Baptist Healing Trust

1
Baptist Healing Trust

• Grant Workshop
• Fall 2005

2
Overview of the Baptist Healing Trust

• Funded by the sale of Baptist Hospital to
  Ascension Health/ St. Thomas Health Services
• Independent from Baptist Hospital
• 21 Member Board of Trust
• Committed to supporting health related
  non-profits in the Middle Tennessee area
• Two funding cycles (spring and fall)
• Seek to be partners with our grantees

3

• GivingMatters.com is a project of The Community
  Foundation of Middle Tennessee in partnership
  with area funders.
• BHT is requesting that all grant applicants
  complete a profile on GivingMatters.com
• Please contact Kaki Friskics-Warren or Jenn Walen
  at the Community Foundation. By phone, call
  615-321-4939 or toll free 888-540-5200.

4
Fall Grant Application Deadline

• Wednesday, September 7 at 400 p.m.
• Applications will be accepted before September 7.
• Applications will be accepted from 9 a.m. 400
  p.m. on September 7 at the Baptist Healing Trust
  office.

5
Eligibility Criteria

• The Program Committee sets the eligibility
  criteria for grants.
• This includes type of non-profits to be funded,
  geographic area to be funded, areas of interest
  and exclusionary criteria.
• Areas of interest are funding areas that the
  board has identified based on community needs to
  direct their grant investments.

6
Eligibility Criteria

• Charities that impact individual, group or
  community health and specifically target groups
  or populations that lack access to healthcare.
• Charities whose work is targeted toward the
  Middle Tennessee area.
• Organizations must be 501(c)(3)

7
BHT is unlikely to fund

• Grants directed toward the operational and
  administrative activities of an organization
• Grants for the construction or renovation of
  building facilities
• Grants to individuals, fraternal organizations,
  and research oriented single-disease charities
• Grants to other grant-making organizations
• Grants to support partisan politics, political
  lobbying, or electoral campaigns

8
BHT Partnership Grants

• are made to health related non-profit
  organizations to provide extra support necessary
  to apply the principles of radical loving care
  through funds for capacity building, leadership
  training and consulting. BHT Partners receive
  funds for both the direct and indirect expenses
  associated with undertaking transformational
  change.
• BHT seeks to empower non-profit organizations to
  take a more strategic approach in tackling the
  challenges they face, to craft new ways of
  enhancing their effectiveness, to strengthen
  their staffs, and most importantly, to put into
  practice radical loving care within their
  organizations.

9
Example of Partnership Grant

• Alive Hospice
• Received a 15,000 grant to enable Alive Hospice
  to continue to advance a purposeful culture of
  love through leadership development and staff
  training. Hospice is tracking employee and
  patient satisfaction to evidence improvement.

10
How to apply for a partnership grant

• An organizational needs assessment conducted
  through meeting(s) between the BHT staff and the
  non-profits staff
• Partnership application given to interested
  organization after initial meeting
• Complete or update your agency profile on
  GivingMatters.com
• Submit partnership application by grant deadline
  on September 7th.

11
Impacting Education Grant

• Impacting Education Grants are for specific
  programs or courses, which impact medical and
  other health professionals during their education
  and training. The Trust seeks to encourage
  nursing, medical and other allied health
  professional schools as well as postgraduate
  training programs to introduce a course or
  program advocating a loving care model of
  leadership and culture or a similar program
  addressing spirituality and compassionate care.

12
Examples of Education Grants

• The Belmont School of Nursing - 12,475 to
  implement ongoing faculty and staff retreats to
  reevaluate the core processes and mission of the
  School and to ensure radical loving care is the
  heart of their daily work with students, patients
  and colleagues.
• Vanderbilt Childrens Hospital - 25,000 to
  create a program that trains pediatric residents
  in family centered care. VCH is tracking patient
  surveys to assess the success of the program.

13
How to apply for an education grant

• Contact the Trust to arrange a meeting with the
  CEO and Program Officer
• Impacting Education application given to
  interested organization after initial meeting
• Complete or update your agency profile on
  GivingMatters.com
• Impacting Education proposal submitted to BHT by
  September 7th.

14
Transom Grant Overview

• Typically 25,000 - 75,000 (minimum of 25,000)
• Typically one year term
• BHT will fund more than one year, for new
  programs, on a very limited basis
• Program or project based support
• Outcomes based
• Organizations can only be funded once/year

15
Current Areas of Interest

• Physical Health
• Examples Clinical healthcare, disease
  management, healthcare for the medically fragile.
• Mental Health
• Examples Crisis Intervention, Mental Health
  Counseling, Emotional Support Services.
• Recovery from Alcohol or Drug Abuse
• Examples Intensive Outpatient Treatment,
  Residential Treatment Services, Outreach and
  intervention to high-risk populations.
• Healing from Abuse, Neglect or Violence
• Examples Trauma Intervention, Domestic
  Violence Victims Services, Residential
  Therapeutic Services, Survivors Services.

16
TRANSOM GRANTS

• Before writing this grant, if you havent done so
  already, contact the Program Officer to ensure
  your program fits the funding priorities!
• The ABCs of writing this grant

17
Transom Grant Application Guidelines

• Transom Application Cover Sheet signed by the
  CEO or Executive Director of your organization.
  The Cover Sheet should be no more than one page.
• Executive Summary describe program or project
  for support, community impacted, experience in
  reaching, engaging and serving this population,
  time frame, brief description of how work will be
  accomplished, and collaborative partners and/or
  funds. Limit your Executive Summary to one page.

18
Grant Application Guidelines

• Needs Assessment - give evidence illustrating the
  community need for the program and detail how the
  community will benefit. Limit your Needs
  Assessment to one page.
• Helpful Hint Its a good idea to include local,
  state and national data as evidence of the need
  for your program. Waiting lists and number of
  people turned away from program due to lack of
  resources also help to illustrate local need.

19
Grant Application Guidelines

• Program Design limit your Program Design to one
  page. Outline the following in the program
  design
• Goal (s)
• Objective (s)
• Related Activities
• Expected Outcome (s)
• Evaluation Indicators

20
Program Design Explained

• Goals broad statements of the programs
  intended purpose. Not usually measurable.
• Example To provide treatment and emotional
  support needed by low-income domestic abuse
  victims in Davidson County to overcome the impact
  of abuse.

21
Program Design Explained

• Objectives More specific than goals. Can be
  measurable in the number of people served or in
  the output of the program.
• Example 270 domestic violence victims will
  receive, on average, 10 counseling sessions and
  will reduce their symptoms associated with the
  trauma of abuse and violence.
• Output is the term utilized by the United Way
  logic model to describe the direct product of the
  program activity. For example, numbers of
  participants served, counseling sessions
  conducted, etc

22
Program Design Explained

• Related Activities a brief explanation of the
  work or activities that will occur in order for
  the objectives and outcomes of the program to be
  met.
• Example The services for domestic violence
  victims will follow a crisis intervention model.
  Therapists will see clients within a 24 hour
  period after an initial needs assessment by an
  intake coordinator. Etc

23
Program Design Explained

• Expected Outcomes- Beyond the number of people
  to be served or the output of the program, the
  outcome statements illustrate how those people
  who are served by the program will be positively
  impacted. Outcomes are measurable and very
  specific!
• Example 210 out of 270 (or 78) of domestic
  violence clients will reduce at least two of
  their symptoms to the normal range.

24
Program Design Explained

• Evaluation Indicators demonstrate how you
  intend to measure your programs outcomes.
• Example Clients will complete a standardized
  test that measures their level of symptoms such
  as anxiety, depression, self-esteem and
  post-traumatic stress at the beginning of
  treatment. Tests are repeated on a quarterly
  basis and compare the client to the population in
  general (the norm).

25
Biographical Sketch

• If your program proposes to add a new staff
  member, please include a brief biographical
  sketch that includes this persons
  qualifications. This does not need to be
  someones resume. We are looking for what type
  of experience and degree you would like for this
  staff member to have.
• This may add one additional page to your program
  design.

26
Budget
27
Budget

• Budget for entire program including BHT
  investment.
• BHT wants to know exactly how their investment
  would be spent utilizing the columns, amount
  requested from BHT.
• All sources of revenue, including the potential
  BHT grant, should be included in the revenue
  section.

28
Budget Justification

• A detailed description of each budget line item
  and how the totals per line item were reached.
  Budget Justification should be no more than one
  page.
• Example
• Salaries Wages The Domestic Violence Therapy
  Program consists of 2.3 FTE as detailed.
• Shannon Watson and Nina Garcia are Clinical
  Therapists at 1 FTE each and annual salaries of
  31,000 each.
• Lakshmi Singh, MSW, is Clinical Director at .3
  FTE and a proportionate annual salary of 14,452.

29
Program Sustainability

• BHT may not be able to support your program each
  and every year but does not want to be
  responsible for the closure of a program or the
  laying off of staff.
• Program sustainability is a very important part
  of your proposal.
• BHT wants to know that you are committed to
  sustaining this program and wants to see a
  detailed plan of how you will continue to
  implement your program without a BHT grant.

30
Program Sustainability

• This is a good place to explain what you are
  doing to counteract deficits that we may see in
  your audit or current financials.
• For example, if your fundraising revenue has been
  down over the past two years, you might explain
  that due to the downturn in the economy you have
  seen a decrease in corporate donations however,
  you are working to increase individual donations
  through targeting your mid-level donors to give
  25 more this year.
• Program Sustainability should be no more than one
  page in length.

31
Attachments

• Board of Directors List with Contact Information
• BHT might contact a few of your Directors to ask
  them questions about your organization. Please
  indicate who are the officers on your board.
• Most Recent Annual Report
• If you do not publish an annual report, please
  attach a sheet of paper in its place indicating
  this. Please attach instead organization and
  program statistics.

32
Attachments

• Most Recent Audit/ Audited Financial Statements
• Please include your entire audit. If you had
  audit findings, please include any letters/memos
  that indicate what you are doing to remedy the
  situation.
• If you do not conduct an audit, please contact
  the program officer beforehand. You may be able
  to include your most recent 990.
• If your audit is on GivingMatters.com, you do
  not need to include it with your proposal.

33
Attachments

• Current Financial Statements
• Because audits are usually only available 6 to 12
  months after the close of your financial year,
  BHT asks for current financial statements.
• Current financial statements should include a
  year to date statement of revenue and
  expenditures within two months of the grant
  deadline.
• If the grant deadline is September 7, BHT would
  want to see current financials through July 31st.
  
• If you are on a fiscal year July 1 June 30, we
  would want your 04/05 financials and your July 05
  financials.

34
Attachments

• IRS Determination Letter indicating 501(c)(3)
  status.
• This letter should be issued from the IRS and
  contain the date of determination and your
  organizations Federal Identification Number or
  Employee Identification Number.
• If the organization name is different on your IRS
  determination letter please indicate why.
• If your determination period has expired, please
  let us know that you have submitted the
  appropriate paperwork to continue your 501(c)(3)
  status

35
Submission

• Grant Application Deadline September 7 at 400
  PM
• All grants must be either mailed to or turned
  into the BHT office. Mailed proposals must be
  received on or before September 7.
• 4 hard copies of your proposal and 4 copies of
  your attachments (in the stated order) are
  required.
• A copy of your proposal on a labeled disk (CD or
  floppy) is required. (Please test your disk
  before turning in your application.)

36

• Why we want you to be on GivingMatters.com
• We will look at your organizational information
  on GivingMatters
• Specifically, if your audit is on GivingMatters,
  you do not need to include it with your grant
  application as we will view it on the website.

37
Proposal Requirements

• Proposals must be
• Single sided
• Typeface no smaller than 12 point
• No smaller than 1 inch margins
• Do not include extra attachments/information

38
Staff-initiated contact with Grant Applicants

• Missing Attachments
• -most common current financials
• tax exempt form instead of IRS letter
• Missing portions of program narrative
• Incomplete Budget/Budget justification
• Only submitted one copy of grant application
  and/or one copy of attachments
• No disk, nothing on disk and/or unable to open
  disk

39
Grant Decision Process

• Staff Review ---gt
• Grants Subcommittee Review ---gt
• Program Committee Review ---gt
• Executive Committee Approval ---gt
• Full Board Approval (End of Dec 2005)
• Funding will begin January 2006

40
How Proposals are Evaluated

• Meets with current eligibility criteria
• Values and mission of this project coincide with
  the mission and values of BHT
• Serving the health needs of underprivileged and
  vulnerable population (s)
• Does this address an existing deficiency within
  the community
• Likely benefits of the program to
  community relative to the total cost
• Does the program appear to be sustainable if BHT
  funding ended
• Does this program have quality, measurable and
  realistic outcomes
• Are the infrastructure and leadership present for
  the program to succeed
• Does this organization have a faith-based
  approach to care
• Did the applicant follow the application
  guidelines

41
After Full Board Approval

• Written notification of grant award or
  declination.
• Contract/Award Agreement Negotiations/Signing
• Grant Payment in 2 installments
• 2nd payment contingent upon successful mid-term
  evaluation

42
Changes from previous fall grant cycle

• New cover sheet and budget form
• The request for a biographical sketch for new
  program staff
• BHT will consider 2 or 3 year requests for new
  program initiatives
• GivingMatters.com
• If you do not conduct an audit, you may include a
  990.

43
Thank you!

• QUESTIONS?