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MODULES:
Week 1: Introduction
Week 3, Module 2: Proposal Writing
Week 4, Module 3: Capital Campaigns
Week 5, Module 4: Major Donors
Week 6: Planning for Fundraising
Module 5: Annual & Direct Appeals
Module 6: Special Events
Module 7: Planned Giving
Module 8: Corporate Partnerships
Module 9: Social Enterprise
Module 10: Online Donations
Module 11: The Board's Role in Fundraising
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Fundraising Principles and Practices
Week 2, Module 1: Grant Research
Planning and Organizing the Grant Proposal
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Required Readings:
- Seltzer, Chapters 4, 5 and 15. Appendix C
- Carlson, Introduction, pp. 1-6; Step 1, pp. 7-11; and Appendix B, pp. 89-95
Required online readings:
Optional readings:
- Flanagan, Chapter 13
- Mutz & Murray, Chapter 8, pp. 112-113 and Chapter 13, pp. 187-204
- Norton, pp. 74-94; 205-214
- Holloway, Chapters 5, 8, and 9
- Templates for Writing Grants Policy Statements, by Henry Flood, The Grantsmanship Center Magazine, Spring 2005.
- What You Need to Know About Fiscal Sponsorship, by Michael Wells, Grants & Foundations Review, May 18, 2005.
- Staying Healthy while Writing Grants, by Laura Sullivan, Grants & Foundations Review, April 6, 2005.
- Meet-the-Donor Meetings, by Sarah S. Brophy, Grants & Foundations Review, March 30, 2005.
- Getting Back in Touch with Lapsed Foundation Donors, by Jenifer D.B. McEnery, Grants & Foundations Review, March 23, 2005.
- A List of Grant Seekers' Favorite Resources, by Cassie Moore, Philanthropy Careers (The Chronicle of Philanthropy), May 19, 2004.
- Finding Foundation Funders, by Andy Robinson, Grassroots Fundraising Journal, March-April 2004.
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Back to the Basics: A Grantseeking Primer, Giving Forum newsletter, Minnesota Council on Foundations, Spring 2002.
- A Day in the Life of a Program Officer, by Joel Hoekstra, Giving Forum newsletter, Minnesota Council on Foundations, Summer 1999.
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The Truth About Site Visits: Why Grantmakers Do Them, What You Should Know, by Joel Hoekstra, Giving Forum newsletter, Minnesota Council on Foundations, Spring 1999.
- One Question for Three Funders: How Do You Gather Grantee Feedback to InformYour Grantmaking?, Giving Forum newsletter, Minnesota Council on Foundations, Winter 2005.
- Art of the Gift: Grantmaking Goes Digital, by Brian Walsh, OnPhilanthropy.com, May 7, 2004.
- Foundation and Individual Giving: A Moving Line, by Susan Schaefer, Grants and Foundations Review, June 2, 2004.
- Strategic Planning as Fuel for Grants Development, by Sheila Lischwe,
Grants and Foundations Review, April 14, 2004.
- Foundations for Success: Emerging Trends in Grantmakers' Use of the Internet, Internet Applications Group.
- Grantmaking's Looming Digital Divide, by Joseph G. Perpich, Foundation News & Commentary, November-December 2003. "Web-based grantmaking is the wave of the futurećand federal funders are riding the wave. The philanthropic sector can't afford to be left behind in this technological revolution."
- Using Discretion: What exactly are trustee discretionary grants? Who gives them? How are they used? What are the advantages and disadvantages of allocating these types of grants? Here are some answers, by Lee Draper. Foundation News & Commentary, January-February 2004.
- Finding Funding Online: The Internet as a Fundraising Guide, by Kief Schladweiler, Shelterforce Online, November-December 2003.
- E-Grantmakers: What Are They Doing? How Well Are They Doing It?, by Shauvan Rigler, The Grantmanship Center Magazine, Summer 2003.
- Moving Ahead Slowly: Grants.gov Update, The Grantmanship Center Magazine, Spring 2004.
- Points of View on Foundation Payout Increase, by Susan Carey Dempsey, onPhilanthropy.com, May 31, 2003.
- Planning to Plan, Part II, by Susan Schaefer, Grants and Foundations Review, March 19, 2003.
- Planning to Plan by Susan Schaefer, Grants and Foundations Review, March 13, 2003.
- One Program Officer's Candid Tips for Grantseekers, by Joel Orosz, The Grantsmanship Center Magazine, Summer 2002.
- Foundation Giving: What Can We Expect, Given...?, The Nonprofit Quarterly, Fall 2002.
- Contracts vs. Grants, by Henry Flood, The Grantsmanship Center Magazine, Summer 2002.
- The Challenge of Challenge Gifts, by Susan Schaefer, Grants and Foundations Review, August 20, 2002.
- Leveraging a Fundraising Tool: Challenge Grants, adapted from Fundraising for Dummies by John Mutz and Katherine Murray, 2000.
- Grants in a "Real World" Economy, by Julie Seewald Bornhoeft, Grants and Foundations Review, September 2, 2002.
- Funding Research - Making the Most of Your Time to Produce Good Matches, by Julie Seewald Bornhoeft, Grants and Foundations Review, August 6, 2002.
- Grantmakers Prepare for Change, by Todd Cohen, Philanthropy Journal, May 20, 2002.
- What is a Foundation? (Council on Foundations), June 14, 2001.
- Types of Foundations (Council on Foundations).
- User Aid: What is a Foundation? (The Foundation Center).
- Foundations in the United States, excerpt from The Handbook on Private Foundations, by David F. Freeman, The Foundation Center, 1991.
- Introduction from Foundation Fundamentals, edited by Pattie J. Johnson, The Foundation Center, 1999.
- User Aid for Approaching a Foundation (The Foundation Center).
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Excerpts from four chapters of The Foundation Center's Guide to Grantseeking on the Web, 2001 Edition.
- Funding Research - Making the Most of Your Time to Produce Good Matches, by Julie Seewald Bornhoeft, Grants and Foundations Review, August 6, 2002.
- Managing Unreasonable Expectations Concerning Your Grants Program, by Karen Hodge, Grants and Foundations Review, October 9, 2002.
- Online Monitoring of Corporate and Foundation Philanthropic Policy Influence, OMB Watch, April 15, 2002.
- Clouds on the Horizon: Corporate donations are unlikely to repeat last year's gains, by Debra E. Blum and Martha Voelz, The Chronicle of Philanthropy, July 25, 2002.
- A Formula for Corporate Funding, by Lawrence H. Trachtman, Grants & Foundations Review, July 2, 2002.
- Corporate Giving Information on the Web, from The Foundation Center, September 12, 2001.
- Finding and Utilizing Grant Makers On-line, by Cindy Adams, President and CEO, GrantStation, and Jay Love, President and CEO, eTapestry, E-Philanthropy Review, June 3, 2002.
- With Massive Growth, 5 Percent Rule Now Seems Miserly, by Susan Raymond, onPhilanthropy.com, July 17, 2001.
- Grants (The Nonprofit FAQ).
- Research, by Elizabeth Howell Brunner, GrantProposal.com
- Advice from Funders: Begin With Research, by Elizabeth Howell Brunner, GrantProposal.com
- Family Foundations: A Resource List (The Foundation Center).
- Foundation History: A Resource List (The Foundation Center).
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International Grantmaking: Patterns and Priorities, by Loren Renz and Josefina Samson-Atienza, The Grantsmanship Center Magazine, Fall 1998.
- Grantmaking by Private Foundations in the International Arena, by Thomas Chomicz, International Journal of Not-for-Profit Law, December 1998.
- The Secrets of Their Success, by Martin Dickinson, The Grantsmanship Center Magazine,
Fall 1998. Seven pointers from some experienced grantseekers on how to work more effectively and raise more money.
- Progressive Social Change Funds: Strategies for Survival, by Felice Perlmutter and Vicki Kramer. Nonprofit Sector Research Fund [PDF file].
- Preserving the Public Trust: A Study of Exemplary Practices in Grantmaking
by Aileen Shaw, Ellen Furnari, and Teresa Odendahl. Nonprofit Sector Research Fund [PDF file].
- Listening to the Stakeholders: The Impact of U.S. Private Foundation Funding in Southern Africa, by Ann McKinstry Micou. Nonprofit Sector Research Fund (abstract only).
- Emerging Chinese Foundations: The Role of Private Philanthropy in the New China, by Richard Estes, Nonprofit Sector Research Fund. [PDF file]
- Researching Funding Sources on the Web, Zimmerman-Lehman.
- Introduction to Funding Research (Funders Online, The European Foundation Centre).
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Prospect Funder Checklist (Funders Online, The European Foundation Centre).
- What is the difference between a company-sponsored foundation and a corporate direct giving program?, The Foundation Center FAQs.
- What motivates companies to give through direct corporate giving programs?, The Foundation Center FAQs.
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Will Donor-Advised Funds Revolutionize Philanthropy?, by C. Eugene Steuerle.
A brief in the Series, "Charting Civil Society," by the Center on Nonprofits and Philanthropy, September 1999. This brief is based on "Economic Perspectives," Tax Notes, January 4 and January 11, 1999.
- Just What Are Public Charities and Private Foundations, Anyway?, by Suzanne E. Coffman, GuideStar, August 2001.
- Community Foundations: Cornerstones of Local Giving, by Patrick Ferraro, GuideStar, October 2002.
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What Grantmakers Want Applicants to Know, by Suzanne E. Coffman, GuideStar, November 2000.
- Sample Letter of Inquiry (Non-Profit Guides).
- Grant Making and Grant Seeking - Motivations, Expectations, and Accountability, by Suzanne Siskel, 9th Asia Pacific Fund-raising Workshop, 23-27 April 2001 in Bali, Indonesia.
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Foundation Funding of Grassroots Organizations, by Robert O. Bothwell, National Committee for Responsive Philanthropy, Washington, DC, September 20, 2000.
- Social Change Grantmaking in the U.S.: The Mid-1990s, National Network of Grantmakers, Research Report, August 1998.
- The Merging of Corporate Philanthropy: How Company Restructurings Are Changing Minnesota Grantmaking, Giving Forum, Minnesota Council on Foundations, 2000.
- Approaching Corporations for Funding, by Kim Klein, Shelterforce Online (National Housing Institute), September/October 1999.
- Corporate Foundations/Giving Programs (Council on Foundations).
- Frequently Asked Questions: About Corporate Foundations, Philanthropic Advisor.com (Leventhal/Kline Management Inc.)
- Frequently Asked Questions: About Family and Independent Foundations, Philanthropic Advisor.com (Leventhal/Kline Management Inc.)
- Getting on the Radar: How to Approach Family Foundations, by Mary Louise Fazzano, onPhilanthropy.com, October 18, 2002.
- A Brief Regulatory and Social History of Foundations From the Beginning of the Century to 1969, Philanthropic Advisor.com (Leventhal/Kline Management Inc.)
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Funding for Civil Society: A Guide to U.S. Grantmakers Giving in Central/Eastern Europe and the Newly Independent States, edited by Marin Richeson, with Madeline Vadkerty and Elisabeth Wilson, VOICE International (Voluntary Organizations Initiative in Central & Eastern Europe/Eurasia), 1998.
- How Do You Properly Cultivate Corporate Donors?, by Carolyn Cavicchio, InsideGiving.com, March 1, 2002.
- Creating Clear Divisions Between Family and Corporate Philanthropy, by Mary Louise Fazzano, InsideGiving.com, March 1, 2002.
- Global Health and Corporate Philanthropy: Fickle Funder or Lasting Partner?, by Susan Raymond, onPhilanthropy.com, January 11, 2002.
- Federal Grantmaking: The Long View of History, by Barbara Floersch, The Grantsmanship Center Magazine, Summer 2001.
- Federal Funding for Community Economic Development, by Robert Brandwein, Shelterforce Online (National Housing Institute), January/February 2002.
- Setting Standards for Corporate Giving, Inter-Sector, Volume 3, Number 4, Canadian Centre for Philanthropy.
- The Resiliency of Corporate Giving, by Laura Turegano, InsideGiving.com, December 21, 2001.
- Finding Ways To Measure Corporate Contributions Programs, by Elizabeth Amery, InsideGiving.com, December 21, 2001.
- Fund Raising Fundamentals, The Enterprise Foundation.
- Small Donations Make a Big Difference. Interview with Humberto Mafra, executive director of the Damien Foundation, and president of Brazil's Francisco Foundation. Grantmakers Without Borders.
- Expanding the Strategic Role of In-kind Giving, by Elizabeth A. Amery, InsideGiving.com, April 1, 2001.
- Top Ten Tips for Grant-Seeking Educators, Scholastic.
- Advice and Information on Grant Seeking and Proposal Writing (Ohio Literacy Resource Center).
- Differences Between Public and Private Sources of Funding. Adapted from "Getting Funded: A Complete Guide to Proposal Writing" by Mary Hall (Ohio Literacy Resource Center).
- What To Do Before You Write A Grant Proposal (Ohio Literacy Resource Center).
- Focusing on Private Funding (Kern, DeWenter, Viere, Ltd).
- Introduction to Grant-Making Foundations in Japan, Japan Foundation Center, 2000.
- The Numbers Side of Grant Writing, by Laura Kujawski, PNN Online, August 28, 2002.
- Computing and The Grants Professional,by Lawrence Gallery, Grants and Foundations Review, September 17, 2002.
- The Dobbins Case: Can Congress limit what foundations fund?, by John A. Edie, Foundation News & Commentary, May/June 2002.
- Private Charitable Foundations: A Primer, by Roger D. Silk, Ph.D., CFA, and James W. Lintott, Esq., Journal of Financial Planning, July 2002.
- Why Study Foundations?, by Helmut K. Anheier and Stefan Toepler, courtesy of the European Foundation Centre and EFC Bookshelf.
- New Tax Withholding Requirements for Foreign Grants, Council on Foundations, December 15, 2000.
- The Quest for Financial Sustainability: Foundations in Southeast Asia
Introduction to Financing Development in Southeast Asia: Opportunities for Collaboration and Sustainability, by Natasha Amott, Global Philanthropy & Foundation Building, Synergos Institute, 2003.
Competencies:
identify potential funders among private foundations, corporate foundations, and government and multinational agencies
describe the differences between solicited and unsolicited proposals and how to a plan for each type
plan a grant seeking effort and identify the key components of a grant proposal
Demonstration of Competencies:
complete prospect worksheets for two potential funders for a selected nonprofit or NGO.
Useful Links:
Glossary of Terms, (The Foundation Center).
Getting Grants-Glossary
Getting Grants-Acronyms
Online Orientation to the Grantseeking Process (The Foundation Center).
RFP Bulletin (The Foundation Center).
Funding Trends and Analysis (The Foundation Center).
Community Foundations of America
Sample Grant Guidelines:
SRA International GrantsWeb (Society of Research Adminstrators International)
Federal Register (Online via GPO Access). Search for U.S. Government grants.
Grantmakers Concerned with Immigrants and Refugees (GCIR)
GrantProposal.com
granthelp
Grantmakers Without Borders
A Collaboration of the International Donors' Dialogue and the International Working Group
of the National Network of Grantmakers.
Association of Charitable Foundations (ACF). "This UK-wide body representing trusts and foundations has a website which links UK trusts."
Grants (EaglesNet)
GrantsCentral Station (State of Iowa)
GrantStation.com
The European Foundation Centre (EFC): Promoting Foundations & Corporate Funders in the New Europe
Fundsnet Services: Grants & Fundraising Portal
Community Foundations of Canada
Allavida. "General Programme, Partnership Development and Global Grants. Central and Eastern Europe, Former Soviet Union, Africa, Latin America."
Women's Funding Network
Minnesota Grantmakers Online
Global Philanthropy Foundation Database (The Synergos Institute)
Grantseeker
Grants Information Center, University of Wisconsin
Soros Foundations Network
International Organizations: Funding (Newly Independent States), Center for Civil Society International
International Funding Sources (University of Iowa)
Global Fund for Women
Inside Corporate Philanthropy (e-mail newsletter) (ChangingOurWorld)
Technology Grant News
Funders' Network for Smart Growth and Livable Communities
Corporate Philanthropy: links to corporate funders, by funding category (FundsNet).
Worldwide Initiatives for Grantmaker Support (WINGS)
International Funding Sources (The Grantsmanship Center).
The Community Foundation Locator (U.S. only)
Public Education Network (PEN). Funder information.
Federal Register Archives, The Grantsmanship Center (daily updates).
National Endowment for the Arts: Applications and Grant Forms
GrantSelect, fee-based grant research service.
Bibliography:
Boris, Elizabeth, Philanthropic Foundations in the United States: An Introduction, Council on Foundations: Washington, DC 2000.
Brown, Larissa & Martin Brown, Demystifying Grantseeking, Jossey-Bass: San Francisco 2001.
Edie, John and Jane C. Nober, Beyond Our Borders: A Guide to Making Grants Outside the U.S., 1999. Available from the Council on Foundations, Washington, D.C. "This specialized guide is essential if you are considering making grants outside the U.S. Learn the legal and technical requirements necessary to comply with U.S. laws and regulations that permit grants to non-U.S. organizations. This book also includes information on grants for IRS-recognized charities with non-U.S. activities, direct corporate giving programs, public charities and private foundations."
The Foundation Center, Grantseeking on the Web, Second Edition, The Foundation Center: New York 2000.
The Foundation Center, International Grantmaking II: An Update on U.S. Foundation Trends, The Foundation Center: New York 2000.
Freeman, David, The Handbook on Private Foundations, Revised Edition, The Foundation Center: New York 1991.
Glass, Sandra, ed., Approaching Foundations in a New Era, New Directions in Philanthropic Fundraising (Jossey-Bass: San Francisco), Summer 2000.
Golden, Susan, Successful Grantsmanship: A Guerilla Guide to Raising Money, Jossey-Bass: San Francisco 1997.
McIlnay, Dennis, How Foundations Work, Jossey-Bass: San Francisco 1998.
Murray, Vic, Improving Corporate Donations: New Strategies for Grantmakers and Grantseekers , Jossey-Bass: San Francisco 1991.
New, Cheryl & James Quick, Grant Seeker's Toolkit, Wiley: New York 1998.
Orosz, Joel, The Insider's Guide to Grantmaking: How Foundations Find, Fund, and Manage Effective Programs, Jossey-Bass: San Francisco 2000.
Scanlan, Eugene, Corporate and Foundation Fund Raising, Aspen Publishers: Frederick, MD 1997.
Shannon, James, The Corporate Contributions Handbook: Devoting Private Means to Public Needs, Jossey-Bass: San Francisco 1991.
Sheldon, K. Scott, Successful Corporate Fund Raising, Wiley: New York 2000.
Schulter, Andreas et al., Foundations in Europe: Society, Management and Law, Council on Foundations: Washington, DC 2001.
Go to online conference:
URL: http://www.sover.net/~paulven/sit/grant.html
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