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Kevin Truong, Development Intern University of California, Irvine (Class of ‘12) B.A. in Social Ecology and Anthropology Grant researching and writing.

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Presentation on theme: "Kevin Truong, Development Intern University of California, Irvine (Class of ‘12) B.A. in Social Ecology and Anthropology Grant researching and writing."— Presentation transcript:

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2 Kevin Truong, Development Intern University of California, Irvine (Class of ‘12) B.A. in Social Ecology and Anthropology Grant researching and writing for the development team Alex Horsey, VP of Development & Operations Senior in high school from Portland, Oregon Supervises social media and online content teams Works with the development team to secure a plan for grant research and writing

3 -A financial donation given to support a person, organization, projects, or programs. (Pratt Library) A certain population Particular type of nonprofit Specific type of support

4 - The art of securing funding for nonprofits via grant proposals Funding Institutions: Foundations Corporations Government Agencies

5 Foundations -req. by law to distribute 5% of their assets annually Private foundations- usually set up by from an individual, family group of individuals, or a business (Marcus Foundation) Community foundations- publicly supported and operated for the benefit of a given place (Community Foundation for Greater Atlanta) Corporate-sponsored foundation- maintain close ties with the parent company, and their giving usually reflects company interests (Georgia Pacific Foundation) Corporate Direct Giving Program -not separate legal entity and is not subject to laws governing exempt orgs. No endowments. (Charles Schwab) values, interests, brand awareness, & reputation building Government Agencies - usually distributed through state and local government units; Typically for scientific and research purposes; long and tedious

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10 Understand Your Org’s Goals and Objectives “The 5 Ws” -- The WHO, WHAT, WHERE, WHEN, & WHY Be Knowledgeable of: · Community’s needs in order to create a solution for the problem. · Org’s available resources in order to request the correct type/amount of help how to match program and needs to another organization’s priorities and criteria for giving

11 Research the Foundations foundationcenter.org

12 Form 990s Tax-exempt orgs are required to file Form W990 with the IRS annually to maintain their tax-exempt status Annual income and from what sources Program, management, & fundraising expenses Net Assets Grants awarded Display your ability to match your org’s needs to another organization’s priorities and criteria for awarding grants. Seek trends and draw inferences!

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18 Contact the appropriate grant makers Via or phone Be aware of: Grant submission deadlines Geographic areas of support Clarify any questions Do they accept unsolicited proposals? Solicited proposals?

19 Prepare Appropriate Documents Letter of Inquiry (LOI) - persuasive letter that presents an identified problem within the community, a proposed solution, and your org’s qualifications for enacting the solution. Includes: Intro, Org + Program description, Statement of need, Methodology, & Budget “Buzz Words “- Vocabulary words that depict foundation’s values Full Proposal - More elaborate form of LOI Includes: Board of directors, Various IRS forms Online Application

20 Follow-up Rejection– Thank you letters Reason(s) of the rejection Acceptance—provide foundation with more information or grant reports after grant has been awarded *Regardless of rejection of acceptance, it is crucial to build and maintain relationships with all the for the future.

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