Nombre: MARCO GALLEGOS. Albert Einstein Nombre: MARCO GALLEGOS.
501(c)onference 2015 - C Gallegos
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Transcript of 501(c)onference 2015 - C Gallegos
Questions funders ask themselves
• Do I understand who this agency is?(Size, services, leadership, etc.)
• What is the operational/program model?
• Do I understand the request?
• Does it resonate? Does it excite me?
• Am I comfortable?
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How funding happens
Social Giving
(“My best friend asked me to make a contribution to
ABC agency because she is on the board. I do minimal
due-diligence because I trust her due diligence.”)
Core Giving(“I fund my Alma Mater/
Temple/ my kid’s school/the hospital that
took care of my grandmother, etc. because
it impacts/impacted my life. I do minimal to mid-
range due diligence.”)
Strategic Giving
(“ I fund this because I want to make a difference.
This is where I focus my due diligence.”)
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Know which box you are in.
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Shift your paradigm #2
Stop writing proposals.Newsflash: that’s not where the money is.
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Shift your paradigm #3
Don’t diversify.Focus creates growth; diversification preserves.
Assess what your agency needs most and employ the right strategy.
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Shift your paradigm #4
Non-profit work IS business;
serious business (just a different business model).
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Shift your paradigm #5
You are an entrepreneur looking for
investors and capital.
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Shift your paradigm #6
Most funders are business people.Speak their language; create rapport;
give them what they need (not “want”; “need”)
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Shift your paradigm #8
Every “NO” is an open door too.Capitalize on the time you spent to get
to the “no” and don’t let it go to waste.
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Shift your paradigm #11
You are in permanent Beta testing of your
programming, your budget, your models.(Excellence is about learning, asking, and iterating).
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Hitting the target
• Ask for what you REALLY want
• Be specific
• Have a clearly defined focus/ objectives
• Know your theory of change
• Practice your elevator pitch
• Be transparent about your gaps
• Know the funder’s POV
• Please: follow directions!
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This helps:
• Define what success would mean to you
• Review the effectiveness of your board
on regular basis
• Make sure you have a plan (or show that
you plan to have a plan) for everything
that goes wrong
• Be honest
• Be willing to collaborate/partner
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Case study
Presenting your organizational and
programmatic budgets.** With footnotes everything is possible.
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Making the most of your time
• Know your stuff
• You can never be too polished or too
inclusive
• Relationships matter
• Typos are not your friend; brevity is.
• Keep in touch. Say thank you in a way
that is meaningful and personal.
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Cristina Gallegos
For more information:JMC Philanthropic Advisors2444 Wilshire Blvd., Suite 622, Santa Monica, CA 90403Phone: (310) 829 [email protected]
@CristinaIngerGwww.JMCPhilanthropicAdvisors.com
For a copy of this PowerPoint, check cnmsocal.org/501conference next week.
Cristina Gallegos 2015
About the speaker
With 15+ years of experience in the philanthropic field, Cristina currently serves as JMC Philanthropic Advisors’ Vice President.
She provides philanthropic advisory services for family foundations and individual philanthropists and is responsible for a wide range of programmatic activities, which include due diligence and the creation of grantmaking strategies, grant systems and initiatives. Cristina oversee the grant process for several foundations: The Atlas Family Foundation, Kayne Foundation, The JIB Fund of The Resnick Foundation, Zolla Family Foundation, The Robert and Lisa Margolis Family Foundation and The Knapp Foundation.
Cristina believes that an important part of strategic philanthropy is to prepare the next generation of givers, providing opportunities to understand what moves them while creating tools to help them capitalize on their own resources, skills and passions. She works long-term with several Next Generation philanthropy boards, aiming to ignite their individual and collective passion, and providing structure and support to create change.
Prior to joining JMC in 1999, Cristina acted as a pro-bono Program Officer for The Silton-Sturner Family Foundation, managing a portfolio of grants in the areas of cancer research, technology education, fine arts, and economic empowerment for women in disadvantaged countries. In the 1990s, Cristina developed and implemented four complex information technology systems for DHL Worldwide Network Europe and Africa. The resulting systems were subsequently deployed to 22 countries. She moved to the United States in 1999.
Cristina blends a strong business background focused on strategy and economics with a commitment to social issues. She currently serves on the Board of Ador Copiii, a Romanian organization with a focus on improving the quality of life for Romania’s abandoned children.
She is a writer and photographer, a pro-bono executive coach for non-profits leaders, and often speaks publicly about the art and science of philanthropy. A serial entrepreneur, Cristina started her first business in high-school. She brings a business perspective to her philanthropic work and believes that success is often found at the intersection of passion and practicality.
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