Lyle S. Hallman Foundation www.lshallmanfdn.org

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Lyle S. HallmanFoundationwww.lshallmanfdn.org

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Purpose of Session

• Share information about the Foundation
• Discuss three concepts-Determinants of Health,
  Prevention and Developmental Asset Framework
• To determine if there is a strong match between
  your organizational proposal and the Foundation

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Why Info Sessions Interviews?

• Community interest Foundation interest
• 2006 - 150 enquiries 60 proposals 20 grants
• Information session interview proposals
  which matched criteria and guidelines

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Our history

• Established -September 2003
• By Lyle Hallman, the late Waterloo Region builder
  and developer
• To promote healthy vibrant communities

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Mission Statement

• The Lyle S. Hallman Foundation is a granting
  foundation continuing a tradition of giving,
  focused in its home of Waterloo Region,
  supporting health, education and childrens
  initiatives that inspire and grow individual and
  community potential.

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Community Investments

• 2004-2006 Investments 14.8M
• Commemorative Grants initial gifts made by the
  Foundation to honour the life and community
  service of the Foundations founder, Lyle Hallman
  

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Health, Education and Children

• Annual Investments 2M

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Two Eligibility Criteria

• Organizational
• Geographic

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Who can apply?

• Registered charities
• Other qualified donees

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Geographic Focus

• Waterloo Region

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What we value

• Collaboration
• Strength-based approach
• Integrated community strategy
• Evidence-based approach
• Innovative/promising best practices
• Long-term impact
• Projects that inspire and grow individual and
  community capacity

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How we work

• Responsively call for proposals
• Proactively initiate proposals
• In collaboration with other leaders, funders
• Engaged philanthropy

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What we fund

• Health
• Education
• Children
• inspire and grow individual and community
  potential

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What we fund

• Programme
• Capital
• Administrative and evaluation costs related to
  the grant
• Leadership and capacity building

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What we fund

• Short-term projects -1 year
• Multi-year projects - 3 years
• Contribution to proposal proposal must
  demonstrate financial and other community
  support

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How much?

• 2006- grants ranged in size from 20,000 to
  240,000
• 2006 average grant size 108,753
• 2006 grants-all had matching funds

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Higher priority

• Integrated approaches
• Build connections bridge gaps
• Collaborative efforts
• Demonstrate and measure the impact
• Share the results with others

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Normally do not fund

• Individuals
• Annual campaigns
• Special events
• Deficits
• Replacement of government funds

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Normally do not fund

• Pure research
• Endowments
• Emergency, crisis or bridge funding
• Scholarships

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Granting process

• Assessment Recommendation E.D.
• External reviewers, other funders
• Donation Advisory Council
• Final decision - Trustees

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Assessment Screens

• Community View
• Organization
• Proposal
• Match with Foundation

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Timelines

• Deadline -June 3rd, 2007
• Notification October 2007
• 2008 spring/summer call for proposals

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Assessment Screens

• Community Overview
• Organization
• Proposal
• Match with Foundation priorities

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Community View

• How does the proposal fit into the community as
  whole-if we look at our community-who we are, who
  we are becoming, our strengths, our needs, which
  agencies are working where and with whom, our
  projected growth plan is this project designed
  in a way to have maximum positive impact?
• Does it duplicate other efforts? OR enhance them?
• Is it designed to work in partnership with
  others? or alone?
• How does it contribute to a broader
  community-wide strategy?
• Will it strengthen our community s capacity to
  build a strong healthy community?

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Organization

• Is it a healthy, growing organization?
• Does it reflect our community?
• Does it have a sound financial base ? good
  leadership at both the board and staff levels?
  Does it have a vibrant volunteer base?
• Does the organization work in partnerships? Does
  it take risks?

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Proposal

• What does the project hope to change? what is the
  desired outcome?
• Is the project based on evidence or promising
  practices?
• Is it strength-based? What assets will be
  enhanced?
• Who will it serve? how many? is there a
  demonstrated need?
• Will other groups be involved to ensure its
  success?
• Are there matching funds?

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Proposal

• Is the project aligned with the organizations
  strategic plan? their core values and activities?
• Will the project continue and become integrated
  into the organizations ongoing programmes?
• Is your organization trusted by the community to
  lead this project?
• How will the organization share the lessons from
  this project with others in the community?

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Match with Foundation Priorities

• How closely does the proposal fit the
  Foundations mission, values, criteria, focus and
  priorities?

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Reporting requirements

• Progress and financial reports
• Impact of grant and reflections
• Final report

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Evaluation and impact of grant

• The Foundation asks all applicants to specify
  what indicators will be used to measure the
  impact of the project
• In some cases, the Foundation may request the
  project incorporate a full evaluation

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Evaluation and impact of grant

• The purpose of measuring the impact of the grants
  is twofold to learn and to be accountable
• The Foundation encourages organizations to share
  the results of their grant with others in the
  community

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Acknowledgment and recognition

• The Foundation appreciates recognition of its
  support to your organization
• Recognition of donors may be helpful in
  attracting other funding
• Acknowledgement is also helpful to the Foundation
  in informing the community of the type of
  requests it supports

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Questions
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Grant programmes

• The Foundation has three grant programmes
• Health
• Education
• Children

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Three Key Concepts

• Determinants of Health
• Prevention
• Strength-based approach such as Developmental
  Asset Framework

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Health Programme

• Improve the health of individuals and communities
  in Waterloo Region
• Focus on health rather than disease
• Prevention and health promotion

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Normally does not fund

• Hospital fundraising campaigns
• Medical and healthcare services
• Funds to replace declining government funding

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Principles of health strategy

• Upstream
• Prevention
• Determinants of Health

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Upstream

• Where do we want to focus our efforts?
• Upstream?
• Or
• Downstream?

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Prevention Strategies

• Primary Prevention
• Proactive - Prevent the initial occurrence of
  problems or diseases
• Secondary Prevention
• Stop or slow down existing problem behaviours or
  diseases
• Tertiary Prevention
• Reduce the impact of the already present health
  or behaviour problem and prevent reoccurrences.
• Harm Reduction
• Actions to decrease the adverse health, social
  and economic consequences of engaging in risky
  behaviours.

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Spectrum of Interventions

Treatment
Secondary Prevention
Tertiary prevention
Working with child family
Rehabilitation
Risk factor Management
Community Re-engagement
Primary Prevention
Risk factor Management
Early childhood Programs
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Characteristics of True Prevention Programmes

• A focus on people who are well-the problem to be
  prevented is not already present
• A population approach -everyone gets the
  intervention
• A proactive, intentional emphasis on promoting
  wellness preventing problems -by changing
  environments, promoting health, building skills,
  promoting awareness, providing supports
• Source Dr. Mark Pancer from a slide
  presentation Measuring Prevention Waterloo
  Funders Alliance Workshop May 2004

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Benefits of Prevention

• Programs to ensure healthier children, stronger
  families, better schools and more cohesive
  communities, result in less violence, safer
  communities, and significant savings in the
  criminal justice system and almost every other
  area of public and private spending

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Health
Health Services
Income, housing and Social Status
Education Literacy
Physical Environments
Employment and Working Conditions
Social Support Networks
Biology and Genetic Endowment
Healthy Child Development
Social Environments
Gender
Personal Health Practices and Coping Skills
Culture
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The Inter-Play of Determinants
Liveable
Equitable
Health
Sustainable
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Why is Jason in the hospital?

• Because he has a bad infection in his leg.
• But why does he have an infection?
• Because he has a cut on his leg and it got
  infected.
• But why does he have a cut on his leg?
• Because he was playing in the junkyard next to
  his apartment building and there was some sharp
  jagged steel that he fell on.
• But why was he playing in a junkyard?
• Because his neighbourhood is run down and has no
  park.
• But why does he live in that neighbourhood?
• Because his parents cant afford a nicer place to
  live.
• But why cant his parents afford a nicer place to
  live?
• Because his Dad is unemployed and his Mom is
  sick.
• But why is his Dad unemployed?
• Because he doesn't have much education and he
  cant find a job.
• But why?
• Source Public Health Agency Canada

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Determinants affecting childrens health are...

• Early childhood development
• Education Literacy
• The Social Environment
• The Physical environment
• Income
• Culture -ethno-cultural
• heritage exposure to art

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2. Education and Literacy

• Two Disturbing Findings in Canada
• Nearly 9 M adult Canadians lack the literacy
  skills to cope with everyday life
• Among developed countries, Canada comes dead
  last in spending on early childhood programs
• Reference McCain, Mustard and Shanker (2007).
  Early Years Study

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Invest Early

• The roots of economic productivity and health
  risks in adulthood are found in early
  childhood...the earliest experiences of childhood
  reach long into adulthood
• McCain, Mustard and Shanker (2007).
• Early Years Study 2

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Childrens programme

• Healthy development of children aged 0-12 years
• Parents are key and need support
• Families, schools, neighbours and the community
  at large all play important roles in raising
  healthy children
• Everyone has a role !

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Our dream, our future

• A community where every child is supported and
  encouraged to reach their full potential
• A community with the skills, knowledge and
  resources to raise healthy, happy children

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Higher priority

• Build the strengths and developmental assets of 
  children
• Provide prevention strategies through universal
  or targeted programmes
• Address one or more Determinants of Health that
  contribute to healthy childhood development

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Higher priority

• Create direct benefits for children
• Strengthen capacity of parents and organizations
  working with children
• Engage and involve children, parents, schools,
  and neighbourhoods in an integrated approach
• Model inclusion and accessibility

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Higher priority

• Incorporate collaborative, comprehensive 
  approaches that address multiple objectives
  simultaneously
• Use evidenced based strategies and/or promising
  practices
• Will have long term impact and have the potential
  to be sustained 

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Normally does not fund

• Camp sponsorships or capital campaigns for
  childrens camps
• Childrens medical and healthcare services
• Minor sports

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Universal and targeted programmes

• Both are needed.
• Vulnerable children are found in all
  socio-economic groups
• The lowest socio-economic groups have the highest
  
• The middle socio-economic groups have the highest
  numbers
• Reference McCain, Mustard and Shanker (2007).
  Early Years Study 2

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Education programme

• Focus to be developed in 2007/8
• Proposals are welcome in 2007
• General principles apply-collaboration, bridging
  gaps, etc
• Determinants of Health, Prevention, Developmental
  Assets

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Education programme

• Pre-school
• Elementary
• Secondary
• Skilled trades and apprenticeships
• Post-secondary
• Continuing education

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Application Process

• Online process www.lshallmanfdn.org

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Tips for completing the application

• Print out application
• Draft application offline
• Cut and paste
• Charts, tables and bulleted lists lose their
  formatting upload or email

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Application sections

• A - Contact Information 
• B - Organization Profile 
• C - Proposal Description 
• D - Capital Building/Renovation Request 
• E - Checklist of attachments

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Checklist of attachments

• Audited, consolidated financial statements
• Project Budget
• Current Operating Budget
• Board of directors and officers
• Letter of approval to submit
• References
• Workplan

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Questions