Collaborative Approach to Foundation Relations

Collaborative approach to foundation relations involves learning, advancing priority projects, building relationships, facilitating linkages, and providing support for funded projects. It assesses project suitability, targets proposals, shares information, facilitates interdisciplinary proposals, and assists with stewardship and follow-up. Foundation relations also involve distributing RFPs, developing letters of inquiry and proposals for institutional priority projects, and acknowledging awards. To enhance collaboration, stakeholders should identify contacts, notify about relationship opportunities, share ideas and projects, and involve foundation relations before reaching out to foundations.

• Foundation Relations
• Collaboration
• Project Management
• Fundraising
• Relationship Building

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Presentation Transcript

1. PROPOSING TO FOUNDATIONS: A COLLABORATIVE APPROACH LeKita Scott Dawkins, Director Melissa Whipps, Associate Director Office of Foundation Relations Meghan MacBlane, Research Administrator Office of Sponsored Programs

2. OUTLINE Foundation Relations What We Do Foundation Relations What We Do for You Foundation Relations How You can Help Us Understanding Foundations vs Government Funders Why Contact Foundation Relations Who to Contact in Foundation Relations Defining Your Project/Program Identifying Funders Developing a Quality LOI or Proposal Follow Up and Stewardship

3. FOUNDATION RELATIONS - WHAT WE DO: Learn about and advance priority projects Build close working relationships with foundations Facilitate linkages between the university and Foundations Provide information to foundations Support active stewardship for funded projects

4. FOUNDATION RELATIONS - WHAT WE DO FOR YOU: Assess your project s suitability for foundations Help target your proposals to foundation prospects Share information about foundations Facilitate interdisciplinary proposals by bringing together participants

5. FOUNDATION RELATIONS - WHAT WE DO FOR YOU : Distribute relevant foundation RFPs Facilitate approaches to foundations For SU institutional priority projects, help develop letters of inquiry and proposals Assist with stewardship and follow-up Recognition and acknowledgement of awards

6. FOUNDATION RELATIONS HOW YOU CAN HELP US: Identify possible foundation contacts Notify us of opportunities to cultivate relationships Keep us in the loop about big ideas and upcoming projects at your school/college Always get in touch with us before contacting a foundation

7. WHY CONTACT FOUNDATION RELATIONS? Does SU have an existing relationship with the foundation? Do we have pending or planned proposals? Do we have an active project with the foundation? Do we have helpful information about what the foundation does or does not fund? We can HELP you with your approach to the foundation.

8. WHAT DO FOUNDATIONS FUND? A wide range of activities based on their mission and interests Generally, specific programs or research projects rather than operating costs Some foundations allow overhead in the budget, others do not Each has its own mission, interests, programs, requirements, exclusions, and guidelines Examples Kress Foundation, Beckman Foundation, Central New York Community Foundation

9. FOUNDATION VS. GOVERNMENT FUNDING: Have program officers with expertise in a broad funding area Generally for larger funding amounts and allow full F&A recovery Can be more competitive due to higher number of applicants Proposals often must address not only intended outcomes but also broader societal impacts Review and selection criteria are often detailed in the RFP Reviewers are often from the PI s general field or discipline (still important that proposals are written clearly and for a wider audience as a reviewer may not have as high an expertise in the PI s particular topic) Rely on boards to make funding decisions NOT experts on proposals they are voting on Some make decisions based on personal interests Many have limited submission rules Foundations play favorites; Relationships can be a significant advantage Foundations Government Funders

10. FOUNDATION RELATIONS OR OSP? Most likely FR and OSP because most foundation proposals require OSP approval and signature Go through OSP to: Make sure funds requested are allowable and consistent with SU policies and practices Minimize cost-share commitments Clarify that only funds awarded will be reported on Ensure reports are generated Work with FR staff, need to note who on IRR (remember all proposals whether they go through FR or OSP require the IRR) Let us know of your proposal and deadline early

11. WHO TO CONTACT IN FOUNDATION RELATIONS Melissa Whipps mjwhipps@syr.edu Sciences (of A&S) School of Education College of Engineering and Computer Science David B. Falk College of Sport Management and Human Performance STEM Initiatives Sustainability and Environmental Initiatives/Center of Excellence Institute for Veterans and Military Families Aging Institute Sara Wason sdwason@syr.edu LeKita Scott Dawkins ldawkins@syr.edu Arts/Humanities (of A&S) Architecture iSchool Newhouse VPA South Side Initiative Inclusion Initiatives Imagining America Program Development Chancellor prospects/projects School of Education SYTE Maxwell Law/INSCT Falk Whitman/SSIC Near East Foundation Engagement Initiatives (Connective Corridor, NWSI, Arts Presenter) Inclusion Initiatives Sustainability Initiatives Library

12. DEFINE YOUR PROJECT/PROGRAM Principal Investigator, Project Team Project Title Project Description Keywords Associated with Your Project Project Goal(s) Anticipated Project Outcome(s) Project Start/End Date Total Amount Needed and Duration Type of Funding Needed Information Form: https://www.syr.edu/partnerships/foundations/grants/foundation-relations-info-form.docx

13. IDENTIFY FUNDERS Funders with whom you or colleagues have relationships/have contacted. Resources for finding new funders Philanthropy News Digest Chronicle of Philanthropy Colleagues/competitors funding sources Is the foundation a good fit? Geographic focus Funding priorities Funding range

14. RESOURCES FOR FINDING NEW FUNDERS Foundation Directory Online - log on through the SU Library website use keyword Foundation in search Visit Foundations websites - Review guidelines, programs, deadlines, policies and procedures, and list of recent grants Contact Foundation Relations - discuss how best to proceed if you find a foundation that is a good fit for your work.

15. DEVELOPING A QUALITY LOI OR PROPOSAL Research the foundation use their language Write for your audience Be specific about project activities Be clear about goals and outcomes Know your budget ensure that it meets foundation and SU guidelines Meet the deadline

16. RESOURCES FOR PROPOSAL WRITING Proposal Writing Short Course - an online guide that covers thebasics of preparing a foundation proposal: http://foundationcenter.org/getstarted/tutorials/shortcourse Producing Proposals That Work! www.nationalserviceresources.org/files/pptw-notesheets.pdf

17. FOLLOW UP AND STEWARDSHIP If you were funded Send a Thank You note Know the terms and conditions of your funding Know your reporting deadlines, work with FR, OSP and OSA to meet them Keep the funder posted on work, send publications, articles, photos, etc. If you were not funded Find out if the foundation will provide feedback If there is potential to reapply - keep the funder posted on work, send publications, articles, photos, etc.

18. CONTACT USFOUNDATION RELATIONS IS HERE TO HELP! Sara Wason, Executive Director - 443-2576, sdwason@syr.edu LeKita Scott Dawkins, Director - 443-1606, ldawkins@syr.edu Melissa Whipps, Associate Director - 443-3810, mjwhipps@syr.edu