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Coalition on Homelessness and Housing in Ohio Grant Writing for Homeless Programs January 29, 2009 Jonda Clemings, MSEd, LSW

Grant Writing for Homeless Programs January 29, 2009

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Grant Writing for Homeless Programs January 29, 2009. Jonda Clemings, MSEd, LSW. Build a Solid Foundation. Don’t ask for monies that do not fit your organization’s mission and competency. Your Solid Foundation. Organizational development process Strategic planning process - PowerPoint PPT Presentation

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Page 1: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Grant Writing for Homeless Programs

January 29, 2009

Jonda Clemings, MSEd, LSW

Page 2: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Page 3: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Build a Solid Foundation

• Don’t ask for monies that do not fit your organization’s mission and competency.

Page 4: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Your Solid Foundation

• Organizational development process

• Strategic planning process

• Internal planning process

Page 5: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Your Solid Foundation

• Articulate who you are• Understand target area• Articulate

organization’s work• Complete program

design

Page 6: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

From Dream to Reality

• Imagine and inspire• Found and frame• Ground and grow• Produce and sustain• Evaluate and renew

Page 7: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Mission Statement

• Driving force• Organizational purpose• “Why do we exist”• Distinctiveness of agency• Program development

Page 8: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Vision &Values

• Inspiration & framework for strategic planning• “Compass” of your organization• Traits & qualities• Define “actions” and “goals”• Measure your progress• Core priorities• Character

Page 9: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Funding Needs

• What do I need funding for?

• What kind of funding do I need?

• How much do I need?

• When do I need the funds?

Page 10: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Organizational Development

Page 11: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Strategic Plan

• Actions to enable success

• Goals & objectives

• Timelines• Staffing plans• Know “if we got

there”

Page 12: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Marketing & Community Assessment

• Demand for service• Data about

constituents• Collaborative partners

Page 13: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Marketing & Community Assessment

• Research, conditions, & trends• Issues/variables that impede success• Obtain funding• Utilize assets and strengths

Page 14: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Leadership & Governance

• Executive Director• Financial Officer• Board of Directors/Trustees• Management Team

• Policies and Procedures• Job Descriptions

Page 15: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Program Development

• Mission driven• Derived from strategic plan• Designed with documented need• Designed with measurable

objective• Aimed at expansion or replication

Page 16: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Business Plan

• Comes after strategic plan• Shorter term issues• Financial targets• Designed to appeal to

funders• Day-to-day management

tool

Page 17: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Performance Evaluation

• Quality assurance• Outputs• Outcomes

Page 18: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Fund Development Plan

• Limit crisis fundraising• Diversity funding stream• Long & short term funding

priorities• Identify potential resources• Know what you are asking money

for and how much

Page 19: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

6 Steps to Fundraising

1. Growth2. Involvement3. Visibility (Branding)4. Efficiency (resourcefulness,

ethnical, and timely)5. Stability6. Conduct effective research

Page 20: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

What Funders are Looking

For• Investment in organization - hand

up not hand out• Organizational capacity• Program strengths and predicted

impact• Diversity in funding stream• Compatible mission

Page 21: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

What Funders are Looking For

• High-quality programs • Track record of effective program

delivery• Capable leadership• Strong organizational & financial

infrastructure

Page 22: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Looking for the Right Funder

• Who funds in my area of interest?• Who funds in my area of need?• Who funds in my geographic area?• Who will provide the support I

need?• What are the limitations?

Page 23: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Is the Funder Right For Me?

• Has the funder supported organizations like mine?

• How much does the funder typically give?

Page 24: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Research your Funders

• Foundation Center database– Search grantmakers– Search companies– Search grants– Search 990’s

Page 25: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Research your Funders

• Match funder’s interest to project

• Develop a targeted list of funders

• Do not limit funding to one source

Page 26: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Research your Funders

• Grantmaker websites• Grantmaker documents

– Annual reports– Newsletters– RFP’s

• 990-PF and 990

Page 27: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Nonprofit Reports

• 990– Return of Organization Exempt from

Income Tax– Redesigned for tax year 2008– Transparency for organizations– Promotes tax compliance– Minimizes filing burden

Page 28: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Nonprofit Reports

• 990-PF– Return of Private Foundation or

Section 4847 (a) (1) Nonexempt Charitable Trust Treated as a Private Foundation

Page 29: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Assistance

• Got questions - ask the funder• Often the funder will:

– Review a draft proposal– Answer questions about application– Discuss how project will be evaluated– Describe types of projects also

applying

Page 30: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Follow Funder

Guidelines

• Research each funder• Use their application form• Use “common grant” application when

necessary• Use other required forms• Pay attention to any exclusions

Page 31: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Tapping the Philanthropic Well

• Tell your story in all places• Create a web site• Register with search engines• Email newsletters• Network• Press releases• Brochures

Page 32: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Why Donors Do Not Give

• Not asked• Not impressed• Incompatible missions• Unfavorable perception• Application, request, and/or

proposal is flawed

Page 33: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Factors for Consideration

• Capacity of organization• Need/Extent of the problem• Soundness of the approach• Leverage of other resources• Achieving results• Program evaluation

Page 34: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Is the Idea Worth Funding?

• What need exists?• What do you hope to achieve?• What is the potential impact?• How will you evaluate the project?• Why should the donor support you?• What is the total project cost?• What are you asking of the donor?

Page 35: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

A Funder’s View

• Experience• Things funders like• Things funders don’t like

Page 36: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Funder’s View on Budgets

• Is the budget consistent with proposed activities?

• Is there sufficient budget detail and explanation?

Page 37: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Budget Purpose

• Use of resources• Anticipation of funding needs• Indicator of long-range

organizational health• Basic income & expenses• Expression of the operation plan

Page 38: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Budget Tips

• Use funder’s forms• List in-kind expenses and matching

revenue• Be flexible about budget - funder

may choose to negotiate costs

Page 39: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Budget Tips

Be Project Specific!!!

If you are applying for support to hire a vocational specialist, your budget figures should reflect the expenses (salary, program costs, etc.) related to the position.

Page 40: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Budget Tips

Understand The Categories

If a budget is provided for you, make sure you understand the budget categories. They may be different than what you use.

Page 41: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Budget Tips

Present Realistic Figures

Reviewers will know if a figure is too high or too low.

Page 42: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Budget Tips

Check the Math

On your budget, make sure your figures add up.

Expenses should equal income.

Page 43: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

7 Tips for Successful Applications

1. Read, understand & FOLLOW directions2. Don’t rush; submit correct information3. Proofread - grammar & aesthetics matter4. Be concise, direct, and complete5. Back up your claims6. Check your math7. Submit on time

Page 44: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Where is the Other Money???

Page 45: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Funding Types

• Grants• Contracts• Donations/Gifts

– In-kind, cash, assets– Earmarked or not– Solicited or unsolicited

Page 46: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Funders

• Government Agencies– Federal

• HUD• SAMHSA• Veterans

– State• ODOD• ODMH

– Local• CDBG

Page 47: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Funders

• Private organizations– Foundations– Corporations; corporate giving– Federated funders– Member associations/clubs– Public charities

Page 48: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Foundation Types

• Independent• Company-sponsored• Community• Operating

• 5% payout requirement• 990-PF - disclose total giving

Page 49: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Corporation or Corporate Giving

• Company-sponsored foundation– Separate legal entity– Small endowments; company contribution– Must file Form 990-PF

• Corporate giving– Not separate from corporation– Pre-tax income up to 10% to charities– Do not adhere to foundation laws or

regulations

Page 50: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Public Charity

• Community foundations• Population or issue-oriented funds• Company-sponsored• Discloses through Form 990

Page 51: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Private Foundations

• Nongovernmental, nonprofit organization

• Endowment or own funds• Managed by trustees or directors• Established to aide a certain

mission(s) with its grants

Page 52: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Sources of Ideas

• Strategic plan with funding priorities

• LAI Analysis– Linkage– Ability– Interest

• Collaboration partners

Page 53: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Identifying Foundations

• Newsletters & periodicals• Regional associations of

grantmakers• Foundation web pages• Word of mouth• Directors

Page 54: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Identifying Foundations

• Website & Databases–www.grantadvisor.com–www.grants.gov–http://foundationcenter.org –http://www.grantsandfunding.com/grantsandfunding/reports/writingproposals.html

Page 55: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Online Resources

• Foundation Center– http://foundationcenter.org/

• The Grantsmanship Center– http://www.tgci.com

• The Fundraising School– www.philanthropy.iupui.edu/thefundr

aisingschool/

Page 56: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Start to Finish

• Letter of Intent/Preproposal• Proposal• Follow up and Thank You• Interim Report to Funders• Final Report

Page 57: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Tips

• Start with an outline• K.I.S.S. (Keep it simple stupid)• Tell a story• Use action words• Use active and future tenses• Allow plenty of time

Page 58: Grant Writing  for Homeless Programs January 29, 2009

Coalition on Homelessness and Housing in Ohio

Jonda Clemings, MSEd, LSWRural Housing Program

CoordinatorCOHHIO

175 S. Third St. - Suite 250Columbus, Ohio 43215

614-280-1984 (P)614-395-5907 (C)

[email protected]