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Hardin County Community Endowment Foundation Welcome to the nd 2 Annual Grant Workshop Hardin County Community Endowment Foundation Welcome to the nd 2 Annual Grant Workshop

Hardin County Community Endowment Foundation In the Beginning…. • The County Endowment Fund was Hardin County Community Endowment Foundation In the Beginning…. • The County Endowment Fund was established by the 2004 Legislature to provide state financial support to encourage the creation and development of community foundations throughout Iowa.

Hardin County Community Endowment Foundation In the Beginning… • ½ of 1% of gaming Hardin County Community Endowment Foundation In the Beginning… • ½ of 1% of gaming revenues • Divided by all counties that do NOT have gaming facilities • 75% given annually for grants to county non-profit organizations • 25% put into permanent county endowment

Hardin County Community Endowment Foundation Formed… • Organized February, 2005 • Affiliate of Greater Hardin County Community Endowment Foundation Formed… • Organized February, 2005 • Affiliate of Greater Des Moines Community Foundation • 16 diverse leaders • Geographically • Interest involvement • Committee structure • Grantmaking, Marketing

Hardin County Community Endowment Foundation Early Successes… • In the first two years • Hardin County Community Endowment Foundation Early Successes… • In the first two years • Raised $83, 000 for unrestricted endowment • Donors eligible for the Endow Iowa 20% Tax Credit • Created two endowed funds

Hardin County Community Endowment Foundation Continued Efforts…. • Strategic Planning • Held in ‘ Hardin County Community Endowment Foundation Continued Efforts…. • Strategic Planning • Held in ‘ 05 to define mission, vision & grantmaking • Marketing • Presentations • Flyers • Brochures

Hardin County Community Endowment Foundation Continued Efforts…. • Endowment Building • The power of Hardin County Community Endowment Foundation Continued Efforts…. • Endowment Building • The power of endowments is perpetuity, generating income for generations that will help keep agencies and communities strong

Hardin County Community Endowment Foundation Continued Efforts… • Promoting philanthropy • Building awareness of Hardin County Community Endowment Foundation Continued Efforts… • Promoting philanthropy • Building awareness of the many ways citizens can become donors, providing lasting benefits for the area and the people that mean so much to them.

Hardin County Community Endowment Foundation Continued Efforts… • Promoting philanthropy • Local media • Hardin County Community Endowment Foundation Continued Efforts… • Promoting philanthropy • Local media • Radio interviews • Web presence • Donor letters • Newspaper tab

Hardin County Community Endowment Foundation Grantmaking…. A Visual Impact • Application summary of our Hardin County Community Endowment Foundation Grantmaking…. A Visual Impact • Application summary of our first year…. • 38 applications received • Requesting over $131, 000 • Reviewed Feb. 23, 2006

Hardin County Community Endowment Foundation Grantmaking…. A Visual Impact • The awards… • First Hardin County Community Endowment Foundation Grantmaking…. A Visual Impact • The awards… • First awards night was April, 2006 • 18 nonprofits were awarded funding • Over $48, 000 was given in grants

Hardin County Community Endowment Foundation Grantmaking…. a Visual Impact • 7 awards to projects Hardin County Community Endowment Foundation Grantmaking…. a Visual Impact • 7 awards to projects with countywide focus • 11 awards to projects in 8 Hardin County communities

Hardin County Community Endowment Foundation Awards impact six focus areas…. • Community Betterment – Hardin County Community Endowment Foundation Awards impact six focus areas…. • Community Betterment – 43% • Education – 21% • Health and Human Services – 11% • Youth Development – 10% • Arts & Culture – 9% • Recreation & Environment – 6%

Hardin County Community Endowment Foundation Looking Forward to…. • Working with professional advisors • Hardin County Community Endowment Foundation Looking Forward to…. • Working with professional advisors • Following up with grant recipients on projects completed • Working with other nonprofits to establish agency endowments with the HCCEF

Hardin County Community Endowment Foundation HELPFUL TIPS FOR WRITING YOUR GRANT Hardin County Community Endowment Foundation HELPFUL TIPS FOR WRITING YOUR GRANT

Hardin County Community Endowment Foundation What We Will Fund…. Focus areas: • Arts & Hardin County Community Endowment Foundation What We Will Fund…. Focus areas: • Arts & Culture • Community Betterment • Education • Health & Human Services • Recreation & Environment • Youth Development

Hardin County Community Endowment Foundation Who is Eligible? . . • 501(c)(3) tax-exempt, non-profit Hardin County Community Endowment Foundation Who is Eligible? . . • 501(c)(3) tax-exempt, non-profit organizations • 170(b) units of government organizations • Organizations providing non-profit services within the community

Hardin County Community Endowment Foundation Who Reviews the Grant Applications… • The Hardin County Hardin County Community Endowment Foundation Who Reviews the Grant Applications… • The Hardin County Community Endowment Foundation Board reviews all grant applications. • Grants recommended for funding are sent to the Greater Des Moines Community Foundation Executive Committee for final action and disbursement of funds.

Hardin County Community Endowment Foundation How Much Money is Available for Grants? . … Hardin County Community Endowment Foundation How Much Money is Available for Grants? . … • In 2007, over $49, 000 will be granted to -profit organizations in Hardin County. non

Hardin County Community Endowment Foundation What We Look For…. • Projects that address significant Hardin County Community Endowment Foundation What We Look For…. • Projects that address significant community issues • Present innovative, creative and practical proposals which build on community strengths • Develop leadership potential of the community

Hardin County Community Endowment Foundation Evaluation Criteria…. • The intrinsic merit of the project Hardin County Community Endowment Foundation Evaluation Criteria…. • The intrinsic merit of the project for meeting priority community needs • Number of residents who will be affected • Benefit to residents in Hardin County • Completeness of application • Collaborative relationships and required matching funds

Hardin County Community Endowment Foundation What We DO NOT Support…. • Current operating expenses Hardin County Community Endowment Foundation What We DO NOT Support…. • Current operating expenses • Annual and capital campaigns • Budget deficits, reduction of debts, completed projects, endowments, individuals, or religious purposes • We do not give multi-grants to the same organization or give grants to organizations with open grants not completed

Grant Application Information Hardin County Community Endowment Foundation Grant Applications are Available…. • Each Grant Application Information Hardin County Community Endowment Foundation Grant Applications are Available…. • Each year in November on the Hardin County Extension Service website at www. extension. iastate. edu/hardin/ or copies may be picked up at each community’s City Hall.

Grant Application Information Hardin County Community Endowment Foundation • Fifteen copies of the completed Grant Application Information Hardin County Community Endowment Foundation • Fifteen copies of the completed application form must be returned to the Foundation no later than February 2, 2007, via any of the following means: • Mail to P. O. Box 2, Eldora, IA 50627 - post marked no later than Friday, February 2 • Personally deliver to the Hardin County Extension Service, Iowa Falls, or the Hardin County Auditor’s Office in the Court House by 4 p. m. on Friday, February 2 • Applications submitted after the February 2 deadline will not be considered.

Grant Application Information Hardin County Community Endowment Foundation • The maximum grant is $5, Grant Application Information Hardin County Community Endowment Foundation • The maximum grant is $5, 000, not to exceed 50% of the total project cost. • Grant requests may be wholly or partially funded. • Projects funded should not duplicate initiatives already undertaken by other non-profit agencies. • All grant applicants will be notified as to their approval or denial. • Grants will be presented to recipients at a county-wide Awards Night.

Grant Application Information (page 2) Hardin County Community Endowment Foundation • Organizations receiving grants Grant Application Information (page 2) Hardin County Community Endowment Foundation • Organizations receiving grants must sign an Agreement Form • Indicating the grant recipient’s willingness to use the funds awarded for the purpose requested within 9 months • File a final report • Give the Hardin County Community Endowment Foundation credit in all media releases

Grant Application Information Hardin County Community Endowment Foundation • Provide proof of purchase for Grant Application Information Hardin County Community Endowment Foundation • Provide proof of purchase for total project costs (grant monies spent & 50% of matching funds) within 9 months of grant distribution • Submit written request for extension if project is incomplete after 9 months • Return any portion of the grant monies not used for the designated purpose within 12 months of the grant award

Hardin County Community Endowment Foundation Grant Application - 2007 ORGANIZATIONAL INFORMATION: _______________________________ Legal name Hardin County Community Endowment Foundation Grant Application - 2007 ORGANIZATIONAL INFORMATION: _______________________________ Legal name of organization (as listed with IRS) _______________________________ Address City, State , Zip Employer Identification Number (EIN) _______________________________ Phone Fax Web site _______________________________ Name of contact person regarding this application Phone E-mail

Type of funding sought (circle/underline one): **Capital Support Special Project **If seeking funding for Type of funding sought (circle/underline one): **Capital Support Special Project **If seeking funding for Capital Support, does your organization own the property for which capital support is being requested? Yes _____ No _____ If no, who is the owner? Name ________ Phone number_______ Project focus area (circle/underline one): Arts & Culture Health & Human Services Community Betterment Recreation & Environment Education Youth Development Other ______ Total cost of project: $________ (attach budget – see sample in packet) Amount requested for project? $__________ (up to 50% of total project)

Is your organization an IRS 501(c)(3) not-for-profit? ____Yes _____No If no, is your organization Is your organization an IRS 501(c)(3) not-for-profit? ____Yes _____No If no, is your organization a 170(b) unit of government? ____Yes _____No If you are NOT a 501(c)(3) or 170(b), you must have a fiscal agent. Please fill out information below: Fiscal Agent’s Name _________ Address __________ Phone Number _______ Fiscal agent’s EIN number ________

The undersigned certifies that he/she is authorized to represent the organization applying for a The undersigned certifies that he/she is authorized to represent the organization applying for a grant and that the information contained in this application is accurate. The undersigned agrees that if a grant is awarded to the organization: • the grant will be used for the purpose outlined in the grant award letter and may not be expended for any other purpose without prior written approval from Hardin Count Community Endowment Foundation (HCCEF) • the HCCEF has received nothing of material value in exchange for the grant • information about the organization and the grant may be used by HCCEF in any published materials

Board Approval from Applicant Organization: We approve submission of this grant request and certify Board Approval from Applicant Organization: We approve submission of this grant request and certify that the purpose of this request is charitable and that monies received from the HCCEF will be used solely for the project as stated in this application. _____________ Board Chairman ________ Date

Letter of Application: Please address the following discussion points in the HCCEF Application, limiting Letter of Application: Please address the following discussion points in the HCCEF Application, limiting the letter to two pages (12 point font, l-inch margins). Please type the questions as stated below for each number before you begin to provide your answers. 1) Describe your organization’s mission or charitable purpose, its program activities and population served. 2) Describe your organization’s history (year it was organized) and major accomplishments, concentrating on the last two years.

3) Describe the community needs/problems being addressed by this project. 4) Describe the proposed 3) Describe the community needs/problems being addressed by this project. 4) Describe the proposed project and its date of completion. 5) 5) Discuss how this project will benefit the community. Give an estimated number of individuals benefiting from your project and describe the community support for it.

6) How will you evaluate and measure the results of the project? Include how 6) How will you evaluate and measure the results of the project? Include how news of the project will be publicized and/or recognized? 7) Is this a one-time project? If not, describe the long-term plan for sustainability of the project. 8) List collaborating partners and the amounts they are contributing to the project. List other funding secured, applied for, and proposed for the project. List all “in-kind” contributions, such as volunteer hours (valued at $18/hour) and materials.

Attachments: In order to be considered for funding, your application MUST provide the following Attachments: In order to be considered for funding, your application MUST provide the following items: • 15 copies of your completed grant application and required attachments: • Copy of latest Federal IRS tax-exempt status letter if you are a 501(c)(3) or 170(b) OR if you are NOT a 501(c)(3) or 170(b), please include a signed “Letter of Intent” from the organization that will be acting as the fiscal agent • Project budget -- on separate page provide a breakdown of costs and expenses for the total cost of the project. • • List of the organization’s Board of Directors, their addresses, & phone numbers No more than 2 pages of optional supporting materials

Hardin County Community Endowment Foundation Any questions, contact: Kristi Harris, Chairperson, Grantmaking Committee 641 Hardin County Community Endowment Foundation Any questions, contact: Kristi Harris, Chairperson, Grantmaking Committee 641 -648 -3475; e-mail at [email protected] com Carol Gilbert, Foundation Chair 515 -855 -4170; e-mail at [email protected] net

Hardin County Community Endowment Foundation QUESTIONS? Hardin County Community Endowment Foundation QUESTIONS?