Nonprofit Housing Roundtable of Central Florida

NONPROFIT HOUSING ROUNDTABLE OF CENTRAL FLORIDA AGENDA

Wednesday, March 26, 2003 @ 8:30 A.M.

MISSION: To increase the supply of decent affordable housing provided by nonprofit organizations to low and very low income families through coordination among nonprofits to enhance capabilities, expand funding opportunities, maximize training, and develop new partnerships.

Time (Min)					Agenda Item	

8:00-8:30	Networking between members and guests 	
8:30-8:35	Introduction of members/guests (Katie Porta) 	
8:35-8:40	Approval of minutes
8:40-8:55	Miscellaneous Items 
8:55-9:10	Speaker - Mark Brewer (The Community Foundation of Central Florida)
9:10-9:30	Other Items:  
		County HAC Report
		City of Orlando HAC Report
 		Counseling Collaborative

   New Business:

		Review correspondence

		Next membership meeting -- Wednesday, April 30, 2003 @ 8:30 am 

		Adjourn	(TOTAL MEETING TIME -- 1 HOUR AND 0 MINUTES)

NOTE MEETING LOCATION:

The Orlando Realtors Association, 1330 Lee Road, Orlando, FL

Located on the south side of Lee Road, one mile west of I-4, across from the International House of Pancakes (407-691-7900)

Meetings are usually the last Wednesday of each month, unless scheduled otherwise because of holidays.

Future Meeting Schedule for 2003:

May 28, June 25, July 30, August 27, September 24, October 29, November 19, No meeting in December

THE NONPROFIT HOUSING ROUNDTABLE OF CENTRAL FLORIDA - ACTION PLAN

Goal 1. To educate the entire community on the role of the nonprofit sector as an important partner in the housing delivery process.
a. Communicate housing and nonprofit needs to local area government
b. Develop quantifiable goals for the Roundtable to allow for evaluation of this organization's effectiveness.
c. Invite guest speakers to speak monthly. Pick out topic relevant to nonprofit housing providers (i.e. management,
development, underwriting) and have speaker make 30 minute presentation.

Goal 2. To pool skills and resources of nonprofit housing producers and housing support agencies
a. To use the nonprofit Roundtable to gain organizational and functional strength to achieve our mission by
convening regular meetings to share information, and to plan and coordinate activities of the participating
nonprofits

b. To evaluate and prepare an annual plan that quantifies projects and funding needs of the participating nonprofits
and prepare joint funding support request to the various funding entities
c. To promote and support emerging nonprofit housing organizations.

Goal 3. To pursue various partnership opportunities and linkages with for-profit developers and builders.
a. Strengthen relationships between nonprofits and private sector
b. To become active participants in the Homebuilder's association to cultivate support of for-profit developers and
builders and to seek out opportunities for joint-ventures, other business relationships and mentoring.

Goal 4. To pursue activities that would increase the availability of low cost funds to nonprofits.
a. Subscribe to legislative, funding resource. Monitor and report on upcoming funding programs.
b. Develop calendar of funding source with contact, deadline and summary information.

Goal 5. To pursue activities that would encourage governments to provide grants and loans to nonprofits for technical assistance
and housing production.

Nonprofit Housing Roundtable

Meeting Minutes from March 26, 2003 Meeting

Present: Anne Landrum, Robert L. Hafer, Teresa Gronske, Alexis Collins, Lori Solitro, Diane Ledford, Barbara Morton, Bonnie McCoy, Patricia Andrews, Steve Chitwood, Jose Irazarry, Olivette Carter, Carole Trapani, Janet Hamer. Jerrie Magruder, Buz Ausley, Victor Alvarado, Odessia Y. Toyner, Jeff Pickering, Jerome Berry, Angela Subbs-Brady, and John Hazelroth

Agenda Item 1 - Introduction of Miscellaneous Information

Besides the individual introductions, the following were some additional comments made by members and guests.

Seminole County will be having their annual housing fair on April 30^th. It is primarily for those who are in the process for down payment assistance. Last year's fair attracted over 250 and they are hoping for a turn out at or greater or better than last year.

Coalition for the Homeless is having their annual Heart of Gold fund raising event on April 10^th at 7 pm. For mor information, call Jose at 407-426-1261.0

The Orlando Housing authority is pleased to announce that they have received $18 million dollars in the HOPE VI funding to improve Carver Court. For more questions, contact Gaile Plowden at 407-894-1500.

Janet Hamer was on-hand from the Federal Reserve Bank of Atlanta. She invited everyone to the Jump Start Coalition meeting (a literacy program for K through 12^th graders) The meeting will be held on April 24^th at 10 am at Colonial Bank on Colonial Drive. For mor information, call Janet at 904-632-3588.

HUD staff was on-hand and indicated the hiring of the new director for the Orlando field office. His name is Bud Ausley.

Jerome Berry from Lakeside Alternatives indicated that they are currently developing 17 units of affordable housing for people who are very low income and who are chronically mentally ill. The project is to be open in mid-June and they are now taking applications from interested residents. For more information, contact Jerome at 407-875-3700, ext 5061.

Steve Chitwood was on-hand talking about the Art in Architecture program. Houses are now slated to be constructed. The National Association of Realtors has recognized the Art in Architecture program and Central Florida is one of the best in the country. Houses will be priced between $95,000 and $125,000. The Roundtable meeting in September may involve a trip to see these houses.

Agenda Item 2 - Mark Brewer (The Community Foundation of Central Florida)

Mark Brewer from The Community Foundation of Central Florida was on-hand to talk about his organization and the current status of philanthropy in Central Florida. The mission of the Community Foundation of Central Florida (CFCF) is to "build community by building philanthropy." By aging and investing donor funds, connecting donors with projects they feel passionate about and providing research for donors to make informed decisions, CFCF connects people with what they care about m the Central Florida community.

Established in 1994, the Community Foundation of Central Florida, Inc. ("The Community Foundation"), houses many individual, family and corporate grant making funds established by local residents to enhance and support the quality of life in the greater Central Florida community. The Community Foundation's mission is:

To build philanthropic capital dedicated to improving the region's quality of life
To strengthen the region" s non-profit organizations
To fund projects and experiments offering new solutions to community needs

Like its community foundation colleagues in other cities, the Community Foundation makes grants in two primary ways: through its donor-advised funds and through its competitive discretionary funds. A donor-advised fund permits individual, family and corporate donors to establish named funds and recommend grants from those aids over the years.

The Community Foundation awards grants annually. Grants from unrestricted funds usually range from $5,000 to $7,000 and generally do not exceed $10,000. The Community Foundation only accepts grant requests from organizations serving Orange, Osceola or Seminole Counties that are tax-exempt, 501(C)(3) nonprofits.

The Community Foundation has particular interest in building the capacity of small to mid-size organizations working in the following issue areas:

- arts and culture

- community building

- seniors

- children, youth and families

- education (pre-K12)

- special Initiative

Mark identified trends that non-profits should be aware of. The following are these trends.

1. Changing Nature of Volunteer

- There is a shift to more females

- There is a changing focus more toward local as opposed to broader issues.

- It is now harder to get volunteers because of a struggling economy, plus a return to family time, meaning there is less time for people to volunteer.

- Passing of two generations.

- Both Depression and WW II generations are dying off.

- With the passing of these generations comes a loss of civic and community-minded individuals.

- There will also be a projected loss of philanthropic giving.

2. Transfer of Wealth

- There is a transfer of wealth from the previous generations to some in family and some in community.

3. Government Regulations

- There will be an increase in tax policy.

- Also, an increased level of scrutiny by the government, particularly with respect to nonprofit organizations.

4. Workplace Campaigns

- There is more choices now for individual giving at the workplace.

- There's a combination of corporate volunteer matching and giving programs. For instance, IBM will match up to eight times an individual's contribution.

- There are many applications and inquiries that are now made online and this is changing the face of fund raising.

5. Mergers and Collaborations

- There has been a dramatic increase in nonprofit organizations.

- Nonprofits are now viewed as businesses and it is harder to convince donors that your cause is unique.

- There are too many nonprofit choices which leads to donor fatigue.

- An increase in expectation is expected to be seen from potential donors.

- The difference between a donor and a philanthropic. A donor is a person who gives on appeal. The donor only gives when asked and is not engaged with the organization. A philanthropist are donors with a plan. They easily have goals which include faith-based, alma mater, health, and community. These are typically engaged individuals which give to a defined purpose.

- The goal is to convert donors into philanthropists.

- Foundations are donors, not philanthropists.

6. Baby Boomer and Generation X Presence

- These groups make up 28 percent of the population.

- They are experienced-based people. They don't like to write a check without getting engaged.

- Generation X tends to be more cynical and although they do not have a lot of money now, they are engaged and will have money eventually in the future. One of the pitfalls is overlooking this generation for future fund raising efforts.

7. New Measurements

- The nonprofit sector could be considered a third sector of the economy called the independent sector. In Central Florida, they makeup $1 billion in local economy.

- It is now the fastest growing sector in our economy.

8. Giving Trends

- Corporation giving is down.

- Most of the giving comes from individuals. This amounts to over 75 percent of all giving.

- Individuals typically give to the church (38 percent).

- The key is to getting these individuals engaged with the organization.

The foundation makes grants on average between $7,000 to $10,000, however there are some donors which have programs which give over $300,000. Mark suggested going to the website at www.cfcflorida.org and lookup the grant procedures. The foundation asks for a letter of introduction and subsequently an application filled out.

This concludes the end of the meeting minutes. The next meeting will be held on Wednesday, March 26^th, 2003 at 8:30 am, at The Orlando Realtors Association, 1330 Lee Road, Orlando, FL (407-691-7900), located on south side of Lee Road, one mile west of I-4, across from International House of Pancakes.

This concludes the end of the meeting minutes.

    

   

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