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

2 2007 Johns Hopkins Bloomberg School of Public Health

Learning Objectives

What are the types and forms of support?

What are possible motivations for support?

What strategies for soliciting support are most effective?


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


Three Major Sources of Support

1. Corporations and businesses

2. Foundations

3. Government agencies


Major Source of Funding: United States


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


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


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


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


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


Foundations

Independent foundations

Company-sponsored foundations

Community foundations

Operating foundations


Motivations for Foundation Support

Community support

Sociopolitical concerns

Historical roles (interest of founders)

Seed money for new projects


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).


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)


Motivations for Government Support

Promoting public policy

Addressing particularly pressing social problems

Image source: World Health Organization. (2000).


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


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).


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


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


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



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



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



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



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



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


Additional Donor Requests

Interview with key personnel

Site visits

References from previous donors

Capacity assessment


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

2007 johns hopkins bloomberg school of public health resource development for tobacco control josé...

Documents