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Managing Grants

Managing Grants. Tom McCoy tfm97@optonline.net (631) 327 1201. Grantmakers give $34 Billion a year Source – TFC Guide to Proposal Writing 5 th edition. The Process. Are grants for appropriate for this project? Selecting partners Preparing the application Dealing with the response

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Managing Grants

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  1. Managing Grants Tom McCoy tfm97@optonline.net (631) 327 1201

  2. Grantmakers give $34 Billion a year Source – TFC Guide to Proposal Writing 5th edition

  3. The Process • Are grants for appropriate for this project? • Selecting partners • Preparing the application • Dealing with the response • Reporting • Asking again – or for more

  4. Are grants the way to go? • What will it cost in time, effort and $? • Probability of winning? • Likely partners? • Other sources of funding easier to get?

  5. Selecting Partners • You need to select a business partner. • A foundation needs to make an investment. • Can you find a match?

  6. Research First • Missions match? • Similar projects funded? • Geographic match? • Grant request in line with history? • Logical fit? • Guidelines manageable?

  7. Sources • The Foundation Center www.foundationcenter.org • GuideStar www.guidestar.org • Legislators and agencies • Library • Google • Your file cabinet

  8. Newsletters • New York Non Profit Press • NYS Assembly • PND RFP Bulletin • Other newsletters and list serves

  9. Start With Who You Know • Current grants • Past applications & responses • Expired grants • Unsolicited donations from family foundations • Board Members • Use connections carefully

  10. Communication Before • Invitations to attend events • Contact preferences - phone – email - LOI • Encourage site visits • Respond immediately to questions/requests

  11. Preparing the Application • Follow the Guidelines • Give yourself enough time

  12. Rambling Rose… • Don’t say too much • Logical flow • Create an image …but keep it business-like

  13. Don’t make them search for the point!

  14. Points to make • Sustainability • Stability • Diversity of sources • Participating board • Reasonable risk • Probable success

  15. Clarity Brevity No jargon Relate to them To their mission To their requirements To their other projects Relevant detail Strong summary Strong evaluation Balanced budget Leverage references Points to Consider

  16. Before you send it • Check your math • Check your statistics • Make certain your narrative and attachments match • Updateyour references • Clean Attachments • Proofread EVERYTHING

  17. Template Approach • Construct SOURCE components for repetitive use • Batch similar partners • Customize each submission • Be careful - proofread again!

  18. Standard Application Formats • NYRAG • Foundation Center Model • On line Qualifiers • On Line Applications

  19. Submitting the Application • Be on time – not too early or late • Follow the guideline • to staple, clip, or bind… • Once Submitted – • Verify receipt with a call • Ask for time frame • Be patient but diligent in follow up

  20. What The Funder Will Do • Log in the application • Review executive summary for fit • Select those that match the mission • Further review, requests and check references – including other funders, web sites, similar organizations, etc. • Assess viability • Make decisions

  21. The Response • If Yes – Thank everyone! • If No – Thank everyone! • Ask for feedback • Don’t take it personally • Consider this a continuous learning process

  22. Communication After • Nurture Relationship • Encourage Site visit • Invitations to events, • Reporting • Recognition • Renewal

  23. Reporting • Plan for the report from the start • Understand clearly what is required • Give them what they want • Be accurate • Be on time

  24. Asking for More • Understand the ground rules • Don’t let the Renewal be your first communication since you cashed the check • Highlight the fact that you were previously funded in the application • Be on time

  25. Some Additional Thoughts

  26. Use a Data Base • Document • who gave • research • communication • when reports are due • when renewals are due • Set up a Reminder System • Don’t reinvent the wheel

  27. Software Give Bill Gates his due • Windows 95 is VERY, VERY OLD • Microsoft Office is how business communicates Update your software

  28. Plan Ahead Rushed deadlines… lead to errors and failed efforts

  29. Renewals Late renewals indicate: poor planning and/or lack of interest

  30. New Organization & Starting From Scratch? Be creative in assembling the information required… and in positioning yourself as well qualified while… minimizing the risk you represent.

  31. How to select a Grant Writer? • Needs to be able to work closely with internal contacts • Needs to quickly assimilate the mission and passion and be able to articulate it • Diligent in follow up and tracking • Fit your budget

  32. ROI • If you spend the resources on grant applications what is the risk? • If you don’t spend the resources on grant applications what will you miss?

  33. Refresh Your Knowledge • AFP-LI’s The Art & Skills of the Grant Process • Presented by Dr. Andrew Grant • The Foundation Center’s Course – www.foundationcenter.org

  34. Good Hunting! Any questions?

  35. Contact to discuss your needs: Tom McCoy TFM97@optonline.net (631) 327 1201

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