WE DO FUND:

 

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

• Board Leadership (duties, responsibilities, accountability)

• Committee Structure (activation, training, responsibilities)

• Financial Management Oversight Training

• Fund Development Board / Executive Training and Coaching

• Fund Development Planning and Income Planning

• Recruitment and Orientation of Directors

• 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:

• Executive Leadership Development Training or Coaching

• Financial Management / Budgeting

• Marketing and Branding Planning

• Organization Assessments

• Strategic Planning / Annual Planning

• Technology Planning

• Website Upgrade / Overhaul

 

 

PROFESSIONAL FACILITATION – Support in organization planning for:

• Collaborative Projects

• Joint Ventures

• Restructuring / Merger / Dissolution

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ORGANIZATIONAL ALTERNATIVE – Professional facilitation of organization’s planning for:

• Merger

• Restructuring

• Joint Venture Project

• Partnership / Collaboration

• Dissolution

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WE DO NOT FUND:

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• Attendance at professional conferences

• Capital campaign expenses, such as feasibility studies

• Community needs assessments

• Construction / rehabilitation of facilities, emergency repairs

• General operating support

• General program planning

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

• Independent contractors performing staff functions, such as implementation of development plans, fundraising, grant writing 

• Long-term or ongoing technical assistance projects

• 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

• Office equipment or furnishings

• Payroll needs, debt liquidation, routine financial audits

• Program evaluation

• Staff development trainings or retreats

• Technology platforms, setup, customization, or subscriptions​

• Video production or editing

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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.

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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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