artsVest National Application 2017-18

Organization Information

Please note:

It is possible to log in and out of your session, but we recommendthat youcomplete the form in one session to avoid technical errors

You can obtain the application form in .doc format by contacting your Program Manager, so that you can prepare answers in advance.

Applications will be accepted through thisonline format ONLY.

Emailed attachments will not be accepted.

Applicants must have attended an artsVest live workshop in the current program cyclein order to be eligible to apply.

The jury will assess your application with the following weighting:

Part I: Training Need and Commitment Assessment (40 Points total)
Organizational Need for Training - 20 points
Organizational Engagement and Commitment to Training - 20 points
Part II: Capacity and Experience Assessment (40 points total)
Organizational Capacity to reach sponsorship goals - 20 points ​
Organizational Fund Development Experience - 20 points
Part III: Realization Strategy (20 points total)
Appropriate strategy for realizationof proposed sponsorship goal - 20 points

Please see guidelines under your region's site at artsvest.com for more detailed breakdown.

Logic: Show/hide trigger exists.

1) Please indicate your artsVest community*

( ) Alberta

( ) British Columbia

( ) City of Toronto

( ) Nova Scotia

( ) Ontario (Not Toronto)

( ) Saskatchewan

( ) Prince Edward Island

( ) New Brunswick

Logic: Hidden unless: #1 Question "Please indicate your artsVest community" is one of the following answers ("Nova Scotia")

2) Which Nova Scotia community are you in?

( ) Halifax Regional Municipality

( ) Lower Mainland (Outside HRM)

( ) Cape Breton

Logic: Show/hide trigger exists. Hidden unless: #1 Question "Please indicate your artsVest community" is one of the following answers ("British Columbia")

3) Which British Columbia community are you in?

( ) City of Kelowna

( ) Salmon Arm, Revelstoke

( ) Penticton, Peachland, Summerland, Keremeos, Oliver, and Osoyoos

( ) Port Alberni, Ucluelet, and Tofino

( ) Sunshine Coast Regional District

( ) Terrace, Smithers, Kitimat, Prince Rupert

( ) Metro Vancouver

Logic: Hidden unless: #1 Question "Please indicate your artsVest community" is one of the following answers ("Ontario (Not Toronto)")

4) Which Ontario community are you in?

( ) Oakville

( ) Thunder Bay

( ) Collingwood

( ) North Bay

( ) Kawartha Lakes

Logic: Hidden unless: #1 Question "Please indicate your artsVest community" is one of the following answers ("Alberta")

5) Which Alberta community are you in?

( ) Calgary

( ) Edmonton

( ) Alberta community outside of Calgary and Edmonton

Logic: Hidden unless: #1 Question "Please indicate your artsVest community" is one of the following answers ("City of Toronto")

6) Which of the Toronto priority neighbourhoods does your organization serve?*

[ ] Jamestown

[ ] Crescent Town

[ ] Dorset Park

[ ] Eglinton East - Kennedy Park

[ ] Flemingdon Park - Victoria Village

[ ] Jane - Finch

[ ] Kingston - Galloway

[ ] Lawrence Heights

[ ] Malvern

[ ] Scarborough Village

[ ] Steeles - L'Amoreaux

[ ] Westminster - Branson

[ ] Weston - Mt. Dennis

[ ] None of the above

Logic: Hidden unless: #1 Question "Please indicate your artsVest community" is one of the following answers ("Saskatchewan")

7) Which Saskatchewan community are you in?

( ) Saskatoon

( ) Regina

( ) Saskatchewan Districts

8) Has your organization participated in artsVest in the past?

( ) Yes

( ) No

( ) Don't Know

9) Legal name of organization (for purposes of cheque writing)*

______

10) Organization's public operating name

______

11) Organization address, Suite/Apt*

______

12) City*

______

13) Postal Code*

______

14) Website*

______

15) Charity Number or CRA Registration or Incorporation NumberIf you are not incorporated, please contact your local Program Manager, as you will need to apply under a designated umbrella organization.

______

Validation: %s format expected

16) Organization Founding Month and YearMust be two years prior to this month in order to be eligible to participate. This applies to both incorporated and unincorporated organizations.*

______

Validation: Max word count = 150

17) Organization mandate and central activities (max 150 words).*

______

______

______

______

18) Primary Programming Focus*

( ) Dance

( ) Education

( ) Film

( ) Heritage

( ) Literary

( ) Multidisciplinary

( ) Music

( ) Theatre

( ) Visual Arts

( ) Other - Write In: ______

19) What communities do you serve? Check all that apply.*

[ ] At-Risk Youth

[ ] Francophone

[ ] Indigenous

[ ] Language Minority Group

[ ] LGBTTQQIAAP

[ ] Newcomer

[ ] Persons with Disabilities

[ ] Senior Citizens

[ ] New generation (up to 29)

[ ] Youth

[ ] Multicultural - Please specify: ______

[ ] Other - Write In: ______

[ ] None

Part I: Training Need and Commitment Assessment (40 Points total)

Organizational Need for Training - 20 pointsOrganizational Engagement and Commitment to Training - 20 points

Over the course of theartsVest cycle, your organization will have access to a variety of training components including 10-12hours of mandatory in-person and online live training activities, and access to a comprehensive selection of resources. These training components are as follows:

Individualized Mentorship Sessions (online live training)

  • Peer Training Workshops (in-personlive training)
  • Webinars (onlinelive training)
  • E-learning Modules (resource)
  • Marketing Tutorials (resource)
  • Sponsorship and Board Governance Resource Bank (resource)

In this section of the application, you will describe an organizational participation strategy that demonstrates how you intend to make good use of the artsVest training components listed above. It is recommended that you familiarize yourself with artsVest training offerings prior to filling in this section of the application, so that you may communicate a detailed and strategic plan. For artsVest training component information, please refer to the guidelines on your region's site on artsvest.com.

Participant Contact InformationGiven that participation in artsVest requires a minimum of 10 hours of training per organizations, we strongly encourage you to identify several individuals who will participate in the program as a team to distribute this time commitment. As well, program trends indicate that having more than one team member participate will improve your success in the artsVest program and eventual sponsorship goals.Below, please identify at least two staff members (at least one of whom is senior at the organization) and at least one board member or volunteer who will participate in artsVest training. (Three board members and volunteers can be identified for volunteer run organizations or organizations with limited staff members). If there are no three people available to participate in the program, you will be given an opportunity to explain why.

Validation: Min. answers = 5(if answered)

20) Contact #1 -artsVest Primary ContactPlease note that the primary contact person will be the main point of contact for all artsVest related communications relating to matching funding, administrative and program requirements, and training. If the primary contact person will not be participating in training, you may explain why below.*

First Name: ______

Last Name: ______

Title in Organization: ______

Email: ______

Phone Number: ______

Secondary Phone Number: ______

Logic: Show/hide trigger exists.

21) Will Contact #1 listed above be participating in artsVest training?*

( ) Yes

( ) No

Logic: Hidden unless: #21 Question "Will Contact #1 listed above be participating in artsVest training?" is one of the following answers ("Yes")

22) If yes, please identify which training components they will interact with*

[ ] Individualized Mentorship Sessions

[ ] Peer Training Workshops

[ ] Webinars

[ ] E-learning Modules

[ ] Marketing Tutorials

[ ] Sponsorship and Board Governance Resource Bank

Logic: Hidden unless: #21 Question "Will Contact #1 listed above be participating in artsVest training?" is one of the following answers ("No")

23) If no, please explain why not:*

______

______

______

______

24) Please rate Contact #1's experience level with sponsorship*

( ) Beginner

( ) Intermediate

( ) Advanced

Validation: Max word count = 50

25) Please briefly describe Contact #1's experience with sponsorship (max 50 words)*

______

______

______

______

26) Contact #2Please note that contact #2 will receive communications relating solely to artsVest training, unless indicated otherwise below.

First Name: ______

Last Name: ______

Title in Organization: ______

Email: ______

Phone Number: ______

27) Please identify which trainingcomponentsContact #2will interact with

[ ] Individualized Mentorship Sessions

[ ] Peer Training Workshops

[ ] Webinars

[ ] E-learning Modules

[ ] Marketing Tutorials

[ ] Sponsorship and Board Governance Resource Bank

28)

Would you likeContact #2listed above to also receive other artsVest program communications that are unrelated to training?

( ) Yes

( ) No

29) Please rate Contact #2's experience level with sponsorship

( ) Beginner

( ) Intermediate

( ) Advanced

Validation: Max word count = 50

30) Please briefly describe Contact #2's experience with sponsorship (max 50 words)

______

______

______

______

31) Contact #3Please note that contact #3 will receive communications relating solely to artsVest training, unless indicated otherwise below.

First Name: ______

Last Name: ______

Title in Organization: ______

Email: ______

Phone Number: ______

32) Please identify which training componentsContact #3 will interact with

[ ] Individualized Mentorship Sessions

[ ] Peer Training Workshops

[ ] Webinars

[ ] E-learning Modules

[ ] Marketing Tutorials

[ ] Sponsorship and Board Governance Resource Bank

33)

Would you likeContact #3listed above to also receive other artsVest program communications that are unrelated to training?

( ) Yes

( ) No

34) Please rate Contact #3's experience level with sponsorship

( ) Beginner

( ) Intermediate

( ) Advanced

Validation: Max word count = 50

35) Please briefly describe Contact #3's experience with sponsorship (max 50 words)

______

______

______

______

Logic: Show/hide trigger exists.

36) Is there a 4th contact that will be participating in artsVest training?

( ) Yes

( ) No

Logic: Hidden unless: #36 Question "Is there a 4th contact that will be participating in artsVest training?" is one of the following answers ("Yes")

37) Contact #4Please note that contact #4 will receive communications relating solely to artsVest training, unless indicated otherwise below.*

First Name: ______

Last Name: ______

Title in Organization: ______

Email: ______

Phone Number: ______

Logic: Hidden unless: #36 Question "Is there a 4th contact that will be participating in artsVest training?" is one of the following answers ("Yes")

38) Please identify which training componentsContact #4will interact with*

[ ] Individualized Mentorship Sessions

[ ] Peer Training Workshops

[ ] Webinars

[ ] E-learning Modules

[ ] Marketing Tutorials

[ ] Sponsorship and Board Governance Resource Bank

Logic: Hidden unless: #36 Question "Is there a 4th contact that will be participating in artsVest training?" is one of the following answers ("Yes")

39)

Would you like Contact #4listed above to also receive other artsVest program communications that are unrelated to training?

*

( ) Yes

( ) No

Logic: Hidden unless: #36 Question "Is there a 4th contact that will be participating in artsVest training?" is one of the following answers ("Yes")

40) Please rate Contact #4's experience level with sponsorship*

( ) Beginner

( ) Intermediate

( ) Advanced

Validation: Max word count = 50

Logic: Hidden unless: #36 Question "Is there a 4th contact that will be participating in artsVest training?" is one of the following answers ("Yes")

41) Copy of Please briefly describe Contact #4's experience with sponsorship (max 50 words)*

______

______

______

______

Validation: Max word count = 50

42) If there are no three people available to participate in the artsVest program, please explain why (max 50 words)

______

______

______

______

Validation: Max word count = 150 Min word count = 75

43) Describe in detail why artsVest training is valuable to your organization as a whole, and why individual participants will be interacting with artsVest training components in the manner identified above (75-150 words).*

______

______

______

______

Validation: Max word count = 100 Min word count = 50

44) How does the organization plan on disseminating knowledge gained from artsVest training with their team/board (50-100 words)?*

______

______

______

______

Part II: Capacity and Experience Assessment (40 points total)

Organizational Capacity to reach sponsorship goals - 20 points ​Organizational Fund Development Experience - 20 pointsOver the course of the artsVest cycle, you will be working as a team to secure sponsorship funds from businesses in order to access the matching funds allocated to your organization through the artsVest program.In this section of the application, you will share information about your organization's financial history and current internal resources, which will ultimately impact your capacity to secure sponsorship.

Please fill out the below informationfrom your most recent completed fiscal year.

Validation: Must be numeric Whole numbers only Positive numbers only

45) Projected Annual Operating BudgetThis is the annual board-approved operating budget set out at the beginning of your most recent completed fiscal year.*

______

Validation: Min. answers = 10(if answered)

46) Income and ExpensesPlease provide a breakdown of your actual income and expensesfor yourmost recent completed fiscal year. *

Earned revenue: ______

Donations: ______

Corporate Sponsorship: ______

Other contributed revenue: ______

Municipal grants: ______

Provincial grants: ______

Federal grants: ______

TOTAL Revenue: ______

TOTAL Expenses: ______

End of year surplus/deficit - please indicate (deficit) in parentheses: ______

Accumulated surplus/deficit - please indicate (deficit) in parentheses: ______

Validation: Must be percentage

47) If you have an accumulated deficit, what percentage of your annual operating budget does it comprise?

______

48) Additional financial notes (optional)

______

______

______

______

Validation: Must be numeric Whole numbers only Positive numbers only

49) Number of year-round full-time staff*

______

Validation: Must be numeric Whole numbers only Positive numbers only

50) Number of year-round part-time staff*

______

Validation: Must be numeric Whole numbers only Positive numbers only

51) Number of board members*

______

Validation: Must be numeric Whole numbers only Positive numbers only

52) Number of volunteers*

______

53) How engaged is your board with fundraising activities, on a scale of 1-5?*

( ) Not at all Engaged ( ) Somewhat Engaged ( ) Neutral ( ) Engaged ( ) Very Engaged

54) How much time does your organization plan on committing to sponsorship (collective hours per month)?*

______

Validation: Max word count = 150

55) Describe any internal resources that can be used to help current sponsorship efforts, such as internal processes, systems and existing relationships (max 150 words).*

______

______

______

______

Part III: Realization Strategy (20 points total)

Appropriate strategy for realizationof proposed sponsorship goal- 20 pointsOver the course of the artsVest cycle, you will be working as a team to secure sponsorship funds from businesses in order to access the matching funds allocated to your organization through the artsVest program.This section of the application allows you to identify a sponsorship goal (dollar amount) and demonstrate a well thought out plan to achieve it. The plan should be realistic and unique to your organization. Your focus should be on presenting a strong realization strategy, as the quality of thisstrategy is more important than the actual dollar amount of the goal.

56) Identify your organization's general sponsorship goals (dollar amount) for the artsVest cycle regardless of your participation in artsVest. Please refer to timeline on your region's subsection of for clarity on the cycle dates.Please note, your response to this question will not directly dictate your eventual pre-approved matching fund amount.*

( ) $0-500

( ) $501-2,000

( ) $2,001-5,000

( ) $5,001-$7,500

( ) $7,500-$15,000

( ) $15,000+

Validation: Max word count = 150 Min word count = 75

57) Outline your strategy for securing sponsorships in the amount identified above during the artsVest cycle. Highlight the steps you have already taken and what steps you will take next in order to achieve the sponsorship goal (75-150 words).Please do not include detailed information about prospective sponsors in this question, as you will be given the opportunity to do so in later questions.*

______

______

______

______

Finally, identifytwo prospective sponsors and outline a maximum of five benefits for each. Benefits should be clearly defined and tailored to the specific needs of the business. This is an opportunity to expand on your realization strategy above and demonstrate your ability to identify prospective sponsors - a critical step needed for realizing your sponsorship goal.Note, you are notnecessarilyobligated to secure sponsorships with these prospects for the artsVest program. We are interested in seeing that you are capable of identifying a strategic fit.

Validation: Min. answers = 7(if answered)

58) Prospect Profile #1*

Business Name: ______

Contact Name: ______

Benefit 1): ______

Benefit 2): ______

Benefit 3): ______

Benefit 4): ______

Benefit 5): ______

59) Describe why this partnership with Prospect #1 is mutually beneficial to both your organization and the prospect's business.

______

______

______

______

Validation: Min. answers = 7(if answered)

60) Prospect Profile #2*

Business Name: ______

Contact Name: ______

Benefit 1): ______

Benefit 2): ______

Benefit 3): ______

Benefit 4): ______

Benefit 5): ______

61) Describe why this partnership with Prospect #2is mutually beneficial to both your organization and the prospect's business.

______

______

______

______

62) Would you like to sign up for the Business for the Arts monthly newsletter?*

( ) Yes

( ) No

63) Declaration: To be eligible for consideration, you must electronically sign below by stating your first and last name and position in your organization to confirm your agreement on behalf of your organization with all of the following statements:

I have reviewed carefully the eligibility criteria for this program, which are described in the artsVest Program Guidelines, and confirm that the organization I represent meets the eligibility criteria.

I accept the conditions of the program and agree to accept Business for the Arts' decision. I confirm that the statements in this application are complete and accurate, to the best of my knowledge.

*

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Thank You!

Thank you for applying for the artsVest program!