Revenue Replacement in 2009/2010

“The NEW GRANT OPTIONS”

Deborah S. Golden-Gestner, GPCPresident & Partner

Capital Philanthropy Group, LLC

July 2009

American Association ofGrant Professionals Broward County Chapter – July 24,2009 -

Conference

AGENDA

Introduction & Overview of Discussion points. Types of “GRANT FUNDS” that are NOT being tapped into by

most non-profits and governmental organizations.

Vendor Contracts & Special “PROGRAMS” available!

What do you do FIRST to access funds?

July 2009

Deborah S. Golden-Gestner, GPCPresident & Partner of Capital Philanthropy Group, LLC.

◦ Degree in Urban Planning & Economics.◦ 27 years direct experience in obtaining grants.◦ Served as City Manager to a Pittsburgh suburb. ◦ Served as a Director of Grants for Large non-profits in PA & FLA◦ Drafted both State & Federal Appropriations involving Grants.◦ Wrote current Florida Tax Program for non-profits involving Enterprise

Zones & sales tax refunds.◦ Drafted, secured or managed more than 1 billion dollars in state, federal

& private grants for public & private clients since 1982.◦ Founded consulting firm in 1993.

INTRODUCTIONS

July 2009

Overview of Discussion Points Capital Funds? Are YOU part of the

process?◦ Does each organization involve their GRANT

PROFESSIONAL in the Capital Planning process for Projects? Why not!

◦ GRANT PROFESSIONALS should be part of the Capital Planning from the START of the visioning process and NOT reacting to “FUNDING” requests.

◦ GRANTS should be a budgeted annual revenue item and can be PLANNED for-specifically in regards to capital items – ie: EDA/HUD/108

July 2009

FUND raising vs “FUN”d raising – effort, volunteers, time, resources & capital investments are significant! I.e., golf tournaments.

MORE emphasis should be placed on grants/grant department & resources needed – i.e., technology & staff can return initial investment within the same FISCAL YEAR.

Can DEVELOPMENT vs GRANTS be effective & quick?EXAMPLES of funded capital projects – from New resources!

New air conditioning system – Homeland Security New building for organizational offices – Dept of Commerce – EDA

funds – up to $5m New building constructed from Tax Credits – Florida Enterprise Zone

CCTIP program. $14m available annually.

GRANTS vs DEVELOPMENT

July 2009

Non-profits create MORE jobs annually than Fortune 500 American Companies(2007 July - Chronicle of Philanthropy)

Non-profits, government organizations & Educational Institutions are classified as ECONOMIC DEVELOPMENT projects!

New EMPLOYMENT vs RETAINED EMPLOYMENT – don’t miss out. LEARN the new program buzz words.

Relocation or New Construction can be all offset with local, state and national government grant dollars.

Use your financial partnerships & affiliations to maximize your LEVERAGE to assist in matching dollars without exchanging dollars or changing your project’s mission.

YOU are an ECONOMIC ENGINE!

July 2009

UNDERSTAND what is OUT THERE in the way of

NEW or ENHANCED FEDERAL FUNDS!

HOW do YOU gain access to them?

HOW do YOU FIND/QUALIFY & OBTAIN NEW SOURCES of REVENUES?

EXECUTIVE OFFICE OF THE PRESIDENT

OFFICE OF MANAGEMENT AND BUDGET

WASHINGTON, D.C. 20503

MEMORANDUM FOR THE HEADS OF DEPARTMENTS AND AGENCIES

FROM: Peter R. Orszag ,Director

SUBJECT: Initial Implementing Guidance for the American Recovery and Reinvestment Act of 2009

DATE: February 18, 2009 (SIGNED INTO LAW on the 17th of FEBRUARY)

(2) Competition

Although the Recovery Act calls on agencies to commence expenditures and activities as quickly

as possible consistent with prudent management, this statement, by itself, does not constitute a

sufficient justification to support award of a federal grant on a non-competitive basis. Agencies

are expected to follow the same laws, principles, procedures, and practices in awarding

discretionary grants with Recovery Act funds as they do with other funds. Agencies should

review their internal policies with a goal towards promoting competition to the maximum extent

practicable. In conducting this review, agencies may want to consider the appropriateness of

limited competitions among existing high-performing projects versus full and open competitions

and formula allocations.

RULES for ARRA monies from OMB

TYPES of GRANT FUNDS that are available today – and are not being accessed by Non-Profits, universities or government

groups today.

More than $9 billion in capital grants are available in 2009/2010

Community Development Block Grants http://www.hud.gov/offices/cpd/communitydevelopment/programs/

US Department of Commerce http://www.eda.gov/PDF/FY09%20ARRA%20FFO%20-%20FINAL.pdf

HUD – SECTION 108 http://www.hud.gov/offices/cpd/communitydevelopment/programs/108/

FEMA http://www.fema.gov/government/grant/index.shtm

Homeland Security http://www.fema.gov/pdf/government/grant/hsgp/fy09_hsgp_overview.pdf

Department of Education http://www.ed.gov/fund/grant/apply/grantapps/index.html?src=rt

July 2009

Economic Development Administration◦ $216 million for FY 09/10 projects◦ $400 million added in FY 09/10 for MORE

PROJECTS◦ $100 million added in FY 09/10 for MORE

PROJECTS

THEN STIMULUS money was added in February 2009

◦ $1 billion added over 10 years - STIMULUS projects

◦ ELIGIBLE for CAPITAL PROJECTS for NON PROFITS who provide SUPPORTIVE & COMMUNITY SERVICES but need to PARTNER with EDA – is that YOU?

US DEPARTMENT OF COMMERCE

III. Eligibility Information A. Eligible Applicants

Pursuant to PWEDA, eligible applicants for and eligible recipients of EDA investment assistance include a(n): (i) District Organization; (ii) Indian Tribe or a consortium of Indian Tribes; (iii) State, a city or other political subdivision of a State, including a special purpose unit of a State or local government engaged in economic or infrastructure development activities, or a consortium of political subdivisions; (iv) institution of higher education or a consortium of institutions of higher education; or (v) public or private non-profit organization or association acting in cooperation with officials of a political subdivision of a State. See section 3 of PWEDA (42 U.S.C. § 3122) and 13 C.F.R. § 300.3. Projects eligible for Public Works or Economic Adjustment investment assistance include those projects located in regions meeting “Special Need” criteria (as defined in 13 C.F.R. § 300.3), as set forth in section VII. of this announcement.

US COMMERCE – ELIGIBILITY?

Florida’s COMMUNITY CONTRIBUTION TAX INCENTIVE PROGRAM – CCTIP

Available to 58 Enterprise Zone Districts throughout Florida. Provides up to $200,000 in cash refund check from the State of Florida

equal to 50% of an individuals annual giving to an approved sponsor organization. (developed by Deborah S. Golden-Gestner in 2001)

Its possible for the STATE to return 100% of a business or individuals sales tax remittance based upon their generosity.

Can make difficult projects possible. Puts the local organization in complete control of their

project/program. Takes a typical charitable gift’s net cost from 69 cents on the dollar

down to 17 cents on the dollar. It becomes a business decision and not a development department activity. Becomes part of tax planning.

Are you tied into programs that GIVE to you daily?

July 2009

TYPES of GRANT FUNDS that are available today – and are not being accessed by non-profits or government today

How can OPERATIONAL GRANTS be developed as FEE FOR SERVICE contract or turn them into a Vendor Relationship?

◦ Review services that grants are covering now.◦ Determine who is needing that service on a contractual consulting basis &

develop a scope of services for the contract.◦ Help the agency write an RFP if necessary.◦ Get the “CONTRACT” – provide the service!◦ Set up a “CONTINUING SERVICE CONTRACT ARRANGEMENT” for continuation.◦ RECLASSIFY yourself – you are MORE than you really are with what you provide!

July 2009

EXAMPLE: Florida Holocaust Museum 1999 had a $300k operating budget.2003 had grown to $3 million per year with 30% in re-

occurring grants from State of Florida. It continues today in FY 2009/2010

Became classified as a FLORIDA HISTORY museum.Became classified as a FLORIDA CULTURAL museum.Became classified as a FLORIDA STATE-WIDE Teaching

outlet.Provided materials statewide to all school districts.Was provided with $400k in re-occurring funds annually.

VENDOR Contracts & Special Programs

July 2009

FLORIDA HOLOCAUST MUSEUM – has qualified for the following funding – solely based upon reclassification

◦ Juvenile Justice – HATE CRIMES Program◦ US Department of Justice – Gang Unit Funding◦ HUD funding for elimination of Urban blight.◦ Department of State funding – Museums & Cultural Institutions

as well as FLORIDA HISTORY funding.◦ Community Redevelopment Funding◦ Enterprise Zone – CCTIP funding◦ Department of Education – vendor◦ FEMA – shelter support◦ Homeland Security – Anti Terrorism Unit funding.◦ FBI◦ Tourist Development Funding◦ IMLS – Institute of Museum & Library Sciences.◦ Smithsonian Foundation

BE CREATIVE!!!!!!

July 2009

Professional Sports Franchise – working with PROFESSIONAL SPORTS FRANCHISES on capital & tax credit programs in two states.

Arts, Culture & Historic Preservation – working with Arts, Theater, Historic Preservation non profits, Museums & National Exhibitions in Fla.

Technology –working with a Florida based company  with technology needs of CPG clients.

Government – represents various cities in Florida.

Education – working with Florida Universities/State Colleges/Community Colleges

Medical – CPG has written and researched a number of medical/technical grants in the past.

Energy – currently developing funding for solar business clients to access from the Federal and State programming.

Seminar – currently trains & hosts seminars on grant & technology development and grant writing updates for beginners through advanced writers.

Health & Human Services – currently working with job retraining clients to develop workforce enhancement programming in 5 states.

Private Businesses – currently supporting business development involving government programming & supportive services

International Business & Trade Support – CPG has written & developed proposals for EXIM Bank clients & State Department sanctioned projects

Charitable Services & Support Division – currently has several active pro-bono support clients some of whom have received ongoing support for more than 5 years.  This division provides CASH GRANTS to those projects whom CPG has endowed specifically themselves.

CPG Project Divisions:

July 2009

Conclusions: WHAT DO YOU DO FIRST TO ACCESS

FUNDS?

1. Infiltrate your OWN organization!2. Be seen as a solution provider.3. Surprise Mgrs/Board Members daily with

new revenue/funding options & ideas.4. RESEARCH your CAPITAL NEEDS to

STRETCH your mind to see it as MORE DYNAMIC

July 2009

We have just touched the TIP of the ICEBURG!

Thank you for your attention!

American Association ofGrant Professionals

July 2009

QUESTIONS?