Application Guidelines

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Background
The Nonprofit Management Fund, established in 1994 through a collaboration of three foundations, has grown to become a strong and diverse partnership with support from several other foundations, corporations and United Ways. The Fund was created to increase resources and provide funding for nonprofit organizations to improve their management capability so that they may be more effective and efficient in serving the community, as well as their clients, program participants, or audience. These guidelines should be used for preparing the application to avoid unnecessary delays in review or a decline due to inadequate documentation.

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Types of Projects Funded
There are three major categories of projects: Management Assistance, Organizational Alternatives, and Diagnostic Clinics. The application form provides general categories for Management Assistance; a detailed listing of categories and topics within each area is available here. Organizational Alternatives is a category for applicants that are considering a major organizational change. Examples of this category would be consideration of a contractual partnership, merger, change in tax status, creation of a subsidiary corporation, or major service redirection. Awards for a Diagnostic Clinic, using the Capacity Checklist, are to assess the management and governance capacity of the nonprofit organization.

Projects are expected to be time limited, with estimated starting and ending dates. Grants are restricted to the activities described in the application. The Fund is most interested in short-term, specific projects that will have a longer-term impact on the organization. Potential applicants may contact the Fund Advisor, Patricia Wyzbinski, at (414) 271-4869 to discuss their project.

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Application Materials
Proposals must provide the requested information and include all required attachments. A complete proposal should include the background data required; narrative addressing questions posed on the application, not exceeding two pages in length; and, the additional materials noted on the application. The form itself does not have to be used; however, all of the requested information must be provided. The form can be downloaded from the Fund's web site, click here. Elaborate packaging is neither requested nor desired. If the Fund needs additional information, it will be requested. No handwritten applications will be accepted.

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Application Timetable
Applications from eligible nonprofit organizations in Milwaukee, Ozaukee or Washington counties may be submitted at any time, and will be considered in one of the six grantmaking meetings throughout the year: February, April, June, August, October and December. Completed
proposal packets should be mailed or delivered to:

Nonprofit Management Fund
2212 S. Kinnickinnic Ave.
Milwaukee, WI 53207

Waukesha County Deadlines

  • Noon: Monday, 1 March 2010
  • Noon: Monday, 16 August 2010

Submit completed proposal packets by mailing or delivering them to:

Nonprofit Management Fund of Waukesha County
2212 S. Kinnickinnic Ave.
Milwaukee, WI 53207

 

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Review and Evaluation Process
The Fund Advisors will review each application and may contact the applicant for clarification and/or additional material. A sub-committee of representatives from the contributing partners and the Fund Advisor will recommend action on each application. (To view the Proposal Review Criteria, click here).

The Fund will not provide support for more than one project per organization at a time. Organizations whose requests are declined may apply again within the same year, with advance consultation from the Fund Advisor. Upon completion, all funded organizations must submit an evaluation of their projects. The general purpose of the evaluation is to assess outcomes of the assistance. The Fund provides a format for final reports, available here. Submitting an evaluation report is an eligibility requirement for future consideration.

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Engaging a Consultant
All applicants requesting funding for a consultant are strongly encouraged to solicit at least three bids from possible consultants prior to selecting the one identified in the application to the Fund. Organizations submitting proposals with fewer bids should carefully construct a case as to why competitive bidding was not pursued. A written agreement from the consultant detailing the services to be performed, along with the fee schedule, should be attached to the application. The consultant's workplan should describe activities to be undertaken and expected outcomes. Applications will not be funded without such material being submitted prior to a recommendation by the Committee.

The Fund sponsors will decline an application listing a current Board Director as the consultant, or one where a Director resigns from the Board to become a contractor or a consultant for the applicant organization. As a matter of policy, the Fund does not recommend or endorse any particular technical assistance provider.

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