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Grant Writing Building Financial Partnerships
Introduction to Grant Writing <ul><ul><li>Research </li></ul></ul><ul><ul><li>Letter of Inquiry </li></ul></ul><ul><ul><li...
Finding Grant Opportunities <ul><ul><li>Research </li></ul></ul><ul><ul><ul><li>Internet sources </li></ul></ul></ul><ul><...
Grant Research <ul><ul><li>Associated Grant Makers  www.agmconnect.org </li></ul></ul><ul><ul><li>GuideStar  www.guidestar...
Research Tips <ul><ul><li>Visit foundation websites </li></ul></ul><ul><ul><li>Go beyond the website </li></ul></ul><ul><u...
Research Tips Summary <ul><ul><li>Do your research and homework before contacting a foundation </li></ul></ul><ul><ul><li>...
Letter of Inquiry (LOI) <ul><ul><li>Introduce your organization/program </li></ul></ul><ul><ul><li>Request guidelines </li...
Matching Missions
Cover Letter <ul><ul><li>Include name of project and $$ amount requested </li></ul></ul><ul><ul><li>Talk about why the pro...
Executive Summary or  Cover Sheet <ul><ul><li>Associated Grant Makers (AGM) Form </li></ul></ul><ul><ul><li>Foundations Fo...
Proposal Narrative <ul><ul><li>Organization Information </li></ul></ul><ul><ul><li>Funding Request </li></ul></ul><ul><ul>...
Organization Information <ul><ul><li>History and Mission Statement </li></ul></ul><ul><ul><li>Goals and Objectives  </li><...
Funding Request <ul><ul><li>Ask for a reasonable amount </li></ul></ul><ul><ul><li>How will funds be used? </li></ul></ul>...
Program Need <ul><ul><li>What - Identify the problem </li></ul></ul><ul><ul><li>Who - Population served </li></ul></ul><ul...
Program Description <ul><ul><li>Objective </li></ul></ul><ul><ul><li>Methods </li></ul></ul><ul><ul><li>Staffing </li></ul...
Program Objectives <ul><ul><li>Program Outcomes </li></ul></ul><ul><ul><ul><li>Measurable </li></ul></ul></ul><ul><ul><ul>...
Program Method <ul><ul><li>What –  describe the specific activity; What makes your program special </li></ul></ul><ul><ul>...
Staffing <ul><ul><li>Program specific staffing </li></ul></ul><ul><ul><li>Job description  </li></ul></ul><ul><ul><li>Cred...
Evaluation <ul><ul><li>How well did you do? </li></ul></ul><ul><ul><ul><li>Program effectiveness </li></ul></ul></ul><ul><...
Budget/Financial Information <ul><ul><li>Organization and Program Budgets </li></ul></ul><ul><ul><li>Budget Narrative </li...
Budgets <ul><ul><li>Reasonable </li></ul></ul><ul><ul><li>Line-item specific </li></ul></ul><ul><ul><li>Justify any unusua...
Income Sources
Expenses
Budget Narrative <ul><ul><li>Budget Detail </li></ul></ul><ul><ul><li>Expectation of meeting budget </li></ul></ul><ul><ul...
Other Funds <ul><ul><li>Matching Funds </li></ul></ul><ul><ul><li>Committed/Pending and Received Funds </li></ul></ul>
Sustainability <ul><ul><li>Plan for long term financial viability </li></ul></ul><ul><ul><ul><li>Grants </li></ul></ul></u...
Partnerships, Supporters <ul><ul><li>Investing in a mission </li></ul></ul><ul><ul><li>Investing in the people </li></ul><...
Attachments <ul><ul><li>Budget-Organization and Program </li></ul></ul><ul><ul><li>501c3 Tax Exempt Letter </li></ul></ul>...
Writing Tips <ul><ul><li>Follow Funders Guidelines </li></ul></ul><ul><ul><li>Give grantor exactly what is being asked </l...
Follow-up <ul><ul><li>Yay - We got it!  </li></ul></ul><ul><ul><li>Nay - Funding request declined/denied  </li></ul></ul>
Questions!
Contact Information  <ul><ul><li>Ron P. Muriera </li></ul></ul><ul><li>RPM Consulting </li></ul><ul><li>E-mail: rpmuriera@...
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Basic Grant Writing

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Basic Grant Writing

  1. 1. Grant Writing Building Financial Partnerships
  2. 2. Introduction to Grant Writing <ul><ul><li>Research </li></ul></ul><ul><ul><li>Letter of Inquiry </li></ul></ul><ul><ul><li>Cover Letter </li></ul></ul><ul><ul><li>Executive Summary or Cover Sheet </li></ul></ul><ul><ul><li>Proposal Narrative </li></ul></ul><ul><ul><li>Budget/Financial Information </li></ul></ul><ul><ul><li>Attachments </li></ul></ul><ul><ul><li>Writing Tips </li></ul></ul><ul><ul><li>Follow-up </li></ul></ul>
  3. 3. Finding Grant Opportunities <ul><ul><li>Research </li></ul></ul><ul><ul><ul><li>Internet sources </li></ul></ul></ul><ul><ul><ul><li>Local and national businesses </li></ul></ul></ul><ul><ul><ul><li>Professional organizations </li></ul></ul></ul><ul><ul><ul><li>Personal contacts </li></ul></ul></ul>
  4. 4. Grant Research <ul><ul><li>Associated Grant Makers www.agmconnect.org </li></ul></ul><ul><ul><li>GuideStar www.guidestar.org </li></ul></ul><ul><ul><li>FoundationSearch www.foundationsearch.com </li></ul></ul><ul><ul><li>Foundation Center www.foundationcenter.org </li></ul></ul><ul><ul><li>Grant Station www.grantstation.com </li></ul></ul><ul><ul><li>Society for Nonprofits www.SNOP.org </li></ul></ul><ul><ul><li>Banks/Financial Institutions </li></ul></ul><ul><ul><li>Community Foundations </li></ul></ul><ul><ul><li>Family Foundations </li></ul></ul><ul><ul><li>Board members </li></ul></ul>
  5. 5. Research Tips <ul><ul><li>Visit foundation websites </li></ul></ul><ul><ul><li>Go beyond the website </li></ul></ul><ul><ul><ul><li>View 990 </li></ul></ul></ul><ul><ul><ul><ul><li>Contact name, address, phone number </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Grant submission requirements </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Who they funded, how much, and for what </li></ul></ul></ul></ul><ul><ul><ul><li>Comparison programs </li></ul></ul></ul><ul><ul><ul><ul><li>Who are their financial supporters </li></ul></ul></ul></ul>
  6. 6. Research Tips Summary <ul><ul><li>Do your research and homework before contacting a foundation </li></ul></ul><ul><ul><li>Read the current guidelines </li></ul></ul><ul><ul><li>Call for clarification or changes to guidelines, deadlines, geographical focus </li></ul></ul>
  7. 7. Letter of Inquiry (LOI) <ul><ul><li>Introduce your organization/program </li></ul></ul><ul><ul><li>Request guidelines </li></ul></ul><ul><ul><li>Request $$ or Not </li></ul></ul>
  8. 8. Matching Missions
  9. 9. Cover Letter <ul><ul><li>Include name of project and $$ amount requested </li></ul></ul><ul><ul><li>Talk about why the project is a good fit </li></ul></ul><ul><ul><li>Describe why you’re excited about your program (what makes it special) </li></ul></ul><ul><ul><li>Signed by CEO or Executive Director </li></ul></ul>
  10. 10. Executive Summary or Cover Sheet <ul><ul><li>Associated Grant Makers (AGM) Form </li></ul></ul><ul><ul><li>Foundations Form </li></ul></ul>
  11. 11. Proposal Narrative <ul><ul><li>Organization Information </li></ul></ul><ul><ul><li>Funding Request </li></ul></ul><ul><ul><li>Program Need </li></ul></ul><ul><ul><li>Program Description </li></ul></ul><ul><ul><li>Collaboration/Partnerships </li></ul></ul><ul><ul><li>Other </li></ul></ul>
  12. 12. Organization Information <ul><ul><li>History and Mission Statement </li></ul></ul><ul><ul><li>Goals and Objectives </li></ul></ul><ul><ul><li>Programs and Services </li></ul></ul><ul><ul><li>Organization Structure </li></ul></ul>
  13. 13. Funding Request <ul><ul><li>Ask for a reasonable amount </li></ul></ul><ul><ul><li>How will funds be used? </li></ul></ul><ul><ul><ul><li>Program support </li></ul></ul></ul><ul><ul><ul><li>Operating </li></ul></ul></ul><ul><ul><ul><li>Capital </li></ul></ul></ul><ul><ul><li>% of total program budget </li></ul></ul>
  14. 14. Program Need <ul><ul><li>What - Identify the problem </li></ul></ul><ul><ul><li>Who - Population served </li></ul></ul><ul><ul><li>How - Solution </li></ul></ul><ul><ul><li>Resources available and needed </li></ul></ul><ul><ul><li>Competition </li></ul></ul>
  15. 15. Program Description <ul><ul><li>Objective </li></ul></ul><ul><ul><li>Methods </li></ul></ul><ul><ul><li>Staffing </li></ul></ul><ul><ul><li>Evaluation </li></ul></ul>
  16. 16. Program Objectives <ul><ul><li>Program Outcomes </li></ul></ul><ul><ul><ul><li>Measurable </li></ul></ul></ul><ul><ul><ul><li>Tangible </li></ul></ul></ul><ul><ul><ul><li>Specific </li></ul></ul></ul><ul><ul><ul><li>Concrete </li></ul></ul></ul><ul><ul><li>Define methods </li></ul></ul>
  17. 17. Program Method <ul><ul><li>What – describe the specific activity; What makes your program special </li></ul></ul><ul><ul><li>Where – location of activity </li></ul></ul><ul><ul><li>When – time, day, fiscal year </li></ul></ul><ul><ul><li>How – will the program benefit </li></ul></ul><ul><ul><li>Who will benefit </li></ul></ul>
  18. 18. Staffing <ul><ul><li>Program specific staffing </li></ul></ul><ul><ul><li>Job description </li></ul></ul><ul><ul><li>Credentials </li></ul></ul>
  19. 19. Evaluation <ul><ul><li>How well did you do? </li></ul></ul><ul><ul><ul><li>Program effectiveness </li></ul></ul></ul><ul><ul><ul><li>Meeting objectives </li></ul></ul></ul><ul><ul><ul><li>Measure the product </li></ul></ul></ul><ul><ul><ul><li>Analyze the process or strategy </li></ul></ul></ul><ul><ul><ul><li>Data collection and analysis </li></ul></ul></ul>
  20. 20. Budget/Financial Information <ul><ul><li>Organization and Program Budgets </li></ul></ul><ul><ul><li>Budget Narrative </li></ul></ul><ul><ul><li>Sustainability </li></ul></ul><ul><ul><li>Partnerships, Supporters </li></ul></ul>
  21. 21. Budgets <ul><ul><li>Reasonable </li></ul></ul><ul><ul><li>Line-item specific </li></ul></ul><ul><ul><li>Justify any unusual items in narrative </li></ul></ul><ul><ul><li>Identify matching funds </li></ul></ul><ul><ul><li>Identify committed/pending and received funds </li></ul></ul>
  22. 22. Income Sources
  23. 23. Expenses
  24. 24. Budget Narrative <ul><ul><li>Budget Detail </li></ul></ul><ul><ul><li>Expectation of meeting budget </li></ul></ul><ul><ul><li>Written explanation of unusual items </li></ul></ul><ul><ul><li>Collaborations </li></ul></ul><ul><ul><li>Year-to-Date (YTD) results and projections for year </li></ul></ul>
  25. 25. Other Funds <ul><ul><li>Matching Funds </li></ul></ul><ul><ul><li>Committed/Pending and Received Funds </li></ul></ul>
  26. 26. Sustainability <ul><ul><li>Plan for long term financial viability </li></ul></ul><ul><ul><ul><li>Grants </li></ul></ul></ul><ul><ul><ul><li>Fundraising </li></ul></ul></ul><ul><ul><ul><li>Individual Donors </li></ul></ul></ul><ul><ul><ul><li>Program Income </li></ul></ul></ul><ul><ul><li>Capacity building - future self-sufficiency </li></ul></ul>
  27. 27. Partnerships, Supporters <ul><ul><li>Investing in a mission </li></ul></ul><ul><ul><li>Investing in the people </li></ul></ul><ul><ul><li>Your success is their success </li></ul></ul>
  28. 28. Attachments <ul><ul><li>Budget-Organization and Program </li></ul></ul><ul><ul><li>501c3 Tax Exempt Letter </li></ul></ul><ul><ul><li>Board of Directors listing </li></ul></ul><ul><ul><li>Form 990 </li></ul></ul><ul><ul><li>Audited Financial Statements if available </li></ul></ul><ul><ul><li>Key staff resumes </li></ul></ul><ul><ul><li>Only give what they ask for! </li></ul></ul>
  29. 29. Writing Tips <ul><ul><li>Follow Funders Guidelines </li></ul></ul><ul><ul><li>Give grantor exactly what is being asked </li></ul></ul><ul><ul><li>Be concise, write clearly, avoid using jargon </li></ul></ul><ul><ul><li>Use same or similar terms in your proposal that are used by grantor. </li></ul></ul><ul><ul><li>Proofread, proofread, proofread, when done, have someone else proofread! </li></ul></ul><ul><ul><li>Mail or email well in advance of deadline. </li></ul></ul>
  30. 30. Follow-up <ul><ul><li>Yay - We got it!  </li></ul></ul><ul><ul><li>Nay - Funding request declined/denied  </li></ul></ul>
  31. 31. Questions!
  32. 32. Contact Information <ul><ul><li>Ron P. Muriera </li></ul></ul><ul><li>RPM Consulting </li></ul><ul><li>E-mail: rpmuriera@gmail.com </li></ul><ul><li>Cell: (510) 919-8469 </li></ul>

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