Multi-Year Advocacy Grant

Multi-year Advocacy Grants are for nonprofits that want to solve policy or program issues that will help Middle Tennesseans get healthier. These grants are for nonprofits that focus on either increasing access to health services or preventing childhood trauma.

Multi-year Advocacy Grants provide unrestricted funds for nonprofits with a well-developed advocacy plan. Recipients of these funds are committed to advocacy and to solving problems that affect many people because of a broken system. These grants are $100,000 or less per year.

All applicants are required to attend an Introduction to The Trust’s Grant Application Process Workshop. Multi-year Advocacy Grant applicants are also required to attend an Advocacy Workshop before applying.

We will begin accepting applications for these grants in Q1 of 2019.

Get answers to FAQs about Advocacy Grants here.

 

1. Required Forms

Please download the budget form to submit with your Advocacy Grant application. Please note that the budget form is only for Advocacy Planning Grant applicants. Multi-year grant applicants do not submit a budget form. The remaining forms will be submitted with the progress and final reports.

2. Application Details

The preliminary application is the first part of the grant application. The full proposal is the final part of the grant application. Deadlines for both parts of the proposal are located here.
Before completing this application, please complete the Bolder Advocacy Capacity Tool, then use the results and capacity areas to develop your goals and benchmarks. This tool has been updated so please use the following link.

The application times out every 15 minutes, so we recommend that you cut, paste, answer, and save the following questions in a Word document. After you have answered all the questions, please paste your final version into the online grant application.

Organization Information

  1. Enter the contact information for your organization, including name, mailing address, phone, and fax (optional), as well as a 100-word description of your organization and its mission.
  2. Enter the Annual Budget for your organization.
  3. Has your agency had a financial audit conducted by an outside auditor for a time period within the previous 18 months?

Contact Information

  1. Enter the primary contact for this request.
  2. Enter the name of your organization’s Executive Director/President or CEO.
  3. Enter the name of the organization’s Board Chair.

Agency’s Advocacy Experience and Goals

  1. Select the geographic area and population served/represented.
  2. Describe your organization’s advocacy experience and how this work was accomplished. This may include previous work in public policy, advocacy to shape or improve programs, or institutional systems change advocacy – all of which go beyond individual advocacy services for your direct clients. Please share your most recent accomplishments and lessons learned. (300-word limit)
  3. Describe the community or constituency that your organization advocates for and illustrate your experience in reaching, engaging, and serving this population. Please describe how they are/will be involved in setting or executing the organization’s advocacy strategy. What niche do you fill that is different from other associations or agencies serving the same population? (200-word limit)
  4. How has your organization previously worked with coalition partners to advocate for policy or institutional changes? Please describe the partnership(s) and the role(s) played by your organization. (200-word limit)
  5. Please complete this sentence: “Through systems change advocacy, our organization seeks to improve health for Tennesseans by… (100-word limit)
  6. What are your organization’s systems change advocacy goals? Please explain how those goals aim to increase access to health services or prevent childhood trauma (Adverse Childhood Experiences or “ACEs”). (300-word limit)
  7. Using your results from the Advocacy Capacity Tool, please select all the applicable skills or capacities your organization currently has that position you well to pursue these goals.
  8. Using your results from the Advocacy Capacity Tool, please select the skills or capacities your organization will prioritize to develop in the next three years in order to achieve your systems change advocacy goals. Please be sure to select at least one from each of the four main domain areas.

Required Attachments

  1. Organization’s 3-year Strategic Plan, approved by the Board of Directors (please highlight advocacy goals and related work)
  2. Summary results from Bolder Advocacy’s online Advocacy Capacity Tool. This free tool can be found at this link.

 

The information you entered on your preliminary application will populate into the appropriate fields in your full proposal. If needed, you will be able to change this information in the full proposal. Please remember to update and save your application after making any changes.

  1. Please include your agency’s statement of inclusiveness indicating that services are provided without discrimination. This should be more than just your agency’s hiring practices. (100-word limit)

Advocacy Game Plan

  1. Select the geographical area served by this program. For the first entry, please choose the county where the primary impact will occur. You may select up to nine additional counties that will be served by this program. For statewide advocacy, please select the ten counties in Middle Tennessee where a policy or institutional change will have the greatest impact. If further explanation is needed, please use text box below.
  2. Select the constituency represented by your organization.
  3. Please complete this sentence: “Through advocacy, our agency seeks to improve health for Tennesseans by… (100-word limit)
  4. Please elaborate on the organization’s advocacy goals in the statement above. Please explain how those goals aim to increase access to health services or prevent childhood trauma (Adverse Childhood Experiences or “ACEs”). These goals may be in the area of public policy, program implementation or systems change. (300 words)
  5. Drawing from your strategic plan, please outline your organization’s health advocacy goals over the next three to five years. What are the strategies you plan to use to achieve each goal? How will you evaluate success? (500-word limit)
  6. Think about your results from the Advocacy Capacity Tool. What advocacy capacities does your agency need to build or maintain in order to meet these goals or address the challenges you anticipate? (500-word limit)
  7. What skills can you rely on other agencies to bring to collaborative work? Who else should be at the table? What are the specific area(s) of strength that your organization contributes in coalition work with other agencies? (250-word limit)
  8. Will you be able to achieve these goals with existing staff? Will your organization need to hire or reallocate staff time to do advocacy work? Please explain. Include a professional biographical sketch for any new proposed staff. (200-word limit)
  9. Do you anticipate any turnover in your leadership team over the grant term? If so, what is your plan for preparing new leaders to take on advocacy work? (200-word limit)
  10. Using your results from the Advocacy Capacity Tool, please select all the applicable skills or capacities your organization CURRENTLY has that position you well to pursue these goals?
  11. Using your results from the Advocacy Capacity Tool, please select the skills or capacities your organization will prioritize to DEVELOP in the next three years in order to achieve your systems change advocacy goals? Please be sure to select at least one from each of the four main domain areas.

Needs Assessment

  1. Provide demographic information regarding your core constituency. What are the specific health needs or challenges faced by this population that can be addressed through public policy or systems change advocacy? Please provide citations for research or data source. (500-word limit)
  2. Give evidence illustrating community need for your organization’s advocacy work and detail how the community or the state will benefit. If you are successful in your advocacy efforts, how many people in Tennessee could be directly impacted? Please provide citations for research or data source. (500-word limit)
  3. Please describe specific policy or systems issues related to health care access and/or preventing childhood trauma that your organization wants to address through systems change advocacy. What challenges or opportunities do you see in the next three years and how is your organization well-positioned to address them? (300-word limit)

Financial Information

  1. What is the total amount of support requested from The Trust?
  2. Year 1 Request Amount
  3. Year 2 Request Amount
  4. Year 3 Request Amount
  5. Identify additional current sources of funding that can be used to support the organization’s advocacy work. Please describe the length of funding relationship and the likelihood of continued funding. Describe your plan for revenue to support advocacy. Please also describe any matching or in-kind support the organization receives for advocacy. (300-word limit)
  6. List the name and title of staff/board member(s) in your organization who are able to access the organization’s secured checks. Describe how the checks are physically secured. List the name/title of staff/board member(s) that enter data (e.g. code checks, etc.) into the organization’s accounting system. Describe the accounting software used by the organization. Please describe how the accounting system data is backed up and how frequently back-ups are made. How are the back-ups secured? (100-word limit)
  7. Please list the name and title of the staff/board member(s) who prepare the monthly bank reconciliations(s). List the staff/board member who receives the monthly bank statements. Please list the individuals who review the bank reconciliation(s). Does the organization process its own payroll or does it use an external vendor? Please list the staff/board member responsible for entering payroll or submitting the payroll information to the outside vendor. Please list the name/title of staff/board member charged with approving time sheets. List the name and title of staff/board member(s) who receive and review monthly payroll reports. Please describe your organization’s process for tracking restricted donations. (250-word limit)
  8. List the name and title of the staff/board member(s) who are authorized to sign checks on behalf of the organization. Please describe how many signatures are required on checks. Please list the name and title of the staff/board member(s) who are responsible for approving invoices for payment. Please describe how frequently the board reviews the organization’s financial statements and other financial reports (payroll, expense listings, etc.). (100-word limit)

Required Attachments

  1. Organization’s 3-year Strategic Plan, approved by the Board of Directors (please highlight advocacy goals and related work)
  2. Summary results from Bolder Advocacy Capacity Tool. This free tool can be found at this link.
  3. Advocacy Goal Tracker and Three Year Plan
  4. Unaudited Profit and Loss Statement/Statement of Activities (P&L) with aggregate year-to-date data rather than month by month statements. P&L for the year-to-date period should show AT LEAST six months of activity AND be through the most recently completed quarter.
  5. Unaudited Balance Sheet/Statement of Financial Position as of the date that the Profit and Loss Statement ends. For example, if your P&L is for January 1 – December 31, 2017, the Balance Sheet should be as of December 31, 2017.
  6. Organization Chart with employee names and titles (Please upload your chart as a pdf file).
  7. Letter(s) of Support from current or potential coalition partners

Please contact Meredith Benton at (615)284-8271 ext. 116 for questions about Advocacy Grants.

We evaluate Advocacy Grants based on responses to the following questions.

1. Does this agency (*articulate a plan to) advocate for policies that have been demonstrated or reasonably assumed to improve the health of individuals throughout Middle Tennessee?

2. Do the agency’s (*intended) advocacy efforts coincide with the mission and values of The Trust to promote just health policy, respect, and access to care for vulnerable populations?

3. Do the advocacy goals of the organization include systemic changes that address an existing deficiency within the community?

4. Does this agency have clear and realistic advocacy goals in their strategic plan and capacity-building benchmarks in their proposal? *Does this agency articulate a clear commitment to and realistic expectation for engaging in strategic planning for advocacy? Do the deliverables from their CNM contract address the support they need?

5. Are the infrastructure and leadership present for successful execution of the agency’s strategic plan (*to take on systems change advocacy work?)

6. Is the agency well-positioned to address a specific timely policy issue or opportunity for systemic change?

7. Does this agency (*intend to) work collaboratively with community partners to develop and execute advocacy strategies? Do they have a history of collaborative partnerships?

8. Has the agency engaged a broad base of constituents, clients or supporters in their advocacy strategy? (*Do they have a network of clients, members or constituents that they plan to engage?)

9. Does the agency appear to be sustainable and the organization financially viable if The Trust’s funding were to end?

Multi-year Advocacy grantees are required to submit annual and final reports. The following questions are included in those reports. To submit your annual or final report, please log in to your account and select “requirements.” Please also complete and submit the Advocacy Capacity Tool.

1. Is your agency still focused on these advocacy goals? Has anything changed in the environment to cause your agency to shift priorities or modify initial strategies? Please explain.

2. For each of your capacity-building benchmarks above, please describe, in the same format as they are listed, your current progress toward meeting these benchmarks. How do your new results from the Advocacy Capacity Tool compare to the baseline results that accompanied your original proposal? Have you made progress on the core capacities you identified as priorities? Are you on track?

3. Have you made any revisions to your original capacity-building benchmarks? If yes, please list the changes that you would like to make. If your goals have changed or priorities have shifted, do you need to build new core capacities in order to implement new strategies? If so, please describe.

4. How does advocacy fit within the core mission of your organization? If this is a new direction for your agency, what have you learned about incorporating advocacy into your work? What would you tell other nonprofit agencies contemplating whether to engage in advocacy on behalf of their clients or patients?

5. Please describe any training, professional development or volunteer engagement activities your agency has implemented that have better prepared your staff, board, clients or constituents to engage in advocacy work.

6. Have you developed any advocacy “best practices” that you would like to share with us?

Required Attachments

Current Financial Statements for  Progress Reports
1. Unaudited Profit and Loss Statement/Statement of Activities (P&L) with aggregate year-to-date data rather than month by month statements. P&L for the year-to-date period should show AT LEAST six months of activity AND be through the most recently completed quarter.

2. Unaudited Balance Sheet/Statement of Financial Position as of the date that the Profit and Loss Statement ends. For example, if your P&L is for January 1 – December 31, 2017, the Balance Sheet should be as of December 31, 2017.

3. Progress Report Budget Form 

Current Financial Statements for Final Reports
1. Unaudited Profit and Loss Statement/Statement of Activities (P&L) with aggregate year-to-date data rather than month by month statements. P&L for the year-to-date period should show one year of activity AND be through the most recently completed quarter.

2. Unaudited Balance Sheet/Statement of Financial Position as of the date that the Profit and Loss Statement ends. For example, if your P&L is for January 1 – December 31, 2017, the Balance Sheet should be as of December 31, 2017.

3. Final Report Budget Form 

Ready To Start?

Applicants must also meet our general eligibility criteria. You will need your agency’s Tax ID number to begin the application. Please remember to update and save after modifying any of the fields. We also suggest that you save your text in a Microsoft Word document as a backup.

Begin your application or return to a saved application below.

We are currently only accepting applications for the one-year Advocacy Planning Grants.

Begin Your Application