Endless Opportunities in Grant Writingnanasp.org/sites/default/files/documents/BO5A... · Bohse...

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Endless Opportunities in Grant Writing Bohse & Associates www.bohse.com 1 Endless Opportunities in Grant Writing Pat Bohse President, Bohse & Associates May 30, 2014 Bohse & ASSOCIATES, INC. The Ask! New definition of the Ask: Goods Services Professional Volunteers Money Bohse & ASSOCIATES, INC. How to Research a Funder Target population Geographic focus Type of support Grant range Deadlines Field of Interest List of Trustees

Transcript of Endless Opportunities in Grant Writingnanasp.org/sites/default/files/documents/BO5A... · Bohse...

Page 1: Endless Opportunities in Grant Writingnanasp.org/sites/default/files/documents/BO5A... · Bohse ASSOCIATES, INC. & The Ask! New definition of the Ask: Goods Services Professional

Endless Opportunities in

Grant Writing

Bohse & Associates

www.bohse.com 1

Endless Opportunities in Grant Writing

Pat Bohse President, Bohse & Associates

May 30, 2014

Bohse & ASSOCIATES, INC.

The Ask!

New definition of the Ask:

Goods

Services

Professional Volunteers

Money

Bohse & ASSOCIATES, INC.

How to Research a Funder

Target population

Geographic focus

Type of support

Grant range

Deadlines

Field of Interest

List of Trustees

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Endless Opportunities in

Grant Writing

Bohse & Associates

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Bohse & ASSOCIATES, INC.

Corporations

Other

Individuals

Foundations

PRIVATE

State

County

Municipality

Federal

PUBLIC Different Types of Funders …

SOURCES OF FUNDING

Bohse & ASSOCIATES, INC.

Different Types of Funders … PUBLIC

Grants

Contracts

Federal

State

County

Municipality

Local

SOURCES OF FUNDING

Bohse & ASSOCIATES, INC.

Different Types of Funders … PRIVATE

Corporate

Private / Independent

Operating / Pass-Thru

Community

Family

Foundations

SOURCES OF FUNDING

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Different Types of Funders … PRIVATE

Research & Development

Foundations

Marketing

Community Involvement

Corporate Giving

Corporations

SOURCES OF FUNDING

Bohse & ASSOCIATES, INC.

Different Types of Funders … PRIVATE

Associations

Religious Organizations Types

Unions

Trade Associations, Social Clubs

Other

SOURCES OF FUNDING

Bohse & ASSOCIATES, INC.

Different Types of Funders … PRIVATE

Direct Mail

Special Events

Memorial Contributions

Membership

Individuals

Income Producing Activities

Planned Giving

Workplace Payroll Deduction

Fee-for-Services

SOURCES OF FUNDING

Direct Contributors

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Getting Ready …

Assess the agency’s readiness to seek funds Board of Directors Staff Volunteers Organizational (internal & external) Competition Documents (boilerplate files)

Bohse & ASSOCIATES, INC.

Boiler Plate Files Needed …

Mission Statement

Strategic Plan

Organizational Charts Overall for Agency Highlight the

project for which funds are being requested

Bohse & ASSOCIATES, INC.

Boiler Plate Files Needed …

Key staff resumes (paid & volunteers)

Job descriptions

Profile of present services

List of groups that you are: a member of collaborate with get support from

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Boiler Plate Files Needed …

Project budget

Agency Budget

List of income sources

List of supporters (present & former)

Last two years Agency Audit Reports

Bohse & ASSOCIATES, INC.

Boiler Plate Files Needed …

Love letters & other community support

Positive news clippings

Brochures

Wish List

Other request for specific documentation by Funders: ADA requirements

Bohse & ASSOCIATES, INC.

The Dream Team …

Director and/or Project Coordinator

Writer

Administrative Support

Budget Specialist

The Writer

Collaborating partners, if any

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Brainstorming Session

What is the project?

The team must answer the questions : Who What When Why How

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Executive Summary …

Provides snapshot of the proposal & includes at least one sentence describing each of the following:

Name & credentials of applicant Problem being addressed Program objectives Program methods Amount being requested

Bohse & ASSOCIATES, INC.

Budget + Narrative + Staffing

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Budget …

Line by line budget may include income & expenses

Budget convinces the reader that the costs are well thought out, reasonable & necessary

Budgets usually include personnel expenses & operational expenses

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Budget Narrative …

Line by line description including how you have come up with the numbers

Information that connects funds requested to the narrative ( Budget + Narrative + Staffing = Great Proposal)

Information to explain how costs were determined

Bohse & ASSOCIATES, INC.

Budget Matching Funds …

Personnel

Professional Services

Space & Utilities

Goods

Volunteers

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Introduction …

Background & history of agency

Mission Statement

Accomplishments – show the uniqueness of the organization

Experience & expertise in the field

Funding history

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Problem Statement …

Description of specific problem/need

Statistical evidence of the problem/need

Statement from authorities

Problem is stated in terms of clients’ needs (not the organization’s need)

Clients’ input (statement, survey results, testimonials)

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Project Goals …

Description of specific outcome expected

List statistical (or other) methods you will use to track outcome

Describe exactly who will be aided

Try to speak in terms of program’s “unique” qualities

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Project Objectives …

Specific- indicate what you intend to change through your project

Immediate - indicate the time frame during which a current problem will be addressed

Measurable - indicate what you would accept as proof of project success

Practical - indicate how each objective is a real solution to a real problem

Logical - indicate how each objective contributes to achieving your overall goals

Evaluate - indicate how much change has to occur for the project to be effective

Bohse & ASSOCIATES, INC.

Project Objectives …

Describes the objectives & outcomes of the grant project in measurable terms

Program objectives component is used to convince the reader that you know how much of the problem you will change or address & by when it will be changed

At least one objective for each problem identified

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Project Description/Methods …

Describe the nature & purpose of the project

Describe how the project relates to the overall activities & programs of the organization

Demonstrate an understanding of the history of the services

Document the need using demographic data and other local data sources.

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Project Description/Methods …

Describe how the project will be implemented (include a timeline)

Describe who the clients are & how you will find them to serve them

This will convince the reader that the activities are well thought out & adequate to accomplish the objectives

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Project Staffing …

Describe the qualifications of the individuals who are responsible for the project Paid Staff Consultants Volunteers

Submit updated resumes of those responsible for the project

Cultural competence capabilities of staff

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Evaluation …

Represents a plan for determining the degree to which objectives are met

How will you measure the success of the project? Statistically – Data Collection Determining Program Effectiveness Client Satisfaction Surveys, etc. External Evaluator

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Future Funding …

Describe your plan for the project to be sustainability after the grant Self supporting Future grant proposals Obligation taken on by the Board of

Directors

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Appendix …

Attach supporting materials as requested in the application

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eGrants

You have to pre-register

Read it twice before you start

Be aware of any system limitations and save your work often

eGrant applications often limit the length of your content to pre-sized space – have a file for paper grants and a file for eGrants

Beware of submission – file it 1 week early

Call the funder and ask to speak with a human being, if you have questions

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Crowdfunding Strategies

Where do you go? Crowdrise: https://www.crowdrise.com/ Indigogo: https://www.indiegogo.com/ Kickstarter: https://www.kickstarter.com/ Crowdfunder: https://www.crowdfunder.com/ RocketHub: http://www.rockethub.com/

Bohse & ASSOCIATES, INC.

Crowdfunding Strategies

Process What is the cause? Filling out the application Launching the appeal Telling the world (email is king) Fees: payment provider, crowdfunding site Follow-up and thank you’s to the donors

Bohse & ASSOCIATES, INC.

Appealing Proposals Include …

Great story

Great writing skills Organized (get to the point) Short concise sentences (15 to 20 words) Good paragraphs (12 lines) Adhere to required number of pages found in

Guidelines

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Appealing Proposals …

Are not redundant

Employ a good format

Use good grammar

Use good punctuation

Speak directly to the reader (tense)

Have correct spelling

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Appealing Proposals …

Use preferred fonts (at least 10-12 point Century, Times Roman

Have 1-inch margins on all sides

Are single or double-spaced (follow the guidelines)

Have numbered pages

Avoid fancy or distracting fonts

Are proof read (don’t write alone)

Have accurate figures

Bohse & ASSOCIATES, INC.

Appealing Proposals …

Are easy to read (KISS)

Follow delivery instructions

Have appropriate number of copies

Say Thank You

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Appalling Proposals …

Show sloppiness & have omissions

Have unrealistic spending projections

Have insufficient documentation

Do not follow directions in application

Assume all funders operate in the same way

Assume the reader knows the organization

Bohse & ASSOCIATES, INC.

Appalling Proposals …

Show no sign of Board or Community support

Have goals & objectives which do not meet documented needs

Are accompanied by endless phone calls & inquiries

Do not meet the objectives of the Funder

Do not say Thank You

Thank you. If you have any questions, please call:

Pat Bohse, Bohse & Associates Box 225, Middletown, NJ 07748

732-291-8038 [email protected]

www.bohse.com

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