Presentation on theme: "The Community Foundation of Jackson Hole Grant Writing Seminar."— Presentation transcript:
The Community Foundation of Jackson Hole Grant Writing Seminar
Class Agenda Funding Sources & Planning Writing a Great Proposal Community Foundation Application Review
Foundations Individuals – 80% Public Funding Federal State Local Business/Corporate FUNDING SOURCES
Sustainable Funding Planner Diversify funding sources Build relationships Assume a low percentage of success in the beginning Rolling cultivation – be planning for your next request
Finding Funding Sources Teton County Library – Grant Resources Foundation Center Annual reports of similar programs Current funders National funding news for trends Industry news Requests for Proposals (RFPs)
Researching Funders Do your homework (funder’s website, Form 990, Know your funder’s financial capacity Do they have an area of focus? Review all paperwork available before contacting
Community Foundation Grants 1.Designated 2.Donor Advised 3.Competitive Grants 4.Micro Grants 5.Old Bill’s Fun Run
Volunteer Committee: Reviews applications and recommends grant awards Fields of Interest: Expertise in specific areas - Health & Human Services - Education & Recreation - Arts & Culture - Conservation & Animals Site Visits/Calls Community Foundation Competitive Grants Program
Writing the Application A few general hints … We only know what you tell us Be concise Logic flow Be precise Remember your funder and their goals
Basic Components of the Application SUMMARY STATEMENT COMMUNITY NEED PROJECT DESCRIPTION BUDGET EVALUATION Writing the Application
Summary Statement Often written last Must stand on its own COMPELLING CONCISE FLOWS Most viewed – Cliff Notes
Writing the Application Summary Statement Our community has a problem. Our organization requests money to fix it. We will fix the problem by performing certain actions. When we’re done, the problem will be minimized.
Summary Statement Worksheet Community Need: Project Description: Evaluation/Outcome: Writing the Application
Summary Statement Community Need:High levels of juvenile delinquency, increased 15% over last 3 years Project Description: After-school activities, mentor program, drug and alcohol prevention, network of youth organizations Evaluation/Outcome: Delinquency down 5% in first year, at-risk kids grades go up, kids feel valued Writing the Application
Community Need Not about Organization Writing the Application
Community Need What problem do you propose to alleviate? How do you know it is a problem? What are indicators: How have you assessed it? How widespread is it? How severe is it? How long has it existed? What else is being done to address the need? Should this need be addressed? Writing the Application
Community Need – Check for Relevance Stay current. What is on the front page today? What is going on at the national/state/local level? How is your need relevant?
Documenting Community Need Both scientific and non-scientific tools are appropriate. Needs AssessmentsSurveys Demographic InformationCommunity Profile ObservationsChanges over Time Anecdotal InformationComparisons Official Data (Police, Schools)Info from Other Orgs National/Local StatisticsOn-Line Resources Current Research/Literature Interview Writing the Application
Community Need Be compelling, but don’t exaggerate! Don’t assume prior understanding. Present in a non-emotional fashion. Writing the Application
Community Need Common Pitfalls: Focuses on organizational need or activities, not community need Issue not explained – understanding not demonstrated Statistics inconsistent: national vs. local info Writing the Application
PROJECT DESCRIPTION NEED What’s the problem? - Not about you - Connects to your mission - Quantified and qualified PROJECT What are you going to do about it? Writing the Application
Project Description Can also be called: Use of Funds Program Activities Action Steps Writing the Application
PROJECT DESCRIPTION Clearly describe how funds will be spent. Concise Clear timing, logical sequence Consistent language
Budget NEED What’s the problem? PROJECT What will you do about it? BUDGET How much will it cost? Writing the Application
Budget Essentials Consistent with program narrative Comprehensive – all revenue and expenses Reasonable estimates Net to zero Mathematically accurate
Writing the Application Additional Budget Considerations Clear and understandable Diversity of revenue sources Potential for leverage Percentage of operating budget
Sample Program Budget
Writing the Application Supporting Financial Information Most recent year-end or full year of activities Statement of Financial Position (Balance Sheet) Statement of Activities (Income Statement) Reviewed or audited financial statements Form 990 Current year (most recently approved) Operating Budget or Budget-to-Actual
Writing the Application Supporting Financial Information – Why? Indicator of financial risk Organizational stability Evidence of internal controls Insight on programs, operations & compliance
Writing the Application Financial Position Considerations Liquid assets versus liabilities Unrestricted versus restricted net assets Size of reserves or endowment Income Statement & Budget Considerations Unrestricted versus restricted income Diversity and stability of income sources Operating income / losses
Budget NEED What’s the problem? PROJECT What will you do about it? BUDGET How much will it cost? - Clear and reasonable - Consistent with program - Comprehensive and accurate Writing the Application
How will you know if you succeeded? NEED What’s the problem? PROJECT What are you going to do about it? (relates to need) BUDGET How much will it cost? (relates to program) EVALUATION Were you successful?
Writing the Application Evaluation, Outcomes and Reporting Go back to need: how will you know if you have affected need? Think about what you are trying to assess Describe exactly how you will measure change: indicators of change to need Be reasonable with capacity
Writing the Application Evaluation, Outcomes and Reporting What are some types of evaluation tools that you might use?
Writing the Application Sustainability / Future Funding If one-time program, irrelevant. Grants don’t last forever. What’s your plan for the next step in funding? Decreased reliance on funder over time. Potential for revenue generation. Your funder is looking for is evidence of a plan. Go back to need – solve it!
Writing the Application NEED What’s the problem? PROJECT What are you going to do about it? BUDGET How much will it cost? EVALUATION How will you measure success? (relates to NEED)- Realistic and concrete - Integrated
SUMMARY STATEMENT COMMUNITY NEED PROJECT DESCRIPTION BUDGET EVALUATION Application Review
Writing the Application SUCCESSFUL APPLICATION TIPS Logical Flow Clear, Concise, Compelling Passionate, but not emotional Realistic Budget fits Bang for Buck Follows guidelines
What Happens Next? SITE VISIT TIPS Who should attend Frequently asked questions Know your proposal Know your budget, facts & figures Demonstrate enthusiasm Share additional information Bring visual aids, where appropriate
What Happens Next? If you ARE funded … Read funder’s comments, if any Heed any rules about acknowledgement Run a good project Check with the funder on program changes Inform if budget deviates Communicate with the funder Submit your follow-up report on time Opportunity to tell story
Writing the Grant Report Evaluation, Outcomes and Reporting Go back to application Use the tools you said you would use Report against stated goals Share other findings Statistical and anecdotal information
Writing the Grant Report Evaluation What if your program didn’t work? Don’t hide it! Great learning tools, for you and for the funder. Why didn’t it work? What would you do differently next time? Successful program vs. successful grant.
What Happens Next? If you are NOT funded … Read funder’s comments, if any Walk a mile….then think about reapplying Go back through the process: where might you have fallen short? Possible funder simply ran out of money Strengthen your proposal, see if another funder would be a better fit, and resubmit!
What Happens Next? If you are NOT funded … More applications than funds EVERY YEAR Does not mean it was a bad proposal Does not mean funder just ‘didn’t get it.’
Recent Competitive Grants Demand
What Else? – General Questions –Can we submit more than one application to the Community Foundation in any year or cycle? –Can I resubmit a declined proposal? –What happens if you don’t spend all the money? –Is it acceptable to submit my proposal to more than one funder at a time? –We have applied for other funding for this project, do I list that in my proposal and if so, where? –In what way will the Community Foundation make my proposal available to others and when?
Community Foundation Application Community Foundation application review Tips for electronic submission
The Community Foundation of Jackson Hole Grant Writing Seminar Class Evaluations