GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant...
Transcript of GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant...
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GOVERNOR’S GRANTS OFFICEBASIC GRANTS TRAINING 2017
Jennifer B. JonesBASIC GRANTS TRAINING 2017 - JENNIFER JONES 1
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MARYLAND GGO: BASIC GRANTS TRAINING
Part I – Business of Non-profits
Part II – Prospect Research
Part III – Grant Writing Basics
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PART I – BUSINESS OF NON-PROFITSESSENTIAL ELEMENTS OF STRATEGIES TO WIN
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Your non-profit business is a business!
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BUSINESS 101 - INFRASTRUCTURE
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PASSION
Vision & Mission What am I going to do?
Envision - Name, Colors, Logo
STRATEGY, PLANNING &
CAPACITY BUILDING
PURPOSE
How do I do it?What do I need?
Who will help me?Who to serve?
STRUTURE, INFRASTRUCTURE
PROGRAMS, DEVELOPMENT &
IMPACT ASSESSMENT
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SUSTAINABILITY: SURVIVAL VS. LEGACY
Non-profit Organization
Grant FundingFundraisers
Events &
Campaigns
Sponsorships,
Annual Giving
Campaign
Sustainability Plan
Membership &
Partnerships
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ROADMAP TO FUNDING SUCCESS
BASIC GRANTS TRAINING 2017 - JENNIFER JONES 7RE-EVALUATE SERVICES
Establish Sponsors, Partners & Celebrity Face
Build Relationships and Collaborate
Strategic Program & PR Implementation
Identify Funding Sources-Sponsors
Media Highlighted Launch & Gala Reception-Ball
Pursue Grant Funding, Donations, Campaign
STARTDetermine
Funding Needs
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SUSTAINABILITY: SURVIVAL VS. LEGACY
Non-profit Organization
Grant FundingFundraisers
Events &
Campaigns
Sponsorships,
Annual Giving
Campaign
Sustainability Plan
Membership &
Partnerships
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GRANT WRITING BASIC – 3 SIMPLE STEPS
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Identify
Prepare
Submit
Three Simple Steps. No Simple Feat!
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GRANT FUNDING SOURCES
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Private
Foundations,
Associations,
Organizations
Government Federal, State,
Local Government
Corporations
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SUSTAINABILITY: SURVIVAL VS. LEGACY
Non-profit Organization
Grant FundingFundraisers
Events &
Campaigns
Sponsorships,
Annual Giving
Campaign
Sustainability Plan
Membership &
Partnerships
BASIC GRANTS TRAINING 2017 - JENNIFER JONES
STRATEGIC BUSINESS PLAN
Partnerships
Marketing & Communications Plan
Sustainability Plan
Fiscal Administration & Management
Research, Measurements & Data11
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ROADMAP TO FUNDING SUCCESS
BASIC GRANTS TRAINING 2017 - JENNIFER JONES 12RE-EVALUATE SERVICES
Establish Sponsors, Partners & Celebrity Face
Build Relationships and Collaborate
Strategic Program & PR Implementation
Identify Funding Sources-Sponsors
Media Highlighted Launch & Gala Reception-Ball
Pursue Grant Funding, Donations, Campaign
START
Sustainability PlanDetermine
Funding NeedsFiscal
Administration &Management
Research, Measurements &
Data
Partnerships
Marketing Plan& Social Media
Strategy
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PART II – PROSPECT RESEARCHIDENTIFYING THE RIGHT OPPORTUNITY
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PROPOSAL DEVELOPMENT STAGES
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Funding Strategy (Goals, Partners, Focus)
Fundability Assessment
Prospect Research
Content Development
Grant Identification
Proposal Preparation & Submission
Award Notification & Debriefing
Grant Management & Fiscal Administration
Grant Closeout
Jennifer B. Jones
Grant Writing Basics
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PROPOSAL DEVELOPMENT STAGES
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Funding Strategy (Goals, Partners, Focus)
Fundability Assessment
Prospect Research
Content Development
Grant Identification
Proposal Preparation & Submission
Award Notification & Debriefing
Grant Management & Fiscal Administration
Grant Closeout
What do you need?
vs.
What you want?
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PROSPECT RESEARCH
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Definition: a process in fundraising wherein a researcher identifies and
provides relevant information about potential donors to an organization (http://www.aprahome.org)
Resources: Governor’s Grants Office (http://grants.maryland.gov)
Foundation Library (http://foundationcenter.org)
Grantsmart (http://grantsmart.org)
Grantspace (http://grantspace.org
Guidestar (www.guidestar.org)
WAGM (www.washingtongrantmakers.org)
Grant Watch (www.grantwatch.com)
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Your non-profit business is a business!
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PART III – GRANT WRITING BASICSSUBMITTING A WINNING GRANT APPLICATION
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THE GRANT APPLICATION
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Overview Of Funding Entity
Background Or Purpose Of The Opportunity
Application Instructions
Guidelines And Policies (Eligibility, Award, Funding Restriction, Data Sharing, Etc.)
Evaluation Criteria
Submission Criteria
Point Of Contact
WEALTH OF INFORMATION!
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GRANT APPLICATIONS
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FOUNDATION CENTER (HTTP://FOUNDATIONCENTER.ORG/FINDFUNDERS/CGA.HTML)
COMMON GRANT APPLICATION
(HTTP://WWW.COMMONGRANTAPPLICATION.COM/)
GRANTS.GOV (HTTP://WWW.GRANTS.GOV)
USA.GOV (HTTP://WWW.USA.GOV)
NEW USA FUNDING (HTTP://WWW.NEWUSAFUNDING.ORG)
JENNIFER B. JONES
WRITING A SUCCESSFUL GRANT PROPOSAL
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RULES FOR SUCCESSFUL GRANT WRITING
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Read The Grant Application, Instructions, Attachments
Establish A Timeline For Preparing The Application
Establish A Comprehensive List of Deliverables
Assign Deliverables & Tasks To Team With Deadlines For
Completing Each Deliverable
BEFORE WRITING THE GRANT!
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RULES FOR SUCCESSFUL GRANT WRITING
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Communicate And Update Progress Regularly – Face-to-face Meetings,
Conference-calls, Emails
Create A Hard Copy Of The Proposal (Working Document)
Assemble The Grant (Signatures, Letters Of Support, Etc.)
Proposal Review – Primary Team, Second Team, Final Review Team
(Build In Time For Mistakes, Errors, Etc.)
BEFORE WRITING THE GRANT!
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RULES FOR SUCCESSFUL GRANT WRITING
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RULES FOR SUCCESSFUL GRANT WRITING
PRE-APPLICATION INSTRUCTIONS
LIST OF GRANT DELIVERABLES
NON-PROFIT BUSINESS PROFILE
Business Name & Address
President (Name, Address, Email, Telephone, Alternate Telephone)
Primary Point of Contact (Name, Address, Email, Telephone, Alternate
Telephone)
Non-profit (Copies – Articles of Incorporation, Tax Exempt Letter, 990, etc.)
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RULES FOR SUCCESSFUL GRANT WRITING
GRANT PROPOSAL
Project Title
Project Narrative
Project Summary (Abstract)
Specific Aims
Statement of Need (Services Provided, Demographic Served, Data, Statistics,
Supporting Information)
Impact (Outcome, Measurements, Milestones, Definition of Success)
Models of Success (Source of Project Ideas)
Bibliography and Cited Literature Sources (when applicable)
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RULES FOR SUCCESSFUL GRANT WRITING
RESUMES
Business Organizational Structure
Project Organizational Structure (Collaborative Partners, Governmental,
Faith-based, etc.)
Contact Information List
BUDGET
Budget (Project & Non-Profit Annual Report)
Budget Justification
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RULES FOR SUCCESSFUL GRANT WRITING
SUPPORTING DOCUMENTS
Target Demographic
Letters of Supports (Collaborative Partners,
Consortium/Contractual Agreements
Management Plan (Staff, Volunteers)
Facilities and Other Resources
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RULES FOR SUCCESSFUL GRANT WRITING
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Proposal Narrative/Research or Project Plan
Background, Significance or Supporting Data
Organizational Structure & Management Plan
Experience & Past Performance
Budget & Budget Justification
Implementation Plan - Use of Funds, Quality Assurances, Reaching Target Group, etc.
Collaborative Partners, Letters of Support & Matching Funds Commitments
Plan for Self-Evaluation & Reporting
SECTIONS OF THE PROPOSAL!
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RULES OF SUCCESSFUL GRANT WRITING
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Outstanding Packaging, Organized Presentation and Table of Contents
Answers the Basics with Specific Details/Data – Who, What, When,
Where, Why and How?
Well-substantiated approach, data, statistics, etc.
Infrastructure, Experience, “Skin in the Game” to Accomplish Tasks
and Reach Milestones
Well-Documented, Justified Budget
Effectiveness or Measurable Outcomes
WHAT IS ESSENTIAL TO SUBMITTING THE GRANT!
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RULES FOR SUCCESSFUL GRANT WRITING
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Volunteer Hours: http://www.handsonnetwork.org/tools/volunteercalculator
Organizational Self-Assessment: https://www.councilofnonprofits.org/tools-
resources/organizational-self-assessments
Impact: http://managementhelp.org/evaluation/program-evaluation-guide.htm
Board Self- Assessment:
http://www.nhnonprofits.org/sites/default/files/documents/bsaq/questionnaire.pdf
National Center for Charitable Statistics http://nccs.urban.org/
Grant Budgets: http://grants.nih.gov/grants/how-to-apply-application-guide/format-
and-write/develop-your-budget.html
IT'S ALL ABOUT THE NUMBERS!
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GRANT APPLICATION
BUDGET!
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OPERATIONAL
BUDGET!
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EXCEPTIONAL GRANT PROPOSALS
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Clearly and concisely presents the organization and provides all of the requested information.
Ease of Reading & No Typos, Misspelled Words, etc.
Logical Presentation of Justified Need or Specific Request
Passion “Tell The Story”…. “Sell the Story”
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EXCEPTIONAL GRANT PROPOSALS
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Strong Collaborations, Innovation or Impact
Achievable Approach & Measurable Results
Efficient Use of the Grant Award
Experience, Progressive Growth, Data-Driven, Details, etc.
Vision/Plan for the Future, Next Steps, etc.
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RULES FOR SUCCESSFUL GRANT WRITING
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http://grants.nih.gov/grants/how-to-apply-application-guide/format-and-
write/develop-your-budget.html
Components of the Budget
Direct Costs – Personnel, Fringe Benefits, Equipment, Supplies, Travel
In-Kind Contributions
Indirect Costs (Building, Operating Costs…)
http://nonprofit.about.com/od/foundationfundinggrants/a/grantbudget.htm
LET'S TALK ABOUT THE BUDGET!
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RULES FOR SUCCESSFUL GRANT WRITING
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http://grants.nih.gov/grants/how-to-apply-application-guide/format-and-
write/develop-your-budget.html
Components of the Budget
Direct Costs – Personnel, Fringe Benefits, Equipment, Supplies, Travel,
In-Kind Contributions
Indirect Costs (Building, Operating Costs…)
http://nonprofit.about.com/od/foundationfundinggrants/a/grantbudget.htm
LET'S TALK ABOUT THE BUDGET!
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GRANT WRITER OR NOT?
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You are responsible for the grant that you sign and submit!
Read the Application –You are the Subject Matter Expert and must
implement the plan that is proposed.
Ask for writing samples, client references, win rates.
Sign an agreement that clearly states or ensures terms, process,
timelines and confidentiality assurances.
Establish a plan for communication - Grant Writers are only as good as
the information provided!
You get what you pay for!
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GRANT WRITER OR NOT?
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You are responsible for the grant that you sign and submit!
Training, Tools and Resources
Maryland Governor’s Grants Office (http://grants.maryland.gov )
Maryland Nonprofits (http://www.marylandnonprofits.org)
Foundation Center (http://foundationcenter.org/findfunders/cga.html )
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SUCCESSFUL GRANT WRITING TIPS
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Collaboration, Partnerships, Strong
Board
Prospect Research, Funding Strategies
Data, Research, Information
Integration Of Technology & Innovation
Hot Buttons & Win Themes
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GOVERNOR’S GRANTS OFFICE
BASIC GRANTS TRAINING 2017
Jennifer B. Jones
240.640.9546
40BASIC GRANTS TRAINING 2017 - JENNIFER JONES