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Proposal writing basics


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Proposal writing basics

  1. 1. Proposal Writing Basics
  2. 2. What You Will Learn Today <ul><li>Getting started </li></ul><ul><li>Preparing the proposal </li></ul><ul><li>Submitting the proposal </li></ul>
  3. 3. The Proposal is Part of the Process <ul><li>Planning </li></ul><ul><li>Research </li></ul><ul><li>Writing </li></ul><ul><li>Communication </li></ul>
  4. 4. Part 1 Getting Started <ul><li>Planning </li></ul><ul><li>Researching potential </li></ul>funders
  5. 5. International Grantmaking Source: The Foundation Center, Foundation Giving Trends, 2011 *Based on a sample of 1,384 larger foundations International-Overseas Recipients 9.3% Domestic Recipients 76.3% International- U.S.-Based Recipients 14.4% Domestic and International Grant Dollars
  6. 6. International Grantmaking Health 41.5% International Development, Relief 20.8% Environment 10.6% Subject Distribution of International Grant Dollars Social Sciences 2% Religion 2% Source: The Foundation Center, 2011 Public Affairs/Society Benefit 5.8% Education 5.4% Intl. Affairs 4.2% Arts 2.6% Human Rights 3.4%
  7. 7. Private Foundation Support of International Activities <ul><li>Make grants only to U.S. 501(c)(3)s </li></ul><ul><ul><li>U.S. organizations with international programs </li></ul></ul><ul><ul><li>“ Friends of” organizations </li></ul></ul><ul><ul><li>Regranting intermediaries </li></ul></ul><ul><li>Make grants directly to NGOs </li></ul><ul><ul><li>NGOs can apply for status </li></ul></ul><ul><ul><li>Equivalency determination </li></ul></ul><ul><ul><li>Expenditure responsibility </li></ul></ul>International Grantmaking
  8. 8. Getting Started <ul><li>Are you a credible nonprofit? </li></ul><ul><li>What kind of support do you need? </li></ul><ul><li>Do you have enough time? </li></ul>
  9. 9. <ul><li>Official documentation in order </li></ul><ul><li>Sound fiscal management </li></ul><ul><li>Compelling mission </li></ul><ul><li>Effective programs and services </li></ul><ul><li>Strong leadership and governance </li></ul><ul><li>Partnerships and collaborations </li></ul><ul><li>Network of references </li></ul><ul><ul><li>Join formal associations of NGO organizations </li></ul></ul><ul><ul><li>Network with groups with international contacts (universities, businesses, media) </li></ul></ul><ul><ul><li>Establish an online profile </li></ul></ul>Building Credibility for International Organizations
  10. 10. Researching Potential Funders <ul><li>Establishing the match </li></ul><ul><li>What you do: “Field of Interest” </li></ul><ul><li>Where you do it: “Geographic Focus” </li></ul><ul><li>Type of Support </li></ul>
  11. 11. Researching Potential Funders , continued <ul><li>Resources </li></ul><ul><ul><li>Print directories </li></ul></ul><ul><ul><li>Foundation Directory Online </li></ul></ul><ul><ul><li>Grantmaker web sites </li></ul></ul><ul><ul><li>IRS information returns – 990 & 990-PF </li></ul></ul>
  12. 12. Part 2 Preparing the Proposal <ul><li>Proposal contents </li></ul><ul><li>Writing the narrative </li></ul><ul><li>Packaging the proposal </li></ul>
  13. 13. Proposal Contents <ul><li>Title page and table of contents </li></ul><ul><li>Executive summary – 1 page </li></ul><ul><li>Narrative </li></ul><ul><ul><li>Statement of need – 2 pages </li></ul></ul><ul><ul><li>Project description – 3 pages </li></ul></ul><ul><ul><li>Organization information – 1 page </li></ul></ul><ul><ul><li>Conclusion – 2 paragraphs </li></ul></ul><ul><li>Budget </li></ul><ul><li>Appendices and supporting materials </li></ul>
  14. 14. Statement of Need <ul><li>Problem or issue to be addressed </li></ul><ul><li>Audience/community </li></ul><ul><li>Supporting facts and statistics </li></ul>
  15. 15. Project Description <ul><li>Goals </li></ul><ul><li>Objectives </li></ul><ul><ul><li>S (pecific) </li></ul></ul><ul><ul><li>M (easurable) </li></ul></ul><ul><ul><li>A (chievable) </li></ul></ul><ul><ul><li>R (ealistic) </li></ul></ul><ul><ul><li>T (ime-bound) </li></ul></ul>
  16. 16. Project Description, continued <ul><li>Methods </li></ul><ul><li>Staffing </li></ul><ul><li>Collaboration </li></ul><ul><li>Replicability </li></ul>
  17. 17. Project Description, continued <ul><li>Evaluation </li></ul><ul><ul><li>Formative: analyzing the process </li></ul></ul><ul><ul><li>Summative: measuring the outcome or product </li></ul></ul>
  18. 18. Organizational Information <ul><li>Mission and history </li></ul><ul><li>Programs </li></ul><ul><li>Board and staff </li></ul>
  19. 19. Conclusion <ul><li>Final appeal for your project </li></ul><ul><ul><li>What you will accomplish </li></ul></ul><ul><ul><li>Why it’s important </li></ul></ul><ul><ul><li>Who will benefit </li></ul></ul>
  20. 20. Executive Summary <ul><li>When to write it </li></ul><ul><li>What to include </li></ul><ul><ul><li>Statement of need </li></ul></ul><ul><ul><li>Goals and objectives </li></ul></ul><ul><ul><li>Costs of the project and amount requested </li></ul></ul><ul><ul><li>Background on your organization </li></ul></ul>
  21. 21. Appendices & Supporting Materials <ul><li>Financial documents </li></ul><ul><li>Board and staff </li></ul><ul><li>Supporting materials </li></ul>
  22. 22. Packaging the Proposal <ul><li>Cover letter </li></ul><ul><li>Proposal </li></ul><ul><li>Appendices and supporting materials </li></ul>
  23. 23. Variations <ul><li>Funder’s own application form? </li></ul><ul><li>Initial contact </li></ul><ul><ul><li>Telephone call? </li></ul></ul><ul><ul><li>Letter of inquiry? </li></ul></ul><ul><ul><li>Full proposal? </li></ul></ul><ul><li>Follow the funder’s guidelines! </li></ul>
  24. 24. Help from the Foundation Center <ul><li> </li></ul>
  25. 25. For More Information <ul><li>Resource list is available at </li></ul><ul><li> materials/free_training/ </li></ul>