Money Matters II: Grant Writing Tutorial

1
Money Matters II Grant Writing Tutorial

• Presented by
• Laura DeShano
• CHADD Development and Foundation Relations
  Manager
• In cooperation with Genetic Alliance and CHADD
  national

2
Overview of health related grants and funding (5
minutes total)

• A. Niche funding (1 minute)
• B. Educating the funders (1 minute)
• C. Coordinating the organizational resources (2
  minutes)
• D. Balancing the organizational revenue (1
  minute)

3
Educating the Funders (1 minute)

• Knowing your case
• Preparing your argument
• Standing your ground

4
Coordinating the organizational resources (2
minutes)

• Donors
• Marketing
• Communications
• Web team
• Fundraising with everything (every publication,
  every newsletter, every presentation, every
  interview, every exhibit, etc.)
• Board of Directors
• CEO and upper management
• The elevator statement and the big picture

5
Balancing the organizational revenue (1 minute)

• 35 members
• 15 Foundation grants
• 15 federal/state/local
• 10 corporate
• 25 individual donors/giving societies
• Questions 5 minutes

6
Building your template library (2 minutes total)

• Mission
• Vision
• Key programs
• Budget information
• Anecdotes and testimonials
• Communication products
• Questions 2 minutes

7
Foundation, state, local government and federal
research (2 minutes total)

• Email Sources
• Federal register
• Specific department alerts
• Governors websites
• Researching similar organizations
• Speaking with current funders
• Board members, or Professional Advisory Board
  members and/or giving society members
• Questions 2 minutes

8
Steps to foundation success (3 minutes total)

• Mutual mission
• Preparing summation
• Contacting the program officer
• Gaining an audience and assembling the
  presentation team
• Initial submission
• Fostering a champion
• Follow up and follow through
• Chances of funding
• Questions 2 minutes

9
Sections of a foundation proposal (6 minutes
total)

• Organizational Information (1 minute)
• Case Statement (1 minutes)
• Project description (1 minutes)
• Evaluation (1 minutes)
• Budget (2 minutes)

10
Organizational Information (1 minute)

• Mission statement
• Vision statement
• Organizational history (founding and progression)
• Past Projects
• BOD/PAB members, affiliations and bios

11
Case Statement (1 minute)

• Introduce with goal statement (1 sentence at the
  top of this section in italics)
• Lay out the case (1-2 paragraphs)
• Offer Literature to back up your case (this can
  be 1 paragraph with 2 quotes or as long and as
  detailed as the foundation will let you get).
  NEVER use citations more than three years old
• End this section with a concise summation of NEED
  for the project

12
Project description (1 minute)

• Summative overview (2 paragraphs)
• Timeline
• Inclusion-based participant recruitment

13
Evaluation (1 minute)

• Internal vs. external
• 10 of budget
• Knowledge transfer
• Advocacy based evaluation

14
Budget (2 minutes)

• Overhead rate
• FTE allocation
• Fringe rate
• Cost per client/participant
• Questions 5 minutes

15
Certification and recognition (3 minutes total)

• BBB WGA (http//www.give.org/)
• CFRE/CFRM
• Professional Organizations (i.e. Voluntary Health
  Council, etc.)
• VeriSign
• Bobby Approved http//apps.em.doe.gov/OST/mainbobb
  y.asp
• Grant Station review
• Questions 3 minutes

16
Stewardship (2 minutes total)

• Announcement of the award and recognition
• Outcome monitoring
• Reports
• Record Keeping
• Updating
• Questions 2 minutes

17
Additional Information and resources (1 minute
total)

• Association of Fundraising Professionals (AFP)
  http//www.afpnet.org/
• The Center on Philanthropy at Indiana University
  http//www.philanthropy.iupui.edu/TheFundRaisingSc
  hool/
• American Association of Fundraising Counsel
  http//www.givingusa.org/gusa/resources.htm
• Association for Research on Nonprofit
  Organizations and Voluntary Action
  www.arnova.org
• BoardnetUSA www.boardnetusa.org
• Center on Philanthropy and Civil Society
  www.philanthropy.org
• Changing our World www.changingourworld.com
• CharityChannel www.charitychannel.com
• Chronicle of Philanthropy www.philanthropy.com
• The Foundation Center www.foundationcenter.org
• GuideStar www.guidestar.com
• NPower www.npower.org
• VolunteerMatch www.volunteermatch.org

18
Final Questions

• Special thanks to Genetic Alliance (especially
  Karen White and James OLeery), and CHADD for
  supporting preparation of this presentation.
• Please feel free to contact Laura DeShano
  (presenter) at
• Laura_deshano_at_chadd.org (email preferred) or
• 301-306-7070 ext. 114