This document provides a summary of a presentation on leveraging grants. The presentation was given by Rachel Werner and Ephraim Gopin and covered various topics including the grants lifecycle, strategic thinking for grants, and leveraging grant information for other purposes such as annual reports and fundraising. Some of the key points covered in the presentation include understanding the various stages of the grants process, researching private and public funding opportunities, developing organizational strategies that align with funder priorities, and utilizing grant details and outcomes in collateral like fact sheets and annual appeals.
How to Prepare a Grants Strategy in Uncertain TimesBloomerang
https://bloomerang.co/resources/webinars/
Rachel Werner will review what tried and true methods still have value, what might need to be changed, and what is still left unknown. You can start off 2021 with a better sense of how to be successful during times of uncertainty.
This document provides an overview of developing a fundraising plan in 10 steps: 1) Presenting a strong mission statement and programs, 2) Conducting an assets inventory, 3) Creating a case statement, 4) Setting fundraising goals, 5) Diversifying funding sources, 6) Strategies for individual donors, 7) Strategies for institutional donors, 8) Creating a fundraising plan and calendar, 9) Building relationships, and 10) Monitoring and evaluating efforts. The planning process helps set priorities, increase board involvement, and limit crisis fundraising.
NCompass Live - March 13, 2024
While every library is unique, they all seem to share one thing in common: they could use more money! Grant funding might be the just thing to help buy technology for STEM programming, get a new service initiative off the ground, or complete a renovation. But applying for grants can be overwhelming – and that’s assuming you can even find one for which you qualify. This session aims to introduce you to the tools to make the grant application process more easily navigable. In this session, Kathryn will provide tips for putting your best foot forward when it comes time to submit your proposal. Handouts include a roadmap to success and descriptions of various sections of the application.
Presenter: Kathryn Brockmeier, Grant Consultant.
CAPITAL CAMPAIGN PLANNING AND PREPARATIONAmy Kincaid
The document provides information on planning and conducting a capital campaign, including defining major gifts and capital campaigns, outlining the typical phases of a capital campaign, and discussing how to determine campaign goals and key elements of a successful campaign. It recommends conducting feasibility studies, having strong leadership and donor prospects, developing a compelling case for support and plan, and addressing key questions to fully leverage the benefits of a capital campaign for long-term organizational growth.
Building a Better Grants Strategy Post-COVIDBloomerang
https://bloomerang.co/resources/webinars/
Whether you are new to grants, and re-evaluating how your organization seeks out grant funding, Rachel Wener will go through what you need to know to become more grant ready.
This document provides an overview of a training session on prospect research for grants. The training introduces the concept of prospect research as the process of identifying, reviewing, and profiling prospective grant makers. It discusses the major types of grant makers and provides templates to help participants assess how well their program matches a funder's guidelines and interests. The training also reviews resources and tools available to conduct research on potential grant opportunities and funders. The overall goal is to help participants enhance their skills in identifying grant prospects that are well-aligned with their organization and developing strategic grant-seeking approaches.
How to Prepare a Grants Strategy in Uncertain TimesBloomerang
https://bloomerang.co/resources/webinars/
Rachel Werner will review what tried and true methods still have value, what might need to be changed, and what is still left unknown. You can start off 2021 with a better sense of how to be successful during times of uncertainty.
This document provides an overview of developing a fundraising plan in 10 steps: 1) Presenting a strong mission statement and programs, 2) Conducting an assets inventory, 3) Creating a case statement, 4) Setting fundraising goals, 5) Diversifying funding sources, 6) Strategies for individual donors, 7) Strategies for institutional donors, 8) Creating a fundraising plan and calendar, 9) Building relationships, and 10) Monitoring and evaluating efforts. The planning process helps set priorities, increase board involvement, and limit crisis fundraising.
NCompass Live - March 13, 2024
While every library is unique, they all seem to share one thing in common: they could use more money! Grant funding might be the just thing to help buy technology for STEM programming, get a new service initiative off the ground, or complete a renovation. But applying for grants can be overwhelming – and that’s assuming you can even find one for which you qualify. This session aims to introduce you to the tools to make the grant application process more easily navigable. In this session, Kathryn will provide tips for putting your best foot forward when it comes time to submit your proposal. Handouts include a roadmap to success and descriptions of various sections of the application.
Presenter: Kathryn Brockmeier, Grant Consultant.
CAPITAL CAMPAIGN PLANNING AND PREPARATIONAmy Kincaid
The document provides information on planning and conducting a capital campaign, including defining major gifts and capital campaigns, outlining the typical phases of a capital campaign, and discussing how to determine campaign goals and key elements of a successful campaign. It recommends conducting feasibility studies, having strong leadership and donor prospects, developing a compelling case for support and plan, and addressing key questions to fully leverage the benefits of a capital campaign for long-term organizational growth.
Building a Better Grants Strategy Post-COVIDBloomerang
https://bloomerang.co/resources/webinars/
Whether you are new to grants, and re-evaluating how your organization seeks out grant funding, Rachel Wener will go through what you need to know to become more grant ready.
This document provides an overview of a training session on prospect research for grants. The training introduces the concept of prospect research as the process of identifying, reviewing, and profiling prospective grant makers. It discusses the major types of grant makers and provides templates to help participants assess how well their program matches a funder's guidelines and interests. The training also reviews resources and tools available to conduct research on potential grant opportunities and funders. The overall goal is to help participants enhance their skills in identifying grant prospects that are well-aligned with their organization and developing strategic grant-seeking approaches.
The document discusses developing a comprehensive development plan for an organization with the following key points:
1) Conducting interviews and working with staff to translate the organization's long-range plan into annual development and fundraising activities.
2) Developing fundraising strategies like an annual campaign, corporate/foundation gifts, special events, and major/planned giving.
3) Assessing current and potential donors to make recommendations and increase unrestricted giving through "donor clubs".
4) Providing a proposed budget and calendar for the recommended development plan.
Fundraising is critical for nonprofits to raise money to fund programs and missions. Effective fundraising requires developing a comprehensive plan with goals and timelines that identifies various funding sources like events, grants, donations and online campaigns. It is important to evaluate fundraising efforts to determine successes and areas for improvement. Organizations should work to build fundraising expertise through training and resources to effectively implement strategies to support their work.
Grantseeking Solo: Securing Awards with Limited StaffTechSoup
Cynthia Adams, CEO of GrantStation, presented strategies for small nonprofits to secure grant funding with limited staff. She emphasized establishing an efficient in-house process, building a grantseeking team of volunteers, and curating partnerships. Her presentation provided tips for adopting a consistent research and application process, recruiting skilled volunteers, and managing a collaborative team. She also discussed the benefits of fiscal sponsors and strategic partnerships for expanding funding opportunities. The overall message was that small nonprofits can keep their grant pipeline full by organizing efficient systems and leveraging available resources.
This document provides an overview of the grantsmanship process, including understanding philanthropy, identifying funding partners, writing proposals, and following up after submitting proposals. It discusses researching different types of funders like foundations, corporations, and government grants. Key parts of a proposal are identified as the executive summary, organization information, statement of need, project description, budget, and appendix. Important tips for writing, packaging, and submitting proposals are also provided.
Featuring David Holmes of the Foundation Center Cleveland.
What’s the difference between a successful fundraising plan and a not so successful one? Diversification. It’s the same advice your financial planner will give you and it’s the same approach every nonprofit should take when crafting their fundraising strategy. Successful nonprofits know they need to cultivate multiple revenue streams through sound financial planning. If your organization has never developed a fundraising plan or calendar, this hour-long session is for you. It provides an overview of the process of strategically thinking through the components of a fundraising plan. You'll learn how to:
• Conduct an assets inventory.
• Develop a case statement.
• Identify potential funding partners.
• Prepare a fundraising plan and calendar.
Copy of NP Success Webinar - Donor Acquisition.pdfBloomerang
This document provides tips and strategies for donor acquisition. It discusses the donor lifecycle, which includes donor acquisition, retention, and upgrade. The speaker recommends organizations build a donor acquisition strategy that includes metrics, acquisition channels, and an action plan. Specific metrics mentioned are contact acquisition rate, donor acquisition rate, and donor conversion rate. Potential acquisition channels are events, campaigns, and source. An action plan should include SMART goals, a cultivation plan for new contacts and donors, and documentation. The strategy should then be put into practice through prospect research, leveraging existing supporters, personalized communications, online giving, and data analysis.
A Critical Conversation after the launch of the new Blackbaud Index Canadahjc
Using examples and data from the new Index, and adding data from last year's major study of generational giving in Canada, we’ll challenge your strategic thinking and help you understand how to be more successful as fundraisers, marketers and industry leaders.
We will cover the following topics:
• how the new Blackbaud Index for Canada will transform the use of data for charities in Canada
• strategic and tactical takeaways now, and in the future, of this ever-fresh Blackbaud Index
• how to think critically about your Foundation, and how to remain at the forefront of fundraising excellence in Canada
https://bloomerang.co/resources/webinars/
Join Micki Vandeloo, GPC and Margit Brazda Poirier of Grants4Good for an introductory webinar for those new to grant writing.
This document provides a final deliverable report for architreasures that includes recommendations to help the organization become more sustainable. It includes a foundation list prioritized into tiers to identify reliable funding sources. A social media marketing strategy is proposed that focuses on using social media to enhance traditional fundraising rather than direct fundraising. Recommendations include integrating social media with other outreach, sending a monthly e-newsletter, and allocating more staff time to social media. A collaboration strategy identifies benefits of and best practices for partnering with corporations and non-profits. Comparisons of past events provide insights into optimizing future fundraising events. The deliverable aims to reduce the organization's deficit through increased and diversified funding sources.
Many entrepreneurs – social, triple bottom line or otherwise – do not avail themselves of all potential capital sources when seeking funding to grow or scale, limiting prospects to cash flow their initiatives. This seminar explores a range of options for funding: external in the marketplace, internal within an organization, new ideas and classics not to overlook.
Donor acquisition is crucial for the future growth and longevity of nonprofits. If you are unable to replace your lost donors with new ones, it won’t be long before you’re left with no supporters.
A Foundation Grants program is the base of every philanthropy program. An organization constructs its case for support which acts as the main commercial for the organization. Prospect research, planning and communications are also discussing in this presentation.
In today’s environment potential corporate sponsors are closely scrutinizing value received for dollars spent. Discover what the corporate sector is seeking when considering whether to sponsor your activities and what impact this has on your efforts. Successful nonprofit organizations recognize that they must go beyond the standard prospectus outreach if they are to increase sponsorship income. This interactive seminar covers the six critical factors that you can implement to increase corporate sector revenue.
In today’s environment potential corporate sponsors are closely scrutinizing value received for dollars spent. Discover what the corporate sector is seeking when considering whether to sponsor your activities and what impact this has on your efforts. Successful nonprofit organizations recognize that they must go beyond the standard prospectus outreach if they are to increase sponsorship income. This interactive seminar covers the six critical factors that you can implement to increase corporate sector revenue.
This document provides tips and strategies for donor acquisition. It discusses the donor lifecycle, which includes donor acquisition, retention, and upgrade. It emphasizes setting metrics and goals for contact and donor acquisition rates. Key acquisition channels mentioned are events, campaigns, and existing supporter base. The document also outlines developing a donor acquisition strategy including cultivation plans and putting the strategy into practice through prospect research, CRM usage, personalized communications, and data analysis. Bloomerang is mentioned as a tool that can help with these strategies through features like prospect matching and engagement tracking.
Annual Giving: Foundation of the Donor Pyramidtimpuffer
The document discusses annual giving and donor management strategies. It defines annual giving as gifts that are renewable, unrestricted, solicited for current use, and of a certain size. It discusses strategies for managing donor information and relationships, and increasing annual giving revenues through growing gift sizes, number of gifts, and number of donors. The role of annual giving in the overall development plan and strategies for improving cost accountability are also summarized.
Current Partner Portland Workshop 2015GlobalGiving
GlobalGiving is holding a partner workshop to help non-profits strengthen their online fundraising. The agenda includes setting SMART fundraising goals, cultivating fundraising teams, improving project pages, and retaining donors. Partners will work individually and in groups to evaluate their current fundraising strategies, identify challenges, and develop action plans to achieve their goals through GlobalGiving tools and best practices. The workshop aims to help partners integrate GlobalGiving into their overall fundraising strategies and maximize results.
The document provides an introduction to fundraising, including defining fundraising as gathering voluntary contributions to support specific programs or activities. It then discusses different types of fundraising done by ActionAid Rwanda, including child sponsorship programs and partnerships with major donors, governments, and institutions. The document emphasizes that fundraising should be program-led to ensure funds support strategic objectives and that fundraising requires building relationships with donors and communities. It provides guidance on actions country programs and local partners should take, such as excellent project implementation, donor relationship building, problem identification, capturing donor intelligence, and writing strong funding proposals.
Capacity building refers to actions that strengthen an organization's ability to achieve its mission effectively. It benefits organizations by increasing sustainability, efficiency, and effectiveness, and benefits those served by improving program effectiveness and outcomes. Capacity building includes strategic planning, leadership development, organizational development, program development, fundraising strategies, and community engagement. Evaluation evidence shows that capacity building improves organizations' abilities to achieve their missions, and greater support through workshops, technical assistance, and funding leads to larger capacity gains.
The document provides an overview of the grant writing process, beginning with locating potential grants, assessing eligibility, planning proposals, writing effective applications, budgeting, evaluation, submission, and post-award management. Key steps include understanding the funder's priorities and guidelines, establishing measurable goals and objectives, developing a timeline and budget, and planning ongoing evaluation methods. Effective grant writing requires thorough preparation, understanding the funder's requirements, and demonstrating organizational capacity.
0311 National Accounts Online Giving Trends.pdfBloomerang
James Goalder presented on best practices for raising more online donations. He discussed exploring the donation experiences of 500 nonprofits and key insights. Some important findings included personalizing thank you communications, making the donation process easy, and engaging donors through storytelling and opportunities to get involved. Practical tips included thanking donors quickly, inviting them to events, and asking for recurring gifts to increase retention and fundraising. The presentation provided actionable strategies for nonprofits to improve the donor experience and drive more online giving.
How to Build a Fundraising Board- Darian Rodriguez Heyman 3-6-24.pdfBloomerang
This document provides tips and strategies for building an effective fundraising board. It discusses that executive directors are leaving nonprofits due to challenges with fundraising and boards. The most powerful form of fundraising ask is a peer ask from current board members. Top tips for board fundraising include creating a rapid response donor acknowledgement committee and ensuring donors are thanked by a board member within 48 days to increase donor value by 50%. Key tools for board development include a board member agreement, board matrix, consent calendar, annual survey with personal development plans, and defining executive job descriptions and committee charters. An organizational dashboard with key performance indicators can help boards track progress across operations, programs, and other metrics.
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The document discusses developing a comprehensive development plan for an organization with the following key points:
1) Conducting interviews and working with staff to translate the organization's long-range plan into annual development and fundraising activities.
2) Developing fundraising strategies like an annual campaign, corporate/foundation gifts, special events, and major/planned giving.
3) Assessing current and potential donors to make recommendations and increase unrestricted giving through "donor clubs".
4) Providing a proposed budget and calendar for the recommended development plan.
Fundraising is critical for nonprofits to raise money to fund programs and missions. Effective fundraising requires developing a comprehensive plan with goals and timelines that identifies various funding sources like events, grants, donations and online campaigns. It is important to evaluate fundraising efforts to determine successes and areas for improvement. Organizations should work to build fundraising expertise through training and resources to effectively implement strategies to support their work.
Grantseeking Solo: Securing Awards with Limited StaffTechSoup
Cynthia Adams, CEO of GrantStation, presented strategies for small nonprofits to secure grant funding with limited staff. She emphasized establishing an efficient in-house process, building a grantseeking team of volunteers, and curating partnerships. Her presentation provided tips for adopting a consistent research and application process, recruiting skilled volunteers, and managing a collaborative team. She also discussed the benefits of fiscal sponsors and strategic partnerships for expanding funding opportunities. The overall message was that small nonprofits can keep their grant pipeline full by organizing efficient systems and leveraging available resources.
This document provides an overview of the grantsmanship process, including understanding philanthropy, identifying funding partners, writing proposals, and following up after submitting proposals. It discusses researching different types of funders like foundations, corporations, and government grants. Key parts of a proposal are identified as the executive summary, organization information, statement of need, project description, budget, and appendix. Important tips for writing, packaging, and submitting proposals are also provided.
Featuring David Holmes of the Foundation Center Cleveland.
What’s the difference between a successful fundraising plan and a not so successful one? Diversification. It’s the same advice your financial planner will give you and it’s the same approach every nonprofit should take when crafting their fundraising strategy. Successful nonprofits know they need to cultivate multiple revenue streams through sound financial planning. If your organization has never developed a fundraising plan or calendar, this hour-long session is for you. It provides an overview of the process of strategically thinking through the components of a fundraising plan. You'll learn how to:
• Conduct an assets inventory.
• Develop a case statement.
• Identify potential funding partners.
• Prepare a fundraising plan and calendar.
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This document provides tips and strategies for donor acquisition. It discusses the donor lifecycle, which includes donor acquisition, retention, and upgrade. The speaker recommends organizations build a donor acquisition strategy that includes metrics, acquisition channels, and an action plan. Specific metrics mentioned are contact acquisition rate, donor acquisition rate, and donor conversion rate. Potential acquisition channels are events, campaigns, and source. An action plan should include SMART goals, a cultivation plan for new contacts and donors, and documentation. The strategy should then be put into practice through prospect research, leveraging existing supporters, personalized communications, online giving, and data analysis.
A Critical Conversation after the launch of the new Blackbaud Index Canadahjc
Using examples and data from the new Index, and adding data from last year's major study of generational giving in Canada, we’ll challenge your strategic thinking and help you understand how to be more successful as fundraisers, marketers and industry leaders.
We will cover the following topics:
• how the new Blackbaud Index for Canada will transform the use of data for charities in Canada
• strategic and tactical takeaways now, and in the future, of this ever-fresh Blackbaud Index
• how to think critically about your Foundation, and how to remain at the forefront of fundraising excellence in Canada
https://bloomerang.co/resources/webinars/
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This document provides a final deliverable report for architreasures that includes recommendations to help the organization become more sustainable. It includes a foundation list prioritized into tiers to identify reliable funding sources. A social media marketing strategy is proposed that focuses on using social media to enhance traditional fundraising rather than direct fundraising. Recommendations include integrating social media with other outreach, sending a monthly e-newsletter, and allocating more staff time to social media. A collaboration strategy identifies benefits of and best practices for partnering with corporations and non-profits. Comparisons of past events provide insights into optimizing future fundraising events. The deliverable aims to reduce the organization's deficit through increased and diversified funding sources.
Many entrepreneurs – social, triple bottom line or otherwise – do not avail themselves of all potential capital sources when seeking funding to grow or scale, limiting prospects to cash flow their initiatives. This seminar explores a range of options for funding: external in the marketplace, internal within an organization, new ideas and classics not to overlook.
Donor acquisition is crucial for the future growth and longevity of nonprofits. If you are unable to replace your lost donors with new ones, it won’t be long before you’re left with no supporters.
A Foundation Grants program is the base of every philanthropy program. An organization constructs its case for support which acts as the main commercial for the organization. Prospect research, planning and communications are also discussing in this presentation.
In today’s environment potential corporate sponsors are closely scrutinizing value received for dollars spent. Discover what the corporate sector is seeking when considering whether to sponsor your activities and what impact this has on your efforts. Successful nonprofit organizations recognize that they must go beyond the standard prospectus outreach if they are to increase sponsorship income. This interactive seminar covers the six critical factors that you can implement to increase corporate sector revenue.
In today’s environment potential corporate sponsors are closely scrutinizing value received for dollars spent. Discover what the corporate sector is seeking when considering whether to sponsor your activities and what impact this has on your efforts. Successful nonprofit organizations recognize that they must go beyond the standard prospectus outreach if they are to increase sponsorship income. This interactive seminar covers the six critical factors that you can implement to increase corporate sector revenue.
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Current Partner Portland Workshop 2015GlobalGiving
GlobalGiving is holding a partner workshop to help non-profits strengthen their online fundraising. The agenda includes setting SMART fundraising goals, cultivating fundraising teams, improving project pages, and retaining donors. Partners will work individually and in groups to evaluate their current fundraising strategies, identify challenges, and develop action plans to achieve their goals through GlobalGiving tools and best practices. The workshop aims to help partners integrate GlobalGiving into their overall fundraising strategies and maximize results.
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2. Rachel Werner, MPA, GPC, PMP
Rachel Werner is the Owner and CEO of RBW Strategy, LLC. She
and her team provide customized grants, fundraising and project
management support and solutions to clients primarily in the
Greater Washington, DC and Maryland region. She has over 19
years of grants experience.
Rachel and her team members have collectively garnered over
$160 million for nonprofits and have managed nearly $2 billion in
grant funding. She is an active member of the Grant Professionals
Association and is a Certified Grants Professional (since 2014) and a
Project Management Professional (since 2010).
Page 2
3. Learning Objectives
Overview of the grants process and importance of finding the
right grant funders and cultivating relationships
1
2
3
Page 3
Review how to leverage information from grant
applications for marketing purposes (website, social media,
email)
Identify what you should have in place to support your
marketing and fundraising efforts
5. Discussion Time
For our fellow grantseekers, which type of
funder (corporate, private, government) has
awarded the most grants to your
organization?
Page 5
6. Page 6
Research and
Strategic planning
Application
Development
Award and
Project Start-up
Award Management
and Monitoring
Project
Closeout
• Review grantors’
requirements and
create prospect list
• Determine potential fit
with grantors’ priorities
• Alignment of potential
grantors to
organization’s
fundraising strategy,
and grantors’ deadlines
• Compile financial,
programmatic, and
organizational data
required to
complete proposal
• Prepare proposal(s)
in advance of
deadlines and review
for accuracy
• Grantor notifies
grantee of grant
through written
communication
(typically notice of
award)
• Grantee begins to
expend funds and
implement grant as
indicated in the
proposal
• Provide grantor with
financial and
programmatic reports,
meeting attendance
and/or other
requirements
specified in the notice
of award
• Gather data to
effectively evaluate
success in how grant
funds are expended,
and ensure quality
control
• Expend all grant funds
provided by the
grantor
• Ensure alignment of
actual and budgeted
expenditures
• Provide final reports as
requested
Grants Lifecycle
7. Why is Understanding the Grants
Lifecycle Important?
Page 7
Pinpoints your areas of
strength and areas to improve
Determines your framework for
data tracking and management
Conceptualizes the process
and resources needed
Identifies where you can
leverage partners
8. Why Private and Public Grants?
▪ American Rescue Plan Act (ARPA) funding is increasing
the number of open opportunities
▪ Nonprofits trying to expand into new fundraising areas
▪ Can be a steady source of income, especially those who
are grant ready
▪ Serve as launching pad for new ideas and capacity
building
Page 8
9. Changes in the Philanthropic Sector
Page 9
▪ More of a focus on COVID-19 support and IDEA
(Inclusion, Diversity, Equity and Accessibility)
▪ Changes in scope of type of organizations to support
▪ Increased competition for funding
10. Philanthropies Have Made Positive Changes in
Response to the COVID-19 Pandemic.
Page 10
5 practices to build on during the recovery
11. What Does This Mean For You?
Page 11
Increased
grant
competition
Preparedness
for grant
seeking
Updating
key
information
on file
Consistent
tracking
Resource
sharing
Try different
fundraising
campaigns
13. Strategy and Concept Planning
Page 13
▪ Map out greatest priorities/needs assessment
▪ Align priorities with organization and client needs
➢ Tools: logic model and SOAR analysis
▪ Prospect research
▪ Case statement
14. Page 14
Logic Model
Source: https://www.wkkf.org/resource-directory/resources/2004/01/logic-model-development-guide
15. Page 15
SOAR Model Analysis (Appreciative Inquiry)
Source: https://libraryguides.missouri.edu/c.php?g=28374&p=4304702
16. Mapping your priorities to funding opportunities through research
Page 16
Gather and analyze
Gather and analyze
available information
on funders
Obtain
Obtain accurate and up
to date information
that aligns with
organization’s goals
and mission
Increase
Increase the
organization’s chances of
obtaining grants from
those funders who are
the best fit
Develop
Develop a cultivation
strategy to increase
likelihood of success and
relationship building
17. Page 17
1
Stay in contact with your
funders
Maintaining Connections with Funders
It is important to do the following to increase the likelihood of continued funding.
2
▪ Remind them of their prior
support
▪ Remind them why your
programs/projects are relevant
▪ Update them regularly on
existing & new funding
opportunities
▪ Share successes and
challenges; especially in areas
where they can help.
Stabilize Grant
Funding/Management Plan
▪ Submit at least 2-3 grants a month
▪ Resubmit to past funders
▪ Create a timeline for deliverables
3
Align with funders mission/vision
statements
▪ Find a commonality in goals
▪ Highlight joint target audiences
▪ Express why funding supports both
your organization and the funder
18. Organizational Case Statement
Page 18
Provides a story for the funder about why
you need funding, and how their funds will
support your vision. Also, it shows how your
organization will address a challenge.
What will compel a funder to give?
20. When can we use grants in other contexts?
Board Report
1
2
3
Page 20
Impact Report
Annual Report
What type of collateral would be most beneficial to your organization?
4
5 Other Fundraising Material(s)
Other Marketing Material(s)
21. Page 21
Item 1: Annual Report/Impact Report
▪ A documentation of what
your nonprofit has
accomplished in the past year,
and commonly a vision of
what lies ahead.
▪ Most annual reports feature
photos and financial
reports (illustrating
the nonprofit's revenue and
expenses), and acknowledge
contributors.
▪ Digital marketing on the
organization’s website
▪ Included as an attachment in
grant application
▪ Fundraising collateral
▪ Toolkit for board members
when soliciting additional
funding
▪ Provides a snapshot of the
organization for the public
▪ Research and statistics
▪ Information about programs
▪ Success stories
▪ List of accomplishments
▪ Outputs, impact and outcome
measures
▪ Budget related information
and financials
What Is It? How Is It Used?
What Grant
Information Is
Needed?
23. Page 23
Impact Report Example
Minnesota Ovarian Cancer Alliance (MOCA) Annual Report
24. Page 24
Item 2: Board Report/Dashboard
▪ A snapshot or dashboard of
fundraising activities that is
shared with a portion or the
entire board during regularly
scheduled meetings
▪ Review progress on various
fundraising campaigns
▪ Review budget to actuals
▪ Review impact and outcome on
pre-determined targets
▪ Internal tracking information
on grants and fundraising
progress
▪ Core language in proposals to
use for outreach
▪ Outcomes and impact data for
dashboard
What Is It? How Is It Used?
What Grant
Information Is
Needed?
25. Page 25
Board Report Example
https://nonprofitquarterly.org/financial-management-models-of-a-great-nonprofit-dashboard/
26. Page 26
Item 3: Fact Sheet
▪ Fact sheets are essential,
inexpensive, nonprofit marketing
tools that provide a short,
concise, typically one-page,
educational summary of
relevant information
▪ Digital marketing on the
organization’s website
▪ Included as an attachment in
grant application
▪ Fundraising collateral
▪ Toolkit for board members when
soliciting additional funding
▪ Provides a snapshot of the
organization for the public
▪ Research and statistics
▪ Outputs, impact and outcome
measures
▪ List of accomplishments
▪ Budget related information
and financials
What Is It? How Is It Used?
What Grant
Information Is
Needed?
28. Page 28
Item 4: Annual Appeal
▪ Annual fundraising appeals are
the letters (or emails) you send
out to supporters as a specified
time of the year. This letter is
focused on individuals and
allows the organization in to
make a case for them to donate.
▪ Raise awareness about the
organization to new and existing
funders
▪ Lead individual contribution
efforts
▪ Build a case for support to
initiate giving
▪ Provide more detailed
awareness of need, strategic
priorities and challenges target
population faces
▪ Strategic planning and priority
information
▪ Research and statistics
▪ Needs-based data to highlight
case for support
▪ Success stories
▪ Information on programs and
core information about
organization
What Is It? How Is It Used?
What Grant
Information Is
Needed?
29. Page 29
Annual Appeal Example
https://www.causevox.com/blog/fundraising-letter/
https://4agoodcause.com/5-examples-great-fundraising-emails/
31. Steps to Become Grant Ready
Research the best funders
for your priorities
1
2
3
Page 31
Map fundraising targets
to these priorities
(including for grants)
Identify the strategic
priorities 4
5
Assign responsibilities for all
involved in the process
Ensure information is on hand for
applications (programmatic,
financial, organizational)
6
Have systems set up to track and
manage funding
32. Ephraim Gopin
➢ Founder, 1832 Communications
➢ Make sure fundraising and
marketing are working in tandem
➢ Partner with organizations to
help them build more
relationships, raise more money,
serve more people and have
more impact in the community
➢ Former grant writer + Dir. of
Communications, global family
foundation
33. What Is A Partnership?
❑ A grant ISN’T a bank
transfer
❑ Takes two to tango
❑ Your application? Only
one part of the process
37. Where Are They Looking- WEBSITE
❑ Mission, goals
❑ Impact (data!)
❑ Storytelling
❑ Recognize partners
❑ Diversified portfolio
38. Where Are They Looking- SOCIAL MEDIA
❑ General scan
❑ Audience engagement
❑ Partner recognition
39. Where Are They Looking- EMAIL
❑ Are they subscribers?
❑ Storytelling
❑ Recognition
40. Where Are They Looking- MEDIA
❑ Why? Reputation
❑ The good, the bad and
the ugly
❑ Recognition, quotes
❑ Media placement
41. Where Are They Looking- GOOGLE
❑ But what are others
saying?
❑ Staff background
❑ Board background
42. What Does This All Mean?
Potential foundation partner:
➢ Is this an organization we
want to work with?
➢ Is this an organization we
can work with?
Your organization:
➢ Are fundraising and
marketing working in
tandem???
➢ Can you deliver on what you
promised?
43.
44. But This Is Just The Beginning…
Courtesy: Beth Ann Locke,
The Fundraiser Coach
45. Why Is Recognition So Important?
❑ Some want it
❑ Opens more doors
❑ 1 donation leads to
many
❑ Millennials and corporate
foundations
❑ Cultivation
58. Be Media Ready!
❑ Who are you contacting-
don’t blind email
❑ Have EVERYTHING
ready for journalist
❑ Get permission from
partner
❑ Who is your
spokesperson
59. Be Media Ready!
❑ Will a beneficiary be
quoted/speak/appear on
camera
❑ Will partner be
quoted/speak/appear on
camera
❑ PREP!
❑ Have data, impact, quotes
and stories at the ready
60.
61. Grant Related
Research
Tools and
Publications
Grant Related
Research
Tools and
Publications
RACHEL WERNER
Ph: (301) 325-8552
Email: rachel@rbwstrategy.com
LinkedIn: www.linkedin.com/in/rabwerner
Twitter: @rbwstrategy
Website: www.rbwstrategy.com
Free Consult:
https://calendly.com/rbwstrategy/15min
EPHRAIM GOPIN
Ph: (347) 344-5759
Email: ephraim@1832comms.com
LinkedIn: www.linkedin.com/in/ephraimgopin
Twitter: @EphraimGopin
Website: https://1832communications.com
Free email boost:
https://1832communications.com/the-weekly-
send
Page 34