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Transcript of 2007 Johns Hopkins Bloomberg School of Public Health Resource Development for Tobacco Control José...
2007 Johns Hopkins Bloomberg School of Public Health
Resource Development for Tobacco ControlResource Development for Tobacco Control
José L. CastroInternational Union Against Tuberculosis and Lung Disease
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Learning Objectives
What are the types and forms of support?
What are possible motivations for support?
What strategies for soliciting support are most effective?
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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
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Three Major Sources of Support
1. Corporations and businesses
2. Foundations
3. Government agencies
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Major Source of Funding: United States
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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
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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
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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
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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
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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
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Foundations
Independent foundations
Company-sponsored foundations
Community foundations
Operating foundations
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Motivations for Foundation Support
Community support
Sociopolitical concerns
Historical roles (interest of founders)
Seed money for new projects
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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).
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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)
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Motivations for Government Support
Promoting public policy
Addressing particularly pressing social problems
Image source: World Health Organization. (2000).
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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
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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).
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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
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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
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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
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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
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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
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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
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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
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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
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Additional Donor Requests
Interview with key personnel
Site visits
References from previous donors
Capacity assessment
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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