Resource Development for Tobacco Control José L. Castro International Union Against Tuberculosis and Lung Disease Learning Objectives What are the types and forms of support? What are possible motivations for support? What strategies for soliciting support are most effective? 2 1
What an Organization Should Already Know Before soliciting support, leadership should consider: What the organization is What niche the organization occupies What kind of services the organization provides and how these services are unique What the organization needs in terms of financial support for its programs and services 3 Three Major Sources of Support 1. Corporations and businesses 2. Foundations 3. Government agencies 4 2
Major Source of Funding: United States 5 Strategies for Soliciting Support Know that funding sources are many and diverse Have your organization carefully plan which source to target Understand the motivation of the funding sources Understand the timelines that sources have for providing funds Aim to develop a balanced funding mix 6 3
Support from Corporations and Businesses Corporate foundation Direct corporate giving Executive discretionary funds In-kind gifts of company products or equipment Marketing budgets Research and development budgets Subsidiary budget 7 Motivations for Corporate and Business Support Good corporate citizenship Enlightened self-interest Individual leadership initiative Location Quid pro quo interest Of interest to corporate employees Tax advantages 8 4
Obtaining Support from Corporations and Businesses Research the businesses and corporations Identify their motivations for support Identify which areas the corporation or business has supported in the past Identify key employees Make your case for support Write a grant proposal 9 Trends in Corporate Giving Smaller, one-time gifts as opposed to multi-year commitments Competitive application for funding Giving for a specific problem in society (i.e., poverty, illiteracy, etc.) Areas most often funded include: Education Health and human services Environmental issues 10 5
Foundations Independent foundations Company-sponsored foundations Community foundations Operating foundations 11 Motivations for Foundation Support Community support Sociopolitical concerns Historical roles (interest of founders) Seed money for new projects 12 6
Obtaining Support from Foundations Research the foundation Analyze foundation guidelines Make personal contacts Write a letter of inquiry Write a grant proposal Image source: Wikimedia Commons. (2006). 13 Governmental Agencies Largest amount of funds are available from governmental agencies Many have local counterparts Typically fund education, health care needs, and training and workforce issues Types of government support include: Direct support (grants) Indirect support (tax exemptions) 14 7
Motivations for Government Support Promoting public policy Addressing particularly pressing social problems Image source: World Health Organization. (2000). 15 Obtaining Support from Governmental Agencies Ensure your organization s program conforms to the requirements of the funding agency Enlist local counsel and support for your work Meet with government officials who support the program for which you are applying Complete and submit the required application in a timely and thorough fashion Report in a timely and thorough fashion 16 8
Grant Proposal Write a letter of inquiry Write the proposal, which should include: Proposal summary Needs assessment Project objectives Project methodology Project evaluation Budget Supporting documents Image source: Wikimedia Commons. (2005). 17 Letter of Inquiry Include an outline or summary of your proposed project Establish a dialogue about your project Determine if the project fits with the objectives of the funding source 18 9
Writing the Grant Proposal Review the mission, goals, and resources of your own organization Review the initial idea of the project Reconfirm your capability to undertake the project, assessing need for the project Identify alternative approaches Plan the proposal-writing process Develop a schedule and identify who is involved 19 Elements of a Grant Proposal Proposal summary An important exercise to sum up the main points of the proposal Brief and concise Engages the audience 20 10
Elements of a Grant Proposal Problem (needs) statement Purpose of the request Statement of the urgency of the need and target population Description of other documented work Description of the proposed project and output Relationship to other projects in your organization Collaborative relationships 21 Elements of a Grant Proposal Project objectives Major project goals Clear, measurable objectives for each goal How objectives will be achieved Project methodology How the project will be conducted Who will administer, staff, and supervise the project Statement of the future of the project 22 11
Elements of a Grant Proposal Project evaluation How your organization plans to evaluate the project Feedback from recipients Improvements to be made Reduction of the problem Address periodic reviews Technical oversight and support 23 Elements of a Grant Proposal Budget Use the format prescribed by the donor Provide comprehensive budget information Be clear about how the amount requested from donor fits into the budget Add a narrative to explain and justify budget items 24 12
Elements of a Grant Proposal Supporting documents (provide as requested by donor) Proof of registration or tax-exempt status Most recent financial statements List of board members and officers Annual report of the organization Job descriptions or résumés of key personnel Letters of support for the project 25 Additional Donor Requests Interview with key personnel Site visits References from previous donors Capacity assessment 26 13
Summary Know the different forms of support that are available to your organization Grants Very competitive Require the requesting organization to do a significant amount of research and preparation Important to follow instructions provided by the donor Make sure application is complete and does not contain any errors 27 14