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

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

    • Seeking Grant Funds and Writing Winning Proposals:
      An Introduction
      NCompass Live – October 7, 2009
    • About the presenter
      Research Analyst
      Special Projects Associate
      Grant writer
      Evaluator
      Kathryn.Brockmeier@Nebraska.gov
      402.471.4002
    • About you
      Your role
      Library Director
      Trustee
      Friends/Foundation Board
      Grantwriting-session-participant-cum-grantwriter?
      Your credentials
    • About you, cont’d
    • About the applicant organization
      Nonprofit
      Organization
      Friends/Foundation
      School
      Government agency
      Association
      501(c)(3) status
      IRS Letter of Determination
      or
      Need for a lead partner
      Prospect Worksheet
    • Why search for grant funds?
      Nosce
      te
      ipsum
    • Hoovers.com/free
      Grantstation.com
      Seeking grant funds
      Grants.gov
      Fundsnetservices.com
      http://delicious.com/NLC_Reference/ncompasslive+grantsintro
    • Seeking grant funds, cont’d
      Foundation Directory Online
      fconline.foundationcenter.org
      Butler Memorial Library, Cambridge
      Hastings Public Library
      UNL Love Library
      Omaha Public Library
      Chambers of Commerce?
      Also available in print… ILL from NLC
    • Potential grantmakers
      Governmental source
      Corporate giving program
      Foundation
      Umbrella organization
      990-PF, grants given
      501(c)(3)
      Board members
      Grants officer/contact
      http://foundationcenter.org/findfunders/990finder/
    • Grantmaker guidelines
      Limitations
      Purpose and activities (priorities)
      Fields of interest
      Geographic focus
      Types of support
      Initial approach
      Deadlines
      Previous grants
    • Guidelines, cont’d
      Limitations: Examples
      Giving primarily in _____
      Emphasis on ______
      No grants to individuals
      Must be 501(c)(3)
      No grants for administration, travel, endowments, advertising
      Applications not accepted (discretionary)
      Purpose & Activities
      History
      Their story
      Priorities
    • Guidelines, cont’d
      Fields of Interest
      Arts
      Children/youth, services
      Community development
      Education
      Foundations (community)
      Human services
      Humanities
      Leadership development
      Libraries
      Fields of Interest, cont’d
      Mental health, services
      Rural development
      Youth development
      Geographic Focus
      Giving primarily in _____
      With emphasis in _____
    • Guidelines, cont’d
      Types of Support
      Annual campaigns
      Capital campaigns
      Equipment
      General/operating support
      Management development/Capacity building
      Matching/challenge support
      Types of Support, cont’d
      Program development
      Program evaluation
      Project support
      Rural development
      Scholarship funds
      Scholarships to individuals
      Seed money
      Technical assistance
    • Guidelines, cont’d
      Initial Approach
      Phone
      E-mail
      In person
      Fax
      Completed application
      By invitation only
      Letter of approach
      Proposal
      Deadlines/Timelines
      Application deadlines
      Board meeting dates
      Final notification
      Previous Grants
      990-PF
      foundationcenter.org/ findfunders/990finder/
    • The application
      Cover page
      Proposal narrative
      Proposal budget
      Budget narrative
      Evaluation
      Attachments
    • Cover page
      Date of application
      Legal name of organization, full address, name of executive director
      IRS 501(c)(3) status; if not, fiscal agent
      Contact name and title of person completing the proposal or application
      Phone/fax/e-mail for contact person
      Amount requested
    • Cover page, cont’d
      Organization’s mission statement
      Program/project summary
      Goal of program/project (“To provide…”)
      Target population, geography
      Board of Directors
      Total number of volunteers for organization, especially those working on project
      Total number of staff working with project
    • Cover page, cont’d
      Annual organizational budget, most recent fiscal year
      Project or capital budget, confirmed, requested and pending
      Granting period; annual, multi-year
      Acknowledge past support from funder
    • Proposal narrative
      Maximum 10 pages
      Summary of organization’s history, goals, and key achievements
      Overview of organization’s structure and programs, including board, staff and volunteer involvement
      Description of organization’s constituents for project
    • Narrative, cont’d
      Needs or challenges; or, problem statement
      Level and nature of involvement of the community-at-large
      Description of the specific request that include goals and objectives. (If it’s a project request, provide a profile of the project.)
    • Narrative, cont’d
      Organizational profile and request
      If requesting operating support, provide information about your organization’s overall programs and activities.
      If requesting project or capital support, please provide information for that specific project or capital request.
      Description of the specific activities and timetable for meeting your stated objectives.
    • Narrative, cont’d
      Description of future plan for sustaining this effort and strategy for building your funding base
      Identification of program staff and volunteers, by name or title, and describe their qualifications.
      If applicable, identification of organizations that you collaborate with to address the issue(s) in this proposal
    • Budget summary
    • Budget narrative
      Project budget time period. This may be stated in fiscal year, calendar year or school year, depending on funder requirements.
      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
    • Budget narrative, cont’d
      Expense Section: Provide a line item expense budget, with narrative footnotes for those applicable items which need further explanation.
    • Proposal expense budget
    • Budget narrative, cont’d
      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.
    • Evaluation
      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.
    • Evaluation, cont’d
      Define your criteria for success for the organization, project, or capital campaign.
      State how you will measure your success in the short-term and in the long-term.
      What tool(s) will be used to evaluate your program or organization?
      What is your strategy for implementing the evaluation process?
    • Attachments
      Important !
      Refer to each funder’s guidelines to see if additional attachments, such as diversity forms, IRS Form 990, or résumés are required.
      IRS letter confirming tax-exempt status – 501(c) (3) and 509(a)
      Current board list with relevant background, affiliations, town residence, and number of times a year it meets
    • Other attachments
      Board approved organizational budget for the fiscal year(s)
      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)
      Year-to-date financial statement for the current fiscal year
      List of companies and foundations being approached to fund this proposal, with dollar amounts indicating which sources are committed, pending, or anticipated
    • Resources
      Foundation Center
      foundationcenter.org
      The Grantsmanship Center
      www.tgci.com
      Free Management Library
      managementhelp.org
      Non-profit Guides
      www.npguides.org
      NebraskAccess links list
      nebraskaccess.ne.gov/grants.asp
    • More resources
      Associated Grant Makers
      agmconnect.org
      Grantmaking for Economic Impact Video*
      www2.gotomeeting.com/ register/318062299
      * Registration required; free
      Catalog of Federal Domestic Assistance
      www.cfda.gov
      Print Versions:
      The Foundation Center Directory
      The Foundation Center’s Guide to Proposal Writing
      Grant Writing for Dummies
      Nebraska Foundation Directory
    • Questions?
      CE credits
      Evaluation
    • Upcoming sessions
      Grants Information Session – Nov. 12
      Continuing Education & Training Grants
      Library Improvement Grants
      Writing Winning Proposals, Part II?