MARCH 13, 2012 SERIES 2, SESSION 4 OF AAPLS NON-FEDERAL PROPOSALS: FOUNDATION AND INDUSTRY DON MCGOWAN DIRECTOR, TUFTS CFR APPLICANTS & ADMINISTRATORS PREAWARD LUNCHEON SERIES Corporate and Foundation Relations (CFR)

CFR Works with Deans, Faculty and Administration to: 1) Develop fundraising strategies for programs and projects 2) Identify potential corporate and foundation partners 3) Create target list of prospects 4) Contact and cultivate potential partners 5) Assist with proposal development and submission 6) Steward relationships post award

Develop Fundraising Strategies for Proposals and Projects: Meet with faculty and staff to understand project goals & objectives Understand how the work is new, and if similar work is taking place elsewhere Identify current faculty contacts with business and industry Determine expected project evaluation measures and results

2. Identify Potential Corporate and Foundation Partners: Search Tufts database, Foundation Center, online sites Corporate giving programs and corporate foundations Corporations with similar R&D interests General and special foundations, family foundations

3. Create target list of prospects Understand realities through research Format, frequency, interests, restrictions in giving, preferences for support, funding limits Inside story—determine who else is applying Seek out Tufts connections to program staff or board members Maintain historical knowledge of the organization’s relationship with Tufts

4. Contact and cultivate potential partners: Approach prospects - letters of inquiry, phone calls, meetings, full proposals Work with faculty as the Tufts liaison with program officers at companies and foundations; initiate contacts with company R&D principals Promote and create holistic relationships Corporate recruitment efforts on campus Sponsored research Tech transfer and intellectual property opportunities

5. Assist with proposal development and submission: Assist in effective proposal development Align with foundation guidelines Help positioning to organization’s mission Executive summaries Edit and proof read Facilitate Proposal submission Process Internal Coordination Form Cover letters Non-profit certification CV’s, annual reports, Tufts audited budgets Manage proposal follow-up and stewardship Thank you letters Reporting requirements

Keys to Funding Success: Significant lead time before funding required Follow guidelines and strict deadlines, especially with limited submissions Submit proposals to multiple sources if appropriate Maintain a relationship with program officers or appropriate organization representatives Align Tufts capabilities with C/F needs and resources

CFR - ORA - OPD CFRORAOPD Mission for working with faculty/ staff Identifying potential funding sources for their programs and research Responsible for pre- award and non-fiscal post-award administration of grants and contracts Collaborates with Tufts faculty on the development of grant proposals, focusing primarily on multi- investigator proposals When to contact for corporation or foundation proposals When interested in finding a foundation or corporation to fund research When interested in a specific foundation Whenever you are planning to apply for a foundation grant or contract, as soon as possible When interested in applying for a large federal or non-federal grant opportunity. How we work together Collaborates with ORA on all proposal submissions Assists with proposal development Works with OPD on proposal development as needed/requested Alerts CFR to foundation proposals Alerts OPD to limit submissions Asks faculty to alert ORA of proposal submission Alerts and works with CFR on large proposals

Questions?