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Home My WebLink AboutRESPONSE - RFP - P767 FUNDRAISING CONSULTANT FOR MUSEUM (2)Hi[ Ell Request for Proposal Fundraising Consultant and Grant Writer for Museum Proposal No. P-767 Prepared for Port Collins Museum Fort Collins, Colorado Prepared by Sharon L Chapin GreyCastle Associates PO Box 4059 Evergreen, CO 80437 303-984-7628 FAX 303 984 7658 greycastle@earthhnk net July 26, 2000 Request for Proposal, No P-767—Page 1 LEI SHARON L. CHAPIN PO Box 4059 • Evergreen, CO 80437 • 303 984 7628 • 303 984 7658 (FAX) • greycastle@earthlink com PROFESSIONAL EXPERIENCE Principal GreyCastle Associates Consult on all aspects of development including fundraising strategies, tracking and database systems, grant writing techniques, corporate and foundation relations, annual funds, government proposals, stewardship, volunteer management, publications, and direct mail Prepare proposals, facilitate discussions with sponsors. Conduct fundraising process on behalf of client Specialty in grants----ifetime proposal acceptance rate 50-60% (national average=71/o). Raised $2.0 million+ for clients in 1999 Director Corporate/Foundation Relations Colorado School of Mines Managed corporate and foundation activities Prepared and submitted $10 million in requests, doubled number of proposals outstanding, raised $3 million in 1 n six months Director of Development —College of Sciences Washington State University. Directed comprehensive development program during major campaign; cost -benefit ratio 2 9 cents per dollar raised; more than tripled fundraising totals over two years from $1.2 million to $4.2 million. Assistant Director of Development —College of Sciences and Arts Washington State University. Major gift fundraising, publications, alumni relations, annual fund Public Relations Director Arizona Humanities Council. Increased donor base by more than 100% in nine months Participated in grantmaking board meetings and observed how and why funding decisions were made Editor and Proposal Writer Office of Vice President for Research and Graduate College, Arizona State University Researched and prepared proposals to corporate, foundation, and government agencies. Development Research Assistant Office of Development, Arizona State University Prospect research, newsletter and major gift proposal writing and editing; conducted feasibility studies. Owner/Director The Dance Source, Tempe, AZ Created, managed, and taught at (lance studio. Built business from ground up Project Director 'and Archaeologist CPF Associates, Inc Grant and contract preparation and administration. Fieldwork, proposals, final report preparation and production, including text, mapping, and graphics. EDUCATION Master of Arts —archaeology and geology. New York University, New York, New York Specialty in Mesoamerican archaeology June, 1985 Bachelor of Arts —anthropology with minors in geology and business accounting University at Buffalo, Buffalo, New York September, 1983 Doctor of Philosophy --completed coursework and dissertation research in sociology with focuses in science and technology, environment, and gender, 1995 Transferring to California Institute for Integral Studies to complete Ph.D. in Human Learning Systems Professional Skills Summary Sharon L Chapin Raised more than $2 0 million for clients in 1999. A sampling of projects include. amphitheater construction, new soccer fields, exhibits at a nature center, older adults programming, community wellness programming, at-nsk youth, historic restoration projects, arts and culture programming, park and trails development, hospital construction, spiritual programming, environmental restoration/preservation, wellness research, and residential addiction treatment, developmental disabilities programming Hands-on involvement in strategizing and implementing comprehensive development programs including major gift initiatives, alumni relations, corporate and foundation liaisons, the grassroots "telefund," special events management, donor stewardship, and publications production, design, campaign experience Fourteen years development/institutional advancement experience, more than seven years in PAC-10 setting, understanding and aptitude for the needs and interests for non-profit institutions and higher education, strong academic background provides ability to integrate diverse areas within organization. Experience in the arts includes owning and operating a private dance studio, being president of Festival Dance Performing Arts Association, fundraising for arts and music programs, member of Evergreen Area Council for the' Arts and Chair of Arts in the Schools Program, and on a personal level —studying oil painting, dance, creative writing, poetry, and the anthropology of dance Excellent writing, editorial, and communication skills including proposals, manuals, correspondence, and publications Overall proposal acceptance rate of 50-60% compared to national average of one in fourteen or 7% Experience in board and volunteer management, increased donor base by more than 100% at the Arizona Humanities Council in nine months, 100% participation rate for Campaign Steering Committee for Sciences at Washington State University Experience working with a broad range of disciplines, ability to tap into a diverse range of projects and present them to individual, corporate, government, and foundation sponsors Solid Liberal Arts education with a major in anthropology and archaeology, and with minors in geology and accounting. Doctoral work in sociology and environment Computer skills include both IBM and Macintosh, database management, word programs, graphics, multimedia presentations, and desktop publishing ME Proposal Submittal Information A-H a. Individual overseeing process: Sharon Chapin, Principal b. References: Edie Hylton, Manager of Community Services, 2200 South `old" Kipling Street, Lakewood, CO 80227, 303-409-2115 Kerry Howell, Campaign Director, The Hope Heart Institute, 528 181' Avenue, Seattle, WA 98122, 206-903-2013 Charles Albi, Lzecutive Director, Colorado Railroad Museum, PO Box 10, Golden, CO 80402-0010, 303-279-4591 (no letter is attached, but you are free to contact Charles at the number listed here) Rick Bernstein, Executive Director, Morrison Theatre Company, PO Box 308, Morrison, CO 80465, 303-935-3044 C. Description of experience: As noted on my resume, I have spent 15 years fundraising with a wide range of non-profit organizations —including museums This experience includes managing comprehensive development programs, campaign design and implementation, and preparing grant proposals on behalf of non-profit organizations As Principal for GreyCastle Associates, I conduct the fundraising process on behalf of each client, which includes interactions with sponsors (corporate, foundation, government, and individuals) in addition to researching, writing, packaging, creating database tracking systems (if applicable), and submitting proposals I interact with clients as to the design of fundraising strategies, tracking systems, strategic plans, grant writing techniques, coaching, and volunteer management I conceptualize projects, facilitate discussions with sponsors, and facilitate annual meeting and strategic planning sessions for clients My lifetime proposal acceptance rate is 50-60% In 1999, GreyCastle raised more than S2 0 million for its clients Previous experience includes Director of Corporate and Foundation Relations at Colorado School of Mines Foundation At Mines, I was one of three senior managers responsible for the development team and responsible for managing all corporate and foundation activities At Mines, our area presented $1 OM in requests to sponsors, doubled the previous year's totals, and raised $3 million in six months Prior to that I was Director of Development for the College of Sciences at Washington State University, in which my domain included several college museums (i e zoology, botany) Here, I oversaw a comprehensive development and alumni relations program In addition to alumni and donor relations, my program encompassed major gifts (including estate or "planned" gifts), annual giving, corporate and foundation relations, stewardship, media relations, and prospect research During WSU's first major fundraising campaign, Campaign WSU, I guided the $20 million campaign strategy for the College of Sciences Request for Proposal, No P-767—Page 2 While at WSU,'I helped triple fundraising totals from $1 2 million to $4 5 million over three years My experiences have all involved "start up" activities for which I conceptualized and built programs from the ground up At the Arizona Humanities Council in Phoenix, AZ, I developed the first organizational campaign plan, while at WSU, I created a brand new program for the College of Sciences Also at the Arizona Humanities Council, I more than doubled the donor base, quadrupled the goal in nine months, and participated in grantmakmg at board meetings Of the hundreds of proposals I have written during the last five years, I will outline four different proposals —one for each type of sponsor —government, foundation, corporate, and individual My role in preparing these proposals was as follows I interview the project staff and educate myself about the project and organization 1 then generate a draft for review by project staff We make any adjustments or edits and 1 submit the proposal on behalf of the agency As we go through this process, I discuss project options with funders (when appropriate), gam feedback, and work with staff to conduct site visits (if possible) Examples of grants received include Sponsor Amount of Brief Description of Project Type Award Government 735,000 awarded to the Littleton Housing Authority from Housing and Urban Development for capital needs in public housing, Littleton, CO Foundation 224,730 awarded from Bonfils-Stanton Foundation for construction of the amphitheater at Lakewood's Heritage Center, Belmar Park, Lakewood, CO Corporate 25,000 awarded to the Colorado Mountain Club for an environmental project from REI, Golden, CO (this is not the largest corporate grant ever received, however, REI is one of the most competitive funders from whom to receive a grant) Individual 100,000 awarded from the Grant Family to help construct an amphitheater in Clement Park, Littleton, CO Specifically, grants are used for • obtaining funding for projects or operations, • facilitating interactions with donors and build relationships, • providing a connective link between campaigns, • articulating the mission, vision, and goals of an organization, • establishing (or forcing) collaborative relationships with complementary groups, • allowing for follow up for all areas of development —even phonathons, Request for Proposal, No P-767—Page 3 • allowing for donor input into the project or organization, • gaming visibility with sponsors, • measuring internal activity levels for the organization, • involving board members in the fundraising and editing process, and • educating the public and private sectors Grant writing is a critical element for any fundraising, and public awareness program The greatest value in generating proposals is to articulate a vision for your organizational leaders and the community you serve Proposals provide concise, cohesive, written text that forms the basis for other documentation such as future proposals, strategic plans, media features, and concept letters GreyCastle grant writing services —coordinated with museum staff —accomplishes the following ■ An agreed upon, guaranteed number of proposals submitted to qualified prospects • On -site consultation, program analysis, and needs assessment • Written identification and clanfication of your objectives and how these dovetail with sponsor interests • Enhanced visibility through increased numbers of submissions (many proposals are rejected simply because the hinder is not faimliar with an organization) ■ Linkages to corporate and foundation representatives who may continue to be resources in the future ■ Focused interaction and follow-up with sponsors that will help bring proposals to closure • Generation of proposal text that can form the basis of future requests • Instruction/traming and demonstration of successful strategies in gaming proposal acceptance ■ Approaches to often overlooked grant making charities d. Resources that would be provided from the museum include: • stationary/letterhead, ■ clerical supplies (when needed) such as museum envelopes, • reimbursement for copies made for large submissions (i a some funders require ten copies of a twenty -page proposal and the volume is so high we need to go to a copy place that can process larger volumes of paper), ■ reimbursement for postage or Federal Express expenses, and ■ unusual travel expenses or mileage Other resources, include editing time from the project director or museum director and meeting time to discuss proposal strategy To be successful, we would also need board involvement (i e' at site visits or to help make introductions to potential prospects) as needed Request for Proposal, No P-767—Page 4 e. Past and present clients: I have included contact information where possible Some people have retired or moved on, and some organizations have changed their organizational structure and affiliations Name, CHI, State, Phone Project Manager Project Information Saint Benedict Center, Madison, Sr Mary David Building the new Hospital, Jilin ,WI 608-836-1631 Wal enbach Province China Boone County Health Center, Not available 'rroubleshootingNisic text for capital Albion, NE, no number is campaign available Carrington Health Center, Neva Bodin, Director of Hospice project for cancer patients Carrington, ND 701-652-3141 Marketing Chicago Creek Roads, Idaho Kay Willis, Executive Home for abused children, funding covers Springs, CO, 303-825-8703 Director operating, adoption and foster care wivices, education, and crisis counseling for families The Colorado Mountain Club, Kristy Judd, Executive Various projects related to environment, Golden,CO 303-279-3080 Director recreation Colorado Railroad Museum, Charles Albi, Executive 'Various projects for museum including Golden CO 303-279-4591 Director operating, restoration education Colorado Rush Soccer Dan Ryan, President ;Soccer field development, programming Association, Lakewood, CO, (no longer with the for youth 303-986-5200 club David Taylor Dance Theatre, Linda Diekvoss, Performances, community outreach Littleton CO 303-797-6944 Executive Director programirring Denver Union Terminal, Denver, Bill Newell, Project Historic restoration of windows at CO 303-623-4927' Manatier term nal DeWitt Community Hospital, Not available Capital campaign text, prospect research, DeWitt IA hone'not available troubleshooting Family Recovery Home, Diana Roy, Director Initiated program for addiction recovery Williston ND 701-774-9625 Foothills Park and Recreation Edie Hylton, Manager Variety of projects in programming and District, Lakewood, CO, 303- of Community and capital, athletic fields, park development, 987-3602 Administrative Services lustonc restoration, children's programs, culture and arts etc Hispanic Dental Association, Sandy Reed, Executive Priorities assessment and strategic Chicago, IL phone not available Director planning The Hope Heart Institute, Tracy Ostrem, Director Projects related to cardiovascular disease Seattle, WA, 206-903-2001 of Development such as robotic surgery, research, wound healing, informatics and capital needs Lookout Mountain Nature Ctr, , Chris Leahy, Director Museum exhibits Golden CO 103-526-0594 Kim Robards Dance, Denver, Kim Robards, Artistic Performances, educational outreach CO 303-825-4847 Director Lakewood Legacy, Lakewood, Fred Taake, Board Fundraising for Lakewood's Heritage CO 303-989-4472' Member Center and the Cit of Lakewood projects Latino Family Institute, Not available Proposal to Chicago Trust for operating Chicago, II, phone not available Littleton Housing Authority, Dawn Shepherd, Capital needs, older adult programs, Littleton CO 303-794-9608 Executive Director affordable housing Mercy Medical Foundation, Kelly Buechler, Capital needs for wellness center, youth Williston, ND, 701L774-7404 Director assessment center, prenatal programming, cancer treatment Mercy Hospital, Devil's Lake, Jem Feldner, Vice Prenatal programming, continuing ND 701-662-2131 President education for medical professionals Request for Proposal, No P-767—Page 5 10 University of Minnesota Jill Rudnitski, Director African lion research Foundation, Minneapolis, MN, of Corporate and 612-624-0054 Foundation Relations Morrison Theatre Company, Rick Bernstein, rheatre programming, educational Morrison CO 303-935-3044 Executive Director outreach Museum of Northwest Colorado, Dan Davidson, Director Collection and exhibit purchase Craig,CO 970-826-0189 Oregon Graduate institute, Robert Mims, Director Engineering projects, capital needs Portland OR 503-690-1184 ofDevelopment Rocky Mt Cluldren's Choir, Linda Diekvoss, Scholarships, satellite locations Denver CO 303-795-3699 Executive Director SHARE Colorado,'Denver, CO, Tony Uva, Executive Food distribution program 303-428-0609 Director Steamboat Springs Health Care Christine McKelvie, Case brochure language for capital Association, Steamboat Springs, Director of Public campaign CO 970-871-0700� Relations Williams County Social Rich Stewart, Board Youth assessment center for juvenile Services, Williston) ND, 701- Member delinquents 572-4575 f. Pricing approach: GreyCastle's professional rate is based on a multi -proposal contract at $1,000 per proposal plus expenses A needs assessment determines what number of proposals are needed to reach your financial goals A minimum of twenty-four proposal per year would initiate a cost-effective, comprehensive grants program for the Fort Collins Museum g. Time spent on project: Expected time spent on museum fundraising for the next year would average 20 hours per month over the course of the year, with more time being spent on the front-end of the contract due to the leanung curve and strategy development h. Signed: Sharon L Chapin, Request for Proposal, No P-767—Page 6 ~Foothills Part. & Recreation District 2'00 1 nld hgtluiF ti(Iw I ,Lc„nod Colo[ a,o n0, - -0) oRi )i102 1 r\ 30, 118D 041- douihdl, o,g July 25, 2000 James B O'Neill II, CPPO Director of Purchasing & Risk Management City of Fort Collins 256 W Mountain Avenue PO Box 580 Fort Collins, CO 80522-0580 Dear Mr O'Neill This letter will serve as a letter of reference for GreyCastle Associates Sharon Chapin began writing our grants in 1996 for a variety of projects ranging from youth programming, to capital construction, to park development We have raised in excess of $1 million in this time and we continue our plans with Sharon for future fundraising goals that include the construction of our new park and recreation facility in south Jefferson County Sharon meets ',with our protect staff, generates the initial draft, goes through the editing process with us and serves as the liaison to funders in submitting these proposals We work together in processing these requests and in conducting site visits and in meeting with funders about the proposals I find Sharon to be a highly qualified professional in her work with our staff and our funders and would highly recommend her to other organizations Please contact me at 303-409-2115 1 you have any other questions Sincerely, Edie Hylton, Manager Community and Administrative Services Board of DlrLLtOtS Vhthacl R Rhetstonc Lou A Hoffnu R,cl, R VAood�,a,cl Roger I Fclth"N�n IN Donor RohCrt A ha5[O11 Chunmm, Fn,t �]i, Chn.,num 1aLOUII liu Chemm,ai F,ccum, DOu.m, THE Hf�%I PE HEART INSTITUTE Celebrating 40 Years July 25, 2000 James B. O'Neill II, CPPO Director of Purchasing & Risk Management City of Fort Collins 256 W Mountain Avenue PO Box 580 Fort Collins, COS 80522-0580 Dear Mr O'Neill I am writing to recommend the services of Sharon Chapin at GreyCastle Associates I have known Sharon professionally for ten years We have worked closely together in several projects and she is currently under contract at The Hope Heart Institute in Seattle, where I am Campaign Director Sharon has a strong ability to internalize organizational projects --many of a highly technical nature' -and to present these program components and concepts in clear, understandable writing She is also able to generate proposal language fast, which is important when we are under deadline In addition to submitting proposals to foundations, we also have a base of corporate and government supporters from whom we are requesting projects funds Sharon is very adept at presenting projects in a way that matches the wide range of (under interests, their accompanying organizational structure, and the language they use in evaluating our proposals I can be reached at 206-903-2013 if you have questions or comments Thank you. Sincerely, ell Ca ign Director 528 18th Avenue Seattle Washington 98122-5720 PH (206) 903-2001 FAx (206) 903-2244 n The MIRRISM THEATRE P O. Box 308 Momson, Colorado 80465 July 23, 2000 James B. O'Neill II, CPPO Director of Purchasing & Risk Management City of Fort Collins 256 W Mountain Avenue PO Box 580 Fort Collins, CO 80522-0580 Dear Mr O'Neill Please accept this letter as a reference for the grant writing services of Sharon Chapin and GreyCastle Associates. I was formerly employed as Cultural Arts Specialist at the City of Lakewood in 1997 when we were beginning to fundraise for the amphitheater at Lakewood's Heritage Center I worked closely with Sharon in preparing this proposal In our very first grant request to the Bonfil&-Stanton Foundation, we were awarded the total funds needed to construct the amphitheater (some additions were later added and applied for through a later request preparedlby Debbie Ellerman) Through the process, I found working with Sharon to be efficient and stress -free We met, discussed the project, and she came away with the information needed to write a draft of the proposal After we revised the draft with a few minor changes, she accompanied me and our area administrator to the foundation offices to discuss the proposal This process resulted in a lead gift from Bonfils-Stanton which in turn inspired other funders to assist with the overall project As Executive Director of the Morrison Theatre Company (MTC), I have continued to work with Sharon on community programming, education, and outreach She has helped create a new focus for foundation support not previously in place at MTC. Please contact me at 303-935-3044 if you have questions. Sincerely, 2< ick B Executive Director