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Presented by the BC Touring Council
John McLachlan fyi@bctouring.org www.bctouring.org 141-6200 McKay Avenue, Box 918 Burnaby, BC V5H 4M9 Tel: 604 439-1972 / Fax: 604 439-9735 Available as an Acrobat PDF file on our web site at
www.bctouring.org/resources/grantwriting.html
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Based on a presentation prepared by Bitsy BidwellCommunity Arts Development Manager Washington State Arts Commission PO Box 42675 Olympia, WA 98504-2675 bitsyb@wsac.wa.gov www.wa.gov/art Used by Permission
Contents
1. Overview
s In a Nutshell s Homework Phase: 5 Steps of Planning, Review, Edit and Perfect, Submit s Grant Procedures and Reporting
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In a Nutshell
Grantwriting is a process that should proceed in the following order: s Know in detail
w w w w w What you want to do How you plan to do it (where, when, with what materials) Why you want to do it When you will know its done and how you will know how well it was done What results and impacts you expect from it (to your career, to the public, to a cause) w What factors give you a reasonable chance of success (your skills, previous experience)
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s Research potential funding sources and other resources s Write and submit your funding request, whether a fundraising letter, a grant to public or private agency or a letter of request Know your idea and then find the matching funding, not the other way around.
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Homework Phase
s Define the unique features of your organization and what makes them a genuine contribution to your community s Generically identify who should support your organization and why they should support it and its programs s Clarify and codify what you need to know about your own organization s Describe your own organization s Identify and define your community and/or constituency s Complete the five basic kinds of organizational planning All requests for funds constitute a project and must be looked at holistically
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s How to Write Your Answers (use no more than four paragraphs for each):
w w w w Paragraph One: Answer who, what, where, when, why, how Paragraph Two: Provide clarifying detail Paragraph Three: Provide more clarifying detail or omit Paragraph Four: Provide an examplean incident, a specificthat illustrates the information in paragraph one.
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s How to Write Your Answers (use no more than four paragraphs for each):
w w w w Paragraph One: Answerwho, what, where, when, why, how Paragraph Two: Provide clarifying detail Paragraph Three: Provide more clarifying detail or omit Paragraph Four: Provide an examplean incident, a specificthat illustrates the information in paragraph one. 8
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4. Beside each item put another symbol for where the item is coming from:
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w T = You are requesting grant money for this item. T stands for them w U = You already have; or will raise, beg, borrow or badger from some other sourcedonations, other grants, earned income, etc.; anywhere but Them. U stands for us. T = Grant Request U = Match (may include both cash and in-kind, depending) w Once a portion of U is used to match a request, it cannot be used again to match another request. w Note: In project budgets, income always matches expenses. That is, you dont show a deficit or a surplus. Ever. Always! 11
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The closer you match the desires of the funding source, the greater your chance of funding.
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w w w w
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Step 7: Submit
s Mail required materials by registered mail by the postmark of the deadline. Keep a copy of your dated receipt from the post office. s Keep a copy of all materials including the guidelines. s Make sure the listed contact person can answer all questions, and has a copy of the grant handy to provide responses. s Keep track of any expected responses; contact the grantor if you do not hear in a timely fashion.
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s Write from the readers viewpoint, not yours. If this arrived on my desk, would I fund it? If not, redo it. s Involve readers to gain the response you want. A short, rhetorical quiz can work well.
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s In closing, suggest the opportunity to discuss the project further with an on-site visit or an in-person interview. Thank them for their time.
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s If you are submitting a proposal through a contact, mention that person briefly at the opening of the proposal, but do not go into detail. Any indication that you are trying to use a connection to get funded may alienate other review committee members. Under no circumstances mention a contact to a public funding source!
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Signature
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Effective Words
Best
Direct Manage Establish Initiate Negotiate Formulate Conduct Generate Administer Institute Create Organize Produce
Strong
Investigate Evaluate Interpret Analyze Survey Estimate Examine Determine Define Review Identify Assess Develop Design Implement Recommend Demonstrate Predict Document
Good/Fair
Provide Prepare Coordinate Collect Participate Monitor Compute Appraise
No-no
Respond Study Assist Support Serve
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Budget Example
Organization Personnel Consultants Travel Space Equipment Foundation Corporate In-kind Subtotals
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s Fill in this chart with as much detail as possible. This is your project budget. s Your request budget will alter and/or simplify in accordance with the instructions of the grantor.
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s Philosophically, all of the project costs except the amount you are requesting from the specific grantor is match. When you write the grant, use the philosophical meaning of match. s For accounting purposes in final reports you must be careful to delineate which dollars match which request.
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Example 1
Personnel Consultants Travel Space Equipment Supplies Marketing Other Total Grand Total
s s s s s s s
Org. $1 $1 $2 $1 $1 $6
Foundation $1 $1 $1
Corporation $1
In-kind $1
$2 $1 $1 $4 $2 $3
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What is the total budget? What is total income? What is total expense? How much match can the organization offer in a grant request to the foundation? How much cash match? How much in-kind? How much match can the organization offer in a grant request to a corporation? How much cash match? How much in-kind? How much cash can the organization spend if all the grants come through? If this is what the final budget looks like, and both the corporation and the foundation require 1:1 match, is the organization OK? What if the match has to be cash match?
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Example 2
Org. Personnel Consultants Travel Space Equipment Supplies Marketing Other Total Grand Total
s s s s s s s
Foundation $2 $1 $1
Corporation $1 $1
In-kind $1
$2 $1 $1 $1 $3 $5 $3 $4 $2 $1
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What is the total budget? What is total income? What is total expense? How much match can the organization offer in a grant request to the foundation? How much cash match? How much in-kind? How much match can the organization offer in a grant request to a corporation? How much cash match? How much in-kind? How much cash can the organization spend if all the grants come through? If this is what the final budget looks like, and both the corporation and the foundation require 1:1 match, is the organization OK? What if the match has to be cash match?
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Attachments
s Almost every request will need to be augmented by the following attachments, so it is useful to have them on hand:
w list of board members and affiliations w Revenue Canada Charitable Tax number. w certificate of non-profit incorporation from the province and/or record of most recent filing of Non-profit Society Annual Report w audited financial statement for most recently completed fiscal year. While audits are expensive, they are really worth the cost. However, if you can't afford one, at least have a yearly financial statement with official documentation that the board has reviewed and approved the yearly financial statement. w detailed project budget, probably using the chart format listed above. This is in addition to whatever form they may have as part of the application. w list of current grants w list of donors for the last five yearsnot amounts, just names w overall agency budget for the current fiscal year w program or membership brochures
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Letters of Support
s Carefully choose who will be most helpful to your proposal. Be particularly careful about political figures; while the mayors support might be important for an approach to a private foundation, it might appear as political pressure to another government agency. s It is best to orchestrate your letters of support without making this too obvious to the grantor. When asking for letters of support from others, be sure to tell them:
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w w w w
the basic outline of your proposal what the criteria for decision-making will be suggest how they might address the criteria point out how they are/have been involved so far in the project
s request that they make the letter of support personal and include detail.
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w Brainstorm with your board, family, or associates. Who do you already know? w Peruse the yellow pages. What categories of businesses do you already patronize or which ones should be able to clearly see the value of what you do? w Hit the library. Look at funding directories, directories of resources in your field and related fields, and dont forget on-line resources, pamphlet files, and artist opportunity files.
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