Chai Match Info SessionWhat You Need to KnowJanuary 18, 2011

Julia RisemanMentorGrinspoon

Institute

Gretchen LaiseDirector of Grants

AdministrationHarold Grinspoon Foundation

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Agenda Introduction to the Grinspoon

Institute’s Chai Match Grant

Step-by-Step Overview

Strategy for creating a competitive application

Questions and Discussion

Fundraising Challenge

Raise $432,000 in one year:

between March 18th, 2011And March 18th, 2012

Chai Match

Phase 1: Create a matching pool of funds Raise $54,000 + $54,000 Grinspoon match

Phase 2: Match gifts of $1,800 or more 3:1 from the pool

Raise $324,000 in phase 2

Phase 1: Find Major Donor(s) to partner with Grinspoon

Your Major Donor(s)Phase 1

Phase 1: Find Major Donor(s) to partner with Grinspoon

Your Major Donor(s)

Grinspoon MatchPhase 1

Phase 1: Find Major Donor(s) to partner with Grinspoon

Major Donor Gifts between $10,000 to $54,000Could be three donations of $18,000

Your Major Donor(s)

Grinspoon MatchPhase 1

Phase 1: Find Major Donor(s) to partner with Grinspoon

Major Donor Gifts between $10,000 to $54,000

Matched 1:1

Your Major Donor(s)

Grinspoon MatchPhase 1

Phase 1: Find Major Donor(s) to partner with Grinspoon

Major Donor Gifts between $10,000 to $54,000

Matched 1:1

Total Pool will range from $20,000 - $108,000

Your Major Donor(s)

Grinspoon MatchPhase 1

Phase 1: Find Major Donor(s) to partner with Grinspoon

Pledges must be paid in full by March 18, 2012 

Your Major Donor(s)Phase 1

Phase 2: Raise gifts from the Camp Community

Your Major Donor(s)

Grinspoon MatchPhase 1

Phase 2Gifts from the Camp Community

1 : 3

Phase 2: Raise gifts from the Camp Community

The pool of matching $$Phase 1

Phase 2Gifts from the Camp Community

1 : 3

Phase 2: Raise gifts from the Camp Community

Phase 1

Phase 2Gifts from the Camp Community

1 : 3

Gifts in Phase 2 must be $1,800 or more

Phase 2: Raise gifts from the Camp Community

$20,000Phase 1

Phase 2Gifts from the Camp Community

$60,000

1 : 3

If pool = $20,000: raise $60,000 in Phase 2Total Campaign = $80,000

Phase 2: Raise gifts from the Camp Community

$108, 000Phase 1

Phase 2Gifts from the Camp Community

$324,000

1 : 3

If pool = $108,000: raise $324,000 in Phase 2Total Campaign = $432,000

Phase 2: Who can make a gift?

Gifts in both phases may come from new or previous donors and from individuals, families (spouse, parents, grandparents, siblings, and children), foundations or corporations.

Excluded are gifts from a Jewish Federation or the Foundation for Jewish Camp.

Competitive Process

Only 18 camps will be awarded the grant

Must not be active under a current Grinspoon Match Grant at time of application

In good standing with the Grinspoon Institute

Must apply by February 18, 2011

How Applications will be evaluated

• Demonstrated need • Success in previous HGF matching grant

programs (including Legacy) in relation to their operating budget

• Administrative track record with HGF • Appropriateness of timing to existing or

planned campaigns • Recommendation of Grinspoon mentor• Selection will be made by Grinspoon Institute

staff in consultation with HGF Founder and Trustees

Time Table Applications Due:  Friday, February 18,  2011 Participants Announced:  Friday, March 18, 2011

Fundraise from March 18, 2011 - March 18, 2012

Payment of matching funds from Harold Grinspoon Foundation available beginning April 2012

Pledge amounts must be paid in full by September 18, 2014

How will you spend $432,000?

HalfCamps must use at least 50% of Chai Match funds for:

capital improvements or

facility enhancements

HalfThe remainder 50% is unrestricted and may be used for:

scholarships, endowments, or annual operating

needs

Chai Match Grant Process

Application

List of eligible camps on website

On-line application available now (see e-mail invitation)

Questions on the Application Describe your Camp's previous success with

Grinspoon Institute matching campaigns Describe the proposed use of the funds raised in the

Chai Match campaign How does the timing of the Chai Match campaign align

with your Camp's other strategic fundraising goals? What percentage of your Camp's Board has supported

the Camp financially in the last year? Is the Camp Board and staff aware of the work

involved, and committed to achieving success in the Chai Match?

Who is the volunteer leader who will be coordinating this match program? Who is the staff person administering this match program?

Chai Match Grant ProcessPhase 1 Gifts Send signed pledge letters from Donors

and Phase 1 Report to Grinspoon Institute no later than October 18, 2011.

Collect cash and submit proof of payments to Grinspoon Institute by March 18th, 2012.

Chai Match Grant Process

Phase 2 Gifts Submit signed pledge letter and Phase 2

Donor Information Form for each donor to Grinspoon Institute by March 18th, 2012

Proof of first 1/3 (minimum) of each Phase 2 pledge due to Grinspoon Institute within 60 days of sending in pledge letters

Collect cash and submit final proof of payments to Grinspoon Institute by September 18th, 2014

Fundraising Hints

Phase 1 Start cultivating major

donors now Make a fundraising

plan with your mentor Proceed with a

campaign even if you don’t get the Chai Match

Incorporate Chai Match in 2011 annual fundraising strategy

Phase 2 Start asking for and

collecting pledges on phase 2 gifts as soon as possible.

Use visits to camp over the summer to inspire Phase 2 gifts from grandparents, parents, and alumni

Identify a major donor to help “close” phase 2 to finish (before March 18. 2012).

Questions:

Yes, but 1.) be careful of how you describe the matching pool to donors, and 2.) Grinspoon funds capped at $54,000.

Yes, but it isn’t the intent of the grant. We are looking for Camps who will use the campaign to reach out to more Alumni and camp supporters and increase the base of philanthropic support for camp.

A thoughtful fundraising strategy for this campaign. A current and compelling need.

Go for it, but plan accordingly. Speak with your mentor about strategies. Grinspoon payment of the Phase 1 match is dependent on receiving proof of payment of Phase 2 gifts. This will have budget implications.

Can the Campaign be larger?

Can a few major donors fulfill Phase 2 and finish the whole campaign quickly?

What are you looking for in a “competitive application”?

What if we take a risk to reach out to more Alumni in phase 2 and don’t meet our full goal?

Your Questions