Offers scholarships to Lake County students as motivation to graduate high school and attend college. Serves as a mentor and resource center to ensure nonprofits can effectively provide services to our community. Assists donors with planning how to invest and manage their charitable assets. Collaborates with local leaders to solve problems and enhance residents quality of life. Provides grants to organizations servicing the Lake County community.
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Offers scholarships to Lake County students as motivation to graduate high school and attend college. Serves as a mentor and resource center to ensure.
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Transcript
Offers scholarships to
Lake County students as
motivation to graduate high
school and attend college.
Serves as a mentor and
resource center to ensure
nonprofits can effectively provide
services to our community.
Assists donors with planning how
to invest and manage their
charitable assets.Collaborates with local leaders to solve problems
and enhance residents quality
of life.
Provides grants to organizations
servicing the Lake County community.
Let’s Build a Relationship
Grant Proposal Preparation
Goal 1: Meet Future Collaborators (one sentence)
Goal 2: Review Numerous Grant Opportunities
Goal 3: Discuss The Think Tank as cool as it sounds
Goal 4: Review the Grant Process – online, site visit, report
Goal 5: Fundraise on Legacy’s website
5 GOALS60 MINUTES www.legacyfdn.org
HOW CAN WE HELP YOU?
• Grants of up to $2,000• For one or multiple organizations• Rolling application process, notification within 30 day
Capacity Building& Training
• Programming that relates to a measurement of improved economic, social, or environmental well being.
• Lake County = a home where citizens want to live, work, and play.• Collaborative efforts prioritized• Grants due March 1 and September 1
Transform Lake County
• Grants from the John S. and James L. Knight Fund• Grants for organizations bringing residents together to collectively address issues they
identify as important and to take action in ways they themselves deem appropriate• Rolling application process, notification within 90 days
Informed & Engaged Urban Communities
• Grants from the Maria Reiner Senior Citizens Fund• Supporting a vibrant senior community in Hobart• Grants due March 1 and September 1
NEED: Lake County families are struggling to make ends meet. ACTIVITIES: Our organization provides food to families each week, we need funds to purchase food.EVALUATE: We will evaluate our program by how many families receive food each week. FUNDING: We hope to attract new donors as the community hears about what we do.
NEED: Right now, 1 in 4 American children go to sleep hungry, thousands of those children are located in Lake County. In the past two years, our clients have increased from an average of 20 clients per week to 50 clients, this means we have the same amount of money we had for 20 clients but many more clients in need. ACTIVITIES: At our organization, we help families gain access to nutritious food by providing 20 pounds of groceries each week to 50 families and hosting classes on nutrition taught by IUN nursing students.EVALUATION: We will evaluate our program by determining how many weeks each family needs food assistance from us and see if the number of weeks decreases over time as we work with them to access government assistance for food stamps, housing, and employment.FUNDING: We have asked Legacy Foundation, United Way, and the Northwest Indiana Food Bank to work with us to ensure Lake County families have food. We are also sending a letter requesting support from individuals who volunteer with or donate to us.
Narrative Samples
Resources (Inputs)
List the human, financial, organizational, and community resources and partnerships needed o operate your program.
Resources:
• Example: 1 college exam prep teacher
• Example: 100 SAT prep books
• Example: Classroom space
•
Partners/ Collaborators:
• •
Resources (Inputs)
List the human, financial, organizational, and community resources and partnerships needed o operate your program.
Resources:
• Example: 1 college exam prep teacher
• Example: 100 SAT prep books
• Example: Classroom space
•
Partners/ Collaborators:
• •
Long-term outcomes (Years 4-6) How is the community going to change because individuals are participating in activities.
• Example: high school test scores improve as enrollment in program increases
• Example: high school student enrollment increases as students see their peers succeed
•
•
Long-term outcomes (Years 4-6) How is the community going to change because individuals are participating in activities.
• Example: high school test scores improve as enrollment in program increases
• Example: high school student enrollment increases as students see their peers succeed
•
•
Measurable outputs
State the projected amount of activities you will accomplish.
• Example: 20 SAT prep classes over 4 weeks
• Example: 40 one on one college counseling sessions – one with each participant
• Example: students increase practice test scores by 10%
•
•
Activities Briefly explain what you will do with the resources to meet your program goals.
• SAT prep classes
• one on one college counseling sessions
• Practice SAT before class begins
• Practice SAT when classes conclude
•
•
Activities Briefly explain what you will do with the resources to meet your program goals.
• SAT prep classes
• one on one college counseling sessions
• Practice SAT before class begins
• Practice SAT when classes conclude
•
•
Program Goals
(Impact):How will the Lake County community
change because of
this program/proj
ect.Example:
Lake County students
graduate high school and
attend college in
record numbers.
Program Goals
(Impact):How will the Lake County community
change because of
this program/proj
ect.Example:
Lake County students
graduate high school and
attend college in
record numbers.
Administrative oversight:
Name the organizations and individuals requesting status
reports for the project (funders, fiscal agent, board)
Short-term outcomes (Years 1-3)
What is going to change for activity participants or clients because you accomplished the planned activities.
• Example: students increase understand the path to college (ask questions before program begins to see what measure what they know at the start and end of the program)
• Example: students apply to colleges increase by a certain percentage
• Example: number of program participants attending college increases by a specific percent .
Organization Name
LOGIC MODEL – Relating Program Activities to Community Impact
9. We hold regular board meetings and take minutes at those meetings. Yes In process No10. We have written employment policies. Yes In process No
11. We share financial statements with our board and we have our financials audited by an independent firm each annually. Yes In process No
12. Our CEO provides good management, is well respected in the community, and is involved with cultivation and solicitation of donors. Yes Some No
13. Our board members receive orientation and director's handbooks. Yes Some No
14. Our board is compromised of a good mix of diverse backgrounds; they have the skills and talents needed by our organization; they have influence and affluence; they contribute financially; and they understand their role. Yes Some No
15. Our board committees have written guidelines and are active. Yes In process No16. We have board and staff members complete conflict of interest policies. Yes In process No17. We have an investment policy that is regularly reviewed by the board. Yes Some No18. We have systems designed to produce accounting checks and balances. Yes In process No
19. We require multiple authorizations for money transfers above a specified amount. Yes In process No
20. We have a document retention policy reviewed by a qualified attorney. Yes In process No21. We regularly review our insurance needs. Yes In process No22. We have developed measures that the board and contributors can use to assess whether the organization is achieving its mission. Yes In process No
23. We acknowledge gifts within 72 hours. Yes Some No24. We have an effective website. Yes In process No25. We have a gift acceptance policy and procedure manual in place. Yes Usually No26. We have all the necessary office equipment we need. Yes Some No27. We publish and distribute an annual report including names of donors. Yes Some No28. We have volunteer training and provide a volunteer handbook. Yes Some No29. Our board and staff receive continuing education on a regular basis. Yes In process No30. We have a planned giving program in place. Yes In process No Financial Information - data verified during the site visit 2011 2010 2009Total Operating Expenses Total Program Expenses Total Income Received Individual Contributions Received Grant Dollars Received Endowment Balance
• Organization Name• Grant Number• Report Date• Amount Spent – itemized and totaled expenses as outlined in the Grant Implementation
Guide.• Logic Model with actual rather than projected outputs and short term outcomes. • Explanation of successes and challenges did you encounter with the implementation of this
grant? How did they strengthen your organization?• Quote, testimonial, and/or photo (only if you have a signed waiver for photographed on
file) if you would like Legacy Foundation to highlight your organization in our communications.
• Please attach samples of publicity or press coverage for the grant, hyperlinks are accepted in lieu of paper copies of coverage.
• How does Legacy Foundation do a good job of supporting your organization?• How can Legacy Foundation better support your organization?• Does your organization utilize Legacy Foundation – Give in Lake County online fundraising