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How to write a grant budget
 

How to write a grant budget

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This is a basic reminder about what readers are looking for when receiving a budget accompanying a grant proposal

This is a basic reminder about what readers are looking for when receiving a budget accompanying a grant proposal

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    How to write a grant budget How to write a grant budget Presentation Transcript

    • ELAINE HEUMANN GURIAN TyPA, BUENOS AIRES, ARGENTINA 31 August 2008
    • BE AWARE OF THE READER
      • TEST OF REASONABLENESS
      • TOTAL ALL COLUMNS THE READER SHOULD NOT HAVE TO DO WORK
      • PERCENTAGES OF TIME WITH A TIMELINE HOW TO FIGURE OUT PERCENTAGE OF TIME FOR PERSONNEL
      • WHAT IS MATCHING FUNDS, NEW MONEY, OPERATING MONEY, IN KIND.
      • YOU HAVE TO COST THE MATERIAL AND YOU HAVE TO OUTLINE THE EQUIPMENT. ()
      • THE BUDGET HAS TO MATCH THE LANGUAGE OF THE PROPOSAL
    • INCOME AND EXPENSE
      • INCOME: ALL SOURCES OF REVENUE
        • EARNED, UNEARNED, SOFT, NON-RECURRING, VALUE OF INKIND
      • EXPENSE: ALL COSTS
        • DIVIDED INTO:
          • PERSONNEL (SALARIES AND BENEFITS)
          • NON-PERSONNEL (EVERYTHING ELSE)
    • INCOME CATEGORIES
        • Grants
        • Contracts
        • Corporate contributions
        • Membership
        • Individuals
        • Fees for services
        • Fundraisers, events, sales
        • Endowment
        • Interest income
        • Miscellaneous
          • Total    
        • In-kind    
          • Total Revenue
    • EXPENSE CATEGORIES
      • Staff salaries and wages
      • Fringe benefits
        • PERSONNEL SUB-TOTAL
      • Occupancy and utilities
      • Equipment
      • Supplies and materials
      • Printing and copying
      • Telecommunications
      • Travel and meetings
      • Marketing and advertising
      • Personnel training
      • Contract services
      • Miscellaneous
        • OTHER EXPENSES Subtotal
      • General operating (indirect)
        • PROJECT COSTS Subtotal
      • In-kind expenses
        • TOTAL PROJECT COSTS
    • TOTAL AND SUB-TOTALS
      • MAKE THE BUDGET CLEAR
      • PUT IN TOTALS AND SUB-TOTALS IN USEFUL PLACES
    • COLUMNS
      • MAKE COLUMS SO THAT THE REVIEWER CAN EASILY READ:
        • WHAT YOU ARE ASKING FROM THE GRANT
        • WHAT YOU ARE CONTRIBUTING FROM OTHER SOURCES OF INCOME
        • THE TOTAL COST OF THE PROJECT.
    • What are useful columns
      • 3 COLUMNS
        • TOTAL PROJECT COSTS
        • REQUESTED COSTS
        • CONTRIBUTED, MATCHING COSTS
    • ADDITIONAL INFORMATION
      • THE GRANT MAY ASK FOR:
        • ANNUAL OPERATING BUDGET
        • ACTUAL EXPENSES (1-3 YEARS)
        • AUDITED REVIEW OF BOOKS AND RECORD KEEPING.
        • FUNDRAISING HISTORY
        • OVERHEAD COSTING
        • HISTORY OF INSTITUTION
    • INTERNET FREE FORMATS FOR NON-PROFITS
      • http://www.nonprofitworks.com/downloads/default.asp