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I. GOVERNANCE – Building the Board’s capacity to lead and govern through proven modes, practices and policies, including, but not limited to:


  • Recruitment and Orientation of Directors

  • Board Leadership (duties, responsibilities, accountability)

  • Committee Structure (activation, training, responsibilities)

  • Financial Management Oversight Training

  • Fund Development Planning and Income Planning

  • Fund Development Board/Executive Training and Coaching

  • Succession Planning (executive and board)


II. MANAGEMENT – Building the organization’s capacity through policies and practices to fulfill its mission, vision and goals, including, but not limited to:
  • Organization Assessments

  • Executive Leadership Development Training or Coaching

  • Financial Management/Budgeting

  • Technology Planning

  • Strategic Planning/Annual Planning

  • Marketing and Branding Planning

  • Website Upgrade/Overhaul



III. PROFESSIONAL FACILITATION – Support in organization planning for:


  • Collaborative Projects

  • Joint Ventures

  • Restructuring/Merger/Dissolution




  • General Operating Support

  • Office Equipment or Furnishings

  • Construction/Rehabilitation of Facilities, Emergency Repairs

  • Payroll Needs, Debt Liquidation, Routine Financial Audits

  • General Program Planning

  • Program Evaluation

  • Community Needs Assessments

  • Attendance at Professional Conferences

  • Expenses Associated with Capital Campaigns, such as Feasibility Studies

  • Independent Contractors Performing Staff Functions, such as Implementation of Development Plans, Fundraising, Grant Writing

  • Technology Platforms, Setup, Customization or Subscriptions

  • Long-Term or Ongoing Technical Assistance Projects

  • Staff Development Trainings or Retreats


Professional facilitation of organization’s planning for:

  • Merger

  • Restructuring

  • Joint Venture Project

  • Partnership/Collaboration

  • Dissolution


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 work plan 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 Fund Advisor. The review committee 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.


In order for a nonprofit organization to submit another application to the Fund, all commitments from the previous award must be completed that includes the evaluation and final report/product from the previous grant awarded.

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