Incarnate Word Foundation

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Incarnate Word Foundation

• Grantmaking Programs

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Mission

• To continue the healing ministry of Jesus Christ,
  the Incarnate Word

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Values

• Incarnational Spirituality
• Compassion, Growth, Development
• Dignity
• Empowerment, Diversity and Respect
• Partnering
• Relationship/Collaboration, Community Focus,
  Effective Stewardship
• Inventiveness
• Holistic Approach, Community Focus, Systemic
  Change
• Stewardship/Accountability
• Responsiveness, People, Time, Talent

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History

• Sisters of Charity of the Incarnate Word, San
  Antonio
• Sale of Incarnate Word Hospital
• Creation of the Incarnate Word Foundation

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Foundation Role

• Grantmaking
• Proactive collaboration
• Fostering public policy discussion
• Testing solutions
• Sponsoring educational programs
• Improving understanding of healthy communities
• Promoting leadership development
• Encouraging capacity building
• Researching community issues

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Annunciation Grant Program

• Concept Paper May 1, 2007 430 p.m. deadline
• No e-mailed or faxed concept papers
• Full Proposal JULY 1, 2007 430 p.m. deadline
• Or postmarked July 1
• Fedex is not necessary

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Annunciation Grants

• 10,000 or less
• Support for the overall mission of the agency
• Funds can be used for operations, programs and
  services, projects

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Areas of Interest

• Focus on agencies whose missions and values are
  aligned with those of the foundation
• Emphasis on the economically poor and addressing
  the root causes of poverty

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Focus Areas

• Women, Children, and Seniors

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Women

• To empower women through education

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Women Successful Applicants

• Successful applicants will
• Provide specific educational opportunities that
  may include academics, job skills training,
  health promotion and prevention, and holistic
  living
• Develop long-term relationships and work toward
  healthy families/lifestyles
• Emphasize empowerment and self-sufficiency

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Children

• To promote resiliency and holistic health in
  children who face the challenge of poverty and
  lack of opportunities

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Children Successful Applicants

• Successful applicants will
• Work to produce long-term possibilities for the
  childs growth and development
• Provide educational opportunities for children to
  reach their full potential
• Promote wellness and holistic health
• Provide the opportunity for family reunification
  or the development of permanent relationships
  with caring adults

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Seniors

• To help senior citizens maintain a high quality
  of life by ensuring safe living environments with
  opportunities for socialization and spiritual
  growth

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Seniors Successful Applicants

• Successful applicants will
• Work with seniors who are living on their own in
  the community
• Promote self-management and independence
• Educate seniors on wellness and personal safety
• Provide socialization opportunities
• Include a spiritual dimension

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Advocacy Grants

• Foundation makes a limited number of advocacy
  grants
• Overall process is the same, except
• Grants are reviewed by the Advocacy Cmte.
• Focus is on systemic change
• Committee generally meets with the applicants

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Geographic Areas

• St. Louis City and surrounding Missouri counties
• Areas in rural Missouri where the sisters have
  worked in the past
• Boonville, California, Canton, Columbia,
  Ellington, Jefferson City, Kansas City,
  Kirksville, Lebanon, Macon, Monroe City, Old
  Mines, Potosi, Rolla, Sedalia, Springfield, St.
  James, Rosati, St. Patrick, Taos
• East St. Louis, IL

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Ethical Religious Directives

• Foundation fund religiously-sponsored groups, as
  well as non-sectarian agencies
• Directives are a criteria for eligibility for
  funding
• Origin of Directives
• Review of proposals when the Ethical and
  Religious Directives are an issue

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Limitations

• No awards to
• Endowment funds
• Biomedical or clinical research
• State/Local Governments/ Private Fdtns.
• Political activities
• Fundraising events
• Scholarships
• Hospitals, health systems or related entities
• Individuals

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Agencies Typically not Funded

• Agencies that meet basic needs
• Soup kitchens, utility assistance
• Disease-specific agencies
• Local affiliates of national organizations
• Developmental disabilities
• Disease advocacy groups
• Large agencies where foundation funding will have
  a minimal impact
• Arts organizations

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Other Considerations

• Applicant must be a 501c3
• Carefully consider whether the agencys mission,
  values, and focus are in alignment with the
  foundations
• After three years of consecutive funding,
  agencies are asked to sit out a round
• Foundation does have a special project area,
  Benton Park West, and applications in that area
  are generally reviewed in conjunction with the
  foundations overall project plan

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Process Timeline

• Concept Paper May 1
• Notification June 1
• Full Proposal July 1
• Staff review July 1 August 15

• Grant Review Cmte. review August 15 September 1
• Board review September 15
• Notification - October 1
• Award reception October 30

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How to Apply Concept Paper

• Concept paper heading
• Name or org.
• Address
• Telephone and FAX numbers
• E-mail of contact person
• Website (if available)
• Contact person name/title
• Total annual budget
• Amount of request
• Primary geographic area served

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Concept Paper Narrative

• Limited to 750 words or less
• Key points
• How does the agency mission relate to the
  foundations?
• What are the values underlying services and how
  are those in sync?
• What are the organizations goals?
• What are the target populations for the agencys
  work and how do those relate to the foundation?
• What are the primary programs/services
  offered?How do those achieve the goals?
• What is the involvement with other groups that
  serve the same population?
• What are the agencys challenges? How will
  working with the foundation address those?

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Concept Paper Supporting Materials

• Supporting materials are limited to
• List of Board members
• Tax determination letter
• Please do not submit additional materials

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Proposal Format

• Proposal Summary Form
• Narrative Section
• Budget
• Supporting materials

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Proposal Summary Form

• Fill out completely do not write see attached
• ONE PAGE ONLY
• If using web form, make sure that form ends with
  project amount

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Narrative Section

• Limit is four pages
• Mission of org. is important
• Outcomes are important be clear on what will be
  accomplished and how you will assess your
  agencys impact
• Dont use too much space for statistics
  documenting the need

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Budget

• Budget form is an example only you may use the
  form or your own form as long as all information
  is included
• Listing funding sources is important
• Helpful to know the of funds used for
  administration, fundraising and programming, if
  known

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Supporting Documents

• State sales tax letter is not federal tax letter
• Letters of support should be from those familiar
  with your work letters are not judged based on
  the importance of person who has written them
• TWO COPIES OF EVERYTHING

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The Grant Review Process - Initial Screening

• Determine sufficiency of information
• Assess consistency with IWF mission, core values,
  and areas of interest
• Review for eligibility
• Fits within geographic area
• Ethical and Religious Directives
• IRS tax ruling
• Decide whether proposal merits complete critique
  for Board action

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Proposal Critique

• Critique of proposal relative to
• Compatibility of mission and core values
• Community need/population served
• Organizational leadership
• Collaboration
• Track record
• Financial accountability
• Potential impact and outcomes
• Leverage

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Staff Recommendation

• Proposals will be categorized as follows
• Initial rejections
• Hold for further study
• Recommend for approval or rejection

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Board Review Committee

• Review of full proposals and critiques
• Develop final recommendations to Board
• Approval or rejection
• Approval with conditions
• Referral to staff for further study (deferral)

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Board Action

• Grant Review Cmte. Presents recommendations to
  Board
• Board discussion
• Board action

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Things to Keep in Mind

• Dont stretch your project to make it fit the
  focus areas
• Dont contact Board members they wont exert
  inappropriate influence
• If you are collaboratingtruly collaboratenetwork
  ing and referrals is not collaboration
• Involvement in the community is a plus

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Things to Keep in Mind, cont.

• Board members will see the actual application
  dont use tiny type, have a professional
  appearance
• Accurate budgeting is a factor
• If you have a question, ask the secretary at the
  foundation and she will refer to me if necessary
• The deadline is the deadlineno exceptions

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Things to Keep in Mind, cont.

• If you are not funded, find out why
• Agencies will receive a letter delineating why
  the concept paper or proposal was not accepted.
  If what is in the letter is not sufficient, then
  call.
• If you are funded, send a thank you
• Complete the evaluation in a timely manner