Grant Writing

November 2013

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Art & Science

ArtDo you have a compelling story to tell?

ScienceDo you have the tools to help people be part of your story?

Foundation Types

Family Foundations• Ford Family Foundation or

Meyer Memorial Trust

Community Foundations• Oregon Community Foundation

or Oregon Jewish Community Foundation

Corporate Foundations Portland General Electric or Intel

Government Grants*

Where do you get leads for new

grants?

Brainstorm

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Sources of InformationPMSP Collaboratory Grants (can elect to receive email notifications)

engage.intel.com/community/collaboratory

GetEdFunding (email alerts based on your parameters)

getedfunding.com

Grants Alertgrantsalert.com

STEM Grants (website not updated, but see Collaboratory page for 2013-14 STEM Grants guide)

stemgrants.com

What are the steps you need to follow in

order to be successful and

organized?

Now what?

Grant Tracking System

• Ask Amount

• Award

Amount

• Term of Grant

• Date

submitted

• Money

received

• Foundation

• Program

• Next Deadline

• Activity

• Funding

History

• Contact

Building a Budget

Salaries $100,000

Benefits $24,000

Rent $6,000

Supplies $1,000

Travel $4,000

Phone/Web $2,000

Insurance $3,000

Total $140,000

Project A

$20,000

Project B

$10,000

Project C

$8,000

Project D

$12,000

Project total = $50,000

PMSP Mentor Program FY2014      

Expenses   Project CostJPMC Allocation Description

Salaries/Wages        

  Director, Collaboratory $6,000  Management of coordinator, liaison with Oregon Mentors

  Director, Partnership Development $6,000   Outreach to partners, liaison with TOSAs

  Lead Teachers $6,000 $6,0003 schools, $2000 coaching stipend, paid as Personal Services Agreement

  Volunteer Coordinator $5,250 $5,2500.2 FTE for 9 months, based on $35,000 annual salary at 1.0 FTE

Total Salary   $23,250 $11,250          

Fringe Benefits      Based on Impact NW OPE rate, includes payroll taxes, no benefits

Total Fringe Benefits   $1,380 $420 Contract Services Grey text = In-Kind      

  PMSP Research and Assessment 5000 5000

Pre-, post-assessment for Academic Engagement/Motivational Resilience/Supportive Student-Mentor Relationships; work with Oregon Mentors to drive training improvement

  Oregon Mentors 4050 4050

4 days curriculum/script writing, 2 x 5 hr mentor training delivery, 2 x 2 hr lead teacher training delivery, 1 day reflection/revision of curricula

 American Chemical Society, Portland Chapter $3,000  

support mentor training, placement, and support for their members

 American Chemical Society, Portland Chapter $4,000  

ACS Mentoring Lead, Section President coordination time, 100 hrs x $40/hour (donated in-kind)

Total Contract/Professional   $16,050 $9,050 Equipment/Supplies          Student project materials 1500 $1,500 $500/school

  Supplies and catering, workshops 200 $200 $25 per 2 hour workshop (2), $75/ 5 hour workshop (2)

 Catering, Year End Innovation Showcase 200 $200 Light snacks, hosted at a school.

  Materials, Year End Showcase 200 $200 printing, backboards, etcTotal Equipment   $2,100 $2,100  

Other Teacher training stipends 430 4301-2 x 2hr training, ~$71/training (Oregon Mentors + 1 ad hoc PMSP)

Management fees          Impact NW (7%) 1750 $1,750Based on JPMC grantTotal Expenses   $44,960 $25,000 

Total % to

This Project Total

Request Budget Income

Income Sources

Government Grants k98   0.0%

Foundation and Corporate Grants 50,000 65,000 100.0%

United Way     0.0%

Individual Contributions     0.0%

In-Kind Support     0.0%

Other Income     0.0%

Total Income 50,000 65,000 100.0%

Expenses

Salaries & Wages (inc benefits and taxes) 34,599 49,599 76.3%

Total Personnel Costs 34,599 49,599 76.3%

Supplies and Materials* (see note below) 2,000 2,000 3.1%

Equipment Purchase/Rental* (see note below)     0.0%

Telecommunication Expenses 500 500 0.8%

Travel Expenses 1,651 1,651 2.5%

Marketing/Promotion 3,000 3,000 4.6%

Postage and Delivery     0.0%Other Expense 1 (Event Services/Catering (STEMposium) 5,750 5,750 8.8%

Other Expense 2 (PSU Foundation Management Fees) 2,500 2,500 3.8%

Other Expense 3     0.0%

Other Expense 4     0.0%

Other Expense 5     0.0%

Total Non Personnel Costs 15,401   15,401   23.7%

Total Expenses 50,000   65,000   100.0%

Excess of Revenue Over Expenses -   -    

Please provide an explanation if your grant request does not equal your grant expenses.

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Budget Tips

1. Excel and formulas

2. Expense narrative

3. Other funding sources

4. Indirect expense

allowance

5. Diversity in expenses

6. Funding diversity

Letter of Inquiry

Brief background • Mission statement• Organization history• Board and staff• Constituency & region served• Services

Support request• Activities• Need/issues addressed• Objectives and anticipated outcomes • History of performance.

Funding needed• Request for this foundation• Other sources of support (requested and

secured)

1. Logic model2. Attention-grabbing introduction3. Answer the question4. Concise connections5. Use research6. Keep it interesting7. Community needs, not organization needs8. Passion9. Time to brag10. So what?

Grant Writing

Cover Letter

1. Title and amount

2. Thank for prior funding

3. One page maximum

4. Impact

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Final Tips

• Follow directions carefully• No extras• Attachments• Read final and read again• Assemble carefully• Save online grants• Deliver• Keep records

What “pieces” should I have on the shelf, so that when I go to put a grant together, I don’t have to start from scratch?

“Shelf” Grant

“Shelf” Grant Components• Organization overview• Community need• Project description• Success stories• Population description• Staff resumes• Similar organizations• Partnership examples• Project and organization

sustainability

Follow the guidelines

Letters for pre-selected charities

Utilize your contacts

Relationships

Final Thoughts

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For More InformationNonprofit Association of Oregon (trainings)

nonprofitoregon.org

The Grantsmanship Centertgci.org

Guidestarguidestar.org

GrantStationgrantstation.org

For more information, go to:

oregonmentors.org

Celeste JanssenExecutive Director

503-817-8990 ext 203celeste@oregonmentors.org