nma ssb grant writing 2012
DESCRIPTION
Grant writing how-to based on real life experience with case studies.TRANSCRIPT
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Granted
Ann Rosenfield, MBA, CFRESSB ‘11
(c) Ann Rosenfield, MBA, CFRE 2012
+Grant Writing Workshop (Apr 21, 2012)
The Nonprofit Management and Leadership Program, with the assistance of the Nonprofit Management Association, is offering a one-day course in grant writing to graduate students at Schulich, York University and the wider community. There is a growing demand for grant writing skills and this workshop has been organized as a result of student demand for an introductory certificate program by employers in this area. All students who complete this workshop will receive a certificate in Grant Writing from the NMLP at the Schulich School of Business. 11am-3pm, lunch included.
(c) Ann Rosenfield, MBA, CFRE 2012
+Agenda
Welcome and introductions
Your learning objectives (10 minutes)
Who Gives? Why? (5 minutes)
Qualified Donee (1 minute)
The Fundraising Cycle (5 minutes)
Anatomy of a Funder (15 minutes)
Fundraising cycle
Identify (10 minutes) Main granting bodies in Canada The kind of grants they typically offer, i.e. core or project funding? How much are they typically offered for? How long are they typically offered for? The stipulations generally attached to grants. What type of organizations are grants most for, i.e. social services,
advocacy?
(c) Ann Rosenfield, MBA, CFRE 2012
+Agenda
Cultivate (10 minutes) The success rate of grants
Solicit (10 minutes)
The key components of a grant Sample #fail, lessons learned, v2.0 What is included in a grant? The role of quantitative vs. qualitative information in grants.
Acknowledge (5 minutes)
Engage + Steward (10 minutes)
Mid-workshop evaluation/Lunch Break – 20 minutes
(c) Ann Rosenfield, MBA, CFRE 2012
+Agenda
Your turn
Draft a grant! – 45 minutes
Debrief grant drafting – 20 minutes
Top 10 tricks Check-in on objectives for workshop
Granted! Final opportunity
(c) Ann Rosenfield, MBA, CFRE 2012
+Who Gives (Donors), Why?
Individuals (80%)
Corporations (10%)
Foundations (10%) Private http://pfc.ca/en/ Community http://www.cfc-fcc.ca/about-cfs/index.html Corporate
(c) Ann Rosenfield, MBA, CFRE 2012
+Triumvirate of Philanthropic Giving Behaviour
Giving
Volunteering Religious participation
(c) Ann Rosenfield, MBA, CFRE 2012
+Business Giving
(c) Ann Rosenfield, MBA, CFRE 2012
+Qualified Donee
Who is eligible for foundation funds?
Under the Income Tax Act, a registered foundation may make grants or gifts only to qualified donees, including: Registered charities Registered Canadian amateur athletic associations Registered national arts service organizations Housing corporations resident in Canada constituted exclusively to provide low-cost
housing for the elderly The United Nations and its agencies Universities outside Canada listed in schedule VIII of the Income Tax Act Regulations Charities outside Canada to which Her Majesty in right of Canada (the Federal
Government) has made a gift during the last 12 months Municipalities in Canada The Federal Government, Provincial Government, or their agents
*Registered charities can only spend 10 of their funds on advocacy
(c) Ann Rosenfield, MBA, CFRE 2012
+The Fundraising Cycle
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify
Questions Main granting bodies in Canada The kind of grants they typically offer, i.e. core or project funding? How much are they typically offered for? How long are they typically offered for? The stipulations generally attached to grants.
Answer
It depends
What type of organizations are grants most for, i.e. social services, advocacy?
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify
What type of organizations are grants most for, i.e. social services, advocacy?
Common RareReligion Hospitals Social services Arts Environment *Advocacy
Universities Animals Health International
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify - Advocacy
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify – Where would SSB look?
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify – How to find donor lists
Rotman http://www.rotman.utoronto.ca/supportrotman/
Paid http://iwave.com/
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify Cultivate Case Study
(c) Ann Rosenfield, MBA, CFRE 2012
+Cultivate – Case Study
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify Cultivate
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify
(c) Ann Rosenfield, MBA, CFRE 2012
+Identify Cultivate
(c) Ann Rosenfield, MBA, CFRE 2012
+Cultivate
What’s not here?
(c) Ann Rosenfield, MBA, CFRE 2012
+Cultivate – How?
BOARD & STAFF
Board of Trustees Victor Beausoleil Paul Clifford Reverend Susan Eagle Grace Edward Galabuzi Carol Goar John Honderich Hugh Mackenzie Emily Mathieu Erik Mathieson Gail Misra Emily Mathi Officers and Staff Hugh Mackenzie, President and Chair Susan Eagle, Treasurer Christine Avery Nuñez, Acting Executive Director
(c) Ann Rosenfield, MBA, CFRE 2012
+Cultivate
(c) Ann Rosenfield, MBA, CFRE 2012
+Cultivate
(c) Ann Rosenfield, MBA, CFRE 2012
+http://ca.linkedin.com/pub/christine-avery-nunez/4/b12/83
http://ca.linkedin.com/pub/christine-avery-nunez/4/b12/83
(c) Ann Rosenfield, MBA, CFRE 2012
+Ask amount
(c) Ann Rosenfield, MBA, CFRE 2012
+Solicit - Pass/#fail Case Study
“We would like to see examples of successful and unsuccessful grants.
The Ask 2005 88 applications for one grant
The Ask 2012 Map Applied background research Sustained the quote concept More open design Maybe should have had a visual Note links and emphasis – spot my changes
(c) Ann Rosenfield, MBA, CFRE 2012
+Acknowledge
(c) Ann Rosenfield, MBA, CFRE 2012
+Engage Steward
“At the end of the 3 year grant, is there are there anything we need to know to help us secure another grant from the same institution? you are an organization that has received a 3 year grant from an institution is there any general information we need to know to ensure we do indeed receive the full grant? Or is it just a matter of compliance with the grant stipulations?”
(c) Ann Rosenfield, MBA, CFRE 2012
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EngageSteward
(c) Ann Rosenfield, MBA, CFRE 2012
+The Fundraising Cycle
(c) Ann Rosenfield, MBA, CFRE 2012
+
Mid workshop Evaluations/Lunch
On a scrap of paper Most useful information so far What I still don’t understand is … I wish she’d do more … I wish she’d do less … One questions I want to be sure to get answered is
(c) Ann Rosenfield, MBA, CFRE 2012
+Evaluation report back
!
?
(c) Ann Rosenfield, MBA, CFRE 2012
+Your turn!
Choice of SSB grant WoodGreen Grant Grant of your own
(c) Ann Rosenfield, MBA, CFRE 2012
+Debrief!
(c) Ann Rosenfield, MBA, CFRE 2012
+Questions answered?
The tricks to writing a successful grant/the key success factors of a successful grant.
If you are an organization that has received a 3 year grant from an institution is there any general information we need to know to ensure we do indeed receive the full grant? Or is it just a matter of compliance with the grant stipulations?
+Grant Writing Workshop (Apr 21, 2012)
The Nonprofit Management and Leadership Program, with the assistance of the Nonprofit Management Association, is offering a one-day course in grant writing to graduate students at Schulich, York University and the wider community. There is a growing demand for grant writing skills and this workshop has been organized as a result of student demand for an introductory certificate program by employers in this area. All students who complete this workshop will receive a certificate in Grant Writing from the NMLP at the Schulich School of Business. 11am-3pm, lunch included.
(c) Ann Rosenfield, MBA, CFRE 2012
+Questions answered?
Are there prerequisite actions that the proposer should take? At what point is one ready to apply for a grant?
What are the main reasons for a grant proposal to fail?
Are grants given for "start ups" or to "pilot" a project idea?
Is "innovation" a critical component for all grant proposals?
I would be interested in knowing the Do's and Don'ts. Why some grants are approved and others not - lessons learned.
I will be applying for a Trillium grant for the non profit that I volunteer with. I am new to the process and would appreciate any advice. Not sure if it matters where you apply for a grant in terms of tips etc. http://www.trilliumfoundation.org/en/applyForaGrant/how_to_apply.asp?_mid_=2
1795.
http://www.trilliumfoundation.org/en/applyForaGrant/resources/OTFProgGdlnesE.pdf
(c) Ann Rosenfield, MBA, CFRE 2012
+Top 10 tricks
Think like the donor
Follow the frickin’ guidelines Submit on time Less is more (shorter is better than longer)
Be gracious in defeat
Track and follow-up
LYBUNT
(c) Ann Rosenfield, MBA, CFRE 2012
+Top 10 tricks
Get personal - Cultivate/steward/engage
No is your second best answer Get the Feedback
Make it real Stories Quotes
Externals Awards Prove it! (maps, photos, charts)
Differentiate
(c) Ann Rosenfield, MBA, CFRE 2012
+Grant Writing Workshop (Apr 21, 2012)
The Nonprofit Management and Leadership Program, with the assistance of the Nonprofit Management Association, is offering a one-day course in grant writing to graduate students at Schulich, York University and the wider community. There is a growing demand for grant writing skills and this workshop has been organized as a result of student demand for an introductory certificate program by employers in this area. All students who complete this workshop will receive a certificate in Grant Writing from the NMLP at the Schulich School of Business. 11am-3pm, lunch included.
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Thank you
Ann Rosenfield, MBA, CFRE@gratiacaritas