U'S'Mexico Border

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U.S./Mexico Border Philanthropy
Partnership REPORT TO FUNDERS San Diego,
California April 9 11, 2003
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WHERE ARE WE AT?

• BCF Progress and Overview
• Grants and Technical Assistance
• Issues and Challenges
• Priorities
• Evaluation plan

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BCF PROGRESS OVERVIEW
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• STAFFING UPDATE
• Silvia Siller, Full-time Program Associate
• Vivian Blair, Responsible for Eastern Mexican
  BCFs (Ciudad Juarez, Ojinaga, Matamoros)
• SITE VISITS
• Between the last Learning Community and today,
  Synergos staff have conducted at least one site
  visit to nearly all of the participating
  Community Foundations.

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SERVICES RENDERED

• Review/Advise BCFs on Proposals
• Assist in Directing Technical Assistance
  Priorities
• Assist in Development of Institutional
  Development Plans
• Assist in coordination of Funder grants to
  participating Border Community Foundations

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HIGHLIGHTS OF PROGRESS

• Increased BCF Board engagement
• Enhanced Community Foundation capacity
• Increased communication between (and
  about!) Border Community Foundations
• Funder collaboration and coordination
• Enhanced understanding of border non-profit and
  philanthropic sectors

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GRANTS TECHNICAL ASSISTANCE
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TA FUNDS GRANTED

• 44,816 approved

TA FUNDS USED FOR

• Consultants
• Off-site Workshops Conferences
• On-site staff training
• Attendance at relevant meetings

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UNPOOLED GRANTS TO BCFS

• 4,115,000 approved
• 150,000 in the pipeline approval likely
• 900,000 in proposals expected soon

UNPOOLED GRANTS FOR

• Initiate CF work in border communities
• Deepen work in border communities
• Expand work into new communities
• Develop capacity for endowment building

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UNPOOLED GRANTS

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EXPECTED PROPOSALS

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ISSUES CHALLENGES
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ISSUES/CHALLENGES
Moving start-ups into viable, functioning CFs,
cannot always proceed on our timeline All BCFs
are facing serious financial challenges
everyone is asking them to do more with less
Some BCFs have not yet tapped into TA and
unpooled resources
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PRIORITIES FOR 2003
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PRIORITY 1
Facilitate peer exchanges and site visits to
strengthen relationships between BCF staff/boards
and increase commitment to the Community
Foundation movement and the Border Philanthropy
Partnership
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PRIORITY 2
Channel enhanced Synergos staff attention and
technical assistance to the start-up community
foundations in Texas, Matamoros and Tecate
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PRIORITY 3
Encourage increased interaction between funders
and community foundations local workshops with
funder sharing of best practices, attendance at
peer learning exchanges, facilitated site visits
and networking.
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PRIORITY 4
Increase the number of funder partners, unpooled
grants, and other financial support for the
Border Philanthropy Partnership
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EVALUATION PLANS
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EVALUATOR HIRED
Silvia Peregrino, Ph.D. Candidate, ASU Tempe
EVALUATOR WILL

• ID Border QOL Baseline Measures
• Analyze BCF capacity and impact
• Identify Change within Funder Community
• Assess BPP indirect and unintended benefits

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REPORT TO FUNDERS PHASE I POOLED FUND BUDGET
OVERVIEW San Diego, California April 9 11, 2003
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ORIGINAL PROPOSAL

• 1.799 MILLION
• 3-Year Program 1/02- 12/04 Commitment to 3 Years
  Program Activities
• BUT, NO FUNDS for Year 3 Program Activities (ie.
  2 Learning Communities and TA Funds - Estimated
  at 380,000)
• Proposed Plan Year 3 Program Funds to New Border
  Association/Network

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ADJUSTMENTS

• DESIGN PHASE EXTENDED
• Delays in Receipt of Pooled Grants
• Partnership Concept Development - Time Intensive
  BPP Launched September 2002
• Result Phase I Timeline Extended 7 Months
• New Date Final Learning Community April 2005
• RAPID CREATION TRANSITION TO BORDER NETWORK
  OVERAMBITIOUS
• BPP Members Against Rapid Transition
• Result Unlikely there will be local entity to
  receive year 3 funds

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NEW PHASE I BUDGET

• 2.390 Million
• Phase I End July 2005
• 3 Years Learning Community and TA Funds Included
• INCOME NEWS 8 FUNDERS
• Projected 1.799 million
• Actual 1.998 million

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CHALLENGE FOR 2004

• FILL BUDGET GAP
• 392,000
• PROPOSAL
• Increase Funders to BPP Southwest Airlines and
  Others
• Monitor Actual Costs Vs. Projections
• Review Budget Situation 9/03 Funder Group meeting
  and Design 2005 Plan

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U.S./Mexico Border Philanthropy
Partnership REPORT TO FUNDERS San Diego,
California April 9 11, 2003