GRANTS EVERYTHING YOU NEED TO KNOW (FROM A TO Z)
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1 2016 FMS Conference Deland, FL GRANTS EVERYTHING YOU NEED TO KNOW (FROM A TO Z) SALLIE O HARA, VILANO BEACH MAIN STREET / TARA HILL SPECIALTIES, LLC ANNE HOLT, PHD, MONTICELLO MAIN STREET
2 Before & After Grant Search and Preparation (30 min) 1. Assess organizational capacity (Leadership; Finance; Program/Project) 2. Align organizational missions to funder missions (Target populations; Geography; Community dynamics & relationships; Timing) 3. Craft a work plan (Tools to use calendars and online searches) 4. Target most probable funders (Local, State, Federal, Foundations public & private) 5. Create templates; assemble standard documents (Budgets, program descriptions, organizational profiles; IRS letters; BODs; 990 s) 6. Marketing the message of success (Guidestar listings) Grant Writing (30 min) 1. Perform extensive research 2. Suggest recommended solutions 3. Create flexible text targeted to funders goals 4. Strictly follow grantor formats 5. State concise organizational goals/objectives 6. Detail applicant/staff accountability 7. Follow-up with grantor for feedback if not selected 8. Present proposals professionally neat and well organized 9. Follow budget guidelines exactly (note overhead max)
3 LEARNING OBJECTIVES Establish organizational readiness for targeted focused grants Establish a work plan for sustained acquisition and marketing
4 WHY? HOW MUCH?
5 TARGET SEARCHES Local Community Tourist Development Grants State FL Humanities Council Office of Greenways & Trails CDBG USDA Rural Development Federal AmeriCorps Align Focus Areas Foundations Private Community Foundations Public Charities Sponsorships TD Bank FL Blue CSX
6 WORK PLAN Templates Organizational Profile Board of Directors Program Description Goals / Objectives / Strategies Program Budget Need identification Program Evaluation Impact data
7 GrantStation.com ONLINE SEARCH HELP GrantHub.com Grants.gov Grantspace.org Foundation center.org Nccsweb.urban.org
8 Fast method of search GRANT STATION Build potential funder profiles Receive alerts for regional funding Limitation local foundations LOI Letter of Interest Develop personal relationship
9 1.41 million nonprofits registered with IRS 2013 Includes public charities (3/4) AND private foundations NONPROFIT SECTOR Contributed $905.9 billion to the US Economy in percent of the country s gross domestic product (GDP) Private giving from individuals, foundations and businesses totaled $ billion in percent increase over percent of US adults volunteered with an organization in 2014, contributing an estimated 8.7 billion hours = $179 billion 2012 Florida had 70,642 nonprofits of which 57,860 were 501(c) 3 30 per 10,000 people Source: Urban Institute - The Nonprofit Sector in Brief 2015
10 WORK PLAN Gather funder profiles Evaluate readiness and rank against org profile Search and Seek Systematically
11 FUNDING FUNNEL Return on Investment State Local Federal Private Fdns Operational grants Grant Awards Program grants Performance Contracts Cost reimbursement / Advance payment awards
12 Corporate Foundations invest heavily to promote their causes BUSINESS SPONSORS Social philanthropic responsibility Online processes simple Examples Community Foundation of NE FL Bank of America CSX Robert Redford Center Publix Supermarkets TD Bank Chic-fil-A Frontier Airlines Darden Restaurants Georgia Pacific Regions Bank Wells Fargo VyStar Credit
13 SAMPLE RANKING Grantmaker Potential Funding Rating Start Date for Preparation Submission Date Notes i.e. LOI Grantmaker $$$ Rating Start Date Submission Date Rayonier Corporation $ 29 July Oct 31st BBVA Compass Foundation $$$ 25 July Sept 30th Bradson Library & Education Foundation $$ 25 Jan Mar 15th LOI Other Dates to note Rotary Foundation $$ 25 Jan April By invitation LOI Wells Fargo $$ 25 January April 15th CSX Community Investment Program $ 24 Jan Jan - Dec 15th Apr Living to Serve Grant SunTrust Foundation $$ 24 July September 1st American Honda Foundation $$ 23 July / Dec Feb. 1st & Aug. 1st Ball Foundation $$ 23 July / Jan Mar. 4th & Aug 19th Boeing Company Corporate Contributions $$ 23 Feb 23-Apr 15 June 15th Community Foundation of NE FL $$ 23 December April LOI with logic model/invite By invitation after Concept Petway Family Foundation, Inc $$ 22 none all year By invitation after LOI Riverbranch Foundation $$ 22 Feb/Sept May / November By invitation after LOI Target Foundation $$ 22 July September 1st Field Trips THE PLAYERS Championship $$ 22 June July 1st Bi-LO Foundation $$ 21 Rolling all year LOI - strictly local Plum Creek Foundation/Weyerhaeser $ 21 Quarterly October 31st Quarterly Jan 1/Apr $$ 1/ Darden Foundation 20 Preceding qtr Aug 1 / Oct 1 Publix Foundation $$ 20 Quarterly any time By invitation after LOL Fifth Third Foundation $$ 19 Preceding qtr Quarterly Regions Charitable Giving Program $$ rolling throughout the 18 none year By invitation after LOI TD Charitable Foundation $$ 18 varies all year The Tree Research & Education $$ Endowment Fund 18 varies Arboriculture Company Sponsor Northup Grumman Foundation $$ 16 May June 16th / Aug 31st desired must have VIC card to Harris Teeter $$ 14 none all year apply Walmart $ 14 varies
14 MASTER CALENDAR Jan Darden Restaurants 1/1 CSX Community Investment 1/15 Fl Parks & Rec 1/15 FL Humanities Council 1/31 Apr Rotary Foundation 4/1 (LOI) Darden Restaurants 4/1 Wells Fargo 4/15 NE FL Community Fdn 4/15 (LOI) Jul Player s Championship 7/1 Oct Darden Restaurants 4/1 Rayonier Corporation 10/31 Feb American Honda Fdn 2/1 VISIT FLORIDA 2/15 May Riverbranch Foundation 5/1 (LOI) Aug American Honda Fdn 8/1 Ball Foundation 8/19 Nov Riverbranch Foundation 11/1 (LOI) Northup Grumman Fdn 8/31 Mar Ball Foundation 3/4 Jun Northrup Grumman Fdn 6/16 Sep Sun Trust 9/1 Dec CSX Community Investment 12/15 Bradson Library & Educational Fdn 3/15 (LOI) BBVA Compass Foundation 9/30 Grantor / Deadline
15 Florida Resources Foundations GRANT WRITING RESOURCES U.S. Government
16 THANK YOU Sallie O Hara, MSHRM Vilano Beach Main Street, Inc. Tara Hill Specialties, LLC (904) tarahill@bellsouth.net Anne Holt, Ph.D. Monticello Main Street, Inc. Anne Holt Consulting (850) ahholt@ahholt.com Grants from A to Z
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