Seeking Grant Funds and Writing Winning Proposals:<br />An Introduction<br />NCompass Live – October 7, 2009<br />
About the presenter<br />Research Analyst<br />Special Projects Associate<br />Grant writer<br />Evaluator<br />Kathryn.Br...
About you<br />Your role<br />Library Director<br />Trustee<br />Friends/Foundation Board<br />Grantwriting-session-partic...
About you, cont’d<br />
About the applicant organization<br />Nonprofit<br />Organization<br />Friends/Foundation<br />School<br />Government agen...
Why search for grant funds?<br />Nosce<br />te<br />ipsum<br />
Hoovers.com/free<br />Grantstation.com<br />Seeking grant funds<br />Grants.gov<br />Fundsnetservices.com<br />http://deli...
Seeking grant funds, cont’d<br />Foundation Directory Online<br />	fconline.foundationcenter.org<br />Butler Memorial Libr...
Potential grantmakers<br />Governmental source<br />Corporate giving program<br />Foundation<br />Umbrella organization<br...
Grantmaker guidelines<br />Limitations<br />Purpose and activities (priorities)<br />Fields of interest<br />Geographic fo...
Guidelines, cont’d<br />Limitations: Examples<br />Giving primarily in _____<br />Emphasis on ______<br />No grants to ind...
Guidelines, cont’d<br />Fields of Interest<br />Arts<br />Children/youth, services<br />Community development<br />Educati...
Guidelines, cont’d<br />Types of Support<br />Annual campaigns<br />Capital campaigns<br />Equipment<br />General/operatin...
Guidelines, cont’d<br />Initial Approach<br />Phone<br />E-mail<br />In person<br />Fax<br />Completed application<br />By...
The application<br />Cover page<br />Proposal narrative<br />Proposal budget<br />Budget narrative<br />Evaluation<br />At...
Cover page<br />Date of application<br />Legal name of organization, full address, name of executive director<br />IRS 501...
Cover page, cont’d<br />Organization’s mission statement<br />Program/project summary<br />Goal of program/project (“To pr...
Cover page, cont’d<br />Annual organizational budget, most recent fiscal year<br />Project or capital budget, confirmed, r...
Proposal narrative<br />Maximum 10 pages<br />Summary of organization’s history, goals, and key achievements<br />Overview...
Narrative, cont’d<br />Needs or challenges; or, problem statement<br />Level and nature of involvement of the community-at...
Narrative, cont’d<br />Organizational profile and request<br />If requesting operating support, provide information about ...
Narrative, cont’d<br />Description of future plan for sustaining this effort and strategy for building your funding base<b...
Budget summary<br />
Budget narrative<br />Project budget time period. This may be stated in fiscal year, calendar year or school year, dependi...
Budget narrative, cont’d<br />Expense Section: Provide a line item expense budget, with narrative footnotes for those appl...
Proposal expense budget<br />
Budget narrative, cont’d<br />In-Kind Support Section: Provide information about services of other organizations that will...
Evaluation<br />All funders will require an evaluation of funded projects. Include the following when addressing the evalu...
Evaluation, cont’d<br />Define your criteria for success for the organization, project, or capital campaign. <br />State h...
Attachments<br />Important !<br />Refer to each funder’s guidelines to see if additional attachments, such as diversity fo...
Other attachments<br />Board approved organizational budget for the fiscal year(s)<br />Most recent independent audit or a...
Resources<br />Foundation Center<br />foundationcenter.org<br />The Grantsmanship Center<br />www.tgci.com<br />Free Manag...
More resources<br />Associated Grant Makers<br />agmconnect.org<br />Grantmaking for Economic Impact Video*<br />www2.goto...
Questions?<br />CE credits<br />Evaluation<br />
Upcoming sessions<br />Grants Information Session – Nov. 12<br />Continuing Education & Training Grants<br />Library Impro...
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NCompass Live: Seeking Grant Funds and Writing Winning Proposals: An Introduction

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What does it take to find a funding source and write a successful grant proposal? A little preparation goes a long way when looking for funders that match up with your project. Preparing a successful written grant proposal requires an organized, systematic approach to effectively convey your story. During this session Kathryn Brockmeier, the NLC's Research Analyst / Special Projects Associate, will provide you with tools to find sources for funding and to navigate the application process.

NCompass Live - October 7, 2009.

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NCompass Live: Seeking Grant Funds and Writing Winning Proposals: An Introduction

  1. 1. Seeking Grant Funds and Writing Winning Proposals:<br />An Introduction<br />NCompass Live – October 7, 2009<br />
  2. 2. About the presenter<br />Research Analyst<br />Special Projects Associate<br />Grant writer<br />Evaluator<br />Kathryn.Brockmeier@Nebraska.gov<br />402.471.4002<br />
  3. 3. About you<br />Your role<br />Library Director<br />Trustee<br />Friends/Foundation Board<br />Grantwriting-session-participant-cum-grantwriter?<br />Your credentials<br />
  4. 4. About you, cont’d<br />
  5. 5. About the applicant organization<br />Nonprofit<br />Organization<br />Friends/Foundation<br />School<br />Government agency<br />Association<br />501(c)(3) status<br />IRS Letter of Determination<br /> or<br />Need for a lead partner<br />Prospect Worksheet<br />
  6. 6. Why search for grant funds?<br />Nosce<br />te<br />ipsum<br />
  7. 7. Hoovers.com/free<br />Grantstation.com<br />Seeking grant funds<br />Grants.gov<br />Fundsnetservices.com<br />http://delicious.com/NLC_Reference/ncompasslive+grantsintro<br />
  8. 8. Seeking grant funds, cont’d<br />Foundation Directory Online<br /> fconline.foundationcenter.org<br />Butler Memorial Library, Cambridge<br />Hastings Public Library<br />UNL Love Library<br />Omaha Public Library<br />Chambers of Commerce?<br />Also available in print… ILL from NLC<br />
  9. 9. Potential grantmakers<br />Governmental source<br />Corporate giving program<br />Foundation<br />Umbrella organization<br />990-PF, grants given<br />501(c)(3)<br />Board members<br />Grants officer/contact<br />http://foundationcenter.org/findfunders/990finder/<br />
  10. 10.
  11. 11. Grantmaker guidelines<br />Limitations<br />Purpose and activities (priorities)<br />Fields of interest<br />Geographic focus<br />Types of support<br />Initial approach<br />Deadlines<br />Previous grants<br />
  12. 12. Guidelines, cont’d<br />Limitations: Examples<br />Giving primarily in _____<br />Emphasis on ______<br />No grants to individuals<br />Must be 501(c)(3)<br />No grants for administration, travel, endowments, advertising<br />Applications not accepted (discretionary)<br />Purpose & Activities<br />History<br />Their story<br />Priorities<br />
  13. 13. Guidelines, cont’d<br />Fields of Interest<br />Arts<br />Children/youth, services<br />Community development<br />Education<br />Foundations (community)<br />Human services<br />Humanities<br />Leadership development<br />Libraries<br />Fields of Interest, cont’d<br />Mental health, services<br />Rural development<br />Youth development<br />Geographic Focus<br />Giving primarily in _____<br />With emphasis in _____<br />
  14. 14. Guidelines, cont’d<br />Types of Support<br />Annual campaigns<br />Capital campaigns<br />Equipment<br />General/operating support<br />Management development/Capacity building<br />Matching/challenge support<br />Types of Support, cont’d<br />Program development<br />Program evaluation<br />Project support<br />Rural development<br />Scholarship funds<br />Scholarships to individuals<br />Seed money<br />Technical assistance<br />
  15. 15. Guidelines, cont’d<br />Initial Approach<br />Phone<br />E-mail<br />In person<br />Fax<br />Completed application<br />By invitation only<br />Letter of approach<br />Proposal<br />Deadlines/Timelines<br />Application deadlines<br />Board meeting dates<br />Final notification<br />Previous Grants<br />990-PF<br />foundationcenter.org/ findfunders/990finder/<br />
  16. 16. The application<br />Cover page<br />Proposal narrative<br />Proposal budget<br />Budget narrative<br />Evaluation<br />Attachments<br />
  17. 17. Cover page<br />Date of application<br />Legal name of organization, full address, name of executive director<br />IRS 501(c)(3) status; if not, fiscal agent<br />Contact name and title of person completing the proposal or application<br />Phone/fax/e-mail for contact person<br />Amount requested<br />
  18. 18. Cover page, cont’d<br />Organization’s mission statement<br />Program/project summary<br />Goal of program/project (“To provide…”)<br />Target population, geography<br />Board of Directors<br />Total number of volunteers for organization, especially those working on project<br />Total number of staff working with project<br />
  19. 19. Cover page, cont’d<br />Annual organizational budget, most recent fiscal year<br />Project or capital budget, confirmed, requested and pending<br />Granting period; annual, multi-year<br />Acknowledge past support from funder<br />
  20. 20. Proposal narrative<br />Maximum 10 pages<br />Summary of organization’s history, goals, and key achievements<br />Overview of organization’s structure and programs, including board, staff and volunteer involvement<br />Description of organization’s constituents for project<br />
  21. 21. Narrative, cont’d<br />Needs or challenges; or, problem statement<br />Level and nature of involvement of the community-at-large<br />Description of the specific request that include goals and objectives. (If it’s a project request, provide a profile of the project.)<br />
  22. 22. Narrative, cont’d<br />Organizational profile and request<br />If requesting operating support, provide information about your organization’s overall programs and activities.<br />If requesting project or capital support, please provide information for that specific project or capital request.<br />Description of the specific activities and timetable for meeting your stated objectives.<br />
  23. 23. Narrative, cont’d<br />Description of future plan for sustaining this effort and strategy for building your funding base<br />Identification of program staff and volunteers, by name or title, and describe their qualifications.<br />If applicable, identification of organizations that you collaborate with to address the issue(s) in this proposal<br />
  24. 24. Budget summary<br />
  25. 25. Budget narrative<br />Project budget time period. This may be stated in fiscal year, calendar year or school year, depending on funder requirements.<br />Revenue Section: Provide a line item revenue statement for all applicable budget categories. Include funding from grants (Federal, State, local and private foundation funding) and contracts applicable to the project budget. Include other earned income from donations, sales of products, or from fee-based programming<br />
  26. 26. Budget narrative, cont’d<br />Expense Section: Provide a line item expense budget, with narrative footnotes for those applicable items which need further explanation.<br />
  27. 27. Proposal expense budget<br />
  28. 28. Budget narrative, cont’d<br />In-Kind Support Section: Provide information about services of other organizations that will be provided to the project without direct charge to grant. Examples: building facilities used for project, materials or equipment that will be used for the project that will not be purchased by grant funds.<br />
  29. 29. Evaluation<br />All funders will require an evaluation of funded projects. Include the following when addressing the evaluation of the proposed project. If your project will require an external evaluator, include information about the evaluator, including curriculum vitae.<br />
  30. 30. Evaluation, cont’d<br />Define your criteria for success for the organization, project, or capital campaign. <br />State how you will measure your success in the short-term and in the long-term. <br />What tool(s) will be used to evaluate your program or organization? <br />What is your strategy for implementing the evaluation process?<br />
  31. 31. Attachments<br />Important !<br />Refer to each funder’s guidelines to see if additional attachments, such as diversity forms, IRS Form 990, or résumés are required.<br />IRS letter confirming tax-exempt status – 501(c) (3) and 509(a)<br />Current board list with relevant background, affiliations, town residence, and number of times a year it meets<br />
  32. 32. Other attachments<br />Board approved organizational budget for the fiscal year(s)<br />Most recent independent audit or account review (as required by law), or IRS Form 990 (Part I, lines 9 or 12?, 17, 18 and 21)<br />Year-to-date financial statement for the current fiscal year<br />List of companies and foundations being approached to fund this proposal, with dollar amounts indicating which sources are committed, pending, or anticipated<br />
  33. 33. Resources<br />Foundation Center<br />foundationcenter.org<br />The Grantsmanship Center<br />www.tgci.com<br />Free Management Library<br />managementhelp.org<br />Non-profit Guides<br />www.npguides.org<br />NebraskAccess links list<br />nebraskaccess.ne.gov/grants.asp<br />
  34. 34. More resources<br />Associated Grant Makers<br />agmconnect.org<br />Grantmaking for Economic Impact Video*<br />www2.gotomeeting.com/ register/318062299<br />* Registration required; free<br />Catalog of Federal Domestic Assistance<br />www.cfda.gov<br />Print Versions:<br />The Foundation Center Directory<br />The Foundation Center’s Guide to Proposal Writing<br />Grant Writing for Dummies<br />Nebraska Foundation Directory<br />
  35. 35. Questions?<br />CE credits<br />Evaluation<br />
  36. 36. Upcoming sessions<br />Grants Information Session – Nov. 12<br />Continuing Education & Training Grants<br />Library Improvement Grants<br />Writing Winning Proposals, Part II?<br />
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