Category: Grant Making


Panel Questions Continued  #5 – 8 from  the Meet the Grantmakers event hosted by The Support  Center for Non Profit Management.    I also I mentioned to several people a group called Games for Change – you can find them here: http://www.gamesforchange.org/f-program-2010.  They holding a conference here in NYC at the end of May.  For those who are interested and want to save a little money they are  seeking volunteers for 2010 Festival – work one day, get in free the next! Email for more info: mark@gamesforchange.org

Panel Questions:

5.         What are the key aspects of the relationship that you expect to have with organizations before and after the grant period?

If I’m interested in your project I will work very hard to be your advocate to my board and my constituency.  I expect the same from you!  The process begins as soon as you submit that proposal.  I will help you shape and present it and work with you through out the year to make sure you are on the right track.  I generally meet with funders at least 2x a year and do a program visit at least once.  We only require two formal reports – an interim and a final report.  Please give these some thought and at least answer the five questions I ask!  In the best of all worlds I would love to hear from funders  throughout the year so I can share before AND after the grant has ended.  This is especially important if your project cannot be measured effectively.    If you are not keeping in touch after the grant is over you are loosing a great opportunity for future funding.  I would fall  off my chair if a past funder would email me unsolicited information on how a project we previously funded is currently being used and/or  continuing to help people etc.   Don’t miss this opportunity to tell your story AGAIN and set the stage for the future.  If it doesn’t work for me.. I might know someone else who is interested!

I also appreciate the not so good news  so we can work together to redirect the project.   No funder wants to hear from a Board member who says “did you hear this about xyz?”  (good or ba and not know anything about it!  Denise from the DYCD said it best “we just don’t want to be in the papers!”

I want to give a mention of something that Yancy of the Clark Foundation said about the relationship change that we, as Funders undertake.  There are three roles here: the grant seeker, grant maker and our BOARD.   In the beginning we are your judge and jury during the grant process but once you get the grant – we are then your biggest advocate to success.   Both the grant seeker and the Board remain the same however we as grant makers then become accountable for our recommendations  to our Board.

6.         Many smaller nonprofits often feel that funders overlook them in favor of larger organizations.  What can a smaller organization do to pique your interest?

I can only speak for myself to say that I would rather give to small-med  nonprofits since we are a small FDN and our grant money will make a greater impact.  I have found that the smaller groups have less bureaucracy, politics, and are much closer to their  organizations and programs than larger ones.  This usually translates to  better communication and staff consistency.  One of my biggest concerns is always  will a key staff person be there next year to continue this project?  Often a project will die a painful death when a key person leaves and a replacement is not found in time to continue the momentum.  Another big question is – how many kids will my dollars help  and where will we fall in the funding scheme?

7.         How do you evaluate the performance of your grantees?  What types of results do you look for?  And how do you evaluate the success of your own programs?

Evaluation/ assessment – always the subject of much debate.  I have always wondered.. given a choice,  what would you pick as a grant-seeker?  Evaluating yourself as an employee  or having to go through a program evaluation?

There is no right answer to this.  Everyone has a different answer and solution.  I expect that as the grant seeker YOU will know your programs inside and out which means you should know how to best approach a measurement.   Sometimes its impossible “measure that which has not happened” however there are certain things you can include that are specific to your program that will help us understand the impact.  For us, we identify certain goals from the original proposal and ask the grantee to address if the goals where met, how they where met, milestones, unexpected results (good and bad), and FUTURE plans .  As funders we love to hear about how a program we funded may have lasting impact.  From a business point a view, our Board will expect to see some numbers to back up your claims.  Its important you anticipate this and take post and pre-program data.

I mentioned in answer #5 that hearing from you through out the year helps to set the stage for success at the end of the year.  The more information can help off set a final report that is light on stats and heavy on examples/stories if we have been hearing about your win’s through out the year.

8.       If you could convey one “take-home message” to help nonprofits better understand the challenges faced by funders in today’s economic environment, what would it be?

READ/FOLLOW THE DIRECTIONS in the grant guidelines!  I can’t say that enough.  I’ve taken the time to put together grant guidelines which have gone through several drafts and stages of approval.  We get many many proposals and eventually they all have to be duplicated and shared …. we have certain restrictions and guidelines for the ease of this.

  • Don’t try and file off or stuff  the corners of your square program to fit into our triangle funding model.  I can see that! We support technology for youth education programs.  Kids using the calculator function on their phone does not qualify for “math education”.
  • To qualify you must be in at least two states – not two cities, towns, cornfields, teepees, igloo’s, communities etc.
  • We only support programs in the United States – this means India, Europe, Africa etc is out.  If you’re not sure.. really, I can’t help you.
  • Follow the formatting requests – its not hard.. double space, no more than xx for that question, 12 pt arial font.   Do I really have to specify portrait and not landscape?  Letter not legal?  If its too small or too fancy to read I’m not going to.   Did mention  I have to be able to duplicate your proposal?  If you send this to me bound.. I will need to gnaw off the binding.  I won’t forget that.
  • Limit your attachment materials – don’t send me anything I have to “unpack”.. you’ve sent me too much stuff.
  • Deadlines-  Its there for a reason so unless I tell you otherwise you need to stick to it.
  • “Email preferred” – this may mean that at 11:59 PM my email server is jammed but that’s OK.  I prefer email – did I mention I have to share your materials?  Electronic documents are easier to store and share.  But if you insist on mailing.. yes postmarked deadline is fine or go ahead drop it off  if you’re in the neighborhood.  Don’t call me to ask if its OK.  Just do it.
  • “did you get it?”  Please don’t call – we clearly state we will acknowledge receipt in a few business days.  If you don’t get one then email.  But 100′s of phone calls to ask if I”ve gotten don’t work.

You can probably tell following guidelines are a big thing for me.  Almost 50% of my proposals don’t qualify because of one MAJOR criteria that cannot be worked around i.e. not in the US) , not a charity and thus will be cut right of the bat.     Then there are the proposals that clearly are duplicated and sent to any company that has the word “Foundation” as part of their name.    This is a waste of your and my time, paper, ink , electricity, gas etc.  Proposals take time to write and read…please take the time to read my 1-2 pages of guidelines so we can save 50 pages of proposals.

Well that’s all folks, I really do encourage you to submit your questions.

Jenny “please follow the guidelines” Lai

I had the privilege of being a panelist a the Meet the Grantmakers event hosted by The Support  Center for Non Profit Management.  It was wonderful to have the opportunity to meet some the great people who are working in youth and education here in NYC and of course my fellow panelists: Yancy Garrido, Program Officer, The Clark Foundation;Christopher Cutter, Program Officer, The Elmezzi Foundation; Sonni Holland, Senior Program Officer, The Charles Hayden Foundation and Denice Williams, Assistant Commissioner, Capacity Building, NYC Department of Youth and Community Development.

There never seems for all the panelists to weigh in on all the questions and for the audience to ask their questions.  I thought it might be useful to include my panel answers.  This will be the first of a two part blog series. Any subsequent questions resulting from this workshop will be posted and answered as well.

Panel Questions:

1.         Tell us how your grantmaking changed last year and how you see the current economic climate affecting funding this year and in 2011.

Our Foundation is rather small and is supported by the industry and while the it has taken hits like everyone else, our grant making has not changed significantly due to the economic climate.  We do not have an endowment so whatever we raise we pass on to our programs (grants, scholarships and other special programs).  With that said we did make two changes that don’t necessarily have to do with the economy but for planning.   1) We made three grants for multi year support which allowed the organizations to plan more long term 2) We narrowed our grants focus to programs for youth that utilize technology and/or computer and video games.    Our target was too wide and we received too many proposals that were not a good fit.

2.         How do you make determinations regarding the direction of your funding?  Do you only fund youth/education organizations or will you also fund youth/education programs at agencies whose missions are broader based?

If you have a program that meets our requirements we are interested in it regardless if your  mission is broad or or specific to youth/education.  I do want to say though that you must demonstrate some expertise in the area that you are seeking  funding.  For instance if you are an organization focused on sports and you come to me to fund a math program..I”m going to want to know how your org is qualified to run a math program.

3.         What are the issues surrounding youth and/or education programs that will need more attention and funding in the future? How can your foundation be responsive to these needs as they arise?

My answer to this is that everyone has an important and worthy cause/program to fill a need whether its the three “R”s or the three “T”s (thinking,  talking, and  tweeting).  Funders in general will naturally gravitate towards those areas that are of interest to them.  There will always be “hot” issues that folks on both sides will jump on and then there are those who prefer the tried and true.  There’s room for everyone and new issues are comping up everyday.  When I was growing up .. there was no need for cyber safety.. now its one more danger our children have to face.

Wonder if there is a “friends of the children who collect feathers” non profit out there.. ? :)

4.         How do you balance sustaining support for organizations you are committed to, with allowing for support of new organizations and initiatives?

Our grant making dollars are divided so that there is money allocated to long term grants, new grants and our own programs.  I think its important to continue to explore  new projects to stimulate new ideas and growth.

I mentioned at the workshop that I consider grant making to be similar to balancing your stock portfolio.  I try and balance our grant portfolio with some “blue chip” stocks and bonds – those are the tried and true grantees, “moderate growth” grantees that are established and  launching new innovative programs and the “risky/high growth” grantees that are new and untried but with a lot of potential.  Like a financial portfolio I want to make sure that my grant portfolio is balanced.

Some of the factors in determining where your org /project might stand other than the obvious (financial, relevancy etc).

  • How long has your org been around?
  • Is this a new project? What is the timeline?
  • Who are your other funders?
  • How long has the project leader been on board? and how big is the team?
  • What is the connection between the project and the organization if its not obvious?
  • What is the scope? community?  state? country?
  • What will I find if I google the org?  How about the project leader’s name?
  • Who is your competition?

Part II of this blog answering Panelist questions 5-8 will posted at a later date.

Take care.

Jenny ” grant-makers are your friends” Lai

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