WELBORN FOUNDATION, INC' GRANT CYCLE 3 2003 Integra Bank Worthington Room 21 Southeast Third St' Eva

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WELBORN FOUNDATION, INC. GRANT CYCLE 32003
Integra Bank Worthington Room21 Southeast
Third St.Evansville, IndianaMarch 10,
2003500 p.m.
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SIGN UP

• Tell us who you are
• Organization Name
• Primary Contact
• Address
• Phone
• Fax
• E-mail

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OUR MISSION

• TO SUPPORT IMPROVED COMMUNITY HEALTH, WELL-BEING
  AND QUALITY OF LIFE.

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BOARD OF DIRECTORS

• OFFICERS
• DONALD B. COX, CHAIRMAN
• JOHN M. DUNN, VICE-CHAIRMAN
• JAMES R. PRICE, SECRETARY
• RONALD ROMAIN, TREASURER

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BOARD OF DIRECTORS (CONT.)

• MEMBERS
• W. Harold Calloway
• Rita Eykamp
• Victor L. Fisher, Ed.D.
• H. Ray Hoops, Ph.D.
• Robert E. Hopper
• E. Lynn Johnson
• Marilyn Klenck

• MEMBERS
• Dan W. Mitchell
• James Murray, Ph.D.
• Connie K. Nass
• Jack E. Ted Sheppe
• Thomas M. Smythe
• Ann Voliva
• John O. Wells

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WELBORN STRUCTURE

• Welborn Foundation
• 90,000,000 in assets
• Broader-based orientation
• 19 member board of directors selected from
  throughout the community

• Welborn Baptist Foundation
• 10,000,000 in assets
• Faith-based orientation
• 13 member board of directors (all of the Baptist
  faith)

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FUNDING 2003

• 2,000,000

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ELIGIBILITY

• SECULAR NOT-FOR-PROFIT ORGANIZATIONS
• CHURCHES AND FAITH-BASED ORGANIZATIONS
• LOCATED WITHIN 14-COUNTY AREA FORMERLY SERVED BY
  WELBORN BAPTIST HOSPITAL

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ELIGIBLE COUNTIES
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GRANTMAKING THEME

• The foundations theme for grant making continues
  to be the strengthening of community values for
  life-long education, healthy lifestyles, and
  personal and community responsibility. Goals for
  grant making are
• To support quality and effective education that
  starts at birth and continues throughout life
• To increase healthy lifestyles through health
  promotion and prevention
• To increase personal and community responsibility
  for a healthy community with self-esteem and a
  high quality of life.

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GRANTMAKING PRINCIPLES

• The Leading Community Health Indicators Report,
  the first comprehensive review of the health of
  the Evansville community, is guiding the
  selection of funding targets.
• Efforts are currently underway to expand and
  update the report this year.
• The Indicators report can be viewed in its
  entirety at the Foundations web site at
  http//www.welbornfdn.org

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KEY DOMAINS

• The seven major categories, or domains, detailed
  in the document Leading Community Health
  Indicators, include the following
• Education and Literacy
• Culture and Recreation
• Economy
• Health Status
• Natural Environment
• Public Services/Infrastructure
• Social Environment

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FUNDS

• TARGETED
• GENERAL OPPORTUNITY
• The minimum dollar grant that the Foundation will
  consider is 5,000.

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TARGETED INTERESTS (Primary Funds Allocation)

• SCHOOL-BASED HEALTH AND SOCIAL SERVICE PROGRAMS
• EARLY CHILDHOOD DEVELOPMENT
• HEALTHY ADOLESCENT DEVELOPMENT
• HEALTHY LIFESTYLES
• IMPROVEMENTS IN COMMUNITY HEALTH STATUS

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TARGETED INTERESTS

• TARGET 1 School-Based Health and Social Service
  Programs
• For new applicants, we encourage letters of
  interest that request consideration for planning
  funds.
• For applicants who have completed their planning
  process, letters of interest should be based on
  the outcomes of that process.

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TARGETED INTERESTS

• TARGET 2 Early Childhood Development
• Increase parenting education and support
• Enhance specialized services for families
  includes pediatric medicine and mental health
  services
• Promote well child health care
• Increase access to high-quality early childhood
  education and care programs

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TARGETED INTERESTS

• TARGET 3 Healthy Adolescent Development
• Reduce teen pregnancy
• Prevent pre-adolescent and adolescent substance
  abuse
• Increase post-secondary education attainment
• Prevent suicide
• Prevent violence and accidents

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TARGETED INTERESTS

• TARGET 4 Healthy Lifestyles
• Increase physical activity
• Reduce overweight and obesity
• Reduce the prevalence and impact of diabetes
• Prevent and reduce smoking

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TARGETED INTERESTS

• TARGET 5 Improvements in Community Health Status
• Reduce infant morbidity and mortality
• Reduce morbidity and mortality of breast cancer
  among the African-American population and
  cervical cancer among the general population
• Prevent suicide
• Prevent violence and accidents
• Increase access to appropriate medical care

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GENERAL OPPORTUNITY

• Up to 20 of the funding may be directed to
  general projects specifically in the following
  domains
• Health
• Social environment
• Education

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PLANNING GRANTS

• Planning grants will be considered for activities
  proposed in any of the target areas. Appropriate
  planning activities include
• assessing and identifying service needs
• establishing community partnerships
• developing the program
• selecting services and site(s)
• creating a start-up budget, an operational budget
  and a business plan
• risk assessment

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LETTERS OF INTEREST

• HOW DOES THE FOUNDATION EVALUATE
• LETTERS OF INTEREST?
• Statement of Need
• Clear description, including nature, size and
  scope of a need that is within the Foundations
  scope of funding
• Clear identification of the root cause of the
  problem
• Clear description of your proposed intervention
• Merit of the Project
• Does not duplicate an existing program or service
• What specific actions will be undertaken to
  address the root causes?
• What are your specific goals and objectives?

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LETTERS OF INTEREST (CONT.)

• Community Impact
• How will this project improve life in the
  community?
• Realistically estimate the number of persons
  impacted, and how their lives will be better as a
  result of your efforts
• Collaboration
• What collaborative efforts have you identified or
  initiated for this project?
• Describe each partners role and the value each
  brings to the project
• What is the level of commitment/participation of
  each partner?

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TAX-EXEMPT STATUS

• SECULAR NOT-FOR-PROFIT AND NON-CHURCH FAITH-BASED
  ORGANIZATIONS
• Internal Revenue Service Letter of Determination
  conferring 501 (c)(3) tax-exempt status.

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TAX-EXEMPT STATUS

• CHURCH ORGANIZATIONS
• Affiliated church organizations may provide, if
  applicable, evidence of membership in a larger
  religious organization that has been determined
  to be tax exempt by the Internal Revenue Service.
• Non-affiliated Churches opinion from church
  legal counsel attesting to exemption or other
  evidence, acceptable to WBF, of exemption from
  taxation.

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TAX-EXEMPT STATUS

• PLEASE do not submit documentation of your state
  sales tax exemption.
• Failure to provide documentation of federal
  tax-exempt status with a Letter of Interest will
  immediately disqualify the letter and cause it to
  be removed from active consideration by the
  Grants Committee.

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GRANTMAKING PHILOSOPHY

• INVESTMENT
• vs.
• DONATION

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GRANTMAKING PHILOSOPHY

• The Foundation wants to invest in the community,
  not just make a series of donations to
  organizations. In pursuit of this goal, we are
  looking for the best quality programs that have
  the greatest chance for success.

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SUCCESSFUL APPLICANTS

• Successful grant applications should incorporate
  these strategies and characteristics 
• Program/project based on researched and
  evidence-based practices and interventions
• Address root causes of issues affecting good
  health and quality of life
• Demonstrate evidence of organizational
  collaboration.

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SUCCESSFUL PROGRAMS

• Programs that have the greatest potential to
  succeed
• Utilize leading practices in their chosen
  field
• Are based on a research-proven premise or a
  practical model that has a demonstrated track
  record of success
• Have strong partnerships
• Have community support
• Include evaluation and feedback components

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RESEARCH

• The Welborn Foundation advocates the use of
  research-based programs and practices in program
  development. To assist applicants, the Foundation
  has compiled an extensive list of web sites
  containing information and documentation that may
  be useful in the development and execution of
  programs initiated under one of the Foundation
  Targets. Many of these web sites are sponsored by
  agencies of the United States government, public
  and private colleges and universities, and other
  private Foundations.

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RESEARCH LINKS

• Target 1 School Based Health Centers
• National Assembly on School-Based Health Care
  (NASBHC)
• U.S. Department of Health and Human Services,
  Bureau of Primary Health Care
• Center for Health and Health Care in Schools
• Centers for Disease Control and Prevention
• American Academy of Pediatrics
• Target 2 Early Childhood Development
• National Institute of Child Health and Human
  Development (NICHD)
• U.S. Department of Health and Human Services
• Wellesley Child Care Research Partnership

• Target 3 Healthy Adolescent Development
• Teen Pregnancy Prevention
• U.S. Department of Health and Human Services
• The National Campaign to Prevent Teen Pregnancy
• Annie E. Casey Foundation
• Substance Abuse Prevention
• Center for Substance Abuse Prevention
• U.S. Department of Health and Human Services
• Youth First Foundation

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RESEARCH LINKS (cont.)

• Target 4 Healthy Lifestyles 
• U.S. Department of Health and Human Services
• Centers for Disease Control and Prevention
• Indiana Tobacco Cessation and Prevention
• Target 5 Improvements in Community Health
  Status 
• U.S. Department of Health and Human Services
• Centers for Disease Control and Prevention

• General Categories 
• Literacy
• Center for the Improvement of Early Reading
  Achievement
• National Center for the Study of Adult Learning
  and Literacy
• Evansville-Vanderburgh School Corporation
• Southwest Indiana Network for Education
• ADDITIONAL LINKS ARE CURRENTLY AVAILABLE ON THE
  FOUNDATION WEBSITE. http//www.welbornfdn.org/

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COLLABORATION

• MORE IS NOT NECESSARILY BETTER
• (i.e., the Foundation is more interested in the
  quality of your collaborative efforts than in the
  quantity of agencies that you are collaborating
  with)

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OUR PARTNERSHIP WITH YOU

• Our role is to work with those organizations that
  have vision, knowledge, leadership and capability
  to succeed
• Your role is to educate us on the needs facing
  this community and your part in addressing those
  needs.
• Finally, our mission is to enable you to carry
  out your mission.

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COMPETITION

• This process is competitive from beginning to
  end.
• In 2002, 144 organizations submitted letters of
  interest requesting more than 10 million.
• Ultimately, 29 organizations were funded a total
  of 2.4 million.

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FUNDING EXCLUSIONS
The following program and project areas will not
be considered for funding
- Scholarships, loans, grants or fellowship
support directly to or for the benefit of
specific and known individuals - Establishment
of, or contributions to, a permanent endowment,
foundation, trust or permanent interest-bearing
account - Support for the general operating
costs of any organization - Carrying on of
propaganda or attempt to influence legislation or
public elections - Restricting the services,
facilities or employment provided by the grant to
individuals based on race, creed, color, sex, or
national origin

• - Any governmental agencies reporting to an
  elected or appointed official (except for schools
  governed by citizens boards)
• - Any requests for funding for deficits or
  retirement of debt.
• - Fundraising events
• - Annual fund drives
• - Venture capital for competitive profit making
  ventures
• - Any religious organizations that are seeking
  funding for solely religious purposes
• Basic scientific research.

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IMPORTANT NOTES

• Additional attachments will NOT be accepted with
  Letters of Interest
• Only Letters of Interest that receive Board
  approval may submit proposals. Unsolicited
  proposals are not accepted
• Please include the approximate start date and
  duration of the proposed activities
• Please include the total amount of funding
  needed, and how much of that is requested from
  the Foundation

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GRANT WRITING CLASS

• Offered by Welborn Foundation through University
  of Evansville Center for Continuing Education
• Next four-week session of classes begins March 17
• Class sessions also planned beginning April 21.

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DEADLINES

• All letters of interest are due
• no later than
• 1200 Noon
• Friday, March 21, 2003.
• NO EXCEPTIONS

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2003 GRANT SCHEDULE

• March 21 Letters of interest due
• Late May Requests for proposals issued
• June 27 Deadline for proposals
• Late August Final board approval
• September Grantee Notification

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CONTACT US

• Welborn Foundation, Inc.
• 21 S.E. Third Street
• Suite 610
• Evansville, Indiana 47708
• Phone [phone]
• Fax [phone]
• E-mail info_at_welbornfdn.org