Sustaining & Funding Your Coalition

MS Tobacco Free Coalitions Training Jackson, MS June, 2016

Fran Butterfoss Debbie McCune Davis

IAC Webinar August 10, 2016

Coalition Stage Specific Tasks

Formation: Create structures, recruit leaders/ diverse partners & encourage participation

Implementation: Orient, train, plan/initiate strategies, share resources & engage members

Maintenance: Communicate, make decisions, implement & evaluate strategies

Institutionalization (Sustainability): Develop resources, reach outcomes, spin off strategies & build capacity

Planning for Sustainability Will Help You …

• Identify common issues • Organize local resources • Prioritize effort(s) to be sustained • Clarify methods for sustaining resources • Prepare for change

Consider Sustainability from the Start

Short-term: assure strategy Achieves objectives (e.g., support

from decision-makers & community, effective management, evaluation & modification of strategies)

Long-term: assure viability of organization or community-led movement (e.g., diverse funding, strong leaders, marketing

strategies, adaptation to change)

Coalition Sustainability

Sustain coalition structure & function

Sustain coalition human resources

Sustain coalition financial & material resources

Sustain coalition PSE strategies (marketing,

communications & mentorship/training)

Sustain Coalition

Financial & Material Resources

Lack of money is no obstacle; lack of an idea is an obstacle. Ken Hakuta

Create Organizational Message

Clear, consistent, effective description

Details legal status or affiliation

Communicates coalition’s unique purpose,

scope of activities & priority population

Longer than mission statement (less than 1 page)

Used to promote coalition, seek funding, recruit members & make others want to learn more

Develop & Sustain Material Resources

Think broadly about resources - more than $

Match resources to strategies - fundraising event IS change strategy

Develop champions & supporters - Keep volunteers productive, invest in training, recognize everyone’s efforts

Prepare coalition for opportunities - Connect with legislators/funders; hire grant writer; move FAST

Diverse Resources

1. Membership dues 2. Line item budget allocations 3. Fund-raising events 4. Individual & business donors 5. Partner financial & in-kind contributions 6. Local community grants & contracts 7. Fees for Service

Coalitions: Social Enterprises?

• Organizations that provide money-making goods & services AND have social improvement mission

• “Double-bottom-line” businesses

• Create better social value for participants

• Proactive decision-making & risk-taking

Sullivan, Mort, Weerawardena & Carnegie, 2003

Incorporate or Not?

• Advantages Establishes clear identity for coalition Tax exempt status allows donations & lobbying

• Disadvantages Time & effort – 6 months; need attorney Incorporation & fiscal reporting Initial Fee - $2500; Annual Fee - $750 Regularly convene board & must formally disband

501(c)(3) Status

• May NOT participate in or influence political campaigns - risk losing tax-exempt status

• May engage in voter education activities during political campaigns – Get statements from candidates – Conduct public forums – Give testimony on party platforms – Provide issue briefings for candidates

BoardSource, 2002

Resource Development Plan

• Guided by Resource Team: Coalition ED, Chair(s) & members with financial expertise

• Evaluate coalition & its resources – money, people, goods & services

• Decide on funding possibilities & strategies

• List tasks & deadlines - divide tasks among staff & members

If you always do what you always did,

You’ll always get what you always got ! Moms Mabely

Fran Butterfoss, PhD President, Coalitions Work fran.butterfoss@coalitionswork.com http://www.coalitionswork.com/ 757-898-7454

AN INVESTMENT IN COMMUNITY HEALTH

A DISCUSSION ABOUT RESOURCE BUILDING FOR COALITIONS

Babies are born in AZ each day, none arrive immunized. - Dr. Daniel T Cloud, TAPI Founder

Debbie McCune Davis The Arizona Partnership for Immunization

August 10, 2016

Annual Budget 1996 - $75,000 Annual Budget 2016 - $800,000+

Contract with State Health Department Manage coalition Conduct community outreach and messaging Maintain working relationship with private

sector Conduct trainings for staff of health care

providers Support registry acceptance and use

The Arizona Partnership for Immunization

Grants from local philanthropic foundations Registry expansion Innovation – Redefining Healthy Communities Access to care for underserved or hard to reach populations

Grants from pharmaceutical partners Support for provider education

Joint education projects with Academy of Pediatrics Appropriate reimbursement for vaccine costs

Small grants: March of Dimes, Maternal and Child Health, local corporations, employers and health plans.

Critical funding sources change over time

Billing program with Counties to collect admin fees for shots given to Medicaid kids and underinsured adults. Competitive grants

from CDC including HPV education and Adult Vaccines. Pharmacy Outreach

Enterprise activities and expanded opportunities

Think like a funder

Always talk to funders in advance of submitting a grant.

Use measurable results to your advantage.

Addressing disparities and reaching special populations have great appeal.

Collaborate with like-minded organizations.

Know funders objectives and help them reach their goals

Many partners want to reach your

audience: Sponsorships and

co-branding.

Make it easy to give

Make it fun

Silent auctions and public events engage the

community and show off local

talent

Invite creativity and outreach

opportunities

Celebrate your success. Tell your story. Provide sponsorship opportunities for your partners to be visible. Thank them often!

The key to corporate sponsorships is to act early to meet budget deadlines.

Contracts – with State, Counties and City Governments Grants – Philanthropic Partners

Corporate Underwriters – Utilities, Child serving organizations, Health Plans

Sponsorships – Vendors, Health Plans, Aligned Non-profits

Special Event Partnerships – Sports teams, Back to school events, Family Trusts, Churches, Universities

Enterprise Ventures – Billing services, group purchasing, education and training

Sustainable funding options provide stability

Make your case Build collaborative relationships Recruit with fundraising in mind In-kind, underwriting and offsetting costs

make a difference Encourage creativity Do what works for your community Always say thank you!

–even when funders say no.

Coalitions come in all shapes and sizes –and size does not matter.

LET YOUR COMMUNITY INVEST IN YOUR GOOD WORK