Slide 1

Report
From Fumbling to Funding: An
Introduction to Grant Writing
Presented by Beth Trecasa
and Jessica Leary Allen
October 21, 2005
Introductions
About this class and about you!
Introductions – Who we are
• Beth Trecasa, Grants and Fellowships Specialist,
College of Arts and Sciences
• Jessica Leary Allen, Assistant Director of
Foundation Development, Central Development
3
Introductions – Who you are
• Name
• Department or major
• Two sentences about why you are here
• One sentence about what you want to learn today
4
Refining Your Ideas to Writing
The one-pager tool for success
Our first question for you…
 Do you have a one-pager?
6
Questions to ask yourself
• What need does your project fill or what problem are
you addressing?
• What population will this project serve?
• Is there another group /individual that can you
partner with?
• How will you measure the success of your project?
7
Questions to ask (cont’d.)
• What is the importance of the project?
• What is the expected impact? What will change?
• Increase, Decrease, Reduce
• What action is necessary for achieving outcome,
what are your proposing?
• To provide, to establish, to create
• How much will it cost?
8
About Grant-Based Fundraising
What are grant-making organizations?
Foundation – The Definition
“A foundation is an entity that is established as a
nonprofit corporation or a charitable trust, with a
principal purpose of making grants to unrelated
organizations or institutions or to individuals for
scientific, educational, cultural, religious, or other
charitable purposes.”
- The Foundation Center website, www.fdncenter.org
10
Types of foundations
There are three standard types of foundations:
• Private
• Public
• Corporate
11
Private foundations
Typically, most funds come from one source, whether
an individual, a family, or a corporation.
Example: Kelvin and Eleanor Smith Foundation
12
Public foundations
Typically receives assets from multiple sources, which
may include private foundations, individuals,
government agencies, and fees for service.
Example: The Cleveland Foundation
13
Corporate Foundations
Sponsored by specific corporations, corporate
foundations are private foundations whose assets are
derived primarily from the contributions of the parent
company.
Example: Proctor & Gamble Fund, Nordson Corporation Foundation
14
Federal Funds
•26 federal grant-making agencies
•Over 900 individual grant programs
•$350 billion in grants each year
15
Federal Program Announcement
National Institute of Health
Support for Conferences and Scientific Meetings
16
Take-home lessons
• There is a lot of federal money available
• Plan ahead
• Do it right the first time
17
Fellowships
• Three weeks to five years
• Salary or stipend (partial or full)
• Travel
• Housing
• Collaborative or Independent research
18
Why a fellowship?
• To establish/continue your research career
• To continue with a project you commenced in PhD
studies
• To pursue new areas of interest
19
Finding Grant Money
Where is it and how do I find opportunities?
Three main sources for finding money
• Paid sources
• Free sources
• Web sources
21
Source #1 - Paid sources
• Include online directories, books, and other special
search services.
• May have monthly or weekly membership fees.
• May offer additional services with membership fee such
as technical help, search help, or grant writing help.
• You can likely do just as well by utilizing free services
and reviewing books at the library.
22
Source #1 - Paid sources (examples)
• The Foundation Directory, http://fdncenter.org/marketplace
• Big Online USA, www.bigdatabase.com
•Books and publications
23
Source #2 - Free sources
• Often can be found at libraries
• Sometimes can be located through the web
• Your best bet – asking around!
24
Source #2 - Free sources (examples)
• The Foundation Center Library
• Offers free classes (see www.fdncenter.org)
• Home to library containing countless books and
electronic resources
• Staff librarian to help you with your search
• And best of all… it’s free
25
Source #3 - Web sources
“Getting information off the internet is like taking a
drink from a fire hydrant.”
- Mitch Kapor
26
Source #3 - Web sources
• Grant makers’ websites
27
Web searches
• No website? Not a problem.
• Try this activity:
• Google: “grantmaking”
• You will get 1.5 million hits!
• Now try this version:
• Google: “grant making”
• 114,000,000 hits
28
Boolean searches
• Boolean Searching
• “Asian Studies” and conference and grant
• “Asian Studies” or “Japanese Studies” and
conference and grant
• “Asian Studies” and conference and grant
• not Chinese
29
The 990
The most-telling resource of them all…
The 990 form
30
Key Terms to Know
How do I talk the talk?
LOI/Statement of Interest
• Letter of Intent/Letter of Interest/Statement of Interest
• Many foundations require that one is submitted prior to
accepting a full proposal
• Typically, it should include
•
•
•
•
•
•
32
Introduction
Description of organization
Statement of need
Methodology
Other funding sources
Final summary
RFP
• Request for Proposal
• An invitation from a funder to submit applications on a specified
topic with specified purposes
• RFP lists can be found via the Foundation Center’s listserv, on
foundation websites, etc.
33
Proposal
• Should provide proof that there is a need for your project and
that you have the means to meet the need
• Foundations will typically specify the length and content
• A typical proposal includes
•
•
•
•
•
•
•
•
34
The organization’s qualifications
Statement of need; assessment
Goals and objectives
Methodology
Evaluation
Future and supplemental funding
Budget
Appendices (letters of recommendation, etc.)
Stewardship
• responsibility for taking good care of resources entrusted to one
• taking responsibility for the survival and well-being of
something that is valued
• the science, art and skill of responsible and accountable
management of resources
• ALWAYS be a good steward of your funds and of your
relationship with your funder!
35
Help on campus
Are there resources here at Case to help me in this process?
How can Case help me?
• Central support
• Management center support
37
What can staff do?
• Identify potential funding sources
• Providing sample letters of inquiry, proposals and
budgets
• Avoid duplication of multiple proposals
• Avoid proposal interruption
38
What can staff do?
• Determine how much to request, how to incorporate
various costs into the budget
• Coach on funder cultivation, stewardship
• Leverage existing relationships
• Answer your questions!
39
The process at Case
• Misconceptions
• Case is the applicant
40
Commonly requested information
•
•
•
•
41
Authorized staff
Registration numbers
Case Characteristics
Rates
Guidelines
•
•
•
•
•
42
Case Authorship Guidelines
Case Intellectual Property
Case Policy on the Custody of Research Data
Case Sponsored Programs Guidelines
And more…
Forms, forms, forms
43
The process at the College
44
Writing a Grant
How do I do it?
Check for guidelines
• Before you do anything, check to see if the
grantmaker has pre-determined guidelines for the
proposal.
• You are looking for the BIG THREE: timelines,
deadlines, and guidelines.
• Always play by the grantmaker’s rules!
46
Determining your purpose
• What will your project accomplish?
• What will your project do to improve your
community?
• What are some components of my work that will
appeal to this funder?
• Where will my project lead in the future?
47
Organizing your thoughts
• Write a clear statement of need.
• Write clear and concise goals and objectives.
• Include your methodology and your plan for evaluating your
success.
• Consider where else you might receive funding.
• Spend time thinking about your budget.
• Consider who might provide a good reference or support for the
project and ask that person/organization to create a letter of
support (do this in advance!).
48
Researching your topic
• Learn as much as you can about your
topic/project/area of study. Be prepared to back up
your statement of need with cold, hard facts.
• Think about ways your project can work with other
existing projects in your community. Foundations
LOVE to see successful partnerships that leverage
their funds.
49
Writing your grant
• The number one rule: Give yourself plenty of time to
write.
• Set a writing schedule and stick to it.
• Be sure to gather feedback on drafts as you go. We
suggest using someone to proof for grammar and
someone to proof for content.
50
Questions and Comments

similar documents