The Bridge - Fundraising

NGO Fundraising Services Designed for Non-profit advantage 050-718-2198 Teague Heelan [email protected] VAT Exempt Private Enterprise Reg No: 336370499

The Bridge – Quick Overview Simple Summary The Bridge is a Licenced, VAT exempt Private Enterprise (‫ (עוסק פטור‬operated by Teague Heelan. It provides comprehensive, uniquely tailored and diverse fundraising services for NGO’s and Non-profit organizations. The Unique Ethos Following an executive level career in financial services and intellectual property markets, over the last few years, Teague has realigned and synergised his capabilities into contributing to development in the 3rd sector. Looking to bring value to humanitarian causes, rather than corporate profitability. As a Private Enterprise, rather than a ‘For-profit’ company, The Bridge aims to minimize financial cost to Non- profits, does not charge by the hour, and works to find a unique and ethically sound means of compensation with every Non-profit client. Additionally, assisting with public relations efforts, resource development and strategy consultations - without charge. The Bridge’s Core Principle is: To strive to create positive development for NGO’s & Non-profits, to improve their ability to better contribute to humanity through their work, whilst minimising costings. Comprehensive Service Although there are often commonalities between Non-profit organizations and their operating models, there is no ‘template’ work from The Bridge. Every new Non-profit is assessed individually for their needs, their circumstance & history, their existing situation and their capabilities. Based on a unique assessment, a working plan is made with the Non-profit, that best fits the requirements to raise funds and develop their resources. The Bridge’s services offer comprehensive coverage of all aspects that are related to the fundraising process, though may also be selected individually or in a tailored combination, suiting the preference of the Non-profit organization. The list of services provided include: Organizational Research & Analysis Applications, Submissions & Proposals Sector & Market Analysis Follow Up Campaigns – Email, Phone, Post & In-person Visits Consultation & Strategy Planning Grant Agreement Negotiation Grant writing Post Grant Reporting Foundation & Contact Research Donor Relations Management Types of Clients Contact me The Bridge has worked with multiple Jerusalem based NGO’s who’s Please call or email me with any inquiry you operations range from medical services, to arts and education. The might have. Bridge is ready and able to work with organizations from any location I am typically available: in the country, though is itself, based in Jerusalem. Mon -Thu 08:00 – 20:30 (Though I may be busy when you call.) There is no discrimination based on religious or ethnic grounds. The You can also feel free to WhatsApp if you prefer, Bridge does not however, provide fundraising services to or if I am unable to take your call. organizations known to be, or linked to, operations that promote sectarianism. As inherent in the name, we aim to help bridge not just the financial, but also intercommunal divides. Client fundraising targets so far have ranged from low to high six- 050-718-2198 figure (USD) for a given year. It would be unlikely that The Bridge [email protected] could offer services for an organization seeking to raise substantially less than USD 100,000 in a year. About Teague An Irish-Anglo British Citizen residing in Israel for over 10 years (A5 Status.) Native English Speaking with fluent Hebrew. Worked as a Chief Operating Officer for a Financial Services Company in the Israeli Bursa and holds a Chartered Financial Analyst UK Recognition for Investment Management (CFA – IMC 1.) Enthusiastic volunteer at a number of Non-profits over the years. Especially interested in self-structured research on matters within Theology, Anthropology, History & Archaeology, with help from faculty and Doctoral Students at the Hebrew University. Residing in the German Colony of Jerusalem for over 5 years.

Israeli Non-Profit Sector Quick Facts 37,000+ Non-profit organizations registered in Israel (1) 396,000+ People volunteering with Israeli Non-profits (41.3% in social services) (2) 5-6% Of the Israeli National GDP is generated by Non-profit activity (2) ₪201+ Billion Income to Israeli Non-profits in 2021 (2) Category of Non-profits by Activity (3) 3rd Sector Funding - ILS Billions (2020) (2) Religion Culture Education IL Government Sale of Services Welfare IL Donations Foreign Donations Enviroment Human Rights Other Property Income (1 Bn) 16% 1% 24% 14 12 97 7% 56 15% 17% 20% Between different categories of Non-profits, the skew in source of funding income can vary significantly. Some Non-profit institutions such as Health NPI’s are >72% funded by the Israeli government. Whilst the majority of Social Service Non-profits receive most of their operating income (>₪33 Billion) from domestic and foreign philanthropic donors, such as foundations, individuals and corporations. (2) As of 2021, there are over 540,000 people working/employed in Israeli Non- profits, comprising 14.9% of the total employee occupations in Israel. (2) Roughlyˆ 40% of the value of foreign donations in 2022 were provided to Social Service Non-profits. Whilst 20%ˆ went to Education & Research, 20%ˆ to Religious organizations and the remaining 20%ˆ to other categories activity. (1) Over 1,500 foreign foundations donate to Israeli Non-profits, whilst less than 1,000 Israeli philanthropic foundations that donate domestically. (This does not include foreign or domestic government directives and programs.) (1) Contact The Bridge: 050-718-2198 [email protected] *Sources of information: (1) Atlas (2) Israel Central Bureau of Statistics (3) Kishurim

The Bridge: A Unique Enterprise Cost Efficiency and Savings Free Your Time and Efforts As The Bridge is a Private Enterprise and not a For- As The Bridge can offer comprehensive fundraising Profit company, its goal is to bring unparalleled levels services to Non-profits, this includes a litany of duties, of professional and effective fundraising services to the activities and workloads which can be unburdened 3rd sector with minimal costings to its Non-profit clients. from your employee and volunteer team, freeing up After conducting extensive market research on the your people for other valuable work. costings of Israeli fundraising companies, in-house fundraising agents and alternative fundraising means, The Bridge handles complex, specialised and time- The Bridge is able to provide a uniquely cost-effective consuming fundraising requirements such as: means of acquiring new donors and grants. Each Non-profit is assessed uniquely based on its Organizational Accounting Analysis, Grant writing, means, needs and circumstance. Looking at potential Foundation Research, Promotional Material Production, cost savings working with The Bridge, compared to Complex Application submissions, Outreach & Follow alternatives, this can mean: ✓ Savings of >65% of donation procurement fee’s (1) Up Campaigns, Post-Grant Reports, Donor Relations ✓ Savings of >80% of in-house fundraiser costs (2) and other tasks which may be unique to your needs ✓ VAT exempt transactions with The Bridge Over the course of the 1st year of a new fundraising (17% saving on transactions) campaign, applying for funding to 70+ philanthropic funding sources, clients of The Bridge, can on average save >800 hours of grant acquisition staff hours (3). Equivalent to >₪59,000 in wages (4). Uniquely Tailored Fundraising Campaigns From experience of working with different Non-profits, each with a unique circumstance, it is crucial to provide comprehensive fundraising services which are optimally fitted to your needs. There is no “one size fits all” or template proposal materials or foundation lists. Every aspect of your fundraising campaign is created as an original work. Because of Teague’s experience raising capital and procuring investments in the private sector and funding for the 3rd sector, there is a synergistic capability that utilises the highest levels and tools of both sectors to produce fundraising campaigns with a unique value and approach. Diverse Global Funding Resource and Work Ownership After initial consultations and analysis (with no charge,) and The Bridge is dedicated to helping 3rd Sector work begins, depending on your niche and needs, organizations raise funds more effectively and cost- typically the initial year’s fundraising will include a complex efficiently. It is also dedicated to resource development, outreach campaign to between 50-100 potential funding public relations improvements and general evolution and sources. This could include: progress of Non-profits. As such, as an essential working principle: Government Programs & Directives Domestic Charitable Foundations All materials, email accounts, communications, online Foreign Charitable Foundations applications, grant writing materials, proposals, letters of Donor Advised Funds High-net-worth Philanthropists intent and any other physical or intellectual property, Corporate CSR Programs including foundation contact and connection information, Other 3rd Sector Organizations (typically in-kind support) is provided free of charge to the Non-profit. It can be typical for a client of the Bridge to be able to have No materials or intellectual property pertaining to your funds received from and contacts made in, multiple fundraising campaign is withheld from you at any point countries across a few categories of funding sources.** during the process. Each client is able to view real time The 1st donation received from a new funding source is work and progress in unique arrangements suitable to typically not the last. With strong donor relations, it can your preference. often result in invaluable long term funding and support. Furthermore, Teague is available for phone calls, video calls, in-person meetings with your staff and participation in foundation visits and meetings. Available Sun-Thu 08:00 – 20:30 to speak and typically available with prior notice for any meeting you may need. Feel free to ask any question! Contact The Bridge: 050-718-2198 [email protected] *Sources of information: (1) Compared to Market Comparison of Multiple NGO Fundraising Companies in Israel (2) Comparing average client monthly costs to that of average Israeli Fundraiser Salary (PayScale, Inc) (3) Hourly savings based on basic part-time hours of a grant acquisition employee (4) Based on average hourly earnings of Israeli grant acquisition staff for part time work (ERI Economic Research Institute,) ** The Bridge cannot Guarantee a Non-profit funding from any source

2024 Israeli Philanthropic Trends How to gain an advantage – 1/2 Unrest Over Governmental & Judicial Reform Situation - The turbulent political environment which Israel finds itself in currently, especially from this year and onwards, has already resulted in a number of impactful, publicly announced changes in outlook and policy from foreign governments, foundations, credit-rating agencies and NGO’s. All of which can have an impact on an Israeli Non-profit’s fundraising capabilities. In addition to the publicly recognised impact, there is also a significant, unofficial swell of debate, internal policy changes and realignment of funding priorities within all category types of donors; from households to large philanthropic foundations and foreign government funded foundations. Where is the advantage? - Discovering how to best leverage this situation to benefit your fundraising capabilities requires an analytic scrutiny of your prospective funders and assessing what are your potential points of attraction in light of this current situation. Many donors have withdrawn or suspended funding for their typical recipients until further notice, meaning that there is more dormant capital at their disposal if they can find an Israeli Non-profit that can counterbalance the concerns which led to their retraction or freezing of funding. As The Bridge is a politically neutral Enterprise, it will not advise you to adopt any particular political stances, or make any public statements etc, which would politicise your Non-profit. What can be done however, is nuance presentation of the value and output of your activities, employee & volunteer participation and allay the concerns of foreign and domestic foundations which has led them to reassess their funding priorities, presenting you, justifiably and rightfully, as a recipient of preference for their funding towards improvement of Israeli society. Whether you are in a political, private or 3rd Sector sphere - disruption, uncertainty and major shifts in principle interests, should be able to offer significant opportunity if managed correctly, despite the uneasiness. In an extraneous but poignant example, in the financial services sector, the most opportunistic time for any stock market investment in the past 10 years, was Spring 2020, right at the outset of the harshest measures against COVID and the collapse of the capital markets and private sector, when panic, unease and uncertainty was at its height. Disarray in the certainty of 3rd Sector funding, can offer opportunity that counteracts the risk. Unofficial EU State Foundations’ Decline of Palestinian NGO funding Situation – Interestingly enough, the Oslo Accords and the European Union came into being in the same year less than 2 months apart (13/09/93 – 01/11/93.) Due to a number of considerations from the EU administrative body, as well as from its member states, the EU and its member states have consistently provided significant donations to causes related to the success and development of the Palestinian governance, aspects of state and society. In 2022, € 296,000,000 (1) in funding was allocated to the Palestinian people from the EU. This does not include the additional donations from state funded foundations of EU member states. As of quite recently however, there has been a growing, behind the scenes consensus from EU state funded foundations, that they are aiming to, and currently are, winding down many aspects of funding for causes related to the Palestinian people which could be considered by them to be ‘less essential.’ Culture, Arts and Media being some such subjects at risk of defunding. Multiple EU State foundations have entirely closed and publicly announced the cessation of funding for areas such as cultural programs. Whilst many others prefer to decline applications for these areas without disclosing their change in policy. It is expected that the core programs of medical, food and financial stability aid will remain undeterred, though this recent development could mean a decline of annual funding opportunities to the value of several tens of millions of Euro’s a year. The reason, suspected by many, for this new move, is the culmination of a long-standing disappointment and challenge for the foundations in properly being able to assess the use of funds provided for programs in Gaza and the West Bank, as well as less than amicable reported progress from their foundation representatives in the region. Where is the advantage? – The general budgets of these EU state funded foundations, have not, for the most part, changed. The considerations upon which the foundations have been supporting the Palestinian organizations, also for the most part, have not changed. They simply are struggling to continue to justify the perceived financial irregularities and unexpectedly poorer long term results than hoped, to their reporting authorities, being the EU nation states they are funded by and officially associated with. This means that for Israeli registered Non-profits, that have a primary, secondary or even tertiary connection to Palestinian causes and/or people of Palestinian descent, there is ample opportunity to approach these foundations. This could mean Non-profits with employees, volunteers, service recipients, or operations which are connected to East Jerusalem, Arab-Israeli Society, Bedouin Society or causes with a relation to The Palestinian people. The range of causes which could be considered, is vast. It could range from environmental protection, to women’s rights, education opportunities, language learning programs, peace initiatives and many other activities. Being able to open a fresh source of funding with a new EU state funded foundation, does not require re-writing your mission statement or radically changing any aspect of your work. Rather, properly presenting the value proposition your Non-profit might be able to offer to the target demographics, alongside and within your existing work.

2024 Israeli Philanthropy Trends How to gain an advantage – 2/2 Decline in global Jewish Donations to Israeli Non-profits Situation – Philanthropy within the global Jewish population is remarkably high. On account of the number and size of high asset value philanthropic foundations and individuals, but also at the household level. The average Jewish household in America for instance, donates >$2,500 (2) to charity each year, making Jewish Americans, the most philanthropic segment of the population, when compared to average donations of households from different faiths. On a typical year, over 70% of American Jewish households make at least 1 donation to a charitable cause. (2) The fact that the Jewish people as a whole are very charitable, may not come as a surprise. However, observed trends in donation recipients from non-Israeli domiciled Jewish donors, indicates that from 2009 onwards, there has been a marked trend of decline in international Jewish donations to Israeli Non-profits. With the exception of spikes in donations around the time of major forest fires, the steady decline in donation income points towards a series of possible factors which converge to produce this result. Working on initial highlights from a preliminary study by The Institute for Law and Philanthropy at Tel Aviv University, in relation with associates of the Brandeis University, using information from the Israeli Central Bureau of Statistics, a number of potential, non-mutually exclusive factors can be inferred as contributing to this decline. Those being: 1. A decline in support of funding Israeli NGO’s, in favour of funding ‘American Friend’s of’ US registered NGO’s that operate in Israel. 2. Declining enthusiasm for military and conflict related actions, such as Gaza conflicts and West Bank operations. 3. Increasing perception of Israel as being engaged in financial and business activities which threaten its reputability and transparency to foreign donors. 4. Decreasing resonance of religious affiliation with Jewish movements and general population of Israel. 5. General Financial turmoil following 2008 financial markets crash, in addition to COVID markets crash and lack of sufficient interim recovery. Taking these possibilities into consideration, it is important to note that the global Jewish community is still a huge and consistent philanthropic donor to Israeli Non-profits and for many organizations are their primary source of funding. It is also important to note that much of the decline in Jewish giving to Israel, is based on donations originating from Donor Advised Funds, though the decline has also been noticeable from philanthropic foundations. Where is the advantage? 1. One significant reason for this is the tax-deductive status of a donation. If paid to a recipient outside of the US for instance, the donor may not be able to deduct the sum from their tax liabilities. So… you can use intermediatory organizations like PEF that have US registration and can transfer the donation for a very agreeable fee, whilst providing the tax-deductible receipt for the donor to claim against their tax liabilities. 2. The Bridge will never tell you to silence your opinion on any matter of politics or conflict, so no need to hold your tongue. On the other hand, probably your Non-profit is not directly related to causing conflict, likely the opposite. Highlighting your role in helping to develop the country and its population, helps the incremental resolution of regional problems, one step at a time. Presenting this properly, can put a new light on philanthropic participation and reinvigorate a Jewish donor who has lost enthusiasm with the regional history of conflict. 3. Providing all necessary assurances of AML procedures, post-grant reporting and transparent financial filings, can ensure that there is no need for a donor to be concerned when considering giving you a donation. 4. Tailoring your materials and outreach methods to suit the target audience you are applying for funding from is key. Americans are different than British, Orthodox are different from Reform. You don’t need to pretend to be anything that you are not, rather present what is most relevant and do it in a way which is keyed-in to your potential donors’ sensitivities. Making them feel included and understood by their Israeli counterparts. 5. Many foundations hold their assets in some sort of financial arrangement to earn interest and they liquidate periodically based on future donation expectations. Making sure that you properly display to the foundation the cost-effectiveness and value of your work, can help make sure that you stand out above all others. Echoing the sentiment of the famous Warren Buffet quote - \"Price is what you pay. Value is what you get.\" Contact The Bridge: 050-718-2198 [email protected] Source of Information: (1) www.eeas.europa.eu (2) Maurice and Marilyn Cohen Center for Modern Jewish Studies