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Coalition on Homelessness and Housing in Ohio Grant Writing for Homeless Programs January 29, 2009 Jonda Clemings, MSEd, LSW.

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Presentation on theme: "Coalition on Homelessness and Housing in Ohio Grant Writing for Homeless Programs January 29, 2009 Jonda Clemings, MSEd, LSW."— Presentation transcript:

1 Coalition on Homelessness and Housing in Ohio Grant Writing for Homeless Programs January 29, 2009 Jonda Clemings, MSEd, LSW

2 Coalition on Homelessness and Housing in Ohio

3 Build a Solid Foundation Don’t ask for monies that do not fit your organization’s mission and competency.

4 Coalition on Homelessness and Housing in Ohio Your Solid Foundation Organizational development process Strategic planning process Internal planning process

5 Coalition on Homelessness and Housing in Ohio Your Solid Foundation Articulate who you are Understand target area Articulate organization’s work Complete program design

6 Coalition on Homelessness and Housing in Ohio From Dream to Reality Imagine and inspire Found and frame Ground and grow Produce and sustain Evaluate and renew

7 Coalition on Homelessness and Housing in Ohio Mission Statement Driving force Organizational purpose “Why do we exist” Distinctiveness of agency Program development

8 Coalition on Homelessness and Housing in Ohio Vision & Values Inspiration & framework for strategic planning “Compass” of your organization Traits & qualities Define “actions” and “goals” Measure your progress Core priorities Character

9 Coalition on Homelessness and Housing in Ohio Funding Needs What do I need funding for? What kind of funding do I need? How much do I need? When do I need the funds?

10 Coalition on Homelessness and Housing in Ohio Organizational Development

11 Coalition on Homelessness and Housing in Ohio Strategic Plan Actions to enable success Goals & objectives Timelines Staffing plans Know “if we got there”

12 Coalition on Homelessness and Housing in Ohio Marketing & Community Assessment Demand for service Data about constituents Collaborative partners

13 Coalition on Homelessness and Housing in Ohio Marketing & Community Assessment Research, conditions, & trends Issues/variables that impede success Obtain funding Utilize assets and strengths

14 Coalition on Homelessness and Housing in Ohio Leadership & Governance Executive Director Financial Officer Board of Directors/Trustees Management Team Policies and Procedures Job Descriptions

15 Coalition on Homelessness and Housing in Ohio Program Development Mission driven Derived from strategic plan Designed with documented need Designed with measurable objective Aimed at expansion or replication

16 Coalition on Homelessness and Housing in Ohio Business Plan Comes after strategic plan Shorter term issues Financial targets Designed to appeal to funders Day-to-day management tool

17 Coalition on Homelessness and Housing in Ohio Performance Evaluation Quality assurance Outputs Outcomes

18 Coalition on Homelessness and Housing in Ohio Fund Development Plan Limit crisis fundraising Diversity funding stream Long & short term funding priorities Identify potential resources Know what you are asking money for and how much

19 Coalition on Homelessness and Housing in Ohio 6 Steps to Fundraising 1.Growth 2.Involvement 3.Visibility (Branding) 4.Efficiency (resourcefulness, ethnical, and timely) 5.Stability 6.Conduct effective research

20 Coalition on Homelessness and Housing in Ohio What Funders are Looking For Investment in organization - hand up not hand out Organizational capacity Program strengths and predicted impact Diversity in funding stream Compatible mission

21 Coalition on Homelessness and Housing in Ohio What Funders are Looking For High-quality programs Track record of effective program delivery Capable leadership Strong organizational & financial infrastructure

22 Coalition on Homelessness and Housing in Ohio Looking for the Right Funder Who funds in my area of interest? Who funds in my area of need? Who funds in my geographic area? Who will provide the support I need? What are the limitations?

23 Coalition on Homelessness and Housing in Ohio Is the Funder Right For Me? Has the funder supported organizations like mine? How much does the funder typically give?

24 Coalition on Homelessness and Housing in Ohio Research your Funders Foundation Center database –Search grantmakers –Search companies –Search grants –Search 990’s

25 Coalition on Homelessness and Housing in Ohio Research your Funders Match funder’s interest to project Develop a targeted list of funders Do not limit funding to one source

26 Coalition on Homelessness and Housing in Ohio Research your Funders Grantmaker websites Grantmaker documents –Annual reports –Newsletters –RFP’s 990-PF and 990

27 Coalition on Homelessness and Housing in Ohio Nonprofit Reports 990 –Return of Organization Exempt from Income Tax –Redesigned for tax year 2008 –Transparency for organizations –Promotes tax compliance –Minimizes filing burden

28 Coalition on Homelessness and Housing in Ohio Nonprofit Reports 990-PF –Return of Private Foundation or Section 4847 (a) (1) Nonexempt Charitable Trust Treated as a Private Foundation

29 Coalition on Homelessness and Housing in Ohio Assistance Got questions - ask the funder Often the funder will: –Review a draft proposal –Answer questions about application –Discuss how project will be evaluated –Describe types of projects also applying

30 Coalition on Homelessness and Housing in Ohio Follow Funder Guidelines Research each funder Use their application form Use “common grant” application when necessary Use other required forms Pay attention to any exclusions

31 Coalition on Homelessness and Housing in Ohio Tapping the Philanthropic Well Tell your story in all places Create a web site Register with search engines newsletters Network Press releases Brochures

32 Coalition on Homelessness and Housing in Ohio Why Donors Do Not Give Not asked Not impressed Incompatible missions Unfavorable perception Application, request, and/or proposal is flawed

33 Coalition on Homelessness and Housing in Ohio Factors for Consideration Capacity of organization Need/Extent of the problem Soundness of the approach Leverage of other resources Achieving results Program evaluation

34 Coalition on Homelessness and Housing in Ohio Is the Idea Worth Funding? What need exists? What do you hope to achieve? What is the potential impact? How will you evaluate the project? Why should the donor support you? What is the total project cost? What are you asking of the donor?

35 Coalition on Homelessness and Housing in Ohio A Funder’s View Experience Things funders like Things funders don’t like

36 Coalition on Homelessness and Housing in Ohio Funder’s View on Budgets Is the budget consistent with proposed activities? Is there sufficient budget detail and explanation?

37 Coalition on Homelessness and Housing in Ohio Budget Purpose Use of resources Anticipation of funding needs Indicator of long-range organizational health Basic income & expenses Expression of the operation plan

38 Coalition on Homelessness and Housing in Ohio Budget Tips Use funder’s forms List in-kind expenses and matching revenue Be flexible about budget - funder may choose to negotiate costs

39 Coalition on Homelessness and Housing in Ohio Budget Tips Be Project Specific!!! If you are applying for support to hire a vocational specialist, your budget figures should reflect the expenses (salary, program costs, etc.) related to the position.

40 Coalition on Homelessness and Housing in Ohio Budget Tips Understand The Categories If a budget is provided for you, make sure you understand the budget categories. They may be different than what you use.

41 Coalition on Homelessness and Housing in Ohio Budget Tips Present Realistic Figures Reviewers will know if a figure is too high or too low.

42 Coalition on Homelessness and Housing in Ohio Budget Tips Check the Math On your budget, make sure your figures add up. Expenses should equal income.

43 Coalition on Homelessness and Housing in Ohio 7 Tips for Successful Applications 1.Read, understand & FOLLOW directions 2.Don’t rush; submit correct information 3.Proofread - grammar & aesthetics matter 4.Be concise, direct, and complete 5.Back up your claims 6.Check your math 7.Submit on time

44 Coalition on Homelessness and Housing in Ohio Where is the Other Money???

45 Coalition on Homelessness and Housing in Ohio Funding Types Grants Contracts Donations/Gifts –In-kind, cash, assets –Earmarked or not –Solicited or unsolicited

46 Coalition on Homelessness and Housing in Ohio Funders Government Agencies –Federal HUD SAMHSA Veterans –State ODOD ODMH –Local CDBG

47 Coalition on Homelessness and Housing in Ohio Funders Private organizations –Foundations –Corporations; corporate giving –Federated funders –Member associations/clubs –Public charities

48 Coalition on Homelessness and Housing in Ohio Foundation Types Independent Company-sponsored Community Operating 5% payout requirement 990-PF - disclose total giving

49 Coalition on Homelessness and Housing in Ohio Corporation or Corporate Giving Company-sponsored foundation –Separate legal entity –Small endowments; company contribution –Must file Form 990-PF Corporate giving –Not separate from corporation –Pre-tax income up to 10% to charities –Do not adhere to foundation laws or regulations

50 Coalition on Homelessness and Housing in Ohio Public Charity Community foundations Population or issue-oriented funds Company-sponsored Discloses through Form 990

51 Coalition on Homelessness and Housing in Ohio Private Foundations Nongovernmental, nonprofit organization Endowment or own funds Managed by trustees or directors Established to aide a certain mission(s) with its grants

52 Coalition on Homelessness and Housing in Ohio Sources of Ideas Strategic plan with funding priorities LAI Analysis –Linkage –Ability –Interest Collaboration partners

53 Coalition on Homelessness and Housing in Ohio Identifying Foundations Newsletters & periodicals Regional associations of grantmakers Foundation web pages Word of mouth Directors

54 Coalition on Homelessness and Housing in Ohio Identifying Foundations Website & Databases –www.grantadvisor.comwww.grantadvisor.com –www.grants.govwww.grants.gov –http://foundationcenter.orghttp://foundationcenter.org –http://www.grantsandfunding.c om/grantsandfunding/reports/ writingproposals.htmlhttp://www.grantsandfunding.c om/grantsandfunding/reports/ writingproposals.html

55 Coalition on Homelessness and Housing in Ohio Online Resources Foundation Center –http://foundationcenter.org/http://foundationcenter.org/ The Grantsmanship Center –http://www.tgci.comhttp://www.tgci.com The Fundraising School –www.philanthropy.iupui.edu/thefundraisin gschool/www.philanthropy.iupui.edu/thefundraisin gschool/

56 Coalition on Homelessness and Housing in Ohio Start to Finish Letter of Intent/Preproposal Proposal Follow up and Thank You Interim Report to Funders Final Report

57 Coalition on Homelessness and Housing in Ohio Tips Start with an outline K.I.S.S. (Keep it simple stupid) Tell a story Use action words Use active and future tenses Allow plenty of time

58 Coalition on Homelessness and Housing in Ohio Jonda Clemings, MSEd, LSW Rural Housing Program Coordinator COHHIO 175 S. Third St. - Suite 250 Columbus, Ohio (P) (C)


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