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Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Before You Seek a Grant A Checklist for Nonprofit Organizations Native Learning.

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Presentation on theme: "Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Before You Seek a Grant A Checklist for Nonprofit Organizations Native Learning."— Presentation transcript:

1 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Before You Seek a Grant A Checklist for Nonprofit Organizations Native Learning Center Seminole Tribe of Florida

2 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Course Description & Objectives Course Descriptions: You may have a project in mind that will make a positive impact on your community; however, it may need additional funding to get off the ground. Knowing how to find funds that are available, understanding the time and resources involved in receiving a grant, and pursuing alternative sources of funding will be among the topics covered in this course. Course Objectives: After this course, attendees will be able to: Identify who can receive a grant Describe the time and resources typical to creating a grant proposal and manage it Explain the differences between federal and foundation grants Develop alternative sources of funding Before You Seek a Grant #1

3 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Your Presenter Vince Franco Grants Compliance Manager Native Learning Center (NLC) 6363 Taft Street Hollywood, Florida 33024 VincentFranco@semtribe.com VincentFranco@semtribe.com 1-954-985-2300 Ext. 10651 NLC

4 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Any Questions? If you have a question please use the hand tool to raise your hand and type your question into the chat box (next slide). The presenter will work to answer your questions as quickly as possible. Questions will be answered in the order they were received. Please remember to complete the class survey at the end of this course.

5 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com How to ask a question?

6 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Technical Issues? Unable to hear us?

7 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Before You Seek a Grant The purpose of this training is to help you diagnose your organization’s potential for success and readiness to seek grant and foundation funding. Characteristics of a Successful Nonprofit 1. C

8 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Topics Building an Organization and Defining Your Mission (Review) Starting a Nonprofit Organization (Review) Characteristics of Successful Nonprofit Organizations Clear Mission and Vision; Ability to Perform Key Functions; Strong Practices, Procedures and Policies; Organizational and Program Development; Ability to Attain and Retain Good People; and Ability to Mobilize Others Key Elements Less Effective vs. More Effective Nonprofit Organizations Gearing Up Funders are Looking, Grants Plan, and Fundraising Plan

9 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Building an Organization and Defining Your Mission (Review) Implementing a Needs Assessment It is a survey of potential customers Helps to identify other organizations doing what you do Conducting a SWOT Analysis Defines your Strengths and Weaknesses (Internal) Defines your Opportunities and Threats (External) Developing a Mission and Vision Statement A strong mission statement shows why an organization exists and its overall purpose A strong vision statement shows the future path of the organization and supports the mission Creating a Logic Model, Goals and Strategic Plan A comprehensive logic model helps to define the purpose of an organization Goals and a strategic plan help to determine the everyday direction of an organization Developing Partnerships

10 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Starting a Nonprofit Organization (Review) Choosing a Business Name Incorporating your Organization Articles of Incorporation Putting Together a Board of Directors Developing Bylaws Holding an Organizational Meeting Registering for an Employer Identification Number Applying with the IRS for 501(c)(3) Nonprofit Status Sales Tax Exemption Contributions and Applying for Grants and Funding

11 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Before You Seek a Grant A Checklist for Nonprofit Organizations

12 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Characteristics of Successful Nonprofit Organizations

13 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Characteristics of Successful Nonprofit Organizations The qualities and characteristics that follow are common to effective nonprofits. Let’s take a closer look at each one. 1. Clear Mission and Vision2. Ability to Perform Key Functions 3. Strong Practices, Procedures, and Policies 4. Organizational and Program Development 5. Attain and Retain Good People6. Ability to Mobilize Others

14 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Clear Mission and Vision The most fundamental quality of an effective nonprofit is clarity about its mission – both what it seeks to accomplish and why this purpose is important. All of the nonprofit’s programs and operation should be aligned to advance the mission.

15 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Clear Mission and Vision Prompted by thoughtful, collective decisions Mission is clear and the view is strategic Focused on serving a public interest Evident in programs

16 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Key Functions for a Successful Non-Profit Effective nonprofits are able to perform at least six essential functions necessary to fulfill their missions: Communicate a clear mission and vision Seek and engage people who use its services Achieve results and track impact Manage an active and informed governance structure Secure resources appropriate for its needs Plan for the future

17 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Ability to Perform Key Functions A seventh key function is also essential to effectiveness: Making part of the organization’s culture to evolve its programs and operations as it learns from its successes and failures.

18 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Strong Practices, Procedures and Policies Effective nonprofits also follow strong practices in at least two important functional areas: finance and governance. Let’s take a closer look at finance. Yearly audits are conducted. Financial statements are prepared and follow a consistent format. Solid fiscal management processes are in place. There is a diverse range of support from contributions, member dues, program fees, grants, fundraising events, and investments. Efforts are in place to establish and maintain an operating reserve.

19 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Strong Practices, Procedures and Policies Budgeting begins with an assessment of needs. The organization uses the budget as a management tool to control expenses, measure success and to assist in planning. Leadership understands it must invest in the organization to survive and grow. It must develop human resources, organizational systems and capacity, and technology. The organization also understands how the bottom line influences many strategic decisions as well as the sense of “how well the organization is doing” at all operational levels.

20 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Strong Practices, Procedures and Policies Next, let’s take a closer look at governance. Strong leadership runs the organization. A clearly defined process exists to properly handle issues and make decisions. Board of Directors use a nomination process and term limits are in place. Regular review of programs and plans takes place through written and verbal review and with financial analysis. Board meetings are scheduled for the year.

21 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Strong Practices, Procedures and Policies And two more important governance issues. Written policies set expectations, increase efficiency, and promote transparency and accountability in operations. Examples include: The organization also demonstrates flexibility adjusting to economic change by taking strong measures to control costs and increase revenue.

22 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Organizational and Program Development A strategic plan is in place and used. It is reviewed annually and adjusted as necessary. Staff refer to it when talking to anyone. Regular customer input, in the form of written and verbal surveys and comments, is welcome and used for continual program improvement. Staff can articulate key accomplishments, lessons learned, and future directions. Board of Director members are able to easily describe the successes and challenges of the organization.

23 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Organizational and Program Development The organization is recognized as an entity, not solely with one or two individuals who work there. Other organizations doing similar work speak highly of the organization.

24 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Attain and Retain Good People People are key to performance, and nonprofits should invest in human resources. Recognize that recruiting, training, and supporting the board, staff, and volunteers requires substantial investment. Above all, nonprofits depend on one key resource to fulfill their mission: qualified, skilled, and talented people.

25 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Attain and Retain Good People Board of Director Members: when nonprofits lack the resources and know-how to recruit and train effective board members, their governance, oversight, and leadership suffer accordingly. Your board should be the following: DiverseResponsible about StewardshipInformed Talent- Rich Dedicated to the Nonprofit (not their self-interest) Engaged

26 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Attain and Retain Good People Staff: the effectiveness of a nonprofit largely depends on employing an appropriate number of staff who are: Talented Adequately trained Properly supported Motivated Fairly Compensated

27 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Attain and Retain Good People Volunteers: There are three strong reasons to involve volunteers into your programs: It helps build organizational strength in the sense of ownership that volunteers gain when they become visible advocates for your nonprofit. Volunteers have credibility that paid staff do not have. They demonstrate community investment. Third, using volunteers provides extra hands that enable a nonprofit to do tasks and activities that might not otherwise get done.

28 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Ability to Mobilize Others The ability to mobilize and engage board members, staff, and volunteers, as well as other nonprofits, businesses, and government agencies are essential skills for nonprofit organizations. Building awareness and support among key audiences and bringing more people and resources to the table are vital to long-term stability. There is power in numbers.

29 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Ability to Mobilize Others Characteristics to enhance a nonprofits ability to mobilize others: Staff is skilled in working with government. A willingness to partner with businesses to stretch their influence. The capacity to inspire and engage volunteers as passionate partners and spokespersons. A willingness to partner with other nonprofits working to address the same or similar issues. A commitment to sharing leadership with board members, staff, and volunteers to empower more people to make an impact.

30 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Key Elements

31 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Key Elements – Mission, Vision, Programs Less Effective Nonprofit OrganizationsMore Effective Nonprofit Organizations Prompted by individual impulsePrompted by collective decisions Program shaped exclusively by service providers Program shaped equally by service providers View of work is broad & mission is vagueMission is clear and view is strategic Tendency to serve private interestClearly focused on serving public interest Programs do not always tie into missionClarity of mission is evident in programs Mission, Vision and Programs

32 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Key Elements – Team, Structure, and Governance Less Effective Nonprofit OrganizationsMore Effective Nonprofit Organizations Board and staff roles unclearBoard and Staff roles clear and defined Board micro-manages all functionsBoard oversees functions Board involved in hiring all staffBoard hires ED, and ED hires others Decisions dominated by small groupDecisions made by board as a whole Progress limited, project to projectDevelops and consults strategic plan Volunteer development haphazardVolunteers trained, managed, rewarded Team, Structure and Governance

33 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Key Elements – Resources, Finances, and Operations Less Effective Nonprofit OrganizationsMore Effective Nonprofit Organizations Budget focus is “could” spendingBudget focus on needs assessment Budget cannot contain spendingBudget is a management tool Fundraising is scattershot, based on a fewFundraising is planned and structured Hesitant to invest in fundraising infrastructure, only program Understands and invests in itself to survive and grow Sees fundraising as means to budget goalSees fundraising as education and communication, and way to promote Resources, Finances, and Operations

34 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Key Elements - Resources, Finances, and Operations (continued) Less Effective Nonprofit OrganizationsMore Effective Nonprofit Organizations Exclusive reliance on government and foundation grants Individual contributors also part of the funding mix, as well as corporate support Few board members make financial contributions 100% giving board, no matter what the level Frequent crisis cash flow borrowingShort and long term financial planning No one understands the budget or auditLeadership understands what budget and audit conveys Operates within inadequacies of spaceDevelops facilities plan for growth Resources, Finances, and Operations

35 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Gearing Up to Seek a Grant

36 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Gearing Up Funders are looking … for successful organizations and assurances that their money will be spent effectively and show measurable results. They are looking for a proven track record and organizational capabilities. These must be communicated effectively to the funder in a grant application and/or foundation letter. Jane Smith, Executive Director Xavier Foundation 555 S. Smith St. Washington, D.C. 22222 Dear Ms. Smith: I am writing to inquire whether the Xavier Foundation would invite a proposal from the ABC Nonprofit, requesting a grant of $50,000 to support our Enterprise 2012 initiative. This grant would provide part of the funds needed for us to train at least 1200 low-income individuals in rural New Hampshire in the computer skills they need to create sustainable businesses. Your literature indicates that the Xavier Foundation is searching for innovative ideas to improve the lives of the rural poor; we believe Enterprise 2012 falls well within your area of interest. Please feel free to call me with any questions. I look forward to hearing from you. ly, Doe, Executive Director Jane Smith, Executive Director Xavier Foundation 555 S. Smith St. Washington, D.C. 22222 Dear Ms. Smith: I am writing to inquire whether the Xavier Foundation would invite a proposal from the ABC Nonprofit, requesting a grant of $50,000 to support our Enterprise 2012 initiative. This grant would provide part of the funds needed for us to train at least 1200 low-income individuals in rural New Hampshire in the computer skills they need to create sustainable businesses. Your literature indicates that the Xavier Foundation is searching for innovative ideas to improve the lives of the rural poor; we believe Enterprise 2012 falls well within your area of interest. Please feel free to call me with any questions. I look forward to hearing from you. ly, Doe, Executive Director

37 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Gearing Up The following tips will help organizations to focus on a few aspects of a grants plan. Tip #1 - Plan Ahead. With grant deadlines released just a few short weeks in advance, take control by mapping out a tentative submission calendar. Prepare some materials ahead of time to create the longest preparation runway as possible. Tip #2 – Get Organized. Review the qualities that are common to effective nonprofit organizations. Utilize these characteristics to keep everything in order.

38 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Gearing Up Tip #3 – Stay in Touch. Maintaining good relationships with potential funders is critical. Stay on top of administrative and reporting deadlines. Strong communication with funders is the earmark of successful funding. Tip #4 – Prioritize Projects. One of the best ways to manage projects is to prioritize the projects in advance and seek out funding that lines up with those projects.

39 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Gearing Up Do you have a fundraising plan? If no, consider developing an overall plan, including multiple funding sources, such as: Governmental/Public Funding; Earned income from membership dues, product and service fees; Institutional philanthropy from foundations and corporations; Individual gifts from planned giving and bequests; Fund raising events; and Renting out facilities, training, computer and classrooms. NLC Webinar “Fundraising for your Organization” 9/26/12

40 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Review Building an Organization and Defining Your Mission (Review) Starting a Nonprofit Organization (Review) Characteristics of Successful Nonprofit Organizations Clear Mission and Vision; Ability to Perform Key Functions; Strong Practices, Procedures and Policies; Organizational and Program Development; Ability to Attain and Retain Good People; and Ability to Mobilize Others Key Elements Less Effective vs. More Effective Nonprofit Organizations Gearing Up Funders are Looking, Grants Plan, and Fundraising Plan

41 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Closing Notes Technical Assistance Hotline 1-866-973-2760

42 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Thank You! Please visit our Website www.NativeLearningCenter.com www.NativeLearningCenter.com

43 Grant’s Assistance Hotline: 1.866.973.2760 www.NativeLearningCenter.com Next Webinar! Title: Writing Persuasively Focus Area: Tribal Government Course Number: TG1105 Date: July 25, 2012 Time: 2:00-3:00pm EST Instructor: Jared Forman Registration is free!


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