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Legacy Foundation Grant Application Guide

Legacy Foundation supports organizations improving Lake County communities through transformational grant-making initiatives. Grant applications must address identified community needs. Explore data from On the Table survey and Neighborhood Spotlight initiative to inform proposals.

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Legacy Foundation Grant Application Guide

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  1. Legacy Foundation GrantApplication Guide

  2. Grant Making Priorities and Strategy

  3. Community Foundation Responsibilities Community Foundationshavea broad mandateto servecommunities; usually among multiplefieldsof interestwitha definedgeographicfocus. Anticipate Community Needs Respond Quicklyto Socio-economic Trends ActiveLeadership Community Foundations

  4. Community Foundation Responsibilities • LegacyFoundationseeks tosupportorganizationsthatmakeLake Countyabetterplaceto live. • Enhancethe effectiveness ofnon-profitorganizationsthrough: • Capabilityimprovement • Knowledge • Resources • Strengthenandempower non-profits,neighborhoods,and individualstocollectively participateincommunity transformation efforts.

  5. Transformational Grant-Making Over the past 4 years, Legacy Foundation has invested in strategic transformational grant-making initiatives. Priority will be given to requests that address issues identified in Legacy’s On the Table Survey Resultsor the Quality of Life Plan for one of the 4 Neighborhood Spotlight communities.

  6. What is On the Table? • Legacy Foundation is one of 10 community foundations across the U.S. replicating the On the Table initiative with funding from the John S. and James L. Knight Foundation • On September 26, 2018 we asked residents throughout Lake County to come together in small groups and in their own spaces • Discuss the future of our communities • Generate ways of supporting positive work • Share key takeaways and feedback on which community leaders and residents can act • At the conclusion of each conversation, participants were asked to complete a short survey • Conversations: 144 Host Sites| Participants: 2,927 (2,135 Adults and 792 Youth) • 57% Survey Response Rate

  7. 2018 Survey Results

  8. Viewing the Results Visit www.legacyfdn.org/onthetable Data analysis of survey results Includes: • 2018 Adult Data Snapshot • 2018 Youth Data Snapshot • PPT Presentation of Data Highlights • Each survey question response represented with graph

  9. Viewing Results: Explore the Data Visit www.legacyfdn.org/onthetable Explore the data with our interactive website! Includes: • Breakdown by question • Narrow results by location or demographic • Compare data

  10. What is Neighborhood Spotlight? • Neighborhood Spotlight is a collective impact initiative • Based on an extensive training and application process, 4 communities were selected to hire a community builder and develop a resident led Quality of Life plan • The Quality of Life plans include identifies issues and goals for neighborhood transformation

  11. Neighborhood Spotlight Timeline • 2012 - Created taskforce • In 2013 – Program design and December launch • In 2014 – Community trainings • 2015 - Gary Miller and Hobart NW selected as 1st neighborhoods • 2016 - Gary Emerson and Griffith selected as 2nd neighborhoods. Gary Miller and Hobart NW are in implementation year • 2017 - Implementation and evaluation year with all 4 neighborhoods • 2018 – Continue Implementation through TLC grant funding

  12. Grant Application Review Components • Applications must be able to demonstrate: • The organization has the capacity to carry out the proposed work • Project is clearly defined with timeline and action steps • Funding from Legacy will be impactful • Budget is clearly defined and costs are reasonable • Clear and achievable outcomes • Project is sustainable without requiring ongoing funding in future years • Necessary collaborations have been established and formalized with attached documentation

  13. Priority Areas • Addresses issues identified in the On the Table survey results or Neighborhood Spotlight quality of life plans* • Organizations with a budget under $2 million • The proposed request aims to resolve the problem at its source • Organizations that have not received consecutive grants from Legacy Foundation in recent years • Innovative and new ideas • Proposals that will help to improve services or eliminate duplication • Proposals that help implement an organization’s strategic plan • Proposals that are community driven or include community outreach and involvement • Proposals that have a financial match or that can use Legacy funding to leverage additional resources

  14. Application Purpose & Timeline To strengthenandempowernonprofits,neighborhoods and residentsinLake County. TransformLakeCounty (TLC) Thriving HobartSeniors (THS) To provideseniorsinHobartwith opportunitiesto increasetheirquality of life.

  15. Application Purpose & Timeline To increase attract and retain talent, increase opportunity, and promote civic and community engagement in Gary Informed and Engaged Urban Communities (Knight) To offer opportunities for residents of Lake County to engage in and participate in events that will increase community involvement and education Sponsorships

  16. Application Review Process (TLC & THS) StaffandGrantCommitteereview applications. Staffprovidespreliminaryrecommendationstothe Grant Committeeforreview and final funding decisions. The Boardof Directorsreviewandvoteonallfinal funding decisions. The awardsgrantedcanrangefrom $2,000- $25,000. Fundingdecisionsarecommunicatedtothe applicationsvia emailapproximately6weeksafterapplication duedate.

  17. What We Don’t Fund Organizations that are for-profit Grantstoindividuals Scholarships.Ifyouareinterestedinscholarships pleasecontact our scholarship administrator. Anyproposalthatpromotesa particularreligion,political affiliation,or lobbying. A proposalthatdiscriminates basedonage,race, ethnicity, gender,or sexualorientation. Post-eventfunding requests.

  18. What We Don’t Fund Debt Fundraisers Publications, film,audiovisual,or mediamaterialsproducedforresale OvernightTrips Medical,scientific,orlabresearch Capital Campaigns

  19. What We Don’t Fund: SchoolGrants Legacydoes notfund Public,Private, orCharterSchools, Universities, orPrivate Academies. However,Legacy willfund non-profitgroupsandpartnerships proposingtoconductprogramsin partnershipwithschools. Partnershipsbetween non-profitgroups andschoolsismost preferredwhenthepartnershipwillbenefit multiple schools. Partnerships between non-profitgroupsandschoolsarepreferredwhenthecommunitycanalsobenefit from the goals.

  20. Grant Requests (TLC, THS, & Knight) • Grantsrequestsshouldrangefrom$2,000-$25,000. • Pre-applicationmeetingwithLegacystaffis stronglyrecommended, especiallyif yourorganizationhas notpreviouslyreceiveda Legacy grant. • Onlyonegrantcanbe awardedfromeachfundin a12monthperiod. • IfawardedaTransformLakeCountyGrant,youcanalsoapply foraThriving HobartSeniorsGrant.However,youcannotapply foranotherTransform LakeCountyGrantuntil a Final Report is submitted andthat awardisclosed.

  21. Legacy Grant Application(TLC & THS)

  22. www.legacyfdn.org

  23. Select the Current Grant Application

  24. Click Apply Begin!

  25. Create a New Account or Login

  26. New Users --Registering Your Account

  27. Answer Prequalifying Questions to Begin

  28. Beginning the Application

  29. First Time Applicants…

  30. Have You Applied Before? Select the Application

  31. Complete the Import

  32. CommunityForce will upload answers to questions that are identical from one application to the next. The task bar shows which sections had information to upload and the percent complete for the section. *Reread all answers and edit as necessary.*

  33. Ready to Submit?

  34. Desired Outcomes • Valuein bothqualitativeandquantitativegoals • Qualitative:Explainwhatyouwill doandhowyouwillto doit • Expressimpacttobemade • Bespecific • Quantitative:Reportstatistics • Showsscaleofimpact • Expressdesired outcome

  35. Grant Monitoring

  36. Grant Monitoring GrantReview–Allapplicationsarereviewedbystaffandgrantscommittee.RecommendationsarepresentedtotheBoardofDirectorsandtheydetermineactionsbasedonmajorityvote. DueDiligence–Allgranteesarerequiredtoprovideduediligencedocumentation,includingfinancial audits,by-laws,listofBoardofDirectors or Governing Body,anddocumentationof501c3status. Grant Agreement–Establishesgrantconditions.Mustbesignedbygrantee and returned within 30 days of notification of award.Grant funds will not be released until the signed Grant Agreement is returned and conditions (if any) are met. SiteVisits– Legacystaffand/orboardwillconductone or more sitevisitsapproximatelyhalf-waythroughthegrantperiod. Organizations are encouraged to reach out to Legacy Foundation staff to schedule a site visit during the time project activities are occurring. Final Reports– Atthecloseofthegrantterm,granteesarerequiredtosubmitafinalreportwithfinancials. Final reports are due exactly 13 months from the date of the signed SOC. Reports should be submitted online through www.legacyfdn.org. Organizations will be ineligible for future funding until the final report is submitted.

  37. Post Grant Acceptance

  38. Grant Agreement • Will be attached to email with notification of award • Log into your CommunityForce Account: • Accept the Grant! • Upload signed copy online to grant application

  39. Accepting and Uploading

  40. Updated Form:Overview • Completedonline • Accessedwith the logininformationused to completethe application. • Only visible after you have ACCEPTED your award.

  41. Updated Form:Area of Impact • Identifyyourgrant’sareaof impact: • Arts& Culture • Education • Environmental/AnimalWelfare • Health • HumanServices

  42. Updated Form:Questions In 140charactersorless,describehow thisinitiative [ ]? [transformedlives inLakeCounty]? [transformedlives ofseniorcitizensinHobart]? Summarizequantitativeevidenceof effect(e.g.,numbers served, demographics,surveyresults,indicators,etc.) Note:Evaluationmaterialsthat documentoutcomes/impactsmay be attachedin lieu ofansweringthisquestion.

  43. Updated Form:Questions Completethetable belowcomparingproposedversus actual outcomes,as wellas ways inwhichoutcomeswere measured. Note:ThisformwilldownloadasaMicrosoftWorddocumentfor youtocomplete andupload.

  44. Updated Form:Questions Describesignificantsuccessesandchallengesassociatedwithimplementingthis grant. Whatwas learnedfromthesuccesses andchallenges mentionedinthe previousquestion?

  45. Updated Form:Questions Throughthisgrant:(Checkonefor eachquestion) NO NO c. Werebetterqualityservicesoffered? YES Weremore clientsserved? YES Werenew servicesprovided? YES  NO Didyourorganizationincreaseoperationalcapacity? YES NO Didyourorganizationincreasesustainability? YES NO

  46. Updated Form:Questions Uploadyourorganization’scompletedGrantReportBudget Template,showingactualversusproposedbudgetitems. This FinalReportBudget Templatewill downloadasaMicrosoftExceldocument for youtocompleteandupload.

  47. Updated Form:Questions Uploadanypresscoverageorphotosfrom the program/project. Ona scale of1 to 10(with10beinghighest),pleaserateyour overallsatisfactionof LegacyFoundationduring thisgrant: HowdidLegacyFoundationsuccessfullysupportyour organization?In whatways (otherthanfinancialassistance) canLegacyFoundationimproveitssupport?

  48. QUESTIONS? Contact Us Kelly Anoe Vice President kanoe@legacyfdn.org Erica Fizer Director of Marketing and Communications Kelly Baer Administrative Assistant 219-736-1880

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