Creative Grantmaking Survey

Charles D. Jacobus Family Foundation

Please take a few moments to complete the survey below. If you don't mind me contacting you to follow up on your creative responses please include your name, phone or email address. The information gathered will be used at the Association of Small Foundations' regional meeting on June 5 in Milwaukee. I would be happy to make the information available on my website after that date - www.cdjff.org.

Background Information

1.1.	Asset Size in 2000:


1.2.	Asset Size in 2002:


1.3.	% Change from 2000 to 2002:


1.4.	Annual Payout Percentage in 2000:


1.5.	Annual Payout Percentage in 2002:


1.6.	Actual Payout Amount in 2000


1.7.	Actual Payout Amount in 2002:


1.8.	Projected Payout Amount in 2003:

Creative Funding In Tough Times - What have you done to stretch your dollar and impact?

2.1.

Collaborations with (choose all that apply):

	Other Family Foundations
	Community Foundation
	Community Groups
	Not-for Profits
	Local/State Governments
	None of the above

2.2.

Cut Back in Funding Given to (choose all that apply):

	The Arts
	Capital Campaigns
	Capacity Building
	Advocacy
	Health and Human Services
	Basic Needs; shelter, food
	General Operating
	Specific Programs
	Specific Geographic Region
	None of the above

2.3.

Increase Funding Given to (choose all that apply):

	The Arts
	Capital Campaigns
	Capacity Building
	Advocacy
	Health and Human Services
	Basic Needs; shelter, food
	General Operating
	Specific Programs
	Specific Geographic Region
	None of the above

2.4.

Internal Changes (choose all that apply):

	Reduced staff
	Reduced administrative costs
	Paycuts
	Attend fewer conferences
	Attend more conferences
	Reduced discretionary grantmaking by Board members
	Reduced the number of funding areas
	Limit or reduce memberships in RAGs and other affiliate groups.
	None of the above

2.5.

To stretch your dollar and impact have you re-evaluated your priorities?

Yes	No

2.6.

To stretch your dollar and impact have you changed your mission statement?

Yes	No

2.7.

Our foundation has not seen a significant change in assets.

True	False

2.8.

To stretch your dollar and impact have you ignored the economic impact on your assets and continued with business as usual?

Yes	No

2.9.

What other ways have you stretched your dollar and impact during these tough times?

2.10.

Have you communicated any changes you've made to your community?

	Yes
	No
	We have not made any changes.

2.11.

If you answered YES to the previous question, who have you communicated these changes to?

	Other grantmakers
	Not-for-profit community
	Local leaders
	Local RAG

2.12.

How did you communicate your changes to your community?

2.13.

Have you experienced a significant reduction in assets in the past and, if yes, what was your response then?

2.14.

Thoughts on how to do Creative Grantmaking in tough economic times:

2.15.

Where do you fund?

	Where do you fund?	Where, specifically?
	Choose all that apply.	Where, specifically?
Locally
Regionally
Nationally
Internationally

The following information is optional.

3.1.	Your Name:


3.2.	Foundation:


3.3.	Phone Number:


3.4.	Email address:


3.5.	Web address:

Please respond by May 28th - if not sooner. I can be reached at 1-414-577-0242 or mcampion@jacobusenergy.com. Thank you for your input!

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