Grant Development Overview Presentation

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  • 1. Grant Development Overview Presented by: Columbia-Pacific Resource Conservation & Economic Development District Jesus (Jesse) Cardenas Executive Director
  • 2. Potential Funding Sources
    • Private Foundations
    • Federal Programs
  • 3. Foundations
    • There are over 300,000 private foundations operating in the United States
    • Less than 10% of all foundations give more than 50% of all grants
    • Private foundations are required by law to distribute 5% of the market value of their assets each year
    • Grant application guidelines can vary
    • Specific eligibility requirements
  • 4. Online Grant Development Resources
    • Online Funding Database Subscription Service Providers
    • Should be comprehensive & keyword searchable
    • Should contain detailed information and profiles on foundations/corporations
    • Writing resources should include Letter of Inquiry (LOI)/Request for Proposal (RFP) award winning templates
    • Client Support
  • 5. Big Online America – Grant Service Provider –
    • Funding Resource: A comprehensive, keyword and field searchable database with detailed information and profiles on 25,000 foundations, and government grant makers. Writing Tools: Award-winning templates for the writing of funding proposals and letters of inquiry. Client Support: Assists clients with product training and provides advice and direction for maximizing usage of the BIG Online database. Grant Development Services (GDS): Offers a complete range of fundraising consulting services
  • 6. Foundation Center Online
    • Also known as FC Online
    • ColPac has established an annual subscription
    • Annual subscription rate in the amount of $2,195 is split among user organizations
    • Non paying organizations can use FC Online in the ColPac office under the supervision of ColPac office staff
  • 7. Types of Foundations
    • National General Purpose Foundation
    • Special-Purpose Foundations
    • Family Foundations
    • Community Foundations
    • Corporate Foundations
  • 8. National General Purpose Foundation
    • Represents 200 – 300 foundations
    • Account for nearly 60% of all foundation assets
    • Support one or more general subject areas such as education, environment, health, etc.
    • Prefer proposal national in scope which solves universal problems in an innovative manner
  • 9. Special-Purpose Foundations
    • Support one specific subject area such as cancer research
    • Generally they only fund projects that significantly impact their area of interest
  • 10. Family Foundations
    • Support programs valued by the family members of the person who established the foundation
    • Most family foundations have geographic preferences
    • Usually operated by the family members
  • 11. Community Foundations
    • These foundations support a specific geographic region
    • Most community foundations obtain their money from local citizens for specific types of local projects
  • 12. Corporate Foundations
    • These foundations administer the charitable contributions of the company represented
    • Most corporate foundations limit their support to the geographic regions where the corporation operates
    • Generally not “risk-takers” do not like to be the first to fund a new program
    • The Boeing Company, Ford Foundation
  • 13. Contacting Private Funding Sources
    • Generally begins with a letter of inquiry limited to 3 pages
    • Keep in mind that many foundations may or may not accept phone calls at the beginning of the proposal process
    • Your letter is the vehicle by which the foundation begins to evaluate the relevance of your proposal to their established guidelines
  • 14. Letter of Inquiry Includes
    • Summary explanation of your proposed project and organizational background
    • Why there is a need for the project – explain problem and proposed solution
    • Who will benefit from the project
    • Amount required from funder
    • Resources (including cash) already committed and raised for project
    • Your project’s contact information
  • 15. Federal Funding
    • 300% greater than private support
    • U.S. Federal Government largest grantor
    • Grant projects relevant to funding agency
    • Accepts solicited/unsolicited proposals
    • Announce RFP’s in Federal Register
    • Specific eligibility requirements
    • Electronically find & apply for competitive grant opportunities from all Federal grant-making agencies
    • Navigate using tabs:
    • Get Started, Get Registered, Find Grant Opportunities , Apply for Grants, Customer Support, etc.
    • *Note: The complete registration process
    • can take up to 5 weeks!
  • 17. Find Grant Opportunities Tab
    • Ability to search for Federal government-wide grant opportunities
    • Ability to set-up a user profile
    • Ability to sign up for electronic notification of future grant opportunities
    • Keep in mind that there is a lengthy registration process for authorization to use!
  • 18. U.S. Government Solicited Proposal
    • Is in response to a formal government agency's program announcement
    • Requires strict adherence to government agency guidelines
    • Requires the use of specific government forms i.e. SF424A,B,C, Certifications, Assurances
    • Full Application Package available in
  • 19. U.S. Government Unsolicited Proposal
    • Prepared and submitted by an organization on its own initiative
    • Requires contact with applicable government agency to determine interest, need for a formal proposal, availability of funds
  • 20. Government Funding Opportunities
    • Environmental Protection Agency
    • U.S. Fish and Wildlife
    • National Oceanic and Atmospheric Administration (NOAA)
    • USDA Rural Development
    • Economic Development Administration
    • Department of Health & Human Services
    • Department of Energy
    • Administration for Native Americans
  • 21. Contacting Government Funding Source
    • Call or e-mail applicable agency and speak to a program officer (contact information usually listed in grant announcement)
    • Describe your organization and project
    • Convey a positive attitude towards your proposed project
  • 22. Questions You Should Ask
    • Can proposal be reviewed prior to deadline?
    • Amount of average grant award?
    • Common mistakes in proposals?
    • Review and evaluation process?
    • Recommendations key points?
    • Previously funded proposal availability?
  • 23. Expectations?
    • This all takes time
    • If the foundation is interested in your project’s LOI they will request a full proposal
    • Government agencies usually have strict application deadlines
  • 24. Proposal Preparation Includes
    • What the project will accomplish
    • What are the short and long-term project goals
    • What are the project objectives (measurable)
    • Who will the project benefit
    • Who is responsible for completing goals and objectives
    • How and when will the objectives be completed
    • How will you monitor the project (evaluation process)
  • 25. Statement of Need
    • Critical for gaining interest and motivating a potential funder
    • Keep in mind that without a pressing need the funding will not be provided
  • 26. Your Organization Information
    • Inform the funding source that your organization’s mission is in unison with your proposed project as well as the grantor’s criteria
    • Describe your organization
    • Explain how your project will continue after the funding ends ( sustainability )
    • Identify staff or volunteers who are uniquely qualified to complete the project
  • 27. Project Budget Includes
    • All project direct/indirect expenses
    • All contractual expenses
    • All capital equipment expenses
    • All cost share sources as required
    • Budget should represent all funds required to complete the project
    • Identify potential project revenue
  • 28. Locating a Funding Source
    • Research, Research, & more Research
    • Concentrate on matching your project with potential funder requirements
    • Send Letters of Inquiry to prospects identified as a good match
    • When allowable contact an agency directly
  • 29. Writing the Proposal
    • Follow the funding source guidelines
    • Research proposals with similar projects that have obtained funding
    • Familiarize yourself with the reviewing process
    • If possible establish a working relationship with agency contact
  • 30. Proposal Structure
    • Follow these rules Neat, Clean, Easy to Read
    • Include a Table of Contents if over 5 pages
    • Use Headings, Sub-Headings, and (some) Graphics
    • Double Space (if guidelines allow)
    • Keep it Brief, Concise, and to the Point
  • 31. Proposal Content
    • Establish a logical flow from the Project Summary through the Budget
    • Use words that will gain the reviewer’s attention ( emphasis on benefits )
    • Stress an urgent need for your project
    • Use verifiable accurate facts & data
  • 32. Proposal Review
    • Prior to submitting have your proposal reviewed by several people
    • Be prepared to make revisions as required
    • Do not knot totally rely on Spell Check!!
    • Make sure you have followed the agency guidelines
  • 33. Summary
    • Pre-planning is critical prior to beginning a grant application
    • Your organization’s needs assessment is the first step in grant development
    • Project must be thought out well before the grant application development process begins
    • Avoid last-minute grant applications
  • 34. Jesus (Jesse) Cardenas Executive Director Columbia-Pacific Resource Conservation & Economic Development District (360) 249-2267 330 Pioneer Ave., W Montesano, WA 98563 [email_address]