1. HELP ME HELP YOU
WRITE A GRANT
A primer
By Dena Gould
San Jose State University
FALL 2012
Patty Wong
2. OUTLINE
GRANT & FUNDING VOCABULARY
ASSESSING THE NEEDS/WANTS
DETERMINING FUNDER GOALS
PROGRAM READINESS AND PREPARATION
PREPARING TO SUBMIT TO FUNDER
ANALYSIS OF RESULTS
INGREDIENTS FOR SUCCESS
ALTERNATIVE RESOURCES AND APPROACH PRIORITIES
3. GOALS
Ethics & confidentiality, integrity of the
process for the client and the
funder, intellectual freedom issues
Integration of mission and vision of
organization with funder priorities
Environmental scan of existing and
immediate local resources
5. GRANTS
Capital-Building=funds used to purchase land and
construct, renovate, or expand buildings and facilities. Major equipment
Capacity-Building=Helps agencies and NP strengthen their internal
operations, to be more effective/efficient in their missions
Challenge=requires grantee to generate additional funds from other
sources
Demonstration=implement an innovative project or program
Research=made to support specific project that has primary purpose
of inquiry or examination into facts, studies, or investigations
6. GRANTS C O N T.
Emergency= To assist an agency through extraordinary short-term
difficulties
General Operating Support= General purpose
Matching= Requires awardees to provide certain amount and funders
provide the rest
Project/Program=Used for specific initiative or new endeavor
Seed=Designed to help start a new project or new organization
Technology= Provides funding for technology
7. GOVERNMENT
Discretionary= Federal or state grants for which individual
libraries, community organizations, schools, and local governments are
eligible to apply.
Formula= Federal or state government to a lower of level of
government where specific monetary amount is determined based on a
formula
Block=Federal grant awarded to state or local governments for
specific need or issue.
8. USEFUL TERMS
Duns & Bradstreet number=unique 9-digit number used to
keep track of more than 70 million businesses worldwide.
Environment Scan=survey the neighborhood of possible donors
and supporters.
In-kind support=a non cash donation of labor, facilities, or
equipment to carry out a project.
9. DUN & BRADSTREET
D-U-N-S® Number - Data Universal Numbering System or D-U-
N-S® Number is copyrighted, proprietary means of identifying
business entities on a location-specific basis.
EX: 77-038-9565
10.
11. IN KIND BUDGET
Non-cash donation of
labor, facilities, or equipment to carry
out a project. Always included in
budget at fair-market value
12. CONTINUED
PEOPLE
Grant coordinator=The individual responsible for all activities
involved in the grant, including
planning, submission, evaluation, implementation, and follow-up.
Grant team= comprised of representatives from library
leadership, community advisors, grant researchers, grant writers, subject
matter experts, staff members who will plan and implement the grant
13. GRANT PROPOSAL
COMPONENTS
TITLE SHEET COVER LETTER
TABLE OF CONTENTS PROPOSAL SUMMARY
STATEMENT OF NEEDS PROJECT DESCRIPTION
APPROACH / METHODOLOGY BUDGET
EVALUATION PLAN LETTER OF INTENT
LETTER OF SUPPORT REQUEST FOR PROPOSAL
PROPOSAL
ORIGANZATIONAL OVERVIEW
14. KNOW YOUR CLIENT
YOU ARE THE CLIENT
We will assess the Library’s needs and wants:
mission, vision, existing and future programs and services
We will identification key potential grantors
Grant Coordinator will then research grants and alternative
funding sources. Begin funding priorities template.
15. DETERMINING FUNDER
GOALS
Learning about the funder organization
Preparing for the first contact
Documentation accumulation
16. PROGRAM READINESS AND
PREPARATION
Internal Library team development
Gathering supporting documents.
Goals and objectives for the program including
implementation and evaluation criteria
17. PREPARING TO SUBMIT TO
FUNDER
Writing, editing and preparing the
proposal/grant request/application and
implementation
Obtain proofreader~either internal or
external
18. ANALYSIS OF RESULTS
Is more research needed?
• Annual IRS information
• Annual reports
• data mining of like organizations
• partnerships and joint ventures
19. INGREDIENTS FOR
SUCCESS
Marketing and promotion
Program/project management
Documentation of success
Communication with funder
Community and staff
Evaluation and success metrics
20. A LT E R N AT I V E R E S O U RC E S
WEBSITES
Grant Seekers’s Handbook by Harvey Chess
http://www.cnmsocal.org/resources/fundraising-and-
marketing/grant-seekers-handbook-intro.html
Foundation Directory Online
http://fconline.fdncenter.org/
21. MORE RESOURCES
BOOKS
MacKellar, P. & Gerding, S. (2010). Winning Grants.
New York, NY: Neal-Schuman Publishers.
Editor's Notes
My presentation is a primer for our clients who are unaware of grants and grantwriting. This presentation follows Professor Wong’s outline of the class but instead of students as audience I have created an outline for the students clients as the audience.
Capital=EX: Eagle Rock Lib, detection equipmentChallenge=EX: often seen/heard on tv/radio fundraisingDemonstration=EX: Read to me programResearch=Professor Bernier YA Space with IMLS (instit Museum and Lib serv.)
GP=personnel,admin…usually for existing programsMatching=similar to challenge grant except for matching 1:1 ratioProj/prgm=Cyn’s Muslim Book shelfSeed=Cyn’s alsoTech=Gates foundation-new computers for all schools
Discretionary=EX: recently heard of this type of grant for LAUSD for technology in classroomsFormula=EX: based on predetermined formula
My first meeting with client did not know what an environmental scan was…she literally thought we had to clean up the environment. So I think vocabulary is crucial to discuss.
EX: In the budget for Eagle Rock Library we had more In-kind donations than actually budget money for equipment. Equipment total was $10,000. In-Kind donations were $20,000 described as local high school volunteers installing tattle tape on all material before receiving equipment on a Sunday when we are closed and utilizing are supervisor (at fair-market value)
This list is for awareness only. It is to let you know I as the grant coordinator will be very busy creating, distributing, analyzing, comparing, editing and possibly submitting all these documents.
Who would you like on our grant team to assist you to assist Grant Coordinator as a back-up (vacation, sick, or just overwhelmed). Who can assist with similar objectives you have for the program.
I as the Grant Coordinator will need you or an assistant to proofread.
Crucial Websites for Client & CoordinatorFDO-membership required