AFP Westchester NPD 2013 Eyes on the Dashboard: Performance Metrics for Grantseeking Programs John...
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![Page 1: AFP Westchester NPD 2013 Eyes on the Dashboard: Performance Metrics for Grantseeking Programs John W. Hicks, CFRE](https://reader035.fdocuments.us/reader035/viewer/2022062618/54d5d8114a795979598b46bd/html5/thumbnails/1.jpg)
John W. Hicks, CFRE
President & CEO
J.C. Geever, Inc.
*Eyes on the Dashboard
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*The Landscape
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*Ahoy! Sea Change
*New kids on the block
*Generational shift in foundation leadership
*Changing needs/opportunities
*The nonprofit landscape
*Globalization of philanthropy
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*2013: What We Know
*Foundations are recovering from the Great Recession
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Data gathered from 140 private foundations for the 2012 Study show that these organizations’ endowments returned an average of 12.0 percent (net of fees) for the 2012 fiscal year -- a significant improvement over the FY2011 return of less than 0.7 percent.
Source: Commonfund/Council on Foundations
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*2013: What We Know
*Foundations are recovering from the Great Recession
*Foundation giving is stable . . . and stagnant
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Source: The Foundation Center
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*2013: What We Know
*Foundations are still recovering from the Great Recession
*Foundation giving is stable . . . and stagnant
*The largest foundations are still saying that they are wary of planning significant increases
*Small foundations may be more bullish
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Private foundations with less than $50 million granted 9.1% more in 2012 than in 2011. These same foundations continue to pay out more than twice their 5% minimum distribution requirement and actually increased their qualifying distributions in 2012 to 11.7% of assets, up from 11.2% in 2011.
Source: Foundation Source Study, March 2013
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*Impact
*Reduced giving as a percentage of assets
*Reduced overhead/staffing
*Lengthening the consideration/decision process
*Refocused giving priorities
*Greater discernment about grantees
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*Assumptions
*Acquisition is tougher. Foundations are becoming more selective in their choice of grantees.
*Urgent needs will be harder to fund vs. strategic needs.
*Small annual grants appear to be stable.
*Foundations will direct larger grants to strategic priorities.
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*The Grants They Are a-Changing
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*Sustaining Grants
*Modest gifts to let the recipient know that the donor still cares
*Risk/reward = low/modest
*Global expectations
*Will do good work
*Will sustain change
*Allow the Foundation to maintain its mission and its tax-exempt status
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*Investment Grants
*Large grants
*Risk/reward = modest-high/high
*Strategic philanthropy
*Global expectations
*Expansion/enhancement
*Real and positive change/outcomes
*Sustained change
*Allow a foundation to be strategic with its philanthropy
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*Oops! Your Paradigm Shift is
Showing
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*Old Paradigm
*Cast your net broadly
*Lots of proposals in the pipeline
*Time is on our side
*Foundations in “risk taking” entrepreneurial mode
*We can sustain and grow total from year to year with some predictability
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*New Paradigm
*Trade the net for a fishing rod
*Targeted applications/proposals
*Time is against us
*Foundations are entrepreneurial and adverse to risk
*Grantseeking results vary from year to year
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*Paradigm by the Dashboard Light
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*The Old Dashboard
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*The Old Dashboard
*How much money did we raise?
*How many grants did we keep/lose?
*How many grants did we acquire?
*How many proposals are in the pipeline?
*How many calls did we complete?
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*The New Dashboard
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*The New Dashboard
*How much of the right money did we raise?
*What is the quality of our portfolio?
*How many grants did we maintain?
*How many relationships did we create?
*How many relationships did we sustain?
*How many foundations know more about us?
*Is our message resonating with grantmakers?
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*Questions and Discussion