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- Minnesota Youth Soccer Association
- Winter Symposium
- Saturday February 7, 2009
- Presented by Timothy Puffer, Puffer & Associates
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- Step 1:
- Step 2
- Step 3:
- Step 4:
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- Step 1:
- Step 2
- Step 3:
- Step 4:
- Step 5:
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- Step 1:
- Step 2
- Step 3:
- Step 4:
- Step 5:
- Step 6:
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- Step 1: Readiness
- Critical
- q IRS TAX EXEMPT
STATUS--Federal 501(c)(3) (or
fiscal agent)
- q STATE TAX EXEMPT
STATUS--Current state certification
- q FORM 990--Most
recent year's tax form
- q MOST RECENT
AUDITED FINANCIAL STATEMENT--Previous year's report from the
Accountant/Bookkeeper (or
non-audited)
- q ORGANIZATIONAL
BUDGET--Projected revenues and expenses for current year
- q PROGRAM OR
PROJECT BUDGETS--Specifically for what is being requested
- q LIST OF CURRENT
BOARD MEMBERS--Names, Professions, Affiliations, and Current Terms.
- q QUALIFICATIONS
OF KEY STAFF—Executive director, department heads, program directors,
project coordinators, etc.)
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- Step 1: Readiness (continued)
- Important
- q STRATEGIC
PLAN--Or marketing or business plan
- q ORGANIZATIONAL
CHART--Showing major divisions of responsibility and reporting
relationships
- q LETTERS OF
SUPPORT--Community Leaders, Funders, etc.
- q PROGRAM
EVALUATION STATISTICS ON PERSONS SERVED--Who, What, When, Where and How
- q ARTICLES OF
INCORPORATION and BY-LAWS--Original Documentation
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- Step 2: Case Statement
- “Here’s the problem/situation . . .”
- “Here’s why you should care. . .”
- “Here’s what we’re doing/intend to do about it . . .”
- “Here’s how much it costs . . .”
- “Here are the outcomes/how things will be better because of our efforts
. . .”
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- Step 3: Prospect Research
- Resources
- Internet
- Competitive analysis
- Foundation Directories
- Foundation Center, Cooperating
Collections
- Searchable Foundation Databases
- Minnesota Council on Foundations, Foundation Center
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- Step 4: Qualify and cultivate
- Qualify
- Prospect’s Website
- Internet search engines
- Guidestar.org
- Form 990
- Cultivate
- Phone calls
- Emails
- Letters of inquiry
- Meeting
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- Step 5: Applications
- Common types
- Prospect-specific applications
- Minnesota Common Grant Application
- Online submission forms
- Governmental applications
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- Step 5: Applications (continued)
- Basic Content:
- Cover letter
- Cover sheet/form
- Narrative—Including EVALUATION
- Financials
- Organization budget, project budget,
audit/financial statements, Form 990
- Attachments
- IRS letter of determinations, board list, key staff
qualifications, other funders
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- Step 6: Follow-through
- Decision timeline
- Site visits
- Award decision
- Acknowledgment
- Stewardship
- Reporting
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- Helpful grant writing links and resources
- Minnesota Council on Foundations
http://www.mcf.org
- Foundation Center
http://foundationcenter.org
- GuideStar
http://www.guidestar.org
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