Introduction
Program Outlines
Steps & Tools
Ch 1. Analyzing Community Re-sources and Needs
Ch 2. Planning Your Project
Ch 3. Securing Resources
Ch 4. Carrying Out Your Project
Ch 5. Evaluating
Your Project
Ch 6. Disseminating Your Results and Ensuring Continuity
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Tools

1. Sample Funding Proposal | 2. Guidelines For Grantsmanship | 3. Potential Funding Contacts | 4. Helpful Fundraising Websites

2. Guidelines For Grantsmanship

The following are some general guidelines and steps to consider when you’re ready to approach funding agencies for grant support.

We hope this section provides you with a realistic idea of the work that is involved in applying for a grant, and guides you away from some of the potholes on the road to getting funding for your project. We focus here on general principles of grant writing, so that the information is relevant to a variety of different sources.

Find out who the agencies are:

Before you even consider applying to a granting agency, learn as much as you can about it. How can you find out? The simplest way is to contact the agency directly, either by visiting their website (an increasing number of granting agencies are on-line) or calling and asking for information. They probably have a standard package of information that they send out to those who are interested in applying for funds. It will probably include: basic application guidelines, an application form, and an annual report and/or grants list, which will tell you more about the agency’s goals and organization, to whom it has made recent grants, and so on.

Another good reason to call is to make personal contact with staff at the granting agency In some cases you may find someone who can tell you if your plans fit generally with their criteria, and they may even provide tips for the application process. If you’re lucky, you’ll be able to stay in touch with an individual who will continue to answer your questions and guide you along the way.

"Call first and ask for a copy of our report, which describes previous grants, so people get a sense of what the amounts are, and what kinds of projects we’ve been supporting"6

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Narrow the field

Your research may turn up dozens of agencies that could potentially support your mental health promotion project. That’s encouraging, but you are probably not going to apply to them all. It’s time to narrow the field further through some careful checking:

  • Check the fields in which grants are offered. Are you sure you’re barking up the right tree?
  • Check the purpose of the grants offered. You may want part of the funds to cover staff salaries, but the agency may not fund salaries, and will only provide start-up or seed money.
  • Check the size of the grants offered. You may be looking for $25,000, but the maximum award size of a promising-looking granting agency might be $10,000. Keep in mind, though, that it is possible to apply to more than one funding agency at the same time.
  • Check the locations where grants are offered. Are you sure the agency covers your geographic area? Some have geographic preferences, as well as restrictions.

Through checking and re-checking, you can narrow the field to a manageable number of leading candidates. Now you are ready to do some further investigation of your leading prospects.

Learn the guidelines

Each granting agency does business in a slightly different way. Some agencies will ask for a short one or two page "letter of intent" describing your proposal, and nothing else to begin with. Others prefer to get the whole application upfront. Certain agencies are interested in knowing your credentials, while others are primarily interested in your ideas. Some want detailed budgets, and for others, the discussion of budget comes later.

It never hurts to write a short letter of intent before embarking on a full proposal. If you’re turned

down at that point, you’re saving yourself a lot of time; if you’re given the go-ahead, you’ll know that you’re on the right track.

"DO your homework, not just in finding out how to apply, but in making the match between your needs and our needs. Although we have a broad giving program, it’s very clear in our annual report that we’re most interested in funding what’s important to us."7

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Follow the guidelines

Now that you know what the guidelines for application are, follow them closely. If the agency asks for a two-page letter, make sure to keep it to that length. This brief letter should contain a fairly complete description of the project, with headings pointing out the major points of interest, and a basic line-item budget, if they’ve requested one.

State clearly the amount of money that is requested and the time period in which it will be spent. Staff at the agency will then read these letters, screen out inappropriate inquiries, and request more information if your proposal is of interest.

If the agency wants the application to be submitted, without first receiving an introductory letter, then read through the guidelines very carefully, and follow them as closely as possible. If there is an area you are not clear on, it’s best to clarify it before continuing. This leads us to the next point:

Ask questions, if needed

Even though funding agency guidelines are usually clear, you may still have a few questions. Some issues may not be covered by the guidelines, or you may be puzzled by a certain section of the application. In such cases, the best thing to do is call and ask. The agency will no doubt have someone on staff to respond to calls like yours.

Think before calling, though. A call (or other contact) generally means that you have to identify yourself. Since first impressions are important, you will want to present yourself in the best possible light. Be sure you don’t ask questions that are clearly covered in the guidelines.

"Read our guidelines. We have a number of printed materials related to our programs. Study our past history and then contact us with a specific request based on an understanding of our guidelines." 7

However, if you have a good reason to do so, there are advantages to making a personal contact. Discussing the project with the funding agency can be helpful for several reasons. First, the staff person may give you some information not explicitly contained in the guidelines, which may be helpful to you. Also, in the course of conversation, you can ask other questions or check on other guidelines to make sure you’re on the right track.

Sometimes it’s also possible to set up a meeting with an agency staff person to explore your idea before a proposal is written or delivered. If you see value in a pre-application meeting, and if the guidelines don’t tell you otherwise, consider making a request to meet with someone.

If you do arrange a meeting, you can have your questions answered, which will help you either improve your application, or prevent you from wasting your time. You will also have made a personal contact, and perhaps gotten some tips along the way.

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Tools - Potential Funding Contacts >