After the GrantUniversity of Texas – Pan AmericanSouthwest Border Nonprofit Resource CenterPresented by Lucila Lagace

The Funded Proposal• Contact Info• Organizational background• Project description• Statement of Need • Anticipated effect• Population Served• Work plan and Activities• Logic Model• Request Amount• Proposed Budget• Fundraising Plan• Partnerships & Collaborations• Evaluation Plan • Attachments and organizational documents

•The proposal is the roadmap for the funder.

What are you held to

•Grant Contracts or agreements•Matching requirements and conditional

grants•Financial Management•Program Implementation •Reporting•Building a relationship with your funder -

communication

Grant Award Letter or Agreement•1. Read it…carefully•2. Check for signatures, conditions, or

additional information request•3. Share the letter and grant agreement•4. Meet with your finance office•5. Alert program and finance to due dates

for reports – plan for lead time

Important items you may miss…•Publicity guidelines – acknowledging the

funder in all publications•Intellectual property•Records and Audits•Modifications/extension of grants•Consequences of noncompliance

Managing the Grant Project

•Defining the Roles•Grant Requirements and responsibilities

to the donor•Coding the grant

▫Restricted vs Unrestricted •Recognizing the donor •Scheduling the deliverables and next

steps

Managing the Grant Project 2

•Announcing the grant•Monitoring the grant•Managing departures•Evaluation•Preparing Reports•Renewal funding•Keeping required records•Organizing the donor and grant files

Communicating with the Funder •First thing is first – say “thank you”•Donor Recognition•Building donor enthusiasm•Pique your funder’s interest•Less is more – quality over quantitiy

When do you need a Face-to-Face•You moved•Major staffing or leadership change•You are holding a conference, gathering,

or other event

The Site Visit

•Arrange it at the right time•Send clear and concise directions •Involve a client•Don’t hand out materials or packets•Be prepared to discuss current

opportunities and challenges in an honest and open way.

Best Practices

•Importance of having a culture of learning•Develop a data collection plan•Choosing a performance management

data system▫Excel, civicore, social solutions, nfocus

•Sharing lessons learned

The Grant Report

•Cover sheet•Narrative•Financial report•Additional information/attachments

What do funders want to know?•Impact•Are objectives achieved or exceeded•20/20 hindsight, what would you have

done differently – what have you learned?•Changes•

Smart Practices• Know what is expected• Format matters• Deadlines matter• Honesty matters• Tell a story• No need to reinvent the wheel• Why bother?• Missed deadlines and incomplete reports

bring into questions your ability to manage your programs and your organization, and can result in missing grant cycles or not being considered for future funding.

The Next Grant

•Communicate, communicate, communicate

•Results-based approach•Internal Matters: Governance and

sustainability•Stewardship – Your funder as your friend•Reporting bad news•Your funder as your advocate

Burning Questions

•Lucila Lagace•956-665-7566

•lagacelg@utpa.edu