unit 1 grantwriting
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Chapter 1
Gearing Up for Fundraising
What You Need to Know
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Nonprofit versus Charitable Nonprofit Organizations
• Nonprofit organizations may be eligible for certain benefits such as state property, sales, and income tax exemptions.
• Nonprofit charitable organizations are set up and operated to improve some part of society without a profit motive.
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Nonprofit versus Not-for-Profit Organizations
• Not-for-Profit organizations are devoted to some sort of activity, such as a hobby.
• Nonprofit organizations or agencies are founded for purposes other than profit making.
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Nonprofit Fundraising Registration
• The Federal Trade Commission is the government’s chief consumer protection agency. Laws may vary state to state.
• Applicants must submit determination letters, audit paperwork, bylaws, fundraising contracts, IRS 990 forms, notarized signatures, and fees.
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Unified Registration System, 1997
• The URS was developed to merge the information and date requirements of those states that require registration of nonprofit organizations, which solicit for funds within their jurisdictions.
• As of August 2010, 37 states accepted the URS.
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Three Stages of the URS
1. Assembling an inventory of registration information requirements from all states.
2. Constructing a form which includes all (or most) of these requirements.
3. Persuading states to agree to this “standardized” format as a replacement for their own forms.
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Unrestricted versus Restricted Funds
• Unrestricted funds are available for the agency to use toward any purpose.
• Restricted funds are limited to a designated purpose as per the donor’s request or are raised for a specific purpose or project.
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Temporarily or Permanently Restricted Funds
• Temporarily restricted funds have donor-imposed restrictions; either by time or purpose.
• Permanently restricted funds are also restricted by the donor and never expire.
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Understanding the Ethics of Fundraising
• Agencies may be tempted to seek funding wherever they can find it.
• The leaders of the organization must embrace ethical decision-making and recognize the importance of values and ensure that no one individual is to profit from the organization.
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Some Fundraising Pitfalls
• Failing to have a solid team in place.
• Failing to motivate the team.
• Failing to have a mission statement and set of goals.
• Failing to plan, develop evaluation, and seek consultation.
• Failing to choose the best fundraisers.
Chapter 8
Setting the Stage
Grant Writing Considerations
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Grant Writing: A Collaborative Effort?
• Collaboration can enhance or complicate the grant writing process.
• Agencies must look at both the benefits and complications associated with the collaborative efforts.
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Collaborating With Colleagues
• Putting together a team of qualified members can be very time consuming.
• Choose team members who are compatible and self-motivated.
• Assign roles that suit the team members’ talents, skills, interests, and abilities.
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Teaming Up With Other Organizations
• Collaboration provides organizations the opportunity to pool their efforts and allow for higher grant amounts.
• Partnerships among community agencies, schools, citizens, government, and others allow more complex problems to be addressed.
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Timing Is Everything
• Timelines vary from proposal to proposal.
• Agencies must plan for anything and everything to go wrong.
• Timelines include three phases:– Planning Phase– Writing Phase– Submission Phase
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The Planning Phase
• Typically begins 6 – 12 months before submission deadline.
• Identify needs and resources.
• Brainstorm and research ideas.
• Assess funding goals and resources.
• Identify prior work accomplished by others.
• Create a budget.
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The Writing Phase
• Typically begins 2 – 6 months before submission deadline.
• Outline the structure of the application.
• Complete the required forms.
• Plan and develop first draft.
• Proof the draft.
• Write all sections of the proposal.
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The Submission Phase
• Typically takes place 1 – 2 months before submission deadline.
• Proofread and make all revisions.
• Submit the final copy to a proposal review office.
• Submit the final grant at least 2 days before the deadline.
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Quality Trumps Deadlines
• Producing a top-notch proposal is more important than meeting a deadline.
• Throwing a proposal together at the last minute is a certain denial.
• Submitting a proposal the following year or to a similar funder once it has been redone is a better idea.
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Contracting With a Professional Grant Writer
• Agencies may not have the time and staff available to dedicate to grant writing.
• If discretionary funds are available, a professional grant writer may be the best decision.
• Agencies should weigh the pros and cons of hiring a professional grant writer.
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Pros of Hiring a Professional Grant Writer
• Have the time to devote to the project.
• Have the knowledge and expertise.
• Have exposure to current trends.
• More likely to complete the grant on time.
• Can teach the basics of grant writing to the agency’s staff.
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Cons of Hiring a Professional Grant Writer
• Grants may lack the passion.
• Writers do not know the grant history of the agency.
• Choosing a grant writer can be a difficult task.
• Hiring a grant writer can be very costly.
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The Grant Writer Selection Process
• Begin the process early.
• Ask for referrals from other agencies.
• Contact grant writer associations for referrals.
• Determine the length of the grant writer’s position; temporary or permanent.
• Advertise the position.
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Assisting Nonprofits in Connecting With Grant Writers
• Several associations provide resources, services, and directories to assist nonprofits in connecting with grant writers.– American Grant Writers’ Association– Association of Fundraising Professionals– Charity Channel– Grant Professionals Association