Notes
Slide Show
Outline
1
Six Steps
to Successful
Grant Seeking
  • Minnesota Youth Soccer Association
  • Winter Symposium
  • Saturday February 7, 2009


  • Presented by Timothy Puffer, Puffer & Associates
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Six Steps to Successful Grant Seeking
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Six Steps to Successful Grant Seeking
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Six Steps to Successful Grant Seeking
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Six Steps to Successful Grant Seeking
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Six Steps to Successful Grant Seeking
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Six Steps to Successful Grant Seeking
  • Step 1:
  •     Step 2
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  •              Step 4:
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Six Steps to Successful Grant Seeking
  • 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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Six Steps to Successful Grant Seeking
  • 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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Six Steps to Successful Grant Seeking
  • 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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Six Steps to Successful Grant Seeking
  • 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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Six Steps to Successful Grant Seeking
  • 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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Six Steps to Successful Grant Seeking
  • Step 5: Applications
    • Common types
      • Prospect-specific applications
      • Minnesota Common Grant Application
      • Online submission forms
      • Governmental applications


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Six Steps to Successful Grant Seeking
  • 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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Six Steps to Successful Grant Seeking
  • Step 6: Follow-through
    • Decision timeline
    • Site visits
    • Award decision
    • Acknowledgment
    • Stewardship
    • Reporting



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Six Steps to Successful Grant Seeking

  • Case Study
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Six Steps to Successful Grant Seeking
  • 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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Six Steps to Successful Grant Seeking

  • Q & A