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West Texas Rural Philanthropy Days
Alpine, TXAdvanced Grantwriting Workshop
July 30, 2015
Rose Mary Fry, Degrees of Work(210) 508-5028
rmfry@degreesofwork.com1
Learning Goals• Provide an overview of the grantwriting
process• Identify relationship of community needs
and grants research• Learn 2014 Giving USA patterns• Discuss online grant search tools• Review components of a grant request• Learn components of a project budget• Discuss techniques to increase success
rate with grants
2
I Need to Learn…
3
1)
2)
3)
Components of a Grant Request
Community NeedPurpose of the GrantOrganization & Contact InformationGrant ApproachAudiencePartnersProject BudgetStaffSummary
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Community Need
Describe the community need behind the formation of your nonprofit organization.
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Organization’s NeedsOperating:
Project Grants & Cost:1)
2)
3)
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Grantsmanship: The Process
• Organizational Planning• Assessment of Capability…..Idea/Need• Project Development• Funding Research• Proposal Writing• Project Implementation• Project Administration• Project Evaluation
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Key Questions: Grantwriting
What are you trying to do?What is the purpose of doing it?What do you want to accomplish?How are you going to do it?When do you want to do it?Who is going to do what?Who else will be involved, and how?Where will you do it?What kinds of resources will you need?How much will it cost?How will you evaluate?
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Project Development Worksheet
Item Information
Problem What you see as the problem
Solution What you see as the solution
Goal What you hope to accomplish
Objectives Steps you will take
Method How you will solve the problem
Timeframe Start and end time 9
Other Planning StepsItem Information
Personnel Name of people, title, and role
% of Time How many hours will each employee work?
Cost Salaries and fringe benefits
Other Facility, equipment, space, supplies, travel, Internet, and phone
Cost10
The Search for Funding Options
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2014 Contributions: $358.38 billion Source
Source: Giving USA Foundation
2014 Contributions: $358.38 billion Type of Recipient OrganizationSource: Giving USA Foundation
General Overview of Funders & Interests
Foundations
Corporations
Individual
Government
Capital X Sometimes Major Donors
Endowment
Sometimes
Rarely Major Donors
Matching X X X
Operating Sometimes
X X X
Project X Cause-related
marketing
Sometimes
X
Research X Rarely Major Donors
Seed X Rarely Major Donors
Special Events
Rarely X X
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Foundation Funding: Worksheet
Description of the foundationWhat they fundPrioritiesWho they give toGrant amountsType of grantsRestrictionsDeadlinesHow to applySelection & notificationContact information
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Grant OpportunitiesResource Website
The Foundation Center
www.foundationcenter.org
Catalog of Domestic Federal Assistance
www.cfda.gov
Grants.Gov www.grants.gov
Office of the Governor
www.texasonline.state.tx.us.tolapp/egrants
TexasNonProfits www.txnp.org16
Catalog of Federal Domestic Assistance Programs:
July 19, 2015
2,315 Federal Assistance Programs:Top Five Issuing AgenciesODepartment of Health and Human ServicesODepartment of the InteriorODepartment of AgricultureODepartment of JusticeODepartment of Education
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Foundation Center Online
Texas Cooperating Collection Sites
Amarillo Kingsville
Arlington Laredo
Austin North Richland Hills
Beaumont San Angelo
Dallas San Antonio
Edinburg Tyler
El Paso Victoria
Fort Worth Waco
Houston Wichita Falls 18
Information Source by Types of Funding Search
Search Strategy Resource
Subject search: health or medical funders
Foundation Grants IndexNational Guide to Funding in HealthGrants for Public Health & Diseases
Geographic search: community, state, regional, or national funder
Corporate Giving DirectoriesCooperating Collection Directories
Support search: capital, operating expenses, technical assistance, or seed money
The Foundation DirectoryDirectory of Corporate & Foundation GiversNational Directory of Corporate Giving
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Getting Ready for GrantwritingHistory of organizationOverview of communityPurpose: mission statementObjectives of the organizationBiographic information: Board, staff, & partnersCopies: bylaws, charter, IRS Letter of
Determination, audit report, and financialsAudience: age, sex, race, economic status,
health, geographic service area Target populationDescription of services currently provided
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Getting Ready…Description of Projects/Activities
◦ Qualifications◦ Copies of job descriptions◦ Salary information
Sources of RevenueOperating BudgetFacility InformationLong Range Plan & Strategic PlanEvaluation DataAccomplishmentAnnual Reports
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Format for Grant Request
• Research on corporate or foundation website whether a letter of inquiry is required
• Check whether proposals are accepted• Determine if required forms are
provided or if nonprofit can submit its own grant form
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Overview of Grant Request
1. One-page summary of grant request
2. Background information3. Summary of proposed
project4. Support material
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One-Page Summary
• A concise one-page summary of the issue, need, and your proposed solution
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Background Information
Name and purpose of organizationSummary of organization’s activitiesList of board and staffFinancial information: budget, balance
sheet, and revenue sourcesCopy of IRS Letter of DeterminationSigned statement: use of funds must match
with 501(c)(3) purposeLetter of approval from Executive Director
and/or Board President
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Summary of Project ActivityNature of problem Identification of needProject goals and objectivesPlans for the project administration and operation Plans for evaluation of impact and success of projectProject budgetFunds received or pledgedOther funding sourcesNature and source of long-term funding
commitmentsSpecific information requested from the fundersPhotos, diagrams, or other descriptive material if
requested
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Support Material• Letters of support from local authorities• Letters of support from affiliated
national organization or key partners• Names of individuals backing project• Bibliography of research studies or
reports justifying community need
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Checklist for Budget Preparation
• Tells the same story as the grant narrative• Outlines as much detail as possible• Contains no unexplained amounts for miscellaneous or
contingency• Includes all items asked about by funding source• Includes all items that will be paid for by other sources• Includes all volunteers• Details fringe benefits separate from salaries• Includes all consultants• Details non-personnel costs separately• Identifies indirect costs where appropriate• Includes administrative fee
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Valuation of In-kind Contributions
• Personnel services: Volunteer time; rates consistent with individuals paid for similar work
• Donated Supplies: Fair market value at time of donation
• Donated Equipment: Fair market rental at the time of donation
• Loaned Equipment or Space: Fair rental value at time of donation
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Tips for Winning Proposals
• Do your research and planning• Verify your project aligns with funder’s capacity
and areas of interest• Remember the community need for your project is
the basis of the request• Follow the funder’s specific application guidelines• Be specific and use supporting data and numbers• Capture the human element of the project• Show funders how their gifts will help solve issues• Check for logic flow, clarity, numbers, and typos• Review by a third-party for clarity• Submit to the correct person on time
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If Your Grant Does Not Get Funded
• Reread your proposal and identify weak points• Contact funding source for feedback• Remember funder may consider a future grant• Identify other funders and rework your proposal• Take feedback and develop a stronger proposal• A “no” today can become a “hello” and “yes”
tomorrow
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Common Reasons Why Proposal are
Declined Problem has not been documented properly Problem does not seem significant to reviewer Client groups have not been involved in the
planning and project goals Proposal is poorly written; hard to understand Proposal objectives do not match objectives of
funding source Project budget is not within range of funder Proposed program has not been coordinated
with other organizations doing similar work
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Web Resources• Association of Fundraising Professionals,
www.afpnet.org
• Foundation Center, www.foundationcenter.org
• GrantStation: www.grantstation.com
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Book ResourcesO Axelrod, Terry, Raising More Money, a Step-
by-Step Guild to Building Lifelong Donors, Raising More Money Publications, 2001
O Seltzer, Michael, Securing Your Organization’s Future, A Complete Guide to Fundraising Strategies, The Foundation Center, 2001
O Teitel, Martin, Thank You for Submitting Your Proposal, A Foundation Director Reveals What Happens Next, Emerson & Church Publishers, 2006
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SummaryO The importance of a clear
community needO Thorough research for corporate,
foundation, or public grant sourcesO Logic flow of grant and grant budgetO Clear and concise writing
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