Foundation

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Foundation Corporate Research

• Getting startedfor free!

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Foundations Corporations

• Types of foundations sources often determine
  funding decisions and priorities
• Private - Funds come from a single source, like a
  family fortune
• Public- at least 1/3 of the income comes from
  general public donation
• Corporate foundations
• These foundations are separate legal entities
  where giving reflects corporate interests.
• Follow the same laws governing private
  foundations, including filing an annual Form
  990-PF with the IRS.

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Current trends

• Foundation funding
• Grantmaking increased to 38.5 billion, according
  to data provided by the Foundation Center in
  2007.
• Corporate giving
• In 2007 increased by an estimated 1.9, to 15.7
  billion.
• Corporate and foundation giving represents
  approximately 17 of a mature non-profits giving
  plan.

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Foundation Information

• Foundation Centers Foundation Finder
  http//lnp.fdncenter.org/finder.html
• Example Cancer, North Carolina

• Search results indicate 10 foundations listed

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Foundation Information

• Contact information
• Foundation website address via hyperlink
• Financial summary, including access to most
  recent IRS 990 filing

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GuideStar

• Free access via www.guidestar.org
• Access to most recent IRS tax return (990) for
  most nonprofits
• Assists in identifying an organizations funding
  priorities, geographic limits

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Simplifying a 990

• By knowing where to look, a foundations assets,
  key officers, and grants paid can be identified
  easily

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Simplifying a 990

• Application information and grants are also
  listed

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990 Supplemental Pages

• Used for extra information that doesnt fit
  easily into the IRS form, such as all grants
  paid, officers, etc.

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990 Supplemental Pages

Used for extra information that doesnt fit
easily into the IRS form, such as all grants
paid, officers, etc.
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Private companies

• Harder to evaluate worth since they dont have to
  report finances
• Can compare to similar companies using median
  figures
• INC. Magazines Ultimate Valuation Guide,
  http//images.inc.com/magazine/20070101/valuation-
  tables.pdf

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Private Companies

• Can estimate valuation based on type of business
• http//www.bizstats.com/reports/valuation-rule-thu
  mb.asp

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Public Companies

• Lots of basic information on the company website

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UNC Library

• Online magazines and newspapers, www.lib.unc.edu/
• News Observer, Business Journals, Chronicle of
  Higher Education, Chronicle of Philanthropy
• Search by title, subject, or alphabetically

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Sample E-reference Links

• Library has pre-established numerous links to
  popular subjects

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Additional Library Resources

• Americas Newspapers
• Full text coverage of major newspapers
• CorporateAffiliations.com
• Corporate linkage information- affiliates,
  subsidiaries, and divisions
• Helpful for sorting out mergers/acquisitions

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Track your prospects

• Set up email alerts to receive updates on key
  issues, organizations, or topics.
• Foundation Center RFP bulletin -
  http//foundationcenter.org/pnd/rfp/

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Google Alerts

• From the main Google search page, select more
• At the next screen, choose Alerts to receive
  news and search results via email

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FYI

• Additional details can be found on the intranet,
  under Office of Development/Donor and Prospect
  Relations/Research
• No question is too big or too small Im here to
  help
• Any questions?