ALLIANCE HEALTHCARE FOUNDATION

Funding Forum

February 15, 2012

WE HEARD YOU!

LOCAL

LONG TIME PRESENCE

Every Rose Has Its Thorn – PoisonTwo Hearts – Phil Collins

Top Songs 1989

52% - POSITIVE VIEW

52% - GOOD PARTNERS

ACCESS TO HEALTHCARE(17%)

EMPHASIS ON INNOVATION/TECHNOLOGY(15%)

BUT….

It isn’t all peachy keen

YOU ALSO SAID:

CONFUSED

OUT OF SYNCMORE VISIBILITY

TOO MANY CHANGES

Business oriented board, paternalistic; plays favorites

Diversify funding across entire field of health & wellness

STRATEGIC PLAN

Change makerInnovate EngageSustain

Accountable

NEW LOGO

NEW WEBSITE

3 TYPES OF GRANTS Innovation Initiative (I2)

Mission Support

Responsive

Alliance Healthcare Foundation Strategic Vision

POPULATIONS

ISSU

ES

APPROACH

ES

Advancing health & wellness

Innovative Approaches

Most vulnerable populations

INNOVATIONS INITIATIVE(I2)

CIE – Community Information Exchange

RESPONSIVE GRANTS

$25,000

time sensitive

co-funding opportunity

novel funding opportunity

support leadership & organizational development

support for a community event or activity

MISSION SUPPORT

POPULATIONS

ISSU

ES

APPROACH

ES

Advancing health & wellness

Organizations that embrace innovation

Most vulnerable populations

OTHER FACTORS - GEOGRAPHY

OTHER FACTORS - DIVERSITY

OTHER FACTORS – MISSION ALIGNMENT

MISSION SUPPORTOTHER FACTORS WE CONSIDER

Filters Potential funding overlaps

%Healthcare/%Social Service

Organizational Leadership

Past experience with innovative projects

Current & future plans for innovation

MISSION SUPPORT APPLICATION

Organization Information

* Legal Name DBA Name

* Address Address 2 *City

* State *Zip

* Country *Telephone

Fax * Website Address

* Organizational Description/Mission Statement * IRS Letter of Determination

* indicates required field

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MISSION SUPPORT APPLICATION

PRIMARY CONTACT

CEO/EXECUTIVE DIRECTOR

MISSION SUPPORT APPLICATION

* Organization Budget:

* Percentage of Indirect Expense to Total Expense: Based on your organizational budget, please provide the

percentage of indirect expense to total expense. Compute as follows: indirect expense divided by total expense.

Most Recent 990

*Region: Please indicate the region(s) that will be served by your program. To select more than one value, hold down the Ctrl key while clicking on the values. Mac users hold down the cmd key.

North Coastal San Diego County North Central San Diego County North Inland San Diego County Central San Diego County East San Diego County South San Diego County Imperial County

MISSION SUPPORT APPLICATION

Target PopulationsPoor/working poor, Uninsured/Underinsured

Homeless, Children

Gender: % Female % Male

Race/Ethnicity of Target Population: % Asian/Pacific Islander % Black/African American % Caucasian % Hispanic/Latino % Native American % Other

Age Range: % Child (0-11) % Adolescent (12-17) % Adults (18-64) % Seniors (65+)

Total Number of People Served

MISSION SUPPORT APPLICATION

QUESTIONNAIRE   #1: how your organization is advancing health and wellness for

those in need.

#2: Describe 1-2 past successful innovative projects/improvements

#3: Please tell us about your 2012 activity/activities to change the status quo through innovative projects. Price efficacy, capacity building and/or quality improvements

#4: Key leadership

#5: Short 2-3 minute video posted to YouTube

#6: Improve this application process.

INTERNAL PROCESS Step 1: Review questions to ensure

alignment with goals

Step 2: Apply filtersGeographyPopulation (age, ethnicity, target

populations)Services

INTERNAL PROCESS Step 3

Staff due diligence & recommendations to Program Committee

Step 4Program Committee review &

recommendations to Board Step 5

Board review & decision to fund

NOTIFICATION Letter Declining Funding (after initial

review)

Potential Follow-up Questions (Mar/Apr)

Notification of Funding or Letter Declining (May 2012)

QUESTIONS?