Carlson.ffirs:Carlson.ffirs 8/6/08 4:19 PM Page iii Winning Grants Step by Step THIRD EDITION Mim Carlson, Tori O’Neal-McElrath, and the Alliance for Nonprofit Management Carlson.ffirs:Carlson.ffirs 8/6/08 4:19 PM Page ii Carlson.ffirs:Carlson.ffirs 8/6/08 4:19 PM Page i Winning Grants Step by Step Carlson.ffirs:Carlson.ffirs 8/6/08 4:19 PM Page ii Carlson.ffirs:Carlson.ffirs 8/6/08 4:19 PM Page iii Winning Grants Step by Step THIRD EDITION Mim Carlson, Tori O’Neal-McElrath, and the Alliance for Nonprofit Management Carlson.ffirs:Carlson.ffirs 8/6/08 4:19 PM Page iv Copyright © 2008 by John Wiley & Sons, Inc. All rights reserved. Published by Jossey-Bass A Wiley Imprint 989 Market Street, San Francisco, CA 94103-1741—www.josseybass.com Some of the materials on the accompanying CD-ROM and certain pages of this book may be customized and reproduced. 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Jossey-Bass also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. Library of Congress Cataloging-in-Publication Data Carlson, Mim. Winning grants step by step / Mim Carlson and Tori O’Neal-McElrath. — 3rd ed. p. cm. — (The Jossey-Bass nonprofit guidebook series) Includes bibliographical references and index. ISBN 978-0-470-28637-1 (pbk.) 1. Proposal writing for grants. 2. Nonprofit organizations—Finance. I. O’Neal-McElrath, Tori. II. Title. HG177.C374 2008 658.15'224—dc22 2008022741 Printed in the United States of America third edition PB Printing 10 9 8 7 6 5 4 3 2 1 Carlson.ffirs:Carlson.ffirs 8/6/08 4:19 PM Page v The Jossey-Bass Nonprofit Guidebook Series The Jossey-Bass Nonprofit Guidebook Series provides new to experienced nonprofit professionals and volunteers with the essential tools and practical knowledge they need to make a difference in the world. From hands-on workbooks to step- by-step guides on developing a critical skill or learning how to perform an important task or process, our accomplished expert authors provide readers with the information required to be effective in achieving goals, mission, and impact. Carlson.ffirs:Carlson.ffirs 8/6/08 4:19 PM Page vi Other Titles in The Jossey-Bass Nonprofit Guidebook Series Strategic Communications for Nonprofits: A Step-by-Step Guide to Working with the Media, Second Edition, Kathy Bonk, Emily Tynes, Henry Griggs, and Phil Sparks How to Write Successful Fundraising Letters, Second Edition, Mal Warwick The Budget-Building Book for Nonprofits: A Step-by-Step Guide for Managers and Boards, Second Edition, Murray Dropkin and Jim Halpin Carlson.ftoc:Carlson.ftoc 8/6/08 4:20 PM Page vii Contents List of Samples, Worksheets, and Figures ix CD Contents xi Acknowledgments xiii The Authors xv About the Alliance for Nonprofit Management xvii How to Use This Workbook: Making the “Magic” Happen xix Introduction: An Overview of the Grantseeking Process 1 STEP 1 Developing the Proposal Idea 11 STEP 2 Developing Relationships with Funders 17 STEP 3 Writing a Compelling Need Statement 28 STEP 4 Defining Clear Goals and Objectives 37 STEP 5 Developing the Methods 44 STEP 6 Preparing the Evaluation Component 51 STEP 7 Developing Sustainability Strategies 62 STEP 8 Preparing the Program Budget 68 STEP 9 Writing the Organization Background Component 77 STEP 10 Writing the Proposal Summary 85 STEP 11 Putting the Package Together 91 STEP 12 Sustaining Relationships with Funders 97 Special Resource Section 103 A. Types of Foundations 105 B. How to Research Funders 107 vii