https://bloomerang.co/resources/webinars/ Margit Brazda Poirier, GPC, M.S. will focus on donor cultivation, an essential step to getting the grant.

1. Margit Brazda Poirier, Owner, M.S., GPC
Grants4Good LLC®
www.grants4good.com

2. • The 5% Rule and why it
matters right now;
• Tips for engaging your
board, social media, and
current connections;
• How to have the best
meetings and site visits
with funders now and
post-pandemic!
• Tips from a former funder
(and current funders)

3.  1/3 of nonprofits may close within two years (from
March 2021)
 More likely: 11% -38% will close
(Source: Candid 2021)
©Grants4Good LLC®

4.  Over 450 billion given in grants and donations to
charity last year in U.S. and 10B in Canada (Giving
USA)
 100,000 grant-making foundations in the U.S.
and thousands of state and federal grants
(Foundation Center/Candid)
 1.5 million nonprofits in the U.S. & 90,000 in
Canada
(National Center for Charitable Statistics)
©Grants4Good LLC®

5.  Program Costs
 Operating Costs
 Capital Costs

6. ©Grants4Good LLC®

7.  Government Grants
 Community Foundations
 Private Foundations (Family/Independent)
◦ The 5% Rule
◦ Learn more at my Blog:
https://www.grants4good.com/blog/
 Corporate Foundations

8. ➢ Charitable foundation giving is directly
related to economic growth (or decline)
➢ Minimum Distribution Rule: 5% of the average
market value of its net investment assets.
➢ Qualifying distributions: Most of the funds go
to grants, but not all (admin costs, financial
etc.)
Grants4Good

9. AVERAGE DISTRIBUTION RATIO BY ASSET SIZE
Overall, for all foundations:
 2019 = 7.9%
 2020 = 7.4%
(Foundation assets increased 10.1% in 2020)
 Smallest foundations gave up to 15-19%
 Largest foundations gave 6-6.5%
Source: 2021 Foundation Source Philanthropic Services Inc.
©Grants4Good LLC®

10. ©Grants4Good LLC®

11.  Place of employment
 Networking groups
 Professional affiliations
 Recreation, sports, clubs
 Social connections
 Conferences
 Social media
 Blog: The Not-So-Obvious Sources of Grant
Opportunities www.grants4good.com/blog/
Grants4Good

12. Update funders on:
➢ HOW you are doing
➢ WHAT you are doing
➢ WHY you are doing it
➢ Role of your board?
(HINT: do your research first)

13. Sometimes a LOI is required before
submitting a full grant application.
This is a GOOD thing…why?
2

14.  Follow/Like donors on their social media
◦ Watch their stories
◦ Watch who they fund
 Invite donors to follow/like your social media
 Post often: feature people!, events,
information on issues
 Drive emails back to your SM sites

15. 2020 Copyright Grants4Good LLC
Join our Facebook Group, Get the Grant!
https://www.facebook.com/groups/getthegrant

16. ©Grants4Good LLC®

17. 1) Informational one-on-one meeting
2) Presentation to a funder and/or grant
review committee
3) Site visit
– Proactive visit
– Post-application visit
– Post- funding visit

18. 1) To learn more about your organization
2) To determine whether your organization has
the capacity to deliver what was proposed in
the grant application
3) To see the impact of past grants from the
foundation
4) To be an active partner with your organization
5) To see a program in action
6) To meet the staff

19. What To Do What NOT To Do
Be prepared to explain the program (know the
project’s budget, work plan, organization’s history,
similar projects, etc.).
Do not give long answers that do not answer the
question; listen, and give concise answers.
Have relevant supporting materials on hand for
easy reference.
Do not fail to follow up on questions or send
additional information when promised.
Brief staff on the project so that they can be
prepared to answer questions about the project.
Do not answer phone calls or emails during the site
visit.
Make a strong case for the need for the project and
why the organization is uniquely positioned to
deliver on the project.
Do not provide an extravagant lunch – it is too
costly and time-consuming. Light refreshments are
a better option.
Give a tour and/or show the project to the funder. Do not hide any bad press or challenges the
organization is facing; be upfront so that the funder
can be of assistance.
Schedule ample time for the visit. Do not rush the visit.
Thoroughly research the funder and their priorities. Do not make a poor visual impression; be sure the
office, building, and grounds are neat and
uncluttered.
Allow the funder to interact with the project’s target
audience (eg. youth, volunteers, etc.).
Do not give the funder excessive materials – a one-
page fact sheet is enough.

20. Foundations want to give out money!
The most rewarding part of the work
of being a volunteer
, family member
or staff of a foundation is the
knowledge that you were able to
support the work of an organization
that is making a strong impact.

21. The Next Step:

22. 1) Have the skills to raise $100,000 or more
for years to come
2) Save time by finding only the BEST grants for
you
3) Use our 7-day Plan to get the Grant Proposal
DONE!
©Grants4Good LLC®

23. 1)Tons of grant templates: budget, grant
application, logic model, letter of inquiry…
2) A Step-by-Step Perfect Planning Workbook
3) Customers-only Private FB Group and
regular LIVE Q&A with me!
©Grants4Good LLC®

24. Register by October 15th to receive $100 off
the course!
Investment for full course is $997 (or $397 in 3 payments)
Use Code: GRANTS100 for $100 off
Expires 10/15/21
©Grants4Good LLC®

25. Thank YOU for being here today!
Questions?
 Margit Brazda Poirier, Founder and CEO
 Margit@grants4good.com
 www.grants4good.com
 www.allaboutgrantwriting.com
© 2021, Grants4Good LLC®