Organizational Strategic Sustainability Rita Yerkes, Principal - - PowerPoint PPT Presentation

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Organizational Strategic Sustainability Rita Yerkes, Principal - - PowerPoint PPT Presentation

Grant Writing: Wheel of Fortune or Organizational Strategic Sustainability Rita Yerkes, Principal Yerkes Consulting LLC Genoa, IL 60135 Rita@yerkesconsulting.com Board & Fund Development, Collaborative Planning, Presentations and


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Grant Writing: Wheel of Fortune or Organizational Strategic Sustainability

Rita Yerkes, Principal Yerkes Consulting LLC Genoa, IL 60135 Rita@yerkesconsulting.com

Board & Fund Development, Collaborative Planning, Presentations and Outcomes Assessment

www.yerkesconsulting.com

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Your Goals for this Afternoon

www.yerkesconsulting.com

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Projected Giving 2017

The Philanthropy Outlook 2016 & 2017

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Grant Ready Quiz

"You never get a second chance to make a good first impression." -- Will Rogers

www.yerkesconsulting.com

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Where To Start

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Conceive the project Find a grant Write proposal Submit proposal Get award & Implement

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Where To Start

  • Understand Grant

Writing

– Talk to Colleagues – Read Grant Writing Guides – Read Funded & Unfunded Proposals

  • Research Funders

– Read RFPs – Read Websites – Read Award Profiles – Talk to Program Manager ** – How does your

  • rganization’s mission fit

the mission of funders

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Tell A Good Story

  • “Good grant writing is good storytelling”
  • “If it doesn’t make sense; it’s not true!”
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Prospectus

  • Write a Prospectus

– What is your idea? – What is your project? – Why is it needed? Unique? – Who will it affect? – Where & When will it take place? – Who are the experts? How will they add value? – How much money do you need? What will it pay for?

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Funder Grantee Lists & Profiles

  • Study trends & patterns.
  • Priority areas
  • Scope
  • Average award size
  • Allowable & unallowable activities, costs
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Finding Funders & Grantee Lists

  • Government Grants – www.grants.gov
  • The Foundation Center –

www.foundationcenter.org

  • GrantsWeb –

www.srainternational.org/sra03/grantsweb/ind ex.cfm

  • Charitable Giving - http://nccs.urban.org/data-

statistics/charitable-giving-america-some-facts- and-figures

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An Effective Proposal

  • Aligns with vision &

mission of sponsor

  • Speaks to the

requirements

  • Costs are reasonable
  • Credible organization &

personnel/recipient

  • Compelling specific

problem

  • Interesting approach
  • Skilled personnel
  • Clear benefits
  • Plans for sustainability
  • Source: A Guide to Proposal Planning and

Writing by Jeremy T. Miner & Lynn E. Miner

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Proposal Elements

  • Title
  • Abstract or Summary
  • Introduction
  • Need Statement
  • Goals & Objectives
  • Project Plan, Method,

Approach

  • Evaluation Plan
  • Dissemination Plan
  • Timeline
  • Sustainability Plan
  • Budget & Justification
  • Support Materials

– Letters, CV, resources

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Grant Abstract

  • Clear to anyone who is reading it.
  • Capture the reader’s attention
  • Present a compelling idea
  • Present proposed project in a logical manner
  • Use active, engaging language
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Grant Need Statement

  • Rationale for the project & request
  • Demonstrate that you understand the context
  • f the situation
  • Give concrete evidence to support claims

– Statistics, Quotes, Reports

  • Document importance of your project

– To the community that will be impacted – To organizations & the funder supporting it

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Goals & Objectives

  • Goals are the vision of the project
  • Objectives are outcomes based, documented,

measurable, and quantifiable

  • Goals & Objectives anchor grant storytelling

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Project Plan

  • **Follow sponsor’s guidelines carefully.
  • How will the project be carried out

– What will you do? – How will you do it? – Who will do it? – How will it be accessed? – What will be the outcomes? – What is your strategy for continuing the project when the money runs out?

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Grant Budget

  • Present the budget in easy to read format
  • Determine what costs are allowable
  • Include a separate budget justification

document

  • Be specific
  • Verify policy on indirect cost, cost sharing
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Grant Application Review

  • Review the grant application to be sure you

have followed the guidelines!

  • Check for grammar, spelling and format.
  • Have objective colleagues critique the grant

application for feedback.

  • Take a break and come back with fresh eyes to

review it again before you submit.

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Grant Review Panels

  • Made up of professionals who review grant

applications.

  • Most do not have expertise in your area but

several will.

  • The title is important!
  • Make grant application as easy for them to

read as possible.

  • Be sure to follow their guidelines!
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Conclusion

  • Know your funder.
  • Develop a relationship with funder or

foundation manager!

  • Read, reread funder guidelines again!
  • Prepare funder with a good story.
  • Connect to community issues & trends.
  • Ask for feedback, write multiple drafts before

you submit.

  • Continue learning.
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References

  • Boardsource.org
  • Funding Tips - Communicating with Potential
  • Funders. :

http://www.dhs.state.il.us/page.aspx?item=4805

  • Family and Community Services Grant Information -

for FY2018 http://www.dhs.state.il.us/page.aspx?item=92470

  • The Foundation Center – www.foundationcenter.org
  • Foundation Directory - Foundation Directory Online
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References

  • Grantspace.org
  • http://grantspace.org/tools/knowledge-

base/Funding-Resources/Foundations/approaching- foundations

  • Libraries - libraries and Funding Information Network

partners

  • Venable, J. Grant Writing 101: It's Not Rocket
  • Surgery. Worksupport.com
  • The Philanthropy Outlook 2016-2017 p. 7
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Yerkes Consulting LLC Rita@yerkesconsulting.com

815-355-4452 “Board & Fund Development, Collaborative Planning, Presentations and Outcomes Assessment ”

www.yerkesconsulting.com