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GOVERNOR’S GRANTS OFFICE BASIC GRANTS TRAINING 2017 Jennifer B. Jones BASIC GRANTS TRAINING 2017 - JENNIFER JONES 1

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Page 1: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

GOVERNOR’S GRANTS OFFICEBASIC GRANTS TRAINING 2017

Jennifer B. JonesBASIC GRANTS TRAINING 2017 - JENNIFER JONES 1

Page 2: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

MARYLAND GGO: BASIC GRANTS TRAINING

Part I – Business of Non-profits

Part II – Prospect Research

Part III – Grant Writing Basics

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 2

Page 3: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

PART I – BUSINESS OF NON-PROFITSESSENTIAL ELEMENTS OF STRATEGIES TO WIN

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 3

Page 4: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

Your non-profit business is a business!

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 4

Page 5: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

BUSINESS 101 - INFRASTRUCTURE

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 5

PASSION

Vision & Mission What am I going to do?

Envision - Name, Colors, Logo

STRATEGY, PLANNING &

CAPACITY BUILDING

PURPOSE

How do I do it?What do I need?

Who will help me?Who to serve?

STRUTURE, INFRASTRUCTURE

PROGRAMS, DEVELOPMENT &

IMPACT ASSESSMENT

Page 6: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

SUSTAINABILITY: SURVIVAL VS. LEGACY

Non-profit Organization

Grant FundingFundraisers

Events &

Campaigns

Sponsorships,

Annual Giving

Campaign

Sustainability Plan

Membership &

Partnerships

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 6

Page 7: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

ROADMAP TO FUNDING SUCCESS

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 7RE-EVALUATE SERVICES

Establish Sponsors, Partners & Celebrity Face

Build Relationships and Collaborate

Strategic Program & PR Implementation

Identify Funding Sources-Sponsors

Media Highlighted Launch & Gala Reception-Ball

Pursue Grant Funding, Donations, Campaign

STARTDetermine

Funding Needs

Page 8: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

SUSTAINABILITY: SURVIVAL VS. LEGACY

Non-profit Organization

Grant FundingFundraisers

Events &

Campaigns

Sponsorships,

Annual Giving

Campaign

Sustainability Plan

Membership &

Partnerships

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 8

Page 9: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

GRANT WRITING BASIC – 3 SIMPLE STEPS

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 9

Identify

Prepare

Submit

Three Simple Steps. No Simple Feat!

Page 10: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

GRANT FUNDING SOURCES

BASIC GRANTS TRAINING 2016 - JENNIFER JONES 10

Private

Foundations,

Associations,

Organizations

Government Federal, State,

Local Government

Corporations

Page 11: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

SUSTAINABILITY: SURVIVAL VS. LEGACY

Non-profit Organization

Grant FundingFundraisers

Events &

Campaigns

Sponsorships,

Annual Giving

Campaign

Sustainability Plan

Membership &

Partnerships

BASIC GRANTS TRAINING 2017 - JENNIFER JONES

STRATEGIC BUSINESS PLAN

Partnerships

Marketing & Communications Plan

Sustainability Plan

Fiscal Administration & Management

Research, Measurements & Data11

Page 12: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

ROADMAP TO FUNDING SUCCESS

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 12RE-EVALUATE SERVICES

Establish Sponsors, Partners & Celebrity Face

Build Relationships and Collaborate

Strategic Program & PR Implementation

Identify Funding Sources-Sponsors

Media Highlighted Launch & Gala Reception-Ball

Pursue Grant Funding, Donations, Campaign

START

Sustainability PlanDetermine

Funding NeedsFiscal

Administration &Management

Research, Measurements &

Data

Partnerships

Marketing Plan& Social Media

Strategy

Page 13: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

PART II – PROSPECT RESEARCHIDENTIFYING THE RIGHT OPPORTUNITY

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 13

Page 14: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

PROPOSAL DEVELOPMENT STAGES

BASIC GRANTS TRAINING 2016 - JENNIFER JONES 14

Funding Strategy (Goals, Partners, Focus)

Fundability Assessment

Prospect Research

Content Development

Grant Identification

Proposal Preparation & Submission

Award Notification & Debriefing

Grant Management & Fiscal Administration

Grant Closeout

Jennifer B. Jones

Grant Writing Basics

Page 15: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

PROPOSAL DEVELOPMENT STAGES

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 15

Funding Strategy (Goals, Partners, Focus)

Fundability Assessment

Prospect Research

Content Development

Grant Identification

Proposal Preparation & Submission

Award Notification & Debriefing

Grant Management & Fiscal Administration

Grant Closeout

What do you need?

vs.

What you want?

Page 16: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

PROSPECT RESEARCH

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 16

Definition: a process in fundraising wherein a researcher identifies and

provides relevant information about potential donors to an organization (http://www.aprahome.org)

Resources: Governor’s Grants Office (http://grants.maryland.gov)

Foundation Library (http://foundationcenter.org)

Grantsmart (http://grantsmart.org)

Grantspace (http://grantspace.org

Guidestar (www.guidestar.org)

WAGM (www.washingtongrantmakers.org)

Grant Watch (www.grantwatch.com)

Page 17: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

Your non-profit business is a business!

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 17

Page 18: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

PART III – GRANT WRITING BASICSSUBMITTING A WINNING GRANT APPLICATION

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 18

Page 19: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

THE GRANT APPLICATION

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 19

Overview Of Funding Entity

Background Or Purpose Of The Opportunity

Application Instructions

Guidelines And Policies (Eligibility, Award, Funding Restriction, Data Sharing, Etc.)

Evaluation Criteria

Submission Criteria

Point Of Contact

WEALTH OF INFORMATION!

Page 20: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

GRANT APPLICATIONS

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 20

FOUNDATION CENTER (HTTP://FOUNDATIONCENTER.ORG/FINDFUNDERS/CGA.HTML)

COMMON GRANT APPLICATION

(HTTP://WWW.COMMONGRANTAPPLICATION.COM/)

GRANTS.GOV (HTTP://WWW.GRANTS.GOV)

USA.GOV (HTTP://WWW.USA.GOV)

NEW USA FUNDING (HTTP://WWW.NEWUSAFUNDING.ORG)

JENNIFER B. JONES

WRITING A SUCCESSFUL GRANT PROPOSAL

Page 21: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

RULES FOR SUCCESSFUL GRANT WRITING

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 21

Read The Grant Application, Instructions, Attachments

Establish A Timeline For Preparing The Application

Establish A Comprehensive List of Deliverables

Assign Deliverables & Tasks To Team With Deadlines For

Completing Each Deliverable

BEFORE WRITING THE GRANT!

Page 22: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

RULES FOR SUCCESSFUL GRANT WRITING

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 22

Communicate And Update Progress Regularly – Face-to-face Meetings,

Conference-calls, Emails

Create A Hard Copy Of The Proposal (Working Document)

Assemble The Grant (Signatures, Letters Of Support, Etc.)

Proposal Review – Primary Team, Second Team, Final Review Team

(Build In Time For Mistakes, Errors, Etc.)

BEFORE WRITING THE GRANT!

Page 23: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 23

RULES FOR SUCCESSFUL GRANT WRITING

Page 24: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 24

RULES FOR SUCCESSFUL GRANT WRITING

PRE-APPLICATION INSTRUCTIONS

LIST OF GRANT DELIVERABLES

NON-PROFIT BUSINESS PROFILE

Business Name & Address

President (Name, Address, Email, Telephone, Alternate Telephone)

Primary Point of Contact (Name, Address, Email, Telephone, Alternate

Telephone)

Non-profit (Copies – Articles of Incorporation, Tax Exempt Letter, 990, etc.)

Page 25: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 25

RULES FOR SUCCESSFUL GRANT WRITING

GRANT PROPOSAL

Project Title

Project Narrative

Project Summary (Abstract)

Specific Aims

Statement of Need (Services Provided, Demographic Served, Data, Statistics,

Supporting Information)

Impact (Outcome, Measurements, Milestones, Definition of Success)

Models of Success (Source of Project Ideas)

Bibliography and Cited Literature Sources (when applicable)

Page 26: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 26

RULES FOR SUCCESSFUL GRANT WRITING

RESUMES

Business Organizational Structure

Project Organizational Structure (Collaborative Partners, Governmental,

Faith-based, etc.)

Contact Information List

BUDGET

Budget (Project & Non-Profit Annual Report)

Budget Justification

Page 27: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 27

RULES FOR SUCCESSFUL GRANT WRITING

SUPPORTING DOCUMENTS

Target Demographic

Letters of Supports (Collaborative Partners,

Consortium/Contractual Agreements

Management Plan (Staff, Volunteers)

Facilities and Other Resources

Page 28: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

RULES FOR SUCCESSFUL GRANT WRITING

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 28

Proposal Narrative/Research or Project Plan

Background, Significance or Supporting Data

Organizational Structure & Management Plan

Experience & Past Performance

Budget & Budget Justification

Implementation Plan - Use of Funds, Quality Assurances, Reaching Target Group, etc.

Collaborative Partners, Letters of Support & Matching Funds Commitments

Plan for Self-Evaluation & Reporting

SECTIONS OF THE PROPOSAL!

Page 29: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

RULES OF SUCCESSFUL GRANT WRITING

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 29

Outstanding Packaging, Organized Presentation and Table of Contents

Answers the Basics with Specific Details/Data – Who, What, When,

Where, Why and How?

Well-substantiated approach, data, statistics, etc.

Infrastructure, Experience, “Skin in the Game” to Accomplish Tasks

and Reach Milestones

Well-Documented, Justified Budget

Effectiveness or Measurable Outcomes

WHAT IS ESSENTIAL TO SUBMITTING THE GRANT!

Page 30: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

RULES FOR SUCCESSFUL GRANT WRITING

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 30

Volunteer Hours: http://www.handsonnetwork.org/tools/volunteercalculator

Organizational Self-Assessment: https://www.councilofnonprofits.org/tools-

resources/organizational-self-assessments

Impact: http://managementhelp.org/evaluation/program-evaluation-guide.htm

Board Self- Assessment:

http://www.nhnonprofits.org/sites/default/files/documents/bsaq/questionnaire.pdf

National Center for Charitable Statistics http://nccs.urban.org/

Grant Budgets: http://grants.nih.gov/grants/how-to-apply-application-guide/format-

and-write/develop-your-budget.html

IT'S ALL ABOUT THE NUMBERS!

Page 31: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 31

GRANT APPLICATION

BUDGET!

Page 32: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 32

OPERATIONAL

BUDGET!

Page 33: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

EXCEPTIONAL GRANT PROPOSALS

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 33

Clearly and concisely presents the organization and provides all of the requested information.

Ease of Reading & No Typos, Misspelled Words, etc.

Logical Presentation of Justified Need or Specific Request

Passion “Tell The Story”…. “Sell the Story”

Page 34: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

EXCEPTIONAL GRANT PROPOSALS

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 34

Strong Collaborations, Innovation or Impact

Achievable Approach & Measurable Results

Efficient Use of the Grant Award

Experience, Progressive Growth, Data-Driven, Details, etc.

Vision/Plan for the Future, Next Steps, etc.

Page 35: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

RULES FOR SUCCESSFUL GRANT WRITING

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 35

http://grants.nih.gov/grants/how-to-apply-application-guide/format-and-

write/develop-your-budget.html

Components of the Budget

Direct Costs – Personnel, Fringe Benefits, Equipment, Supplies, Travel

In-Kind Contributions

Indirect Costs (Building, Operating Costs…)

http://nonprofit.about.com/od/foundationfundinggrants/a/grantbudget.htm

LET'S TALK ABOUT THE BUDGET!

Page 36: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

RULES FOR SUCCESSFUL GRANT WRITING

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 36

http://grants.nih.gov/grants/how-to-apply-application-guide/format-and-

write/develop-your-budget.html

Components of the Budget

Direct Costs – Personnel, Fringe Benefits, Equipment, Supplies, Travel,

In-Kind Contributions

Indirect Costs (Building, Operating Costs…)

http://nonprofit.about.com/od/foundationfundinggrants/a/grantbudget.htm

LET'S TALK ABOUT THE BUDGET!

Page 37: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

GRANT WRITER OR NOT?

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 37

You are responsible for the grant that you sign and submit!

Read the Application –You are the Subject Matter Expert and must

implement the plan that is proposed.

Ask for writing samples, client references, win rates.

Sign an agreement that clearly states or ensures terms, process,

timelines and confidentiality assurances.

Establish a plan for communication - Grant Writers are only as good as

the information provided!

You get what you pay for!

Page 38: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

GRANT WRITER OR NOT?

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 38

You are responsible for the grant that you sign and submit!

Training, Tools and Resources

Maryland Governor’s Grants Office (http://grants.maryland.gov )

Maryland Nonprofits (http://www.marylandnonprofits.org)

Foundation Center (http://foundationcenter.org/findfunders/cga.html )

Page 39: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

SUCCESSFUL GRANT WRITING TIPS

BASIC GRANTS TRAINING 2017 - JENNIFER JONES 39

Collaboration, Partnerships, Strong

Board

Prospect Research, Funding Strategies

Data, Research, Information

Integration Of Technology & Innovation

Hot Buttons & Win Themes

Page 40: GOVERNOR’S GRANTS OFFICE › Conference 2017 1 › Grants 101.pdf · Reception-Ball Pursue Grant Funding, Donations, Campaign START Determine Funding Needs. SUSTAINABILITY: SURVIVAL

GOVERNOR’S GRANTS OFFICE

BASIC GRANTS TRAINING 2017

Jennifer B. Jones

[email protected]

240.640.9546

40BASIC GRANTS TRAINING 2017 - JENNIFER JONES