Stress Management Training

1
Grants are easy money
2
Dos and Donts of Fundraising Applications - the
Applicants Perspective
How do I get funders to give their money to my
cause?
3
Overview
Low resource input and high level outcome?

• Grant makers need grant seekers
• Grant applications are a cost effective means of
  fundraising

4
Types of funders

• Statutory trusts - COGS, Energy trusts, Community
  Trusts, Lottery Grants Board
• Philanthropic trusts
• Gaming machine societies
• Local bodies
• Licensing Trusts

Who are they and how do I find them?
5
Finding out who may fund your organisation

• FIS -Funding Information Service www.fis.org.nz
• Philanthropy New Zealand www.philanthropy.org.nz
• DIA - Department of Internal Affairs
  www.dia.govt.nz
• Internet
• Talk to everyone you know

Become best friends with the boys at Google
6
Preparation

• Create a funding calendar
• Gather documents
• Constitution
• IRD letter
• GST number
• Certificate of Incorporation
• Charities Commission Registration

As the Scouting movement advocate - Be Prepared
7
Preparation contd

• Audited accounts
• Annual report
• Bank deposit slip
• Bank statement
• Budget
• Support letters
• Client feedback

And then prepare some more
8
Preparation contd

• Know your funder
• Make sure your application meets the funders
  criteria
• Be sure that you will be able to account for your
  expenditure of the grant

An approachable bunch!
9
Completing the Application

• Be clear - dont waffle or use service delivery
  type language
• Make sure the contact person is contactable
• Get someone else to proof read
• Remember the Trustees often see only the
  application form

Always use a black pen to fill in your
application form
10
Completing the Application

• Putting See attached on the form isnt a good
  look
• Whilst copy and paste is extremely useful make
  sure you check thoroughly
• What to attach to your application
• Get the application in on time

11
What matters to the funder

• What community need are you hoping to address?
• What are you asking for?
• Why do you need it?
• Who benefits?
• How do they benefit?
• What are the outcomes?
• How will you know you have been effective?

12
When the letter arrives...

• Read the whole letter, dont stop at the dollars
• Say thank you
• Note accountability requirements
• Talk to the person who is spending the money
• Note time frames and ensure you carry funds into
  new financial year if necessary

13
Funders dont care what you spend the money on
14
Cont..

• Fulfill accountability
• Return unspent funds
• If unsuccessful..
• Letter may say why
• Contact funder (if appropriate)
• Use the learning

15
In conclusion...

• Talk to the funder prior to preparing the
  application
• Talk to other grantseekers
• The Grant Seekers Guide www.trustwaikato.co.nz
• Benchmarking Group

16
My friend got 100,000 - easy...