SHOW ME THE MONEY!
2016 National Catholic Development
Conference
October, 2016
Materials Developed & Presented by: Gail Vertz
OBJECTIVES OF THIS
SESSION
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Identify and learn the latest funding trends
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Fundamental elements of successful grant applications
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Gain valuable information on how to write winning grants
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Contents, characteristics and factors to consider when writing a
successful proposal
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Tips and strategies
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Reporting Requirements
Differences in Government
& Foundation Funding
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Government:
Public Tax $$$
Political Advisory Group
Guidelines
Public Involvement
Priorities on Spending
Rating SystemDocumented Public
Information
Evaluators-Teams
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Foundations:
Private Corp. Giving
Board of DirectorsAdvisory Group
Guidelines-Mission
Statement
Corporate Direction
Priorities on Spending
Rating System-Private
Information
Evaluators-Individuals
Possible Funding Sources
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Catholic Funding Guide
Foundation Center
Grants.gov
Federal Government websites
Websites
Local Governments & Banks
Chamber of Commerce
Catholic Funding Guide
www.catholicfundingguide.com
www.catholicfundingguide.com
www.catholicfundingguide.com
Identify Grant Application
Guidelines
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Eligible Applicant?
Deadline
Estimated average
award size
Number of Awards
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Legislator
connections
Total funds needed
Review Criteria
Freedom to make
line-item changes
Are you “Grant Ready”?
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501 (c) (3) letter
List of Board of
Directors
Most recent audited
financial audit
Most recent financial
statements
Map of target area
Future funding
statement
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Updated demographics
Resumes or job
descriptions
Sample project and
organization budget
History of organization
Minutes of board
meetings
Evaluation/outcomes
and performance
measures
Rules of “THE” Game
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# 1: Know yourself-Practice the power of
mission-driven grantsmanship.
# 2: Build true partnerships-Collaborate for
success.
# 3: Plan, Plan, Plan-Create your master
proposal from the inside out
# 4: Know your funder-Build relationships
and research your funding opportunities
# 5: Develop a winning proposal-Put it all
together.
Federal Grant Applications
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Overcome the
intimidation factor
Grants.gov
registration
Federal Register
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Include ALL required
forms
Sign ALL required
forms
Grants.gov
registration
Parts of a Federal
Application
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Cover Form, 424
Budget Info, 424
A/B
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Assurances
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Certifications
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Budget Narrative
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Abstract
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Disclosure of
Lobbying Activities
Attachments
Parts of a Foundation
Application
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Cover letter
Current Budget
Audited Financial
Statements
IRS Determination
Letter
Detailed Budget for
Request
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ProposalGeneral Info
Amount Requested
Total Amount of
Project
Organization
purpose and
capacity
Parts of a Foundation
Application-Continued
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Purpose and fit with
foundation’s
priorities
Target Audience
Expected Outcomes
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Describe fit/role to
carry out activities
proposed
Describe plan to
support activities in
the future
Cover Letter
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Name of Proposal
Number of Proposal
Statements of
Collaboration
Request for funds
and amount
Contact Person
Title Page
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Name of Project
Name of Agency
Address
Telephone Number
Fax Number
E-mail Address
Table of Contents
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Complete proposal first
Compile all information and
attachments
Number pages
Insert page numbers in Table
Introduction or Abstract
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Provides clear,
concise statement
No more than 1
page
Include major goals
and outcomes
Establishes
perception of future
successes
Statement of Need for the
Program
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Incorporates
multiple reasons for
project
Be very specific
Avoid sensationalism
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Use short sentences
and paragraphs
Avoid professional
jargon
Avoid acronyms
Goals and Objectives
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Goal is WHAT you
will do
Objective is HOW
you will do it
Clearly relates to
statement of need
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Establishes
MEASURABLE goals
and objectives
Implies (not
explains) your plan
of action
Methods-Implementation
Process
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Presents activities
that results in a
solution to a
problem
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Focuses specifically
on the problem
Shows CLEAR plan
to achieve stated
goals and objectives
Identifies sources
that will contribute
to the
Evaluation Procedure
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WHO will perform
evaluation
WHAT will be
tracked
HOW it will be
reported to funder
WHEN results will be
available
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Incorporates
multiple measures to
assess effectiveness
Relates to statement
of need
States how
evaluation is a tool
Sustainability or
Continued Funding
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Longevity of
program
Need to continue
program?
How/if you will
continue program
when this Grant
ends
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Collaboration efforts
Public or private
sources
Fee for services
Examples of other
programs
Organizational Description
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Length of time in
Business
Staffing information
Past experiences
with similar
programs
Collaborations with
other agencies
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History
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Successes
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Resources available
Budget
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Salaries
Supplies
Contractual
Travel
Evaluation
Equipment
Other
Indirect Costs
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NarrativeDescription
Relate to Budget
Show calculations
Appendices
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Support Letters
Needs Assessment
IRS Determination
Letter
Most Recent Audit
Assurances
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Board of Directors
Listing
Organizational Chart
Annual Report
List of Key Staff
Tips and Strategies
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Write the proposal in response to your
organization’s highest current priorities
Use the grant activities to enhance your
organization’s capacity to be selfsupporting
Relate all costs of the proposed project
Require all partners in the project who
receive funds to make an investment
Tips and Strategiescontinued
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This is the opportunity to include
indirect and administrative costs
Find out the method of payment
Find out special conditions
Request samples of previously funded
grants
Tips and Strategiescontinued
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Comply EXACTLY with the guidelines
Include requested attachments ONLY
State compliance with all required
assurances
List the appropriate contact person
REPORTING REQUIREMENTSFISCAL ACCOUNTABILITY
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Insure grant funds are used correctly
Clear audit trail-separate banking
account
Accounting practices to enable tracking
the money
Money in and money out
DEVELOP STANDARDS
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Staffing-financial and programmatic
Equipment required?
Fiscal accountability
Evaluation
Track all expenses and income
separately
Factors to Consider…
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Assign a contact
person
Contact the program
officer
Gather information
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Devote adequate
time to writing
Develop a timeline
Collaborate with
other agencies
Factors to Considercontinued
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After the grant is written:
Proofread and then proofread again!
Contact the program officer again!
Submit the grant on time!
Factors to Considercontinued
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If the Grant is funded:
Read the NGA carefully
Sign and return the NGA
Potentially schedule a press conference
Send publicity information to the funder
Factors to Considercontinued
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Working the Grant:
Track all related expenses separately
Monitor progress
Communicate with the Program Officer
regularly
Submit all reports on time
Enjoy the benefits
Celebrate!
Directing Funds Effectively
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Consider
Consider
Consider
Consider
Consider
ALL costs
ALL programs
Indirect costs
Administrative costs
Staffing needs
Contact Information
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Gail Vertz, Grant Writer
Diocese of Kansas City-St. Joseph
20 W. 9th Street
Kansas City, MO 64105
(816) 714-2362
[email protected]