Invoicesorreceiptsmustbedatedonorafter
December1,2018• Estimatesorquotesarenotacceptable
ReportingRequirements• Progressreportsdueeverysixmonthsuntilproject
completion• Finalreportduewithinthirtydaysofprojectcompletion
OversightandOutcomesOutcomesReportsDue
OneandTwoYearsAfterProjectCompletion
• Nowthatsometimehaselapsed,pleaseexplainhowyourclients’liveswereactuallyaffected.
• Hastheprojecthadarippleeffectonothers,i.e.multi-generations,family,volunteers,staff,community?Inwhatway?
• Whatmeasurementtoolswereyouabletousetodetermineoutcomes?Arethesethesametoolsyouproposedinyouroriginalapplication?
• Willyoucontinuecollectingdataregardingtheoutcomesofthisproject?Ifso,howwillthatinformationbeused?
• HowhaveyounotifiedyourclientsandthecommunitythatImpactSanAntonioprovidedfundingtohelpsupportthisproject?
LessonsLearned:ProjectMend
Questions?
Resources• www.impactsanantonio.org• GrantApplicationandManagementTab
• GrantCriteria• GrantFAQ• GrantApplicationTechnicalFAQ
• www.guidestar.org• BeforeMay7,besureyourinformationisup-to-dateandaccurateonGuidestar• OurreviewerswillconsultGuidestar foradditionalinformationaboutyourorganization• IfyourorganizationisnotonGuidestar,considerprovidinganexplanationforthatinyourapplication(undergeneralorganizationinformation)
ContactInformation
TreasurerForquestionsaboutourfinancialdocumentationrequirements
contact:MelissaMoran
AgenciesandApplicationsCo-ChairsForgeneralquestionsabouttheapplicationprocesscontact:
