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Intro to Grantwriting 2 2012 ppt

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This practical class covers types of foundations and grants, the basics of public and private sector research and grant seeking, checklist of information you'll need for most proposals, and tips and tricks to write an effective grant. By the end of the class, you’ll have the necessary information to research and submit proposals.

Grants as a Fundraising Tool

Are you Ready


Identify Funders


Elements of A Grant

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Intro to Grantwriting 2 2012 ppt

  1. 1. INTRO TOGRANTWRITINGKristina E. Jones, M.A., CFREwww.StrongerOrganizations.com s (888) ORG-STROng
  2. 2. Build a Social Network www.StrongerOrganizations.com
  3. 3. Objectives  Grants as a Fundraising Tool  Are you Ready  Identify Funders  Elements of A Grant www.StrongerOrganizations.com
  4. 4. Five Sources of FundingGovernment Service Fees Corporations Individuals Foundations www.StrongerOrganizations.com
  5. 5. Who Gives the Money $290.89 Billion in 2010Source: AAFRC Giving USA 2011 Individuals 73% Bequests 8% Foundations Corporation 14% s 5% www.StrongerOrganizations.com
  6. 6. Who Receives the Money160140120100 80 35 60 14 100.63 40 9 2 5 8 8 20 2 11 5 22.83 24.24 26.49 33 41.67 0 2.12 4.2 1 6.66 13.28 15.77 Billions % www.StrongerOrganizations.com
  7. 7. Grants  A sum of $ given by an organization for a particular purpose.  Grants comprise 10-15% of philanthropic giving.  Government, Corporations, and Foundations are not just "sitting around" to randomly give “free money” away. www.StrongerOrganizations.com
  8. 8. Why are YOU Here?  A sum of $ given bY an Organization for a particular pUrpose.  GraNts comprisE _______% of philanthropic giving.  GovErnment, Corporations, and FounDations are not just "sitting around" to randomly give “free MONEY” away. www.StrongerOrganizations.com
  9. 9. Why are YOU Here?  A sum of $ given bY an OrgaUnization for a particular prpose.  Grats coNmprisE 10-1E5%f Dphilanthropic giving.  Govrnment, CorMONEY” porations, and Founations are not just "sitting around" to randomly give “free away. www.StrongerOrganizations.com
  10. 10. Is Your Organization Ready? Organization Established  Mission  Programs  Needs www.StrongerOrganizations.com
  11. 11. Know Thyself What is Our Mission Who is What is Our Our Plan Customer 5 Drucker Questions What What Are Does The Our Customer Results Value www.StrongerOrganizations.com Source: P. Drucker (1990)
  12. 12. Tips from the Pros "If you dont know where you are going, you will wind up somewhere else." Source: Yogi Berra www.StrongerOrganizations.com
  13. 13. Case Statement www.StrongerOrganizations.com
  14. 14. Sources of Grants Government Entities www.StrongerOrganizations.com
  15. 15. Sources of Grants Corporations Foundations www.StrongerOrganizations.com
  16. 16. Types of Foundations #/Types of Foundations Independent Community 68,508 737 89% 1% Corporate 2,733 4% Operating 4,567 6% Source: The Foundation Center, Foundation Yearbook, 2011 www.StrongerOrganizations.com
  17. 17. Types of Foundations Total Giving in 2010 In Billions Community 4.2 Independent 9% 32.8 72% Corporate 4.7 10% Operating 4.2 9% Source: The Foundation Center, Foundation Yearbook, 2011 www.StrongerOrganizations.com
  18. 18. More Sources of Grants Businesses Clubs & Associations Workplace Solicitations Religious Organizations www.StrongerOrganizations.com
  19. 19. Finding Grants Public Sector Private Sector www.StrongerOrganizations.com
  20. 20. The SectorsPublic Sector Private Sector Specific  Diverse Fund All  Fund Partial  Cost  Higher for Capital Reimbursement  Lower for  Admin Costs Operations Look for RFPs  Connected Independent  Find your Paper Relationship Connection  Personal www.StrongerOrganizations.com Relationship
  21. 21. Where to Find Grants… www.StrongerOrganizations.com
  22. 22. Where to Find Grants… www.StrongerOrganizations.com
  23. 23. Finding Grants Multiple Sites to Research Be Intentional to Find Your Best Prospects www.StrongerOrganizations.com
  24. 24. Finding GrantsTexas. gov – search Grants www.StrongerOrganizations.com
  25. 25. Finding GrantsGrants.gov – search Grants www.StrongerOrganizations.com
  26. 26. Finding GrantsCFDA.gov www.StrongerOrganizations.com
  27. 27. Finding GrantsFoundationCenter.org www.StrongerOrganizations.com
  28. 28. Finding GrantsDallaslibrary2.org/government/grants.php www.StrongerOrganizations.com
  29. 29. Finding Grantsfic-ftw.foundationcenter.org/ www.StrongerOrganizations.com
  30. 30. Finding GrantsGuidestar.Org www.StrongerOrganizations.com
  31. 31. Funders Priorities? Capital/Capital Campaign Operating/General Matching Support Seed Endowment Project Unrestricted www.StrongerOrganizations.com
  32. 32. Tips For Request Amount Take an average either of all gifts or of the top 5 largest and 5 smallest gifts given by a Funder… Source: General Fundraising Advice www.StrongerOrganizations.com
  33. 33. Tips For Request Amount If you ask for more than the Funder has historically given… then you and the Funder better be pretty Source: General Fundraising Advice good friends www.StrongerOrganizations.com
  34. 34. Grants Process Need Evaluation Project Reporting Research Implementation Application & Administration Funder’s Choice www.StrongerOrganizations.com
  35. 35. Grants Process • Organizational Project Need • Project • Assessment Development of Capability • Collaborations Need www.StrongerOrganizations.com
  36. 36. Grants Process Application • Funder Identification • Letter of • Proposal & Inquiry Budget • Formal Application Research www.StrongerOrganizations.com
  37. 37. Grants Process Implementation • Funders Review & Administration Application • Follow Award • Award Offered Guidelines or Declined Funder’s Choice www.StrongerOrganizations.com
  38. 38. Tips from Experience Always contact the funder for feedback if your proposal is declined…it helps future Source: Kristina Jones proposals and countless others… www.StrongerOrganizations.com
  39. 39. Grants Process Evaluation • Meet Deadlines • Project & Outcomes Reporting www.StrongerOrganizations.com
  40. 40. Tips for Success Request to be assigned to a program officer… Source: The Grantsmanship Institute Training (2001) www.StrongerOrganizations.com
  41. 41. Proposal Contents Cover Executive Letter Summary Proposal Appendices Narrative www.StrongerOrganizations.com
  42. 42. Cover Letter Signed by Org & Project Total $ Commitment Special Highest Ends ActivelyPurpose Benefit Requested from Board Elements Authority www.StrongerOrganizations.com
  43. 43. Proposal Contents Cover Executive Letter Summary www.StrongerOrganizations.com
  44. 44. Executive Summary Mission Vision/Philosophy Brief History Program Description Description of Clients www.StrongerOrganizations.com
  45. 45. Executive Summary Total Budget Location Demographics Staff Service Statistics www.StrongerOrganizations.com
  46. 46. WOW! To make a point, is to be blunt, which is pointless… - Bob McMahan What is your WOW? www.StrongerOrganizations.com
  47. 47. Tips from Funders If I can’t understand the title, I won’t fund it… Source: Whitney Tilt, Nat. Fish & Wildlife http://www.squidoo.com/Grant- Writing-Tips www.StrongerOrganizations.com
  48. 48. Tips from Funders "If you havent told us what you want by the end of the third paragraph, chan ces are youre not going to get Source: John West, Phillips Petroleum it." Fdn http://www.squidoo.com/Grant- Writing-Tips www.StrongerOrganizations.com
  49. 49. Proposal Contents Cover Executive Letter Summary Proposal Narrative www.StrongerOrganizations.com
  50. 50. Proposal Narrative Organization/Program History Problem or Needs Statement Project Description www.StrongerOrganizations.com
  51. 51. Proposal Narrative Timetable Personnel Description Project Budget www.StrongerOrganizations.com
  52. 52. BudgetGrants Contracts• Local • Local• State • State• Federal • Federal RevenuesContributions Other Revenues• Individuals • Fees• Events • Interest Income• In-Kind • Endowment Income www.StrongerOrganizations.com
  53. 53. BudgetPersonnel Facility• Salaries • Rent/Mortgage• Fringe Benefits • Utilities• Consultants/Contractors • Furnishings & Maintenance ExpensesGeneral Operating/Admin Other• Executive/Management Staff • Equipment & Supplies• Accounting & Audit • Travel/Mileage• Fundraising • Marketing www.StrongerOrganizations.com
  54. 54. Proposal Narrative Goals, Objectives, Outputs, Outcomes Evaluation & Future Plans Reporting and Recognition www.StrongerOrganizations.com
  55. 55. Tips from Writers “If your Grandmother reads it and doesn’t understand it – it’s likely your Source: Classroom funder won’t Experience with The either” Grantsmanship Center (2001) www.StrongerOrganizations.com
  56. 56. Proposal Contents Cover Executive Letter Summary Proposal Appendices Narrative www.StrongerOrganizations.com
  57. 57. Appendices IRS Determination Letter Annual Report, Letters of Texas Secretary of State Letter Support, Brochures, Statistics Most Recent Audit or Financial List of Board of Directors Report Most Recent IRS 990 www.StrongerOrganizations.com
  58. 58. Proposal Contents Cover Executive Letter Summary Proposal Appendices Narrative www.StrongerOrganizations.com
  59. 59. Tips from Reviewers Follow the guidelines for binding… don’t staple it or put it in a bound book if the funder requests Source: Kristina Jones and anyone who has otherwise been responsible for accepting proposals www.StrongerOrganizations.com
  60. 60. Create a Grants Plan Source: www.StrongerOrganizations.com Calvin & Hobbes
  61. 61. Grants PlanFunding Goal Q1, Q2, Q3, Source Assignmen DeadlineProject Amount Q4 t (Actions, Person Responsibl e) State Federal Corporations Foundations Businesses Service Clubs Workplace Solicitations/UW www.StrongerOrganizations.com Religious Organizations
  62. 62. INTRO TOGRANTWRITING Q&AKristina E. Jones, M.A., CFREwww.StrongerOrganizations.com s (888) ORG-STROng

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