The document provides guidance on using data effectively to secure grants for nonprofit organizations. It emphasizes the importance of presenting factual information that demonstrates the need for funding, outlines the problem, and illustrates the organization's capability to address it. Key aspects include identifying relevant data sources, the appropriate placement of data in grant proposals, and tips for presenting data compellingly.

1. Sponsored by:
How to Use Data to Get Grants
Mark Goldstein, CFRE
October 9, 2013
Twitter Hashtag - #4Glearn
Part
Of:

2. Sponsored by:
Advising nonprofits in:
• Strategy
• Planning
• Organizational Development
www.synthesispartnership.com
(617) 969-1881
info@synthesispartnership.com
INTEGRATED PLANNING
Part
Of:

3. Sponsored by:Part
Of:
Coming Soon

4. Sponsored by:
Today’s Speaker
Mark Goldstein, CFRE
CEO
Communication Mark
Assisting with chat questions:
Jamie Maloney, 4Good
Founding Director of Nonprofit Webinars and Host:
Sam Frank, Synthesis Partnership
Part
Of:

5. How to Use Data to Get Grants
Mark Goldstein, CFRE
Nonprofit Webinars
October 9, 2013
www.communicationmark.com/usedata.php

6. What, Precisely, Is “Data”?
• “Factual information used as a basis for
reasoning, discussion or calculation” —(Merriam-Webster)
– Note to Grammar Police: Source also says that it is OK to use ‘data’ as
an ‘abstract mass noun’ now, not just as the plural of datum).
• Note that data is not just numbers.
• Observe that data is factual by its very nature.
Source: ETQ Blog: http://bit.ly/17cb12o

7. What Data Should I Gather?
Most of the data your organization gathers for a proposal will
be to show that (1) a great need exists (external to your
organization) and (2) the strategy you propose to solve the
problem is sound, fits with your mission and addresses the
grantmaker’s priorities.

8. Which Measurements Am I Taking?
With grant proposals, you
are usually gathering
demographic information
(statistical characteristics of
a population) or other
baseline data (to show past
results, measure a current
situation or calculate future
results). The data is usually
either required by the
funder or desired to
objectively demonstrate the
need for funding.

9. What Your Grant Proposal’s Data
Should Provide to Grantmakers
• Clear understanding of the problem that funds will address.
• Strong impression that the problem is critical.
• Firm belief that the problem really does exist.
• Rationale that your organization and the grantmaker are the
ones to work together to solve the problem.
• Evidence that you grasp all key facets of the problem.
• Details showing your organization is well equipped to
implement a solution (not in “need statement” section).
• Confidence that a measurable improvement will be achieved
if the project is funded.

10. Tell the Story of the Need/Problem
Be an investigative journalist: Use data
to answer the “Who, What, Why,
Where, When, How” questions that any
reader would ask. These questions will
vary, but here are some common ones,
along with examples of responses taken
from actual needs statements.

11. What is the problem and its root
cause?
Many new mothers with low incomes in Jefferson County, TN, lack the
necessities to properly care for an infant upon leaving the hospital.
According to the obstetric nursing staff at Jefferson County Hospital (JCH),
more than 50% of JCH’s homeward-bound new mothers do not have
adequate infant care supplies at home. During the past year, JCH nurses have
contributed more than $500 of their own pay so that new mothers go home
with the items that they and their babies need.

12. Who is affected by the problem you
will address?
According to the American Community Survey (ACS) 2010 estimates 154,075
Veterans live in the 10-county area served by the proposed project (3-year
sample). Since the 2010 VA Annual Homeless Assessment Report (AHAR)
indicates that 1 out of every 150 Veterans are homeless, ABC Organization
estimates that there are 1,027 homeless Veterans in the area. Mattie
Shoreland, the coordinator of the Health Care for Homeless Veterans (HCHV)
program at the VA Medical Center in Lincolnbury, NC, reports that more
Veterans services are needed in Cleveland, Lincoln, Gaston, and Catawba
Counties.

13. Where is this problem occurring?
Poverty and negative health outcomes are widespread in Leland County.
The Leland County Board of Education reports that 66.43% of students at the
four elementary schools receive free or reduced lunch and 67.44% are on
Medicaid. Due to growing drug problems and other negative influences by
high school students, all 8th grade students will be moved from the high
schools to the elementary schools. This will increase the need for medical
supplies provided by DEF Organization and staff time for purchasing supplies
and coordinating services.

14. How does this problem present itself
for various populations?
Approximately 45% of HealthyTime patients are minorities, primarily African-
American and Latino, compared to a combined presence in the county at less
than 20%. According to the County’s 2003 Community Health Assessment,
Ireland County death rates for minorities are higher than for Anglo-
Americans for heart disease (1.2 X), stroke (1.5 X), breast cancer (1.9 X),
pancreatic cancer (1.2 X), prostate cancer (4.7 X), diabetes (2.2 X), liver
disease (2.0 X), septicemia (1.7 X), kidney disease (2.0 X), and HIV (11.3 X).

15. When does this problem present itself,
or are there time-sensitive issues?
Jefferson Community Hospital estimates that its patients with low incomes
miss 2,800 medical appointments and diagnostic tests annually due to a lack
of transportation. Approximately 40% of the residents in JCH’s service area are
Medicaid-eligible and over 80% of the hospital’s patients cannot pay for the
care that they receive. Additionally, in the past two years, 40,000 people in the
JCH service area lost health insurance when the State of Tennessee
implemented dramatic budget cuts to TennCare, its public insurance program.

16. Why does this problem exist?
The Size and Need of the Local Elderly Population Is Growing Rapidly. The
growth of the older adult population in Thompson County is the greatest
challenge facing our hospice, as the needs of this primary hospice
constituency has exacerbated all of the other challenges faced by Thompson
Hospice. The combined total of patients served in the last four (4) years is
greater than the total in our previous 20 years of operation.
Patients
Served

17. Where To Get the Data
The source of your data should be well-documented. A potential
source is your organization’s internal files or databases. Your data
should be gathered from established, objective authorities, such
as a government agency, credentialed expert or established
nonprofit entity. Some common data sources and aides:
• Online sources (Census, Fedstats.gov, etc.)
• Search Engines (Google, Bing, etc.)
• Local experts (University, Health Dept.)
• Non-local experts (Known experts)
• Published studies
• National associations
• Other agencies
• People affected by the problem

18. Where in the Proposal Does Data Go?
Anywhere it is needed, really. Most commonly in the needs statement, but here are
some examples of how I’ve used data in other parts of the proposal.
• Summary: Avoid going into great detail in the summary, but reinforce key data that
drives home the extent of the problem. “McDawson County lacks safe, affordable
housing, and substandard housing is common. There are only 225 Section 8 housing
units available in the county; 100% are occupied and there is a waiting list of about
60 people.”
• Introduction: Data citing organizational accomplishments: “Since our organization
was founded in 2005, we’ve served 1,026 homeless individuals in Oak County, and
90% have succeeded in maintaining permanent housing after receiving services.”
• Objectives: I don’t often present new data in this section, but I often use data on
area needs and organizational accomplishments in order to create objectives that
are realistic yet somewhat ambitious. “Based on past experience, these funds will
enable MHC to perform repairs on 15 houses in 2012, serving 40 elderly people.”

19. Where Should the Data Go? (Cont.)
• Project Methods: This section can be a good place to use data to explain the
rationale for your project methods. For instance, “We considered Approach A, but
since Study X has found that this is an ineffective strategy in a rural area like ours,
we decided to pursue the proposed Approach B.”
• Budget: The budget narrative might explain line items using data. For example:
“Our organization utilizes many volunteers. According to Independent Sector, which
sets annual values for volunteer time, the value of a volunteer's time was $22.14
per hour in 2012. This figure is derived by taking the average hourly earnings of all
production and nonsupervisory workers on private nonfarm payrolls (as released
by the Bureau of Labor Statistics) and increasing it by 12 percent to estimate fringe
benefits. We utilize this standard for figuring the value of volunteer time.”

20. Presentation of Data
• Informal citations are generally OK, unless full
citations are specifically requested. My standard is
to provide enough source information to enable
the grantmaker to easily verify the facts (e.g.,
“State of Kentucky, Kentucky Health Facts, 2013”).
• Only present data that is pertinent to your request
(use local data, for instance) and that backs up your
request. It is unethical to distort or mislead by using
data out of context, but it is not necessary to cite
information that does not support your cause.
• Use graphics to make the case if that helps,
especially when the data is potentially confusing or
complex for the reader to follow. It doesn’t have to
be fancy – a simple graph, image or table will often
do the trick.

21. Other Tips and Comments
• Compiling good data takes time and often dictates the content of the rest of the
proposal, since it defines the problem you will propose to solve.
• Share the data with others after you draft your need statement. Ask them what
impression they have from the data to listen to whether they get the sense that
you want the grantmakers to get, and see if there are areas that they feel need
further explanation or documentation.
• Bold key need statements so that it is clear on what you think the problem is.
• Many grantwriters skip too quickly to the solution and leave the reader lost and
wondering what is being accomplished by the proposal.
• You can use the data again and again in other proposals, requests to donors, press
releases, on your web site, etc., etc.

22. Thank You for Listening!
Mark Goldstein, CFRE
(828) 650-0902
mark@communicationmark.com
www.communicationmark.com/usedata.php