June 9 power pt grants seeking wrkshp ii slideshare

June 9, 2011

Madison Development Consulting all rights reserved
www.madisondev.net

Welcome and Introduction
Strategies for Successful Grant Proposals
Completing the Grant Application Process
Award of Grant Next Steps
Tips for Hiring a Grant Writer
The Foundation Center as a Resource
Q&A

Madison Development Consulting all rights reserved www.madisondev.net

Jeanne Madison, President ,
Madison Development Consulting
www.madisondev.net
◦ Strategic Fund Development and Grant Writing
◦ Program Development and Implementation
◦ Program Effectiveness Metrics

Participants


Grant Proposal Documentation to
Prepare BEFORE an RFP.
Project Concept
Project Information
Estimated Project Expenses


Documentation Facilitates:
Developing a Successful Project;
Writing a Competitive Grant.


Project Concept:
1. How the project fits the mission and direction
of the organization.
2. A compelling case for supporting the project.
3. The need for or benefit of the project –
quantified with data.
4. The organization’s prior success with other
(similar) initiatives.


Project Information
1. What will the Project Do?
2. How will the project be conducted?
3. What is the Project Timetable?
4. What are the Anticipated Outcomes?
5. How will Outcomes be Evaluated?
6. What are the Staffing Needs?


Estimated Project Expenses
1. What are the Costs to Implement the Project?
2. What are the Costs to Conduct the Project -
Beginning through End Date?
3. Are the Costs Reasonable Compared with the
Outcomes?
4. Are the Costs Prohibitive (even with a grant)?
5. What Adjustments can be made?


1. Write-Up: Concept, Program, Expenses.
2. Evaluate Program to Determine Who Would
be Interested.
3. Research Grant Opportunities.


Common Sources for Potential Grants:
1. Solicited Grant Applications. RFPs can be
found at: Foundation Center; grants.gov;
google.com; and other web sites.
2. Unsolicited. Approaching Funders through
the Letter of Inquiry; Personal Relationships.


www.Delicious.com/jxm24

Common Grant Forms – Ohio Grantmakers
Forum


• When a Letter of Inquiry is Required
• What to Say in a Cover Letter
• How to Prepare the Grant Application
• How to Prepare the Budget


Unsolicited Approaches:You Have
Identified a Potential Funder whose
interests align with your project, but they
do not have an announced RFP in the
Marketplace. OR
An RFP or a Funder’s Process Requires a
Pre-proposal Approach - LOI.


• BRIEF and Succinct: 1- 2 Pages Max.
• So WHAT Exercise.
• Description of the Compelling Need or
Benefit
• Description of Organization’s Solution, i.e.
the Proposed Project.


• Statement of Organization’s Qualifications
to conduct Project
• A Request For Support with the $Amount.
• Next Steps – Include Desire to Submit Full
Proposal, Follow Up Date; AND
• Contact Information.


• Very Abbreviated Version of the Proposal
• Abstract is 1 page
• Executive Summary may be 2-3 Pages
• Same content as LOI
• Assume Reader will NOT read full proposal
• Always Include


1) Structure of the Proposal/Application
2) Relevant Information.
Purpose;
Eligible Applicants;
Activities Funded under the Program;
Required Sections and Points Assigned.


(RFP) cont’d
3) Submittal Procedures.
4) Registration Instructions – if Required.
5) Submittal Deadlines.


Approach the RFP and:
Read, Highlight, Outline.
Note and Follow Directions: Page limits,
Submittal Procedures, Margins, Fonts, etc.
Register Early – if Required.
Submit ON TIME!!
Submit ON TIME!!


1. Need or Benefit
Describe the Problem/Challenge/Need or
Societal Benefit the Project will Address.
Provide Statistical Data to Demonstrate the
Need or Benefit .


2. Project Description and Plan of Operation
Description of Project to be Funded
Goals and Objectives – Quantified **
Timetable for Implementation & Duration
Evidence of Best Practices


3. Applicant and Partner Support
Why Your Organization is Ideally Suited to
Conduct Project
Qualifications of Project Personnel
Collaborations and Partnerships
Other Support Secured: Facilities, Staff,
Monetary, Volunteer Expertise, Other.


4. Evaluation Plan
Plan to Measure Achievement of Goals and
Objectives ** from Sec 2.
Personnel Who Will Measure
How the Results Will be Used, and Disseminated
Plan to Discolsure Unanticipated Project
Outcomes


5. Project Budget
Include All Project Expenses
List Other Sources of Income:
Contributions, Fundraisers,
Grants
In-Kind Support
Earned Revenue


6. Funders will List Other Mandatory Attachments
Financial Statements
Key Personnel
IRS 501(c)(3) Letter ( if non-profit)
Annual Report
Board of Directors Information
Letters of Commitment from Partner Organizations


Determine the Criterion Requirement (s)
From Your Prior Documentation **, Determine
how Your Project Aligns with the Criterion
Determine what Statistical Data are Needed
for Support, and
Cite Sources


Write the Criterion – Write your Response
Directly Under the Criterion
Answer the Question (Criterion) that is Asked
Provide Detailed Descriptions
Be Thorough
Check Your Math


Answer Each Criterion as if the Reader Knows
Nothing About Your Topic
Play to Your Strengths.


Organize and Add Interest
Use Prose, Charts, AND Tables
Use Simple Clear Language
Use Headings
Write out Acronyms and Abbreviations – first
usage.


Best Practices
Proofread
Check-off subcriterion.
Verify Consistency, i.e. What is said in one
section must agree with and or be supported by
what is said in other sections.
Set Application aside for 48 hours: Return to
Proof-read.


Give Yourself Plenty of Time.

It takes an experienced grant writer 40 - 60
manhours to research, develop, write, edit
and proofread a federal grant application for
$2.5million.


A. Exhale
B. Don’t Panic
C. There is Help
D. Just like at Home

www.Delicious.com/jxm24: Common Grant Forms Ohio
Grantmakers Forum


Funders seek Evidence of
Sustainability
Capacity Building
Other Funding Streams
Finite – Start and End Dates


1. All Project Costs
2. All Project Revenue
3. Budget Narrative - A Prose Description of:
a. Each line item.
b. Any unusual line items.

www.Delicious.com/jxm24: Common Grant Forms Ohio
Grantmakers Forum


Expense
1. All Project Personnel Cost
2. All Project Expense (Non-personnel) Items
a. Equipment
b. Supplies, Postage
c. Training, Travel
d. Insurance
e. Utility costs assigned to the Project


Revenue
1. Fees, Sales, Rent
2. Government, Foundation, Corporate Grants
3. Endowment
4. Interest Dividends
5. Dues
6. Sponsorships
7. Special Events, Fundraisers


Brief and Succinct
No more than 1- 2 Pages
Signed by Top Executive
Contact Name and Number


1. Gratitude or Pride at Opportunity to
submit the Proposal for -
2. Statement of Project
3. What Need or Benefit Project Addresses
4. Why Your Organization is ideally suited
to do the Project


5. Uniqueness or Partners
6. Ask for $$Amount Requested
7. Gratitude for Consideration
8. Respectfully Submitted


If Not Awarded:
Send a thank you note for having been
considered for a grant
Contact and Ask Why:
Was more information needed?
Would they be interested in receiving an application
from you in the next cycle.
Other Potential Grantmakers.
Cultivate for future funding.


Thank you note
Learn of Any Other Requirements: Forms,
Procedures, Deadlines for Grant Reports.

www.Delicious.com/jxm24: Common Grant Forms
Ohio Grantmakers Forum


For the Life of the Grant:
Use Grant Resources ONLY to Perform/Fulfill
Grant Program as Proposed.
Track Your Activities that Support Your
Program Objectives as Proposed.

NO Deviations.


For the Life of the Grant:
Maintain Detailed, Thorough Grant
Accounting Records.
You must have a clear Audit Trail to Show
that you used the money as proposed.

No Exceptions.


Required Grant Reporting
1. Program and any Modifications.
2. Measureable Outcomes and any
Modifications.
3. Data Gathering Strategies and Findings.
4. Lessons Learned.


Required Grant Reporting
5. Leveraging the Grant for Additional
Resources.
6. Future Plans.
7. Other Funding Sources.
8. Grantee Financial Report: incl. Program
Budget As Submitted and Actual.


Proceed as if Hiring Staff.
Experience, or Awards.
Samples.
References.
Fees:
◦ Should be relative to complexity of grant
application.
◦ Government Salary Guidelines for grant writers are
$45K-$60K.


Independent National Service Organization.
Authoritative Source of Information on
Foundation and Corporate Giving.
Services and Comprehensive Resources
include:
◦ Library collections of reference materials on
foundations, grants, and other non-profits;
◦ Educational programs useful to grantseekers.


5 Sites: New York, Washington DC, San
Francisco, Atlanta, and Cleveland:

The Foundation Center
Kent H. Smith Library
1422 Euclid Avenue
Cleveland, OH 44115
216.861.1933
fdncenter.org


1. Cover Letter
2. Abstract or Executive Summary
3. Grant Application (Need, Project
Description, etc, Budget.)
4. Attachments


Please visit:

www.delicious.com/jxm24/UL_FindGrants
For web site links presented today.

www.delicious.com/jxm24/UL_FindGrants
Common Grant Forms – Ohio Grantmakers
Forum

My firm at www.madisondev.net


Q&A


June 9 power pt grants seeking wrkshp ii slideshare

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