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G r o w i n g Yo u r O r g a n i z a t i o n f o r G o o d
www.fundingforgood.org
Time Saving Templates
Where Grant Writing, Time & Money Meet
Funding For Good
Mandy Pearce, Owner
Marie Palacios, Business Partner
Helping organizations grow for good.
Work with Funding For Good
Development Coaching | Fundraising | Grant
Writing & Research | Board Solutions | Custom
Coaching Programs | Faith Works
Grant Readiness Checklist
fundingforgood.org/grantreadiness/
• Consistency
• Efficiency
• Transparency
• Accuracy
• Readiness
Why a grant template?
• Financial Docs- Audit, 990, P&L, Operating Budget, Tax
ID
• Research- for needs assessment/statement
• Impact data- prior successes, data, stories, media
stories
• Supporting docs- newsletters, photos, brochures, etc.
• Staff- bios, job descriptions (existing & proposed)
• Strategic plan
• Program goals/impact reports
Organize Key Documents
1. Organizational History
2. Executive Summary
3. Needs Assessment
4. Program Description / Project Design
5. Goals & Objectives
6. Evaluation Methods
7. Sustainability Plan
8. Budget & Narrative
Structure for Success
1. Why was your organization created?
What is the “story”?
What was the need?
Are founders still engaged in the organization?
2. When was your organization incorporated?
3. What is you mission?
4. What is your vision?
5. What makes your organization unique?
Organizational History
CONCISE descriptions (1/2- 1-page max)
1. Who are you? (Incorporate components from organizational history.)
2. What do you propose to do?
3. Who will your program/project serve and impact?
4. How will you evaluate the success of the project/program
5. What is the timeline?
6. Who will be key collaborators?
7. What are you requesting from the prospective grant/donor?
*You only need to write 1-3 sentences to address each component in
this section!
Executive Summary
1.Share shocking data
2.Highlight a personal story from your
community/organization
3.Think outside the box
• Example: HUNGER in the community (cause/effect,
impact on children’s well-being, academic performance,
crime, etc.)
Needs Assessment
• Purpose
• Need
• Target Audience
• Design
• True Costs
• Resources
• Sustainability
• Personnel
Program Description / Project Design
1. Lead Strong
- [Name of Organization] proposes to achieve what goal? How?
2. Use the ACTIVE voice instead of the PASSIVE voice when possible.
3. Be SPECIFIC.
4. Pay attention to sentence structure! (Key info at beginning & end of sentence.)
5. Balance simple and compound sentences! (Watch out for Run-Ons!)
• Sample 1: Health programs will be offered to women who need breast
cancer education and screenings.
• Sample 2: Our bilingual program director will facilitate targeted
breast cancer awareness events and medical screenings for a
minimum of 100 Latina women ages 25+ in the Unifour region.
Writing Tips
1. SMART (Specific, Measureable, Attainable, Realistic, Timely)
2. KISS Method (Keep It Simple Sweetie)
Example:
• We intend/propose to increase the reading scores of a minimum of 75
of Brown County’s third grade students by 25% during the 2019-2020
school years.
Goals & Objectives
• [Organization Name] will utilize the following strategies and tools to
track the successful implementation and completion of the proposed
project:
1. Assure the purchase/installment of new equipment
2. Maintain attendance records to track/report the number
of participants
3. Administer surveys/questionnaires to request feedback
4. Utilize Pre/Post or other standardized tests to measure increase in
knowledge.
5. Complete x of capacity building initiatives/development activities
Evaluation Methods
Quick Tips
1. This section can be BRIEF.
2. Outline a plan to establish diversified funding streams.
3. Share how the proposed grant funding will contribute to long-term sustainability.
• Will funds contribute to creation of new programs/curriculums/services that
will generate service fees in the future?
• Will funds allow you to hire a key staff member who will assume fundraising
responsibilities?
• Will funds create capacity to reach a larger donor base. (new website,
marketing materials, donor software, consulting services, strategic plan)
*You only need to write 1-3 sentences to address each component in this section!
Sustainability Plan
• I n d i v i d u a l
• C o r p o r a t e
• E v e n t s
• G r a n t s
• S t a t e / F e d e r a l F u n d s
Organization Budget
know key percentages
• Total budget (don’t forget to include
overhead!)
• In-Kind support details
• Funding status- secured, committed, pending
• Total amount requested from current
grant/donor
Quick Tips: Select one user-friendly template to
use for all your program/project proposals and
only transfer to a new format when required!
Program/Project Budget
• Complete Sentences
• This grant will provide salaries for 7 tutors who will be hired at a rate of
$15/hr to facilitate tutoring sessions Monday through Thursday from 3:00
pm-6:00 pm during the academic schoolyear ($15/hour x 12hrs/week x
40wks).
Tips: will fund, offset the cost of, support, enable, grow, increase,
supplement, create capacity, etc.
Formulas
Example: Offset the Program Coordinator Part-time Salary: $11,040
1 ($23/hr x 12 hrs/wk x 40 wks)
Narrative / Justification (aka budget narrative)
1. Will a random reviewer with no knowledge of
your organization/programs capture your
vision?
2. Will an expert in your field agree that your
program design is evidence based, efficient,
competitive, etc.?
3. Does your grammar, syntax and content all
“marry” into a winning proposal?
Fresh Eyes
You know what you “meant” to say
but consider:
Grant Readiness Checklist
fundingforgood.org/grantreadiness/
Funding For Good
Mandy Pearce, Owner
704.614.8703
mandy@fundingforgood.org
www.fundingforgood.org

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Time-Saving Templates: Where Grant Writing, Time, & Money Meet

  • 1. G r o w i n g Yo u r O r g a n i z a t i o n f o r G o o d www.fundingforgood.org Time Saving Templates Where Grant Writing, Time & Money Meet
  • 2. Funding For Good Mandy Pearce, Owner Marie Palacios, Business Partner Helping organizations grow for good. Work with Funding For Good Development Coaching | Fundraising | Grant Writing & Research | Board Solutions | Custom Coaching Programs | Faith Works
  • 4. • Consistency • Efficiency • Transparency • Accuracy • Readiness Why a grant template?
  • 5. • Financial Docs- Audit, 990, P&L, Operating Budget, Tax ID • Research- for needs assessment/statement • Impact data- prior successes, data, stories, media stories • Supporting docs- newsletters, photos, brochures, etc. • Staff- bios, job descriptions (existing & proposed) • Strategic plan • Program goals/impact reports Organize Key Documents
  • 6. 1. Organizational History 2. Executive Summary 3. Needs Assessment 4. Program Description / Project Design 5. Goals & Objectives 6. Evaluation Methods 7. Sustainability Plan 8. Budget & Narrative Structure for Success
  • 7. 1. Why was your organization created? What is the “story”? What was the need? Are founders still engaged in the organization? 2. When was your organization incorporated? 3. What is you mission? 4. What is your vision? 5. What makes your organization unique? Organizational History
  • 8. CONCISE descriptions (1/2- 1-page max) 1. Who are you? (Incorporate components from organizational history.) 2. What do you propose to do? 3. Who will your program/project serve and impact? 4. How will you evaluate the success of the project/program 5. What is the timeline? 6. Who will be key collaborators? 7. What are you requesting from the prospective grant/donor? *You only need to write 1-3 sentences to address each component in this section! Executive Summary
  • 9. 1.Share shocking data 2.Highlight a personal story from your community/organization 3.Think outside the box • Example: HUNGER in the community (cause/effect, impact on children’s well-being, academic performance, crime, etc.) Needs Assessment
  • 10. • Purpose • Need • Target Audience • Design • True Costs • Resources • Sustainability • Personnel Program Description / Project Design
  • 11. 1. Lead Strong - [Name of Organization] proposes to achieve what goal? How? 2. Use the ACTIVE voice instead of the PASSIVE voice when possible. 3. Be SPECIFIC. 4. Pay attention to sentence structure! (Key info at beginning & end of sentence.) 5. Balance simple and compound sentences! (Watch out for Run-Ons!) • Sample 1: Health programs will be offered to women who need breast cancer education and screenings. • Sample 2: Our bilingual program director will facilitate targeted breast cancer awareness events and medical screenings for a minimum of 100 Latina women ages 25+ in the Unifour region. Writing Tips
  • 12. 1. SMART (Specific, Measureable, Attainable, Realistic, Timely) 2. KISS Method (Keep It Simple Sweetie) Example: • We intend/propose to increase the reading scores of a minimum of 75 of Brown County’s third grade students by 25% during the 2019-2020 school years. Goals & Objectives
  • 13. • [Organization Name] will utilize the following strategies and tools to track the successful implementation and completion of the proposed project: 1. Assure the purchase/installment of new equipment 2. Maintain attendance records to track/report the number of participants 3. Administer surveys/questionnaires to request feedback 4. Utilize Pre/Post or other standardized tests to measure increase in knowledge. 5. Complete x of capacity building initiatives/development activities Evaluation Methods
  • 14. Quick Tips 1. This section can be BRIEF. 2. Outline a plan to establish diversified funding streams. 3. Share how the proposed grant funding will contribute to long-term sustainability. • Will funds contribute to creation of new programs/curriculums/services that will generate service fees in the future? • Will funds allow you to hire a key staff member who will assume fundraising responsibilities? • Will funds create capacity to reach a larger donor base. (new website, marketing materials, donor software, consulting services, strategic plan) *You only need to write 1-3 sentences to address each component in this section! Sustainability Plan
  • 15. • I n d i v i d u a l • C o r p o r a t e • E v e n t s • G r a n t s • S t a t e / F e d e r a l F u n d s Organization Budget know key percentages
  • 16. • Total budget (don’t forget to include overhead!) • In-Kind support details • Funding status- secured, committed, pending • Total amount requested from current grant/donor Quick Tips: Select one user-friendly template to use for all your program/project proposals and only transfer to a new format when required! Program/Project Budget
  • 17. • Complete Sentences • This grant will provide salaries for 7 tutors who will be hired at a rate of $15/hr to facilitate tutoring sessions Monday through Thursday from 3:00 pm-6:00 pm during the academic schoolyear ($15/hour x 12hrs/week x 40wks). Tips: will fund, offset the cost of, support, enable, grow, increase, supplement, create capacity, etc. Formulas Example: Offset the Program Coordinator Part-time Salary: $11,040 1 ($23/hr x 12 hrs/wk x 40 wks) Narrative / Justification (aka budget narrative)
  • 18. 1. Will a random reviewer with no knowledge of your organization/programs capture your vision? 2. Will an expert in your field agree that your program design is evidence based, efficient, competitive, etc.? 3. Does your grammar, syntax and content all “marry” into a winning proposal? Fresh Eyes You know what you “meant” to say but consider:
  • 20. Funding For Good Mandy Pearce, Owner 704.614.8703 mandy@fundingforgood.org www.fundingforgood.org