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| Components Of A Proposal |
Writing
Letters of Inquiry |
| Grant
and Program Planning |
Nine
Secrets of Successful Proposals |
| Miscellaneous
Grant-Writing Tips |
Managing Your
Grant |
| Plain Writing Skills |
Ken
Ristine's Hints for Letters of Inquiry |
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10
Grant Writing Tips
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COMPONENTS
OF A PROPOSAL
Most grantors expect to see the following eight components in
grant proposals:
Summary: Very briefly summarize the
project for which you are requesting funding. You should
be able to describe your project in just 3-4 sentences.
Introduction: Use this section to tell a
little about your organization - what qualifications do you
have to administer the program/funds for which you are asking?
Statement of Need: Use facts to describe
the needs your organization has that the proposed project will
address.
Objectives: Describe the major ways the
project is expected to impact your goals and the
organization's needs. Objectives should be stated in
measurable terms.
Methods: How are you going to accomplish
the objectives of the program?
Evaluation: What quantifiable methods will
you have in place to monitor the success of your program?
[On-going monitoring of the program is required to determine
that objectives are being achieved. Frequent self-evaluations
enable timely corrections and adjustments if parts of the
program are proving to be ineffective.]
Future Funding: How will your organization
continue this program when the grant ends?
Budget: Clearly delineate costs borne by
the grant. Be as accurate as possible. |
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WRITING
LETTERS OF INQUIRY
Many foundations
require a letter of inquiry before accepting full proposals
from applicants. This allows foundations to easily
choose projects about which that they wish to learn more.
It saves schools the time it takes to complete a full proposal
that no one reads. But, what should you include in a
letter of inquiry?
Before submitting a letter of inquiry (or, certainly, a full
proposal), be sure your project meets the foundation's
guidelines and initiatives. If the foundation does not
provide specific instructions for a letter of inquiry, the
following format has been recommended:
- Name and address of the legal
grant recipient organization;
- Contact person(s) and title(s).
Include telephone and fax numbers, as well as e-mail
address!;
- A summary of your organization's
mission;
- The size of this year's operating
budget;
- A description of your proposed
project. Make sure this is closely related to the
foundation's giving initiatives!!;
- A summary of your project goals,
objectives, and measurable outcomes. Again, these should
be closely tied to the foundation's guidelines!;
- A list of the key individuals
responsible for the project;
- If applicable, a list and brief
description of project partners;
- The time frame for the proposed
project;
- A brief description of funds
requested and a description of how they'll be used; and
- A statement regarding any prior
funding you've received from the foundation.
All of the above
should be included in a letter to the foundation that does not
exceed 3 pages, plus any required attachments. Required
attachments typically include a project budget, a year-to-date
financial statement, and a copy of your IRS tax-exemption
letter. |
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Ken
Ristine's Hints for Letters of Inquiry
As a funder who asks for letters such as you cite, here is
what we want regarding a budget.
First, remember that the goal of the letter is to sell the
foundation on taking your project to the next step in their
funding process. The focus of your letter is to talk
about what you are trying to accomplish and why. The
reason we ask for a letter rather than some sort of
application form or a
full proposal is that 1) application forms are very poor media
for telling your story to educate and convince people of the
importance of the needs/situation you want to address and for
your project in particular, and 2) your letter, ideally,
summarizes a full proposal that you have written and that is
available for you to use as reference if the letter prompts us
to go to the next step in our process.
Second, if your letter is telling a compelling story, then as
we come to the end of your letter, we (funders) are asking
ourselves: "How much is this going to cost?"
Answering that question is the entire purpose of your budget.
Again, since the letter is a summary of a full proposal, we
are not looking for details. I specifically look for 1)
the total amount/cost, 2) the broad brush look at where you
plan to raise the money (i.e., foundations, individual giving,
government, investment of organization reserves), and 3) how
much are you asking of this foundation? All of these are
subject, of course, to a general review of common sense.
Third, depending upon the kind of project you are working with
you may also need to anticipate a foundation asking you,
"How are you going to support this effort in the long
term?" For a capital project this might mean
defending how you will support the operating costs of a new
facility...especially if it is a larger facility.
Sometimes, the long term operating costs may be less that your
current costs, say if you are currently renting a lot of space
that you can consolidate into your new facility.
If you are starting a new program, funders always want to know
how you plan to support the project after the term of their
grant. Given all the opportunities we have, we tend to
favor projects that tie into some identifiable funding stream.
So often your need for grant money is not only to cover the
costs of direct services during a startup...but also for those
things that may be needed to develop an ongoing funding base.
This is critical to your budget planning. If you claim
you will support a new program through an expanded donor base
that you will develop over the two or three year
startup...then you budget ought to have some specific
expenditures for building that donor base.
(Thanks, Ken, for permission to use your
posted response to a query on the GRANTS listserv! Your
knowledge and sharing are much appreciated!) |
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Plain Language
Writing Skills
When applying for funds, it is important to remember that the readers of your proposal may not be educators. This is especially true for applications sent to corporations and many foundations. What does this mean? It means you must use clear, precise language that does not rely on "edu-talk". Acronyms should not be used unless they have defined. Terms specific to education must be explained. Specific programs with which those in education may be very familiar may, and probably will, mean nothing to those outside the education arena. Using terms that are unfamiliar to those offering funds will likely get your proposal tossed out because they will not understand your need for funds.
PlainTrain offers a free Plain Language Online Training Program that provides helpful tips and techniques for improving your communication skills with the use of plain language. In short, "Plain language matches the needs of the reader with your needs as a writer, resulting in effective and efficient communication. It is effective because the reader can understand the message. It is efficient because the reader can read and understand the message the first time." It is not difficult to see how effective and efficient proposals are more likely to be successful.
Before submitting your application to any grantor, have a colleague read it. The less knowledgeable the reader is about your subject, the better. There are several advantages to this approach. First, if, after having read your proposal, your reader understands what your project entails, the grantor is likely to also comprehend the value of your proposed program. A second advantage is that spelling and grammar errors are more likely to be caught by an independent reader. You know what you've written so when you proofread, you may read what you think you wrote rather than what you actually wrote! |
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GRANT
AND PROGRAM PLANNING
© Sylvie McGee/All For A Good Cause - 1995
Program planning and grant planning are intimately linked.
Ideally, grant planning should be only one phase in the whole
program development, program implementation, and evaluation
cycle. Too often, it is treated as something separate and
foreign. The best results in fund development will come when
your grant and solicitation strategies are closely intertwined
with your goals and program strategies. Build partners - not
donors!
Having said that, if you can answer the following questions,
you will be well on your way to both solid program development
and successful fund development.
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What's the problem we are addressing?
Remember - the problem is not your need - it's the
community's need! Who else is addressing, and what
are the gaps in how it is being addressed?
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Gaps can be programmatic, population,
time/seasonal, or material. Gaps are the reason that you
have a need! How are we proposing to address the
problem?
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Paint a clear and specific picture of
your program! Can your prospect see it in action in their
mind? How will things be different/will the problem
be solved or improved, when you are done?
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How will you know that you are
succeeding? What will you measure in order to understand
how you are doing and what needs to change or be adjusted?
What do you need in order to try to solve the problem?
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This must tie to the approach you have
described above. It's an opportunity to once again paint a
picture of what you will be doing! What resources do
you already have? From whom?
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Don't forget volunteers, donations and
in kind services. Show the community participation in your
project. Project the image that the funder is joining a
winning team, not boarding a sinking boat! What are
the qualifications and experience that make your program
the right one to take on this work?
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History, key accomplishments,
qualifications of staff and volunteers, relationships in
the community....as they relate to this project. Are there
problems or barriers that you can foresee? How will you
overcome them?
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We all run into roadblocks when we try
something new. Think through what you are going to do
carefully. What's likely to trip you up? How can you
anticipate these problems? Who will you turn to for help?
Recognizing the possibility of problems is the sign of a
sophisticated and professional program.
© Sylvie McGee/All For A Good Cause
- 1995
Sylvie works from her home as a grant-writer,
program planner and community assessment consultant. Her
practice is focused on human services that are trying to build
healthy and caring communities for all people. Most of her
work has focused on homelessness, HIV/AIDS services, youth and
family services, and substance abuse prevention.
Please visit Sylvie's site at http://www.seanet.com/~sylvie/grants.htm
We thank her for her generosity in allowing the use of
information posted on her Web site! |
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NINE
SECRETS OF SUCCESSFUL PROPOSALS
The March/April 2000 edition of Foundation News and Commentary
features The Inner Secrets of Successful
Proposals, an article written by Linda A. Long, a
freelance writer. The article gives tips on writing a
successful proposal based on information Ms Long gained
through conversations with the funders themselves. Read her
article by going to http://www.cof.org/foundationnews/0300/secrets.htm.
Following are some tips to keep in mind during the
grant-writing process:
1. Research before beginning! Do not submit a proposal to any
foundation or funding agent without first verifying that your
project fits within the funder's guidelines.
2. Read the grant guidelines! Many foundations have detailed
guidelines available to grant-writers. These guidelines are
made available so that proposals submitted to them will meet
their funding initiatives. Applications that carefully follow
the published guidelines allow them to easily determine if
your project is one that matches their interests.
3. Be concise! Put yourself in the place of the foundation's
proposal reader. They receive and must review hundreds of
proposals. The more easily and quickly they can determine if
your project meets their objectives, the happier they are
going to be.
4. Clarity is important! Keep in mind that acronyms and terms
specific to your profession may mean nothing - or may mean
something different - to the foundation. Write your proposal
as if you are communicating with someone who is not an
educator and knows nothing about the field.
5. Proofreading is imperative! Have someone who was not
involved in the writing process proofread your proposal before
it is submitted. Typos, poor grammar, and other errors that
are easy for a separate set of eyes to recognize are easy to
overlook in your own work. Submitting a proposal with such
errors, however, gives the impression that you either don't
know better or are willing to submit shoddy work.
6. Collaboration is vital! Foundations often prefer to fund
projects that have the greatest impact for the community and
that are non-duplicative in nature.
7. Realistic budgets are a must! Research your budget needs
carefully before submitting your proposal. Do not ask for more
- or less - than you feasibly need to ensure your project's
success.
8. Don't forget the evaluation component! Your proposal should
include methods for evaluating the effectiveness of your
project. Evaluation is a necessary component of all projects -
without it you will not know if your project is progressing as
it should.
9. Address project sustainability! Foundations and
governmental agencies want to know that, if your project is
successful, it will be continued even after their financial
support has ended. |
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MANAGING
YOUR GRANT
Your work has really only just begun after you write a successful grant proposal and receive funding for your project! Managing a grant can be a tedious process and as much time needs to go into an effective management plan as went into the initial program planning prior to writing your proposal.
Before you even write a proposal, you should do a self-evaluation of your organization's capability to properly manage the grant. Is the staff going to have the time and expertise to be effective grant managers? If the answer to that question is "no", you may be better off in the long run not applying for the funds.
An organized system of grants management should be in place that is coordinated from the beginning of the project to the end. Effective grants management includes:
* continuously monitoring how well the project is meeting its goals and objectives;
* verifying that all expenditures of grant funds are allowable and appropriate;
* completing required programmatic and fiscal reports on a timely basis;
* conducting a thorough project evaluation - including the distribution and submission of any agreed upon reports;
* preparing for audit visits which the grantor may wish to conduct during and/or after the project; and
* closing out the project according to the grantor's guidelines.
Remember: how well you manage your grant will shape your reputation and may determine whether you receive future funding. |
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MISCELLANEOUS
GRANT-WRITING TIPS
Many grantwriters do not
thoroughly research the priorities of the grant-making agency
prior to writing their applications. This is a formula for
almost certain failure. Applications should be
specifically tailored to the foundation and requested projects
should fall well within its initiatives, priorities, and
guidelines. Applying for funds from an agency that does
not support either your area of interest or your geographical
area is a waste of your time and the program officer's time.
Do not overlook small corporations and businesses in your area
when seeking grant support. These companies often have
an interest in funding projects that support the community
where their employees live. Always keep the funder
informed of your project's progress and impact.
Remember that proposal review is a subjective process.
You should always provide as much information in as clear and
concise manner as possible to help the reader understand your
agency and your program. Refrain from using acronyms
common to your area of expertise. Many readers are not
going to be familiar with their meaning. |
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