grant_writing

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Presentation Description

Bread and Roses Community Fund Presentation on Grant-Writing to CLUW NEB, June 2011

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Presentation Transcript

CLUW National Executive Board Meeting 6/11/11: 

CLUW National Executive Board Meeting 6/11/11 Proposal Writing for Success Casey Cook, Executive Director Bread & Roses Community Fund

AGENDA : 

AGENDA Funder Research Review Developing a Proposal Template Meeting the Requirements

FUNDER RESEARCH REVIEW: 

FUNDER RESEARCH REVIEW Three steps: Logistics: Where/how to find information Strategy: How to sift through the information Tracking: How to organize the information in a useful manner

FUNDER RESEARCH REVIEW: Logistics: 

FUNDER RESEARCH REVIEW: Logistics Sources of information Foundation Center http://foundationcenter.org/ Guidestar.org Funding Exchange http://www.fex.org/

FUNDER RESEARCH REVIEW: Strategy: 

FUNDER RESEARCH REVIEW: Strategy Find the best fit Org. should match priorities on: Types of Organizations Funded Types of Support Given Target Population (s) Geographic Area Program Areas

FUNDER RESEARCH REVIEW: Tracking: 

FUNDER RESEARCH REVIEW: Tracking Information must be organized in order to be useful Create 1-year plan with fundraising target; Refer to it often Double check guidelines and address before sending Allow enough time for mailing

PROPOSAL TEMPLATE: Basic Components: 

PROPOSAL TEMPLATE: Basic Components Organizational Information Program Information Financial Information Attachments

PROPOSAL TEMPLATE: Organizational Background: 

Mission History Overview of all programs General population/Geographic area served Accomplishments PROPOSAL TEMPLATE: Organizational Background

PROPOSAL TEMPLATE: Organizational Background: 

PROPOSAL TEMPLATE: Organizational Background Mission: Should be broad but reasonable History: When/ By whom organization was established Name changes, mergers, and relevant affiliations Changes in mission or focus

PROPOSAL TEMPLATE: Organizational Background: 

PROPOSAL TEMPLATE: Organizational Background Overview of all programs: If list is too long, highlight those most relevant to request. For each program, list: Goal of program Description of program Numbers served Population served

PROPOSAL TEMPLATE: Organizational Background: 

PROPOSAL TEMPLATE: Organizational Background General population/Geographic area served: Should be relevant to request Target population defined by one or more of the following: Age/ Gender/ Race/ Ethnicity/ Language Income/ Economic status/ Education level Family structure/ Risk level/ Immigration status

PROPOSAL TEMPLATE: Organizational Background: 

PROPOSAL TEMPLATE: Organizational Background Accomplishments: Staff/program/budget growth Outcomes Special recognition

PROPOSAL TEMPLATE: Program Information: 

PROPOSAL TEMPLATE: Program Information Case Statement (aka Need Statement) Program Description Goals, Objectives, and Outcomes Financial Information Attachments

PROPOSAL TEMPLATE: Program Information: 

Case Statement What is the problem? What proven strategies can solve this problem? How is your organization prepared to solve this problem? Should correspond with and flow well into program description PROPOSAL TEMPLATE: Program Information

PROPOSAL TEMPLATE: Program Information: 

PROPOSAL TEMPLATE: Program Information Case Statement Statistics are key Status of the population Status of the community “Best Practices” research Content of intervention Mechanics of intervention Use footnotes

PROPOSAL TEMPLATE: Program Information: 

PROPOSAL TEMPLATE: Program Information Program Description Overview/background of program Areas of program growth/success Specific components of program Future changes/ plans for program Numbers served Population served Staffing and roles Timeline/Schedule of activities Brief bios of key staff (org chart, if necessary)

PROPOSAL TEMPLATE: Program Information: 

PROPOSAL TEMPLATE: Program Information Goals, Objectives, and Outcomes Goals – Big overarching mission Outputs/Objectives/Activities – Actual activities; should include numbers Outcomes – What we hope the outputs will lead to Measures – How you will know if you achieved outcomes

PROPOSAL TEMPLATE: Financial Information: 

PROPOSAL TEMPLATE: Financial Information Ask for specific amount Amount should be reasonable for your agency and for funder State how program relates to funder’s mission List other funders on budget Make sure project and agency budgets correspond Items on the budget need to correspond to items in program description

PROPOSAL TEMPLATE: Attachments: 

PROPOSAL TEMPLATE: Attachments Use cover page with numbered list IRS 501 (c) 3 letter Audited financial statements Agency budget List of other funders Annual Report Board List Resumes Org. Chart

PROPOSAL TEMPLATE: Additional Details: 

PROPOSAL TEMPLATE: Additional Details Stated vs. unstated requirements Stated requirements: Adhere to limits: Page, font size, deadline, delivery method, etc. Provide all information, forms, and attachments requested Answer all questions

PROPOSAL TEMPLATE: Additional Details: 

UN stated requirements: Always include cover letter, addressed to a specific person Explain why any stated requirements might not be met Proposal should be balanced Don’t make any sections too long or too short PROPOSAL TEMPLATE: Additional Details

PROPOSAL TEMPLATE: Additional Details: 

UN stated requirements: Be professional in presentation: Should be well written, clear, and not overly emotional Should be neatly laid out but not too fancy; don’t bind Use sub-headings and page numbers Use attachment cover sheet Proofread PROPOSAL TEMPLATE: Additional Details

PROPOSAL TEMPLATE: Additional Details: 

UN stated requirements: Make yourself available to answer questions about the proposal Connect the dots for the funder Be explicit about how your program relates to the funder’s mission Do not assume the funder knows anything PROPOSAL TEMPLATE: Additional Details

PROPOSAL TEMPLATE: Additional Details: 

UN stated requirements: Answer the question that is asked (not the one you wish was asked) Proposal questions most commonly misinterpreted: Case/Need Statement Goals/Outcomes/Evaluation PROPOSAL TEMPLATE: Additional Details

PROPOSAL TEMPLATE: Additional Details: 

If you get funded: Send thank-you letter asap Notify funder asap if there are any problems Submit a complete report on-time Invite funder for site visit If allowed, ask again after grant ends PROPOSAL TEMPLATE: Additional Details

QUESTIONS?: 

QUESTIONS?

HAPPY PROPOSAL WRITING! And Good Luck! : 

HAPPY PROPOSAL WRITING! And Good Luck!