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WELCOME!
Everything You Ever Wanted to Know About
Foundation, Corporate, and Government Grants,
featuring Betsy Baker
Our Speaker
          Betsy Baker, MPA
          President of YourGrantAuthority.com
          Author, Trainer, Coach, Speaker, Grant Writing
          Consultant

          Betsy is a regular presenter for the Foundation Center,
          the Grant Professionals Association, the Georgia Center
          for Nonprofits and United Way agencies and is a regular
          contributor to Opportunity Knocks!, CharityHowTo and
          CharityChannel.

          Master's in Public Administration, Auburn University




                        2
Agenda
• Review of:
 ▫ Corporate Sponsorship
 ▫ Private Foundation
 ▫ Government Funding

• Critical steps to writing a winning proposal

• Resources to identifying grant funders

• Q&A
Corporate Foundations
• A corporate foundation is a charitable foundation which serves as a channel for
  distribution of a firm’s profit for nonprofit activities
   ▫ The company-sponsored foundation often maintains close ties with the donor
     company, but it is a separate, legal organization, sometimes with its own
     endowment, and is subject to the same rules and regulations as other private
     foundations


• According to the Council on Foundations, there are more than 2,000 corporate
  foundations in the United States holding an estimated $11 billion in assets


• It serves as an expression of corporate social responsibility.
   ▫ McDonald’s – Ronald McDonald houses
   ▫ Boeing – Math education
   ▫ Target – Local schools
Corporate Foundations – What are they
looking for?
• An opportunity to further their specific mission
• An opportunity to reach as many people as possible
• An opportunity to impress “branding” on the community
  they serve
• Get to know the company, their brands and their interest
• The “sweet spot” – where society’s needs meet corporate
  objectives
• Find information on the company’s website under
  “community” or “corporate citizenship”
Are you ready for Corporate Funding?
• Do you have an established marketing effort in place?
  ▫ Examples include: e-mail, a website, events, newsletters,
    conferences, television, radio and print advertising

• What do you know about your organization's demographics?
  ▫ Where they live? Whether they are young families, empty
    nesters, or teens?

• Have you worked with corporate sponsors before?
  ▫ Do you have testimonials from a corporate executives about the
    value of your organization? Do you feature those in press kits or
    other marketing materials?
Foundation Grants
• Also a nonprofit organization, a private
  foundation is usually created with a single
  primary donation from an individual or business
  whose funds and programs are managed by its
  own trustees (aka Board of Directors)
• Usually generates income by investment of its
  initial donation, often disbursing the bulk of its
  investment income each year to charitable
  activities – not from private donations
Two Types of Private Foundations
• Private operating – actually run the charitable
  activities or organizations they fund with their
  investment income
  ▫ Art museum – money is used for their own
    activities serving the public
• Private non-operating – simply disburse funds
  to other charitable organizations
  ▫ Family foundations are an example
Government Grants
• The U.S. government is not giving away free
  grant money!
• “A form of gift that entails certain obligations on
  the part of the grantee and expectations on the
  part of the grantor.” Jay M. Shafritz, American
  Government and Politics
• Obligations – Getting a government grant will
  get you loads of them and not fulfilling them will
  get you a load of legal troubles.
• Can apply for city/county, state and federal
What’s Expected of
Government Grantees
• Project expenditures must be strictly accounted
  for
• Granted funds must be spent or they go back
  into the Treasury
• Any project changes must be approved by the
  Program Officer (federal government employee)
• The project should be completed with apparent
  success
How to Write a Winning Proposal
• Meet funders objectives
  ▫ Different for private, corporate and government grants

• Review their restrictions and ensure you meet them

• Ensure your budget aligns with their guidelines

• Tell a good story

• Follow directions

• Timeliness – ensure your proposal is submitted on time!
10 Steps to Effective Proposal Writing
Step One:
• Effectively state your organization’s purpose and
  mission

Step Two:
• Show need for the work of your organization

  ▫ Demonstrating need is critical and is best illustrated
    through relevant statistics of the problem and specific
    examples

  ▫ Should show why the organization exists, how they’re
    meeting a need and the severity of the need
10 Steps to Effective Proposal Writing
Step Three:
• Detail your organization’s expertise and experience
  in helping solve the stated problem in your
  community
  ▫ What gives you the edge over competing nonprofits?
  ▫ Describe in terms of benefits, not features

Step Four:
• Write clear and measurable grant objectives
  ▫ Describe what you want to specifically accomplish and
    how you will achieve those accomplishments
10 Steps to Effective Proposal Writing
Step Five:
• Determine how your staff will fulfill a grant project

Step Six:
• Write a detailed evaluation plan to measure your
  progress

Step Seven:
• Present your official request for funding for
  maximum impact
10 Steps to Effective Proposal Writing
Step Eight:
• Build an efficient project budget

Step Nine:
• Establish proof of community support

Step Ten:
• Include requested documentation and an
  engaging cover letter
Identifying Grant Funders: What are
you searching for?
• Eligibility

• Foundation’s Purpose

• Funding Restrictions

• What the Foundation Funds

• What the Foundation Does Not Fund
Free Grant Funding Resources
• FREE Research – Foundation Websites
• More FREE Research – Form 990’s (found on the
  www.FoundationCenter.org website) – find who they’re
  funding
• The Foundation Center also produces The RFP Bulletin –
  send grant opportunities right to your inbox!
• Also register at www.NozaSearch.com for grant activity
  updates
• FREE continued…Chronicle of Philanthropy,
  www.philanthropy.com →Fund Raising Tab→ Guide to
  Grants→ Guide to Grants Database
• Also FREE – The Grantsmanship Center, www.TGCI.com →
  Funding Sources Tab → View top givers by state
• FREE – www.FundsNetServices.com – funding by category
Fee-Based Grant Funding Resources
• The Foundation Center’s Foundation Directory
  Online (FDO) – different subscription levels
  available
• www.GrantStation.com – offers member
  benefits including grant research opportunities
• www.BigDatabase.com – BIG Online – Their
  Grant Development Services offers products and
  services useful to a grant writer
Finding Federal Grant Opportunities
• www.Grants.gov – The Best Source! - sign up for
  daily announcements or search by agencies and
  programs
Questions?




  Want a fr.ee rating system for your grant proposals?
  “Like” me on Facebook and receive a complimentary copy of my
  Grant S.A.T. – a 75-item rating system that scores your grant
  proposals before ever sending them out.
  (Be sure to email me at betsy <at> YouGrantAuthority <dot> com so I can
  send you the system.)
Contact Information
• Connect with Betsy on her website,
  www.YourGrantAuthority.com or via email at
  betsy<at>YourGrantAuthority<dot> com
• Connect with Sage
   – Email nps <at> sage <dot> com
   – Download the presentation and handouts from
     www.slideshare.net/sagenonprofit
   – Read our blog, http://www.SageWords.net.
   – Like us on Facebook,
     http://www.facebook.com/sagenonprofit
   – Follow us on Twitter, http://www.twitter.com/sagenonprofit
   – Join the discussion in our group on LinkedIn.
   – Watch and follow on YouTube,
     http://www.youtube.com/user/SageNonprofit
   – Pin with us on www.Pinterest.com/SageNonprofit
                               21

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Everything You Ever Wanted to Know About Foundation, Corporate, and Government Grants, featuring Betsy Baker

  • 1. WELCOME! Everything You Ever Wanted to Know About Foundation, Corporate, and Government Grants, featuring Betsy Baker
  • 2. Our Speaker Betsy Baker, MPA President of YourGrantAuthority.com Author, Trainer, Coach, Speaker, Grant Writing Consultant Betsy is a regular presenter for the Foundation Center, the Grant Professionals Association, the Georgia Center for Nonprofits and United Way agencies and is a regular contributor to Opportunity Knocks!, CharityHowTo and CharityChannel. Master's in Public Administration, Auburn University 2
  • 3. Agenda • Review of: ▫ Corporate Sponsorship ▫ Private Foundation ▫ Government Funding • Critical steps to writing a winning proposal • Resources to identifying grant funders • Q&A
  • 4. Corporate Foundations • A corporate foundation is a charitable foundation which serves as a channel for distribution of a firm’s profit for nonprofit activities ▫ The company-sponsored foundation often maintains close ties with the donor company, but it is a separate, legal organization, sometimes with its own endowment, and is subject to the same rules and regulations as other private foundations • According to the Council on Foundations, there are more than 2,000 corporate foundations in the United States holding an estimated $11 billion in assets • It serves as an expression of corporate social responsibility. ▫ McDonald’s – Ronald McDonald houses ▫ Boeing – Math education ▫ Target – Local schools
  • 5. Corporate Foundations – What are they looking for? • An opportunity to further their specific mission • An opportunity to reach as many people as possible • An opportunity to impress “branding” on the community they serve • Get to know the company, their brands and their interest • The “sweet spot” – where society’s needs meet corporate objectives • Find information on the company’s website under “community” or “corporate citizenship”
  • 6. Are you ready for Corporate Funding? • Do you have an established marketing effort in place? ▫ Examples include: e-mail, a website, events, newsletters, conferences, television, radio and print advertising • What do you know about your organization's demographics? ▫ Where they live? Whether they are young families, empty nesters, or teens? • Have you worked with corporate sponsors before? ▫ Do you have testimonials from a corporate executives about the value of your organization? Do you feature those in press kits or other marketing materials?
  • 7. Foundation Grants • Also a nonprofit organization, a private foundation is usually created with a single primary donation from an individual or business whose funds and programs are managed by its own trustees (aka Board of Directors) • Usually generates income by investment of its initial donation, often disbursing the bulk of its investment income each year to charitable activities – not from private donations
  • 8. Two Types of Private Foundations • Private operating – actually run the charitable activities or organizations they fund with their investment income ▫ Art museum – money is used for their own activities serving the public • Private non-operating – simply disburse funds to other charitable organizations ▫ Family foundations are an example
  • 9. Government Grants • The U.S. government is not giving away free grant money! • “A form of gift that entails certain obligations on the part of the grantee and expectations on the part of the grantor.” Jay M. Shafritz, American Government and Politics • Obligations – Getting a government grant will get you loads of them and not fulfilling them will get you a load of legal troubles. • Can apply for city/county, state and federal
  • 10. What’s Expected of Government Grantees • Project expenditures must be strictly accounted for • Granted funds must be spent or they go back into the Treasury • Any project changes must be approved by the Program Officer (federal government employee) • The project should be completed with apparent success
  • 11. How to Write a Winning Proposal • Meet funders objectives ▫ Different for private, corporate and government grants • Review their restrictions and ensure you meet them • Ensure your budget aligns with their guidelines • Tell a good story • Follow directions • Timeliness – ensure your proposal is submitted on time!
  • 12. 10 Steps to Effective Proposal Writing Step One: • Effectively state your organization’s purpose and mission Step Two: • Show need for the work of your organization ▫ Demonstrating need is critical and is best illustrated through relevant statistics of the problem and specific examples ▫ Should show why the organization exists, how they’re meeting a need and the severity of the need
  • 13. 10 Steps to Effective Proposal Writing Step Three: • Detail your organization’s expertise and experience in helping solve the stated problem in your community ▫ What gives you the edge over competing nonprofits? ▫ Describe in terms of benefits, not features Step Four: • Write clear and measurable grant objectives ▫ Describe what you want to specifically accomplish and how you will achieve those accomplishments
  • 14. 10 Steps to Effective Proposal Writing Step Five: • Determine how your staff will fulfill a grant project Step Six: • Write a detailed evaluation plan to measure your progress Step Seven: • Present your official request for funding for maximum impact
  • 15. 10 Steps to Effective Proposal Writing Step Eight: • Build an efficient project budget Step Nine: • Establish proof of community support Step Ten: • Include requested documentation and an engaging cover letter
  • 16. Identifying Grant Funders: What are you searching for? • Eligibility • Foundation’s Purpose • Funding Restrictions • What the Foundation Funds • What the Foundation Does Not Fund
  • 17. Free Grant Funding Resources • FREE Research – Foundation Websites • More FREE Research – Form 990’s (found on the www.FoundationCenter.org website) – find who they’re funding • The Foundation Center also produces The RFP Bulletin – send grant opportunities right to your inbox! • Also register at www.NozaSearch.com for grant activity updates • FREE continued…Chronicle of Philanthropy, www.philanthropy.com →Fund Raising Tab→ Guide to Grants→ Guide to Grants Database • Also FREE – The Grantsmanship Center, www.TGCI.com → Funding Sources Tab → View top givers by state • FREE – www.FundsNetServices.com – funding by category
  • 18. Fee-Based Grant Funding Resources • The Foundation Center’s Foundation Directory Online (FDO) – different subscription levels available • www.GrantStation.com – offers member benefits including grant research opportunities • www.BigDatabase.com – BIG Online – Their Grant Development Services offers products and services useful to a grant writer
  • 19. Finding Federal Grant Opportunities • www.Grants.gov – The Best Source! - sign up for daily announcements or search by agencies and programs
  • 20. Questions? Want a fr.ee rating system for your grant proposals? “Like” me on Facebook and receive a complimentary copy of my Grant S.A.T. – a 75-item rating system that scores your grant proposals before ever sending them out. (Be sure to email me at betsy <at> YouGrantAuthority <dot> com so I can send you the system.)
  • 21. Contact Information • Connect with Betsy on her website, www.YourGrantAuthority.com or via email at betsy<at>YourGrantAuthority<dot> com • Connect with Sage – Email nps <at> sage <dot> com – Download the presentation and handouts from www.slideshare.net/sagenonprofit – Read our blog, http://www.SageWords.net. – Like us on Facebook, http://www.facebook.com/sagenonprofit – Follow us on Twitter, http://www.twitter.com/sagenonprofit – Join the discussion in our group on LinkedIn. – Watch and follow on YouTube, http://www.youtube.com/user/SageNonprofit – Pin with us on www.Pinterest.com/SageNonprofit 21