Partner Training: Grants & Funding

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A short training presentation on grants & funding for CharityNet & BizCentral USA partners.

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Partner Training: Grants & Funding

  1. 1. Partner Service & Sales Training<br />Nonprofit Grant Development<br />
  2. 2. Grant Funding Overview<br />I. Grant Funding Overview <br />II. Proposal Outline & Contents<br />III. Funder Identification<br />IV. BizCentral USA Services & Processes<br />
  3. 3. Grant Writing<br />The process of grant writing includes identifying a community need, matching that need to the mission of the funding source, communicating with the funding source regarding the need, implementing the funded project, and reporting back to the funder.<br />
  4. 4. Identifying Projects<br /><ul><li>What are the unmet needs in the community that the applicant agency is positioned to meet?
  5. 5. Once a project is identified, consider anticipated results.
  6. 6. If the project is implemented:
  7. 7. Who would do it?
  8. 8. Where would it be done?
  9. 9. Who would benefit from it?
  10. 10. What would the specific benefits be?</li></li></ul><li>Developing the Idea<br />Developing a proposal idea requires knowledge of the applicant agency and the funder. You must know both agencies’:<br />Missions<br />Board Affiliations<br />Organizational and Administrative Structures<br />Current Services and Projects<br />Anticipated Results <br />
  11. 11. Grant Development Overview<br />In the public and nonprofit sectors, foundation and government grant funding is a major source of operational revenue.<br />Knowing the steps involved is essential for those working in an organization's development department.<br />Eloquent writing skills-including exceptional spelling and grammar, and the ability to follow directions are essential.<br />
  12. 12. Proposal Outline & Contents<br />I. Grant Funding Overview <br />II. Proposal Outline & Contents<br />III. Funder Identification<br />IV. BizCentral USA Services & Processes<br />
  13. 13. Grant Proposals<br />Grant proposals generally include versions of the following sections:<br />Executive Summary<br />Introduction (Organizational Background)<br />Need Statement (Problem Statement)<br />Objectives<br />Methodology<br />Evaluation Techniques<br />Sustainability<br />Budget<br />
  14. 14. Executive Summary<br />Should be the last section written, but comes first in the outline. Provides a basic overview of the proposal.<br />States overall impact the funder will have on the community through the project.<br />Must reflect the funder’s mission, interests, and values.<br />Reiterates the qualifications of the agency to carry out the project.<br />
  15. 15. Introduction<br />Used to introduce the applicant agency to the funder.<br />Clearly describes the experience and expertise of the applicant agency.<br />“Shakes hands” with the funder.<br />
  16. 16. Need Statement<br />Defines the community need to be addressed.<br />Most critical section of a proposal.<br />Establishes baseline data, clearly states statistics on the need to be addressed by the proposed project.<br />
  17. 17. Objectives<br />Defines clear goals and objectives.<br />Should tie directly to the need statement.<br />Should contain at least one goal and two objectives.<br />Goal- Broad based statement of the ultimate expected result.<br />Objective- Measurable, time-specific result expected of the project.<br />
  18. 18. Methodology<br />Usually the longest section of the proposal.<br />Lets funder know exactly what you will be doing with the funds requested for the project.<br />Paints a detailed picture of the project in an easy to read narrative.<br />Describes Who, What, When, Where, and How.<br />
  19. 19. Evaluation<br />Process that determines the effectiveness and efficiency of the project.<br />Ties directly with the objectives section.<br />Describes who will be responsible for measuring the objective and determining whether it has been met or not.<br />
  20. 20. Sustainability<br />A.K.A. Future funding<br />No funding source wants to support your project forever.<br />Should provide a specific plan for future funding of the project.<br />Explains how the project will continue once the funding being requested runs out.<br />
  21. 21. Budget<br />Translates the methodology section of the proposal into dollars.<br />Paints a picture of the project with numbers.<br />Should place a dollar value to what has been described.<br />Funder may request a specific budget forms.<br />May be best to use a spreadsheet program.<br />
  22. 22. Funder Identification<br />I. Grant Funding Overview <br />II. Proposal Outline & Contents<br />III. Funder Identification<br />IV. BizCentral USA Services & Processes<br />
  23. 23. Funders<br />Just as nonprofits have missions, so do funders.<br />Foundations and corporate giving programs typically publish their funding missions. Funder missions can be located through:<br />Annual Reports<br />Websites<br />Key word searches<br />Licensing Agencies<br />
  24. 24. Types of Funders<br />Four major types of grant sources exist today:<br />Foundations<br />Corporations<br />Individuals<br />Government<br />
  25. 25. Foundations<br />All foundations are set up with a mission and bylaws that must be adhered to.<br />Foundations have duties to be publicly accountable.<br />There are more than 63,000 private and community foundations in the U.S. today.<br />Total foundation giving exceeds $30 billion annually.<br />
  26. 26. Foundations<br />There are 3 types of foundations that may provide funding:<br />Private (foundation/independent)<br />Corporate or Company-sponsored<br />Community Foundations<br />
  27. 27. Private Foundations<br />Usually set up by wealthy families or individuals<br />Assets generally come from one source and are invested to earn income<br />Usually set up to benefit a specific cause or causes<br />The bylaws stipulate the types of causes it will support and the types of agencies it will fund<br />
  28. 28. Corporate Foundations<br />Must have the approval of its corporate board or shareholders<br />Will typically fund programs within their geographic service area<br />Most fund initiatives that will somehow be of benefit to their employees<br />Most like direct benefit to their surrounding community<br />
  29. 29. Community Foundations<br />Set up within specific geographical locations.<br />Make grant awards only within their geographical area.<br />Awards are typically small, and not for multiple years.<br />A community foundation usually accepts contributions from various sources, who advise on the use of the funding.<br />
  30. 30. Corporations<br />Corporate philanthropy is becoming increasingly popular.<br />This type of contribution involves donation of shareholder funds or corporate profits directly contributed to support a cause or effort.<br />Amount of award is typically smaller than those from corporate foundations.<br />
  31. 31. Government<br />Government grantors include city, county, municipality, state, and federal agencies or departments.<br />Government funding is highly complex and bureaucratic.<br />There are three types of government grants: block grants, programmatic grants, and discretionary grants.<br />
  32. 32. Services & Processes<br />I. Grant Funding Overview <br />II. Proposal Outline & Contents<br />III. Funder Identification<br />IV. BizCentral USA Services & Processes<br />
  33. 33. Grant Writing Services & Practices<br />CharityNet USA provides comprehensive grant writing services offering a variety of package and a la carte options, including:<br />Grant package 10/20<br />Full Proposals<br />Short Proposals<br />Letter of Intent<br />Funder Research<br />Problem Statement Research<br />Government Grant RFP Reviews/ Writing<br />
  34. 34. Pricing<br />Prices charged for grant proposal writing services will vary, depending on the services requested. <br />Payment plans are available in 2 parts on la carte items, and 3 parts on grant packages.<br />CharityNet USA does not guarantee approval of funding, as that decision is at the discretion of each funding agency.<br />We do, however, guarantee the funder leads we provide will be appropriate for the organization’s mission and geographical location.<br />
  35. 35. Our Process<br />Once a sale has been made on one of our grant services, clients are given access to our Grant Services “Steps Page”<br />Here, they will find a variety of information, tips, samples, and questionnaires.<br />Step 1: Clients will complete the grant questionnaire, and submit any other required documents, including a budget.<br />Step 2: An interview will be set up once the questionnaire and budget are completed.<br />
  36. 36. Our Process<br />Step 3: Once all information is gathered, their service will be completed usually within 10-15 business days.<br />Step 4: During this timeframe, a draft of the proposal will be sent to the client for approval. Revisions must be supplied within 7 days, or we will assume the draft is approved as is.<br />Step 5: Finally, the completed proposal, along with funder research, is sent to the client once final payment is made.<br />
  37. 37. Grant Writing Summary<br />Always remember that proper spelling, grammar, and formatting are essential.<br />Follow binding directions closely.<br />Recognize the competitive factor.<br />Prepare for rejection, follow-up, and restructuring.<br />

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