maxwell: what you need to know about grant writing workshop

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ALA What You Need To Know About Grant Writing Workshop Nancy Kalikow Maxwell Kaliwell, Inc. Librarygrants.org [email protected] 954 260-7696

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Maxwell: What You Need to Know About Grant Writing Workshop

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Page 1: Maxwell: What You Need to Know About Grant Writing Workshop

ALA What You Need To Know About Grant Writing Workshop Nancy Kalikow Maxwell

Kaliwell, Inc. Librarygrants.org

[email protected] 260-7696

Page 2: Maxwell: What You Need to Know About Grant Writing Workshop

3 C’s of grant development

1. Competence

2. Capability

3. Confidence

How I gained the 3 C’s

Where are you?

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Workshop Overview

• Part 1 – GRANT OVERVIEW • Part 2 – GRANT DEVELOPMENT• Part 3 – FOUNDATION GRANTS• Part 4 – GOVERNMENT GRANTS

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Part 1 – GRANT OVERVIEW

What is a grant?Verb - “to grant”

How differs from “to give”Inferred reciprocity of term

Noun - “a grant”Usually refers to document – RFP

or grant proposal

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Grants, public policy and social needs

Or why there are no grant writers in France.

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Grants in context model

Public• Recognize need or social problem• Public outcry• Demand money• Govt responds:

Identify agencyPromulgate regulationsAnnounce grant, issue RFPForm review panel

• Foundation responds, as well• Grant money

Your Library • Recognize need• Board/boss/staff outcry• Library users outcry• Boss responds:

Identify grantSubmit grant

• No grant money

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Non-profit organizations’ revenue sources

Fees and Tuition 52.4%

Government reimbursements 23.2%

Foundations and individual contributions 13.6%

Government grants 8.9%

Other 2.1%

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Public Library Revenue

Local84.8%

State 7.5%

Federal .5%

Other 7.2%

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Types of grants

Foundations• Corporate• Community• Private

Government• Federal • State • Local• Combination of above

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Part 2 – GRANT DEVELOPMENT

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Parts of a grant

1. Summary

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Parts of a grant

1. Summary2. Narrative3. Needs Statement4. Activities/Programs5. Personnel6. Publicity7. Measuring Outcomes8. Evaluation9. Sustainability10. Budget

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Grant budgets

• Must tie every item to proposal• Match required may not be that bad• Must be reasonable• The more detail the better• Beware of too much detail• Be creative to get budget items you need

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Ways to develop grants

• Do it yourself• Hire a grant writer• Collaborate with someone else’s grant

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Doing it yourself

• Most begin by seeking successful proposals• Difficulty in locating• Confidentiality surrounding proposals• Difficulty of fitting new project into old idea• Samples available at:– www.grantspace.org– Grantseeker’s Guide to Winning Proposals,

Foundation Center, 2008.

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Forming the grant team

• Secure administrative approval• Appoint lead developer• Devise grant development timetable• Secure partners, with appropriate approvals• Assemble draft narrative and budget• Have non-involved person read final

document.

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Getting organized

Get a really big notebookInclude RFP and scoring mechanismsDivide by parts requiredFollow the instructions in the RFPFollow the instructions in the RFPFollow the instructions in the RFPFollow the instructions in the RFP

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Or you could…

Hire a grant writer.

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Hiring a grant writer

Sources for grant writers– Grant Professionals Association

grantprofessionals.org– Referrals from other grant writers– ALA Book of Library Grant Money 9th ed. lists

library grant writers and other grant professionals associations

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Compensation of grant writers– No contingency payment allowed– All grant funds must go for grant purposes– Usually paid per project, per hour, or through

contracted arrangement

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Grant Professionals Association Code of Ethics

“Members shall work for a salary or fee. Members may accept performance-based

compensation, such as bonuses… Members shall not accept or pay a finder’s fee, com

mission or percentage compensation based on grants. Compensation should not be written into grants unless

allowed by the funder.”

Revised 10/5/2011

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Or you could…Collaborate by getting into someone else’s grant.

Grant Money Through Collaborative Partnershipsby Nancy Kalikow Maxwell(Chicago, IL: American Library Association, 2012.)

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Where to find collaborators

• Foundation Center Funding Information Network

• Public library reference desk• Grant professional associations• Grant award winners• Grant evaluators• Nonprofit organizations• Professional associations

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Part 3 -FOUNDATION GRANTS

• Corporate foundation grants 11%• Community foundation grants

9%• Private foundation grants

80%

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Private FoundationsTax Advantage for Rich People

Must have charitable purposeMust have Board of DirectorsMust give away 5% of funds

annuallyMust publish who receives

fundsMust file IRS form 990

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If you won the lottery…

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Assume $10 million for your foundation

What would you fund?Who would be on your board?What procedures would you use to apply?

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Finding IRS 990 forms

Foundation Centerwww.foundationcenter.org

Guidestarwww.guidestar.org

National Center for Charitable Statisticshttp://nccs.urban.org

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How foundation grant decisions made

• Small foundations– Donor– Board of Directors

• Large foundations– Program staff recommendations (large

foundations)– Foundation administrator– Board of Directors

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Announcements of foundation grants

• Corporate - Media, corporation or none• Community - RFP or other application

procedures• Private - None

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Finding foundation grants

Paid databases: Listed in ALA Book of Library Grant Money 9th ed.Foundation Directory Online

Free access at Foundation Center Funding Information Network locations

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Applying for foundation grants

Corporate - Application or letter of inquiryCommunity - RFPs, application or letter of

inquiryPrivate - Application or letter of inquiry

Page 37: Maxwell: What You Need to Know About Grant Writing Workshop

Part 4 – GOVERNMENT GRANTS

• Federal grants• State grants• Local grants• Pass-through grants

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How government grant decisions are made

• Program staff recommendations

• Grant review panels • Agency administration

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Grant Review Panels

• Key to successful grant proposals• Whenever possible, find scoring mechanism• Volunteer for review panels• Beware, group dynamics sometimes result in

unexpected decisions.

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Announcements of government grants

• Federal - RFP• State - RFP• Local – RFP or other

application procedures

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Finding government grants

Free online searches:U.S.

www.grants.govStates

Some states have databases.

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Applying for government grants

Requests for Proposals (RFPs)

Follow the instructions exactly .

Use reviewer panel guidelines as pre-test answers.

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Grant do’s and don'ts

DO• Do start early• Do line up partners in advance• Do have one person in charge• Do understand what you are talking about• Do be specific• Do answer every minute part of the RFP• Do contact the program officer when appropriate• Do create a grant development plan

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Grant don'ts

DON’T• Don’t do this at the last minute• Don’t do mission creep• Don’t create work for someone else unless

they buy in• Don’t use generalities• Don’t contact the program officer when

inappropriate or illegal

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Questions?

Page 46: Maxwell: What You Need to Know About Grant Writing Workshop

Thank you.

Nancy Kalikow Maxwell

Kaliwell, Inc.

[email protected]

954 260-7696