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HELP ME HELP YOU
 WRITE A GRANT
           A primer


        By Dena Gould
    San Jose State University
          FALL 2012
          Patty Wong
OUTLINE

 GRANT & FUNDING VOCABULARY

 ASSESSING THE NEEDS/WANTS

 DETERMINING FUNDER GOALS

 PROGRAM READINESS AND PREPARATION

 PREPARING TO SUBMIT TO FUNDER

 ANALYSIS OF RESULTS

 INGREDIENTS FOR SUCCESS

 ALTERNATIVE RESOURCES AND APPROACH PRIORITIES
GOALS

Ethics & confidentiality, integrity of the
 process for the client and the
 funder, intellectual freedom issues
 Integration of mission and vision of
 organization with funder priorities
Environmental scan of existing and
 immediate local resources
VOCABULARY

Types of Grants
  • 11 Private
  • 3 Government
Useful terms
GRANTS
 Capital-Building=funds used to purchase land and
construct, renovate, or expand buildings and facilities. Major equipment
 Capacity-Building=Helps agencies and NP strengthen their internal
operations, to be more effective/efficient in their missions
 Challenge=requires grantee to generate additional funds from other
sources
 Demonstration=implement an innovative project or program
 Research=made to support specific project that has primary purpose
of inquiry or examination into facts, studies, or investigations
GRANTS               C O N T.

 Emergency= To assist an agency through extraordinary short-term
difficulties
 General Operating Support= General purpose
 Matching= Requires awardees to provide certain amount and funders
provide the rest
 Project/Program=Used for specific initiative or new endeavor
 Seed=Designed to help start a new project or new organization
 Technology= Provides funding for technology
GOVERNMENT

 Discretionary= Federal or state grants for which individual
libraries, community organizations, schools, and local governments are
eligible to apply.
 Formula= Federal or state government to a lower of level of
government where specific monetary amount is determined based on a
formula
 Block=Federal grant awarded to state or local governments for
specific need or issue.
USEFUL TERMS
 Duns & Bradstreet number=unique 9-digit number used to
keep   track of more than 70 million businesses worldwide.

 Environment Scan=survey the neighborhood of possible donors
and supporters.

 In-kind support=a non cash donation of labor, facilities, or
equipment to carry out a project.
DUN & BRADSTREET

 D-U-N-S® Number - Data Universal Numbering System or D-U-
N-S® Number is copyrighted, proprietary means of identifying
business entities on a location-specific basis.

EX: 77-038-9565
IN KIND BUDGET

Non-cash donation of
labor, facilities, or equipment to carry
out a project. Always included in
budget at fair-market value
CONTINUED

                               PEOPLE
 Grant coordinator=The individual responsible for all activities
involved in the grant, including
planning, submission, evaluation, implementation, and follow-up.

 Grant team= comprised of representatives from library
leadership, community advisors, grant researchers, grant writers, subject
matter experts, staff members who will plan and implement the grant
GRANT PROPOSAL
          COMPONENTS
 TITLE SHEET               COVER LETTER
 TABLE OF CONTENTS         PROPOSAL SUMMARY
 STATEMENT OF NEEDS        PROJECT DESCRIPTION
 APPROACH / METHODOLOGY    BUDGET
 EVALUATION PLAN           LETTER OF INTENT
 LETTER OF SUPPORT         REQUEST FOR PROPOSAL
 PROPOSAL
 ORIGANZATIONAL OVERVIEW
KNOW YOUR CLIENT

               YOU ARE THE CLIENT
 We will assess the Library’s needs and wants:
mission, vision, existing and future programs and services
 We will identification key potential grantors
 Grant Coordinator will then research grants and alternative
funding sources. Begin funding priorities template.
DETERMINING FUNDER
         GOALS

Learning about the funder organization

Preparing for the first contact

Documentation accumulation
PROGRAM READINESS AND
     PREPARATION

Internal Library team development

Gathering supporting documents.

Goals and objectives for the program including
       implementation and evaluation criteria
PREPARING TO SUBMIT TO
       FUNDER

Writing, editing and preparing the
proposal/grant request/application and
implementation

Obtain proofreader~either internal or
external
ANALYSIS OF RESULTS

Is more research needed?
   •   Annual IRS information
   •   Annual reports
   •   data mining of like organizations
   •   partnerships and joint ventures
INGREDIENTS FOR
             SUCCESS

 Marketing and promotion

 Program/project management

 Documentation of success

 Communication with funder

 Community and staff

 Evaluation and success metrics
A LT E R N AT I V E R E S O U RC E S

                    WEBSITES
 Grant Seekers’s Handbook by Harvey Chess

http://www.cnmsocal.org/resources/fundraising-and-
marketing/grant-seekers-handbook-intro.html

 Foundation Directory Online

http://fconline.fdncenter.org/
MORE RESOURCES

                     BOOKS

MacKellar, P. & Gerding, S. (2010). Winning Grants.
New York, NY: Neal-Schuman Publishers.

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Help me help you

  • 1. HELP ME HELP YOU WRITE A GRANT A primer By Dena Gould San Jose State University FALL 2012 Patty Wong
  • 2. OUTLINE  GRANT & FUNDING VOCABULARY  ASSESSING THE NEEDS/WANTS  DETERMINING FUNDER GOALS  PROGRAM READINESS AND PREPARATION  PREPARING TO SUBMIT TO FUNDER  ANALYSIS OF RESULTS  INGREDIENTS FOR SUCCESS  ALTERNATIVE RESOURCES AND APPROACH PRIORITIES
  • 3. GOALS Ethics & confidentiality, integrity of the process for the client and the funder, intellectual freedom issues  Integration of mission and vision of organization with funder priorities Environmental scan of existing and immediate local resources
  • 4. VOCABULARY Types of Grants • 11 Private • 3 Government Useful terms
  • 5. GRANTS  Capital-Building=funds used to purchase land and construct, renovate, or expand buildings and facilities. Major equipment  Capacity-Building=Helps agencies and NP strengthen their internal operations, to be more effective/efficient in their missions  Challenge=requires grantee to generate additional funds from other sources  Demonstration=implement an innovative project or program  Research=made to support specific project that has primary purpose of inquiry or examination into facts, studies, or investigations
  • 6. GRANTS C O N T.  Emergency= To assist an agency through extraordinary short-term difficulties  General Operating Support= General purpose  Matching= Requires awardees to provide certain amount and funders provide the rest  Project/Program=Used for specific initiative or new endeavor  Seed=Designed to help start a new project or new organization  Technology= Provides funding for technology
  • 7. GOVERNMENT  Discretionary= Federal or state grants for which individual libraries, community organizations, schools, and local governments are eligible to apply.  Formula= Federal or state government to a lower of level of government where specific monetary amount is determined based on a formula  Block=Federal grant awarded to state or local governments for specific need or issue.
  • 8. USEFUL TERMS  Duns & Bradstreet number=unique 9-digit number used to keep track of more than 70 million businesses worldwide.  Environment Scan=survey the neighborhood of possible donors and supporters.  In-kind support=a non cash donation of labor, facilities, or equipment to carry out a project.
  • 9. DUN & BRADSTREET  D-U-N-S® Number - Data Universal Numbering System or D-U- N-S® Number is copyrighted, proprietary means of identifying business entities on a location-specific basis. EX: 77-038-9565
  • 10.
  • 11. IN KIND BUDGET Non-cash donation of labor, facilities, or equipment to carry out a project. Always included in budget at fair-market value
  • 12. CONTINUED PEOPLE  Grant coordinator=The individual responsible for all activities involved in the grant, including planning, submission, evaluation, implementation, and follow-up.  Grant team= comprised of representatives from library leadership, community advisors, grant researchers, grant writers, subject matter experts, staff members who will plan and implement the grant
  • 13. GRANT PROPOSAL COMPONENTS  TITLE SHEET COVER LETTER  TABLE OF CONTENTS PROPOSAL SUMMARY  STATEMENT OF NEEDS PROJECT DESCRIPTION  APPROACH / METHODOLOGY BUDGET  EVALUATION PLAN LETTER OF INTENT  LETTER OF SUPPORT REQUEST FOR PROPOSAL  PROPOSAL  ORIGANZATIONAL OVERVIEW
  • 14. KNOW YOUR CLIENT YOU ARE THE CLIENT  We will assess the Library’s needs and wants: mission, vision, existing and future programs and services  We will identification key potential grantors  Grant Coordinator will then research grants and alternative funding sources. Begin funding priorities template.
  • 15. DETERMINING FUNDER GOALS Learning about the funder organization Preparing for the first contact Documentation accumulation
  • 16. PROGRAM READINESS AND PREPARATION Internal Library team development Gathering supporting documents. Goals and objectives for the program including implementation and evaluation criteria
  • 17. PREPARING TO SUBMIT TO FUNDER Writing, editing and preparing the proposal/grant request/application and implementation Obtain proofreader~either internal or external
  • 18. ANALYSIS OF RESULTS Is more research needed? • Annual IRS information • Annual reports • data mining of like organizations • partnerships and joint ventures
  • 19. INGREDIENTS FOR SUCCESS  Marketing and promotion  Program/project management  Documentation of success  Communication with funder  Community and staff  Evaluation and success metrics
  • 20. A LT E R N AT I V E R E S O U RC E S WEBSITES  Grant Seekers’s Handbook by Harvey Chess http://www.cnmsocal.org/resources/fundraising-and- marketing/grant-seekers-handbook-intro.html  Foundation Directory Online http://fconline.fdncenter.org/
  • 21. MORE RESOURCES BOOKS MacKellar, P. & Gerding, S. (2010). Winning Grants. New York, NY: Neal-Schuman Publishers.

Editor's Notes

  1. My presentation is a primer for our clients who are unaware of grants and grantwriting. This presentation follows Professor Wong’s outline of the class but instead of students as audience I have created an outline for the students clients as the audience.
  2. Capital=EX: Eagle Rock Lib, detection equipmentChallenge=EX: often seen/heard on tv/radio fundraisingDemonstration=EX: Read to me programResearch=Professor Bernier YA Space with IMLS (instit Museum and Lib serv.)
  3. GP=personnel,admin…usually for existing programsMatching=similar to challenge grant except for matching 1:1 ratioProj/prgm=Cyn’s Muslim Book shelfSeed=Cyn’s alsoTech=Gates foundation-new computers for all schools
  4. Discretionary=EX: recently heard of this type of grant for LAUSD for technology in classroomsFormula=EX: based on predetermined formula
  5. My first meeting with client did not know what an environmental scan was…she literally thought we had to clean up the environment. So I think vocabulary is crucial to discuss.
  6. EX: In the budget for Eagle Rock Library we had more In-kind donations than actually budget money for equipment. Equipment total was $10,000. In-Kind donations were $20,000 described as local high school volunteers installing tattle tape on all material before receiving equipment on a Sunday when we are closed and utilizing are supervisor (at fair-market value)
  7. This list is for awareness only. It is to let you know I as the grant coordinator will be very busy creating, distributing, analyzing, comparing, editing and possibly submitting all these documents.
  8. Who would you like on our grant team to assist you to assist Grant Coordinator as a back-up (vacation, sick, or just overwhelmed). Who can assist with similar objectives you have for the program.
  9. I as the Grant Coordinator will need you or an assistant to proofread.
  10. Crucial Websites for Client & CoordinatorFDO-membership required
  11. Crucial for Clientand Coordinator