Foundation Relations & Development

Funding & Target Acquisition Strategies FY 2008-09 & Beyond

Carlos F. Camargo, PhD Director of Foundations Relations

18 July 2008

Foundation Development Goals for FY08-09 to FY10-11

Foundation Type

FY08-09 FY09-10 FY10-11

New Prospect Pledged Total New

Prospect Pledged Total New Prospect Pledged Total

Independent $600,000 $256,000 House $856,000 $2,000,000 $0 $2,000,000 $3,000,000 $0 $3,000,000

Corporate $250,000 $286,000

HP & Yahoo

$536,000 $400,000 $0 $400,000 $1,000,000 $0 $1,000,000

Government $200,000 $0 $200,000 $500,000 $0 $500,000 $1,000,000 $0 $1,000,000

Total $1,050,000 $542,000 $1,592,000 $2,900,000 $0 $2,900,000 $5,000,000 $0 $5,000,000

S.W.O.T. Analysis

Strengths

• We’re in the BLACK, limited debt • Reputation & Brand • Large reservoir of goodwill • Systemic & Proactive DevRel Mgmt and New Dev Leadership • New CRM & FRD processes • Good relations w/ SCCOE, SMCOE, ACOE • Increasing program utilization by T1 • “Go-To-Partner” Buzz

Weaknesses

• Limited DevRel w/ Foundations • Dependence on Corp Sponsors • No DB for funding opportunities • No formal grantsmanship since 2004 • Perception we’re rolling in $$$ (e.g. Bldg) • Low-bandwidth among staff; maxed out • No Dev collateral or program write-ups • Limited ED program reserves (2/3)—utilization 25% to 35% T1

S.W.O.T. Analysis

Opportunity

• Non-traditional Prof Dev in ASP, Informal • Adoption of Logic Model & Outcome Based Planning • New partnership & alliance formation w/ ROI • Strong & practical STEM educational leadership • Great facility & venue • STEM program expansion • Federal funding: NSF, NIH, IMLS, NEA/H

Threats

• No Impact Metrics/Benchmarking • High per capita cost structure

• $19 vs. $5.65 per capita • Limited program offerings in ED • Limited relationships in Bay Area • Limited staffing for program development • Increased funding competition • Increased per capita cost basis; indirect

Underserved Populations Title 1 K-12 students Women & Minorities

Seniors Rural & Urban Core

Supporting STEM STEM Promotion/Advocacy Outreach via 2nd Classroom STEM Afterschool Programs

Teacher Prof Dev

Experiential Learning Standards-based Labs

Field Trip Services Self-Guided & Web-based

Lifelong learning tools

Strategies Integrated Development

Community-Based Partnerships Program Innovation & Outreach

ENVIRONMENT-CHOICES

Priority Priority

Areas of Emphasis of Tech Museum Program Development & Positioning

6

US & CA Foundation Sector

•  Philanthropic Sector Landscape Scan –  Over 78,000 foundations in US –  Over 6470 in CA –  Over 2400 in Bay Area (9 Counties) –  Over $600 billion in assets; $77 Billion in CA –  Over $40 billion in grants; $4.0+ Billion in CA alone

•  Very focused giving w/ ROI & Outcome Assessment expectations in proposal planning & grant reporting

•  Trends toward lifelong learning & environmental stewardship: Ecological Model & Systems Approach driven (no one-offs)

2007 statistics from FDO—Foundation Center Database

Who Receives Foundation Dollars?

24% $ 960,000,000.00

Health 23% $ 920,000,000.00

Natural Sciences 14% $ 560,000,000.00

14% $ 560,000,000.00

12% $ 480,000,000.00

Enviro, Int'l, Sci & Rel 13% $ 520,000,000.00

100% $ 4,000,000,000.00

CA Foundation Types NorCal Addressable Funder Market

Foundation Center-FDO 2008

CA Foundation Types NorCal Addressable Funder Market

Foundation Center-FDO 2008

Independent/Family Foundations July 2008 Funder Project/Program Alignment ASK Amount

24 July Fitzpatrick Foundation-LOI Title 1 Field Trips/Labs $100,000

24 July Van Loebens Foundation Title 1 Field Trips/Labs $10,000

28 July Heller Foundation Title 1 Field Trips/Labs $100,000

30 July Gold Foundation Field Trips : Citizen Scientist $15,000

August

1 August Baxter Family-LOI Field Trips: 2nd Classroom $15,000

1 August Trio Foundation Title 1 Field Trips/Labs $10,000

1 August Valley Foundation Title 1 Field Trips/Labs $100,000

1 August Heller Foundation LOI Title 1 Field Trips/Labs $100,000

15 August Westly Foundation Title 1 Field Trips/Labs $100,000

21 August Van Loebens—Full Proposal Field Trips $10,000

30 August Annenberg Foundation-LOI Field Trips : Citizen Scientist $25,000

31 August Christensen Foundation TC & T1 $25,000

September

1 Sept LEF Foundation Field Trips : Citizen Scientist $10,000

15 Sept Soule Foundation Field Trips : Citizen Scientist $10,000

24 July Fitzpatrick Foundation-Full Prop. Title 1 Field Trips/Labs $100,000

October

1 October Stuart Foundation TC & Field Trips : Labs $20,000

31 October Soda Foundation TC & Field Trips : Citizen Scientist $100,000

Corporate & Community Foundations

October Funder Project/Program Alignment ASK Amount

31 October Home Depot Foundation Field Trips: 2nd Classroom $20,000

FEB & MARCH 2009

Most Corporate Philanthropy in Spring Deadlines in mid-February thru March 2009

Sept 2008 Funder Project/Program Alignment ASK Amount

3 Sept East Bay Community Fdn Field Trips: 2nd Classroom $20,000

15 Sept Silicon Valley Arts Council AMD Field Trips: Title 1 $20,000

Federal & State Funding

•  Federal Cooperative Agreements: (up to 3 years of support) –  National Science Foundation: Partnerships are key –  IMLS: Program Innovation & Prof Dev are key

•  State Cooperative Agreements: –  CDE

•  LEA Block grants: CaMSP, Title 1 SWP, K-12 Sci Prof Dev –  Regional Workforce Investment Boards

•  STEM pipeline development & outreach (long-term) •  Teacher Prof Dev (long-term) •  K-12 career & apprenticeship programming

Sept 2008 Funder Project/Program Alignment ASK Amount

15 Sept NSF: Informal Science Edu TC & TA Gallery and T1 $500,000

15 Sept IMSL: Nat’l Leadership Open Source & TA and TC Gallery $250,000

15 Sept IMSL: Museums 4 America Field Trips: Title 1 and AFM Gallery $500,000

Government Funding: much effort, but little reward

August 2008 Agency Grant Program 8/2/2008 US D0L High Growth Job Training Initiative Grants (was 8/2/07) 8/8/2008 NSF Science, Teaching, Engineering and Math Talent Expansion -letter of intent

8/10/2008 US DoEd Developing Hispanic Serving Institutions - Title V 8/13/2008 NEA Grants for Arts: Arts Access 8/29/2008 US D0L Community Based Job Training Initiative (was 8/29/07)

September 9/8/2008 IMLS-BBF Barbara Bush Foundation for Family Literacy (BBFFL) National Grant

9/10/2008 CA. Hum. Cncl General Grants -full proposal (based upon intent letter from 08/30/08) 9/13/2008 NSF Informal Science Education - preliminary proposal 9/15/2008 IMLS National Leadership Grant & Museums for America 9/13/2008 NSF Research Experiences for Undergraduates (REU) 9/18/2008 NEH Faculty Humanities Workshops 9/18/2008 NSF Science, Technology, Engineering and Mathematics Talent Expansion full

proposal (letter of intent 08/08/08) October

10/1/2008 NEH Grants for Teaching and Learning Resources and Curriculum Development 10/10/2008 NSF Scholarships -Science, Technology, Engineering, and Mathematics (S-STEM) -

letter of intent

Success Trajectory: We need new hunting grounds &

steady aim to get big game

Maintain Sustain Grow

Squirrels: Old

Faithful

Elephants: New

Partners

Whales: Sea

Change

Corps Indies Govt. & Individuals