Presentation on theme: "Getting started Formulate ideas Develop project"— Presentation transcript:
1 Raising Funds for Digital Projects Identifying funders and writing grant proposals
2 Getting started Formulate ideas Develop project Identify potential fundersmatchmakingPrepare proposalTarget the proposalAdminister the grant
3 Getting started One thing to remember: fundraising is a profession If you are a large institution and significant fundraising is needed, then hire a professionalOr you can bring in fundraising consultantsGood fundraisers will always bring in much more than they will cost you
4 What’s the Big Idea? Identify priorities Build consensus Include all stakeholdersstaff, board members, volunteers, outside groups, usersWhich ideas are candidates for grant funding?Prioritize these candidatesWho will: Identify potential fundersWho will: Research and write proposal
5 Funders What is the goal? To develop a network of funders that match your ideasprovide regular small grantsperiodic larger grants
6 Working with different funders There are different requirements involved in working with different fundersKnow what they are!Keep excellent recordsfundraising databasethere are specialist software packagesbut that is only for institutions that are likely to be making many applicationsKnow when the application dates are likely to be
7 Working with different funders Government bodieslikely to have very structured requirementsstandard forms to fill ingood guidelines on web sites, etc.
8 Working with different funders Foundationsincorporated non-profit organizationsgenerally have policies which establish the nature and limitation of supporttype of programgeographic regionmin/max fundingtype of organization that can receive fundingmost foundations have web sites nowadays that list their criteriadon’t waste their time and yours with inappropriate applications
9 Working with different funders Applying to foundationsdo your homeworkthere are thousands of foundations, but you will find the number of possible funders for YOU will narrow rapidlythere are directories of foundationsSee for instance the Association of Charitable Foundations (ACF)see also the Worldwide Universities Networkand (there is an annual subscription)
10 Working with different funders Private donorsResearch is similar to foundationslook at newspaper and magazine articles about prospectsnever, never approach donors directlyunless they are personally known to youfind routes to them through other peoplesuccessful grantees, friends, agents, volunteers
11 Working with different funders Corporate sponsorswhat is in it for them?does your project serve their mission?will your project provide them with an advertising opportunity?think Ellen MacArthur and B&Q!do they have a sponsorship department?usually part of the marketing/advertising functionneed to capture their imaginationAmerican Express funded the multimedia gallery of the National Gallery in the early 90s
12 The proposalWhat is it?A written presentation to another party in order to gain its acceptance
13 The functions of a proposal Represents a program, project, activity, or function that an organization wants to undertake in response to a needRequest for the allocation of resourcesInstrument of persuasionPromise to the funder to do certain things in certain waysA plan that serves as guidelines for the organization to implement the activity
14 The proposal Specifies the need the proposed solution the result of the solutionthe activities to be carried outthe way they will be accomplishedthe number and type of staff neededthe management of the programthe required equipment and facilitiesthe costthe starting and completion dates
15 The Proposal: statement of problem/need/purpose Describes the conditions in a certain place at a certain time for a particular group of peopleThis is often the motivatorIf the funder agrees with the need, you have them “hooked”
16 The proposal: needClear relationship to your organization’s mission and purposeFocus on a need in a broader community, not in your organizationAny assertions should be supported with evidenceThe need should be expressed in a ways that is consistent with your organization’s ability to respondEasy to read; no jargon
17 The proposal: need Use facts and statistics, not assumptions Focus the need on your community --don’t make it too broadModelsif your solution can act as a model, mention this“addressing the need on a larger level through the development of a model program”
18 The proposal: need Focus on what you can accomplish What need YOU have a solution forCollaborative projects are attractive to some fundersbut make sure that all collaborations are tightly controlledlegal agreements and clear agreements on financesconflict resolutionone leader
19 The proposal: objectives Objectives/Goals/Strategies/OutcomesWhat will your program accomplish?Derived directly from the need statementIndicate action and a measurable result“To” statementsHow would the situation look if the need were satisfied?
20 The proposal: objectives Stated in quantifiable termsif you can’t measure it, you may need to rethink itState outcomes, not methodsthe result of an activity, not the activity itselfIdentify the population being servedREALISTIC
21 The proposal: methodology A detailed description of the activities and services to be implemented to achieve the objectivesHow are you going to achieve your goals and objectives?Why did you choose these methods?research findings, experts, past experience, etc.Can include Organizational/Administrative Plan
22 The proposal: budget Budget translates the methodology section into cashgovernment sources require more detail than foundations (usually)follow funder forms and guidelines
23 The proposal: evaluation Outputs are factsOnline History Projectnumber of items digitizednumber of users loggednumber of students who write essays based on web based materialsnumber of teachers who use online resources
24 The proposal: evaluation Outputs may not tell us if our goals and objectives were metEvaluation - how did we do?Measure Outcomeshas our target audience changed or improved skills, attitudes, knowledge, behavior, status, or life condition by experiencing our program
25 The proposal: helpful hints One writer, many contributorsoutline before writingFollow the funder guidelines carefully and thoroughlyDo your research; get the facts rightAppropriate personnel/consultantsOne central need -- all ideas flow from thatKnow what your institutional requirements are for grant applications: who signs?
26 The proposal: helpful hints Be compelling, but don’t overstateOutside person to editOutside person to review budgetBe thoroughClear, conciseEasy to readConfident tone
27 The proposal: helpful hints Do your research into the latest digitization trends, activitiesBe aware of related digitization projectsShow how increased access or better preservation can effect the audience(s)And remember that a good proposal doesn’t automatically result in obtaining a grant
28 The Proposal: Helpful Hints Claritylogical, easy to followCompletenessincluding all items specifiedInternal consistencyparts consistent with each otherExternal consistencyrecognize accepted ideas of field
29 Administering a grant project This is a lot of workensure that sufficient resource is allocatedReporting, reporting, reportingknow all necessary deadlines!Managing a project and seeing it through to completionand making sure that you do what you told the funders you would do
30 Know your funders, involve your funders Different funders need different tracking and reporting mechanismsMake sure you ALWAYS know when deadlines are for reportingAllow plenty of time to get financial reports prepared: there is often a significant time lag in processing transactions through systemsIf there is going to be a problem, tell them in advance. Don’t just miss a deadline!
31 ClosureVery important to know when you have finished a project, a grant, or a phase of a projectStaff need to be rewarded for a good job doneFunders need to be thankedSo throw a party!Launch your project!There’s a time to have fun and let your hair down
32 What’s the Big Idea? What’s Your Big Idea? Let’s come up with a Big Idea for a projectIdentify potential fundersScope the project