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Grant Development Overview Presentation

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Grant Development Overview Presentation

  1. 1. Grant Development Overview Presented by: Columbia-Pacific Resource Conservation & Economic Development District Jesus (Jesse) Cardenas Executive Director
  2. 2. Potential Funding Sources <ul><li>Private Foundations </li></ul><ul><li>Federal Programs </li></ul>
  3. 3. Foundations <ul><li>There are over 300,000 private foundations operating in the United States </li></ul><ul><li>Less than 10% of all foundations give more than 50% of all grants </li></ul><ul><li>Private foundations are required by law to distribute 5% of the market value of their assets each year </li></ul><ul><li>Grant application guidelines can vary </li></ul><ul><li>Specific eligibility requirements </li></ul>
  4. 4. Online Grant Development Resources <ul><li>Online Funding Database Subscription Service Providers </li></ul><ul><li>Should be comprehensive & keyword searchable </li></ul><ul><li>Should contain detailed information and profiles on foundations/corporations </li></ul><ul><li>Writing resources should include Letter of Inquiry (LOI)/Request for Proposal (RFP) award winning templates </li></ul><ul><li>Client Support </li></ul>
  5. 5. Big Online America – Grant Service Provider – www.bigdatabase.com <ul><li>Funding Resource: A comprehensive, keyword and field searchable database with detailed information and profiles on 25,000 foundations, and government grant makers. Writing Tools: Award-winning templates for the writing of funding proposals and letters of inquiry. Client Support: Assists clients with product training and provides advice and direction for maximizing usage of the BIG Online database. Grant Development Services (GDS): Offers a complete range of fundraising consulting services </li></ul>
  6. 6. Foundation Center Online <ul><li>Also known as FC Online </li></ul><ul><li>ColPac has established an annual subscription </li></ul><ul><li>Annual subscription rate in the amount of $2,195 is split among user organizations </li></ul><ul><li>Non paying organizations can use FC Online in the ColPac office under the supervision of ColPac office staff </li></ul><ul><li>http://fconline.fdncenter.org </li></ul>
  7. 7. Types of Foundations <ul><li>National General Purpose Foundation </li></ul><ul><li>Special-Purpose Foundations </li></ul><ul><li>Family Foundations </li></ul><ul><li>Community Foundations </li></ul><ul><li>Corporate Foundations </li></ul>
  8. 8. National General Purpose Foundation <ul><li>Represents 200 – 300 foundations </li></ul><ul><li>Account for nearly 60% of all foundation assets </li></ul><ul><li>Support one or more general subject areas such as education, environment, health, etc. </li></ul><ul><li>Prefer proposal national in scope which solves universal problems in an innovative manner </li></ul>
  9. 9. Special-Purpose Foundations <ul><li>Support one specific subject area such as cancer research </li></ul><ul><li>Generally they only fund projects that significantly impact their area of interest </li></ul>
  10. 10. Family Foundations <ul><li>Support programs valued by the family members of the person who established the foundation </li></ul><ul><li>Most family foundations have geographic preferences </li></ul><ul><li>Usually operated by the family members </li></ul>
  11. 11. Community Foundations <ul><li>These foundations support a specific geographic region </li></ul><ul><li>Most community foundations obtain their money from local citizens for specific types of local projects </li></ul>
  12. 12. Corporate Foundations <ul><li>These foundations administer the charitable contributions of the company represented </li></ul><ul><li>Most corporate foundations limit their support to the geographic regions where the corporation operates </li></ul><ul><li>Generally not “risk-takers” do not like to be the first to fund a new program </li></ul><ul><li>The Boeing Company, Ford Foundation </li></ul>
  13. 13. Contacting Private Funding Sources <ul><li>Generally begins with a letter of inquiry limited to 3 pages </li></ul><ul><li>Keep in mind that many foundations may or may not accept phone calls at the beginning of the proposal process </li></ul><ul><li>Your letter is the vehicle by which the foundation begins to evaluate the relevance of your proposal to their established guidelines </li></ul>
  14. 14. Letter of Inquiry Includes <ul><li>Summary explanation of your proposed project and organizational background </li></ul><ul><li>Why there is a need for the project – explain problem and proposed solution </li></ul><ul><li>Who will benefit from the project </li></ul><ul><li>Amount required from funder </li></ul><ul><li>Resources (including cash) already committed and raised for project </li></ul><ul><li>Your project’s contact information </li></ul>
  15. 15. Federal Funding <ul><li>300% greater than private support </li></ul><ul><li>U.S. Federal Government largest grantor </li></ul><ul><li>Grant projects relevant to funding agency </li></ul><ul><li>Accepts solicited/unsolicited proposals </li></ul><ul><li>Announce RFP’s in Federal Register </li></ul><ul><li>WWW.GRANTS.GOV </li></ul><ul><li>Specific eligibility requirements </li></ul>
  16. 16. WWW.GRANTS.GOV <ul><li>Electronically find & apply for competitive grant opportunities from all Federal grant-making agencies </li></ul><ul><li>Navigate using tabs: </li></ul><ul><li>Get Started, Get Registered, Find Grant Opportunities , Apply for Grants, Customer Support, etc. </li></ul><ul><li>*Note: The complete registration process </li></ul><ul><li>can take up to 5 weeks! </li></ul>
  17. 17. Find Grant Opportunities Tab <ul><li>Ability to search for Federal government-wide grant opportunities </li></ul><ul><li>Ability to set-up a user profile </li></ul><ul><li>Ability to sign up for electronic notification of future grant opportunities </li></ul><ul><li>Keep in mind that there is a lengthy registration process for authorization to use grants.gov! </li></ul>
  18. 18. U.S. Government Solicited Proposal <ul><li>Is in response to a formal government agency's program announcement </li></ul><ul><li>Requires strict adherence to government agency guidelines </li></ul><ul><li>Requires the use of specific government forms i.e. SF424A,B,C, Certifications, Assurances </li></ul><ul><li>Full Application Package available in grants.gov </li></ul>
  19. 19. U.S. Government Unsolicited Proposal <ul><li>Prepared and submitted by an organization on its own initiative </li></ul><ul><li>Requires contact with applicable government agency to determine interest, need for a formal proposal, availability of funds </li></ul>
  20. 20. Government Funding Opportunities <ul><li>Environmental Protection Agency </li></ul><ul><li>U.S. Fish and Wildlife </li></ul><ul><li>National Oceanic and Atmospheric Administration (NOAA) </li></ul><ul><li>USDA Rural Development </li></ul><ul><li>Economic Development Administration </li></ul><ul><li>Department of Health & Human Services </li></ul><ul><li>Department of Energy </li></ul><ul><li>Administration for Native Americans </li></ul>
  21. 21. Contacting Government Funding Source <ul><li>Call or e-mail applicable agency and speak to a program officer (contact information usually listed in grant announcement) </li></ul><ul><li>Describe your organization and project </li></ul><ul><li>Convey a positive attitude towards your proposed project </li></ul>
  22. 22. Questions You Should Ask <ul><li>Can proposal be reviewed prior to deadline? </li></ul><ul><li>Amount of average grant award? </li></ul><ul><li>Common mistakes in proposals? </li></ul><ul><li>Review and evaluation process? </li></ul><ul><li>Recommendations key points? </li></ul><ul><li>Previously funded proposal availability? </li></ul>
  23. 23. Expectations? <ul><li>This all takes time </li></ul><ul><li>If the foundation is interested in your project’s LOI they will request a full proposal </li></ul><ul><li>Government agencies usually have strict application deadlines </li></ul>
  24. 24. Proposal Preparation Includes <ul><li>What the project will accomplish </li></ul><ul><li>What are the short and long-term project goals </li></ul><ul><li>What are the project objectives (measurable) </li></ul><ul><li>Who will the project benefit </li></ul><ul><li>Who is responsible for completing goals and objectives </li></ul><ul><li>How and when will the objectives be completed </li></ul><ul><li>How will you monitor the project (evaluation process) </li></ul>
  25. 25. Statement of Need <ul><li>Critical for gaining interest and motivating a potential funder </li></ul><ul><li>Keep in mind that without a pressing need the funding will not be provided </li></ul>
  26. 26. Your Organization Information <ul><li>Inform the funding source that your organization’s mission is in unison with your proposed project as well as the grantor’s criteria </li></ul><ul><li>Describe your organization </li></ul><ul><li>Explain how your project will continue after the funding ends ( sustainability ) </li></ul><ul><li>Identify staff or volunteers who are uniquely qualified to complete the project </li></ul>
  27. 27. Project Budget Includes <ul><li>All project direct/indirect expenses </li></ul><ul><li>All contractual expenses </li></ul><ul><li>All capital equipment expenses </li></ul><ul><li>All cost share sources as required </li></ul><ul><li>Budget should represent all funds required to complete the project </li></ul><ul><li>Identify potential project revenue </li></ul>
  28. 28. Locating a Funding Source <ul><li>Research, Research, & more Research </li></ul><ul><li>Concentrate on matching your project with potential funder requirements </li></ul><ul><li>Send Letters of Inquiry to prospects identified as a good match </li></ul><ul><li>When allowable contact an agency directly </li></ul>
  29. 29. Writing the Proposal <ul><li>Follow the funding source guidelines </li></ul><ul><li>Research proposals with similar projects that have obtained funding </li></ul><ul><li>Familiarize yourself with the reviewing process </li></ul><ul><li>If possible establish a working relationship with agency contact </li></ul>
  30. 30. Proposal Structure <ul><li>Follow these rules Neat, Clean, Easy to Read </li></ul><ul><li>Include a Table of Contents if over 5 pages </li></ul><ul><li>Use Headings, Sub-Headings, and (some) Graphics </li></ul><ul><li>Double Space (if guidelines allow) </li></ul><ul><li>Keep it Brief, Concise, and to the Point </li></ul>
  31. 31. Proposal Content <ul><li>Establish a logical flow from the Project Summary through the Budget </li></ul><ul><li>Use words that will gain the reviewer’s attention ( emphasis on benefits ) </li></ul><ul><li>Stress an urgent need for your project </li></ul><ul><li>Use verifiable accurate facts & data </li></ul>
  32. 32. Proposal Review <ul><li>Prior to submitting have your proposal reviewed by several people </li></ul><ul><li>Be prepared to make revisions as required </li></ul><ul><li>Do not knot totally rely on Spell Check!! </li></ul><ul><li>Make sure you have followed the agency guidelines </li></ul>
  33. 33. Summary <ul><li>Pre-planning is critical prior to beginning a grant application </li></ul><ul><li>Your organization’s needs assessment is the first step in grant development </li></ul><ul><li>Project must be thought out well before the grant application development process begins </li></ul><ul><li>Avoid last-minute grant applications </li></ul>
  34. 34. Jesus (Jesse) Cardenas Executive Director Columbia-Pacific Resource Conservation & Economic Development District (360) 249-2267 330 Pioneer Ave., W Montesano, WA 98563 [email_address]

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