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FUNDING PRIORITY AREAS

Board 
Development

Mergers / Corporate Restructuring 

Financial
Assessment

Leadership
Development

Marketing Strategy

Human
Resources

Strategic / Annual 
Planning

Organizational
Assessment

Fund
Development

POLICIES & GUIDELINES

WE DO FUND:

 

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)

 

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

 

 

PROFESSIONAL FACILITATION – Support in organization planning for:
  • Collaborative Projects

  • Joint Ventures

  • Restructuring/Merger/Dissolution

ORGANIZATIONAL ALTERNATIVE 

Professional facilitation of organization’s planning for:

  • Merger

  • Restructuring

  • Joint Venture Project

  • Partnership/Collaboration

  • Dissolution

 

WE DO NOT FUND:

 

  • 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

  • Grant funds for retroactive requests will not be considered. The Fund will not pay for Consulting work done prior to the approved grant request.

  • Attendance at professional conferences

  • Expenses associated with capital campaigns, such as feasibility studies

  • Marketing collateral or strategy execution, such as the development or printing of marketing materials, the development or delivery of advertisements, social media communications or promotion, and annual reports or newsletters

  • 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

CONSULTANT POLICY

A proposal for services 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. The consultant should also show evidence within their professional biography that they have performed similar work for other clients.   Applications will not be considered without the consultants professional biography and proposal being submitted with the grant application. 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. For more information on how to identify and work with consultants, please click here.

REPEAT APPLICATION POLICY

In order for a nonprofit organization to submit another application to the Fund, all commitments from the previous award must be completed.  The technical assistance project evaluation, consultant/vendor final report and should be submitted through the Greater Milwaukee Foundation reporting site.  Each organization is given a user ID and password when applying for a grant. No application for additional funding will be considered until the evaluation and final report/product from the previous grant awarded have been submitted.

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