DescriptionBudget Templates Instructions
1)
The Project Budget Template is required . The Organizational Budget Template is not. You may submit your
organizational budget in your own format if you so choose.
2)
You may insert additional rows as needed on the templates.
3)
The Project Budget must be explained in the Budget Narrative Justification part (Section F) of the
application. It is where you explain how you get to the numbers listed on the budget. It is also where you
explain the reasoning behind any items on the budget that are not self explanatory. If you are lumping costs
together on the budget template, then please explain in the narrative.
4)
The Project Budget should be for the period that you are requesting funding (the same period as listed on
the cover page of the application).
5)
On the revenues section of the templates, please only list out foundation, corporation, and federation
revenues of $1,000 or greater. Include all others in “other.”
6)
On the templates, pending revenues means revenue that has already been requested but not yet granted.
This might also include grants not yet submitted but that plan to be submitted in the very near future.
7)
If a line item on the budget is not applicable, then you may leave it blank.
8)
See the CGA User Guide for more information about completing the budget templates.
Revised Updated: July 24, 2020
Missouri CGA Version 2.0 – Project Budget
(Required)
Insert Agency Name Here
Insert Grantmaker Name Here
Expenses
Total Project Expenses
Salary and Benefits
Contract Services (e.g consulting, professional, fundraising)
Occupancy (e.g. rent, utilities, maintenance)
Training & Professional Development
Insurance
Travel
Equipment
Supplies
Printing, Copying & Postage
Evaluation
Marketing
Conferences, meetings, etc.
Administration
*Other – _____________
*Other – _____________
Amount Requested from Funder
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
–
TOTAL EXPENSES $
Revenues
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
–
– $
–
Committed
Contributions, Gifts, Grants, & Earned Revenue
Local Government
State Government
Federal Government
Individuals
*Foundation – ______________
*Foundation – ______________
*Foundation – ______________
*Foundation – ______________
*Corporation – ______________
*Corporation – ______________
*Corporation – ______________
*Federation – ______________
*Other – __________________
Membership Income
Program Service Fees
Products
Fundraising Events (net)
Investment Income
In-Kind Support
*Other -__________________
Pending
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL REVENUES $
–
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
–
*Please specify for contributions over $1,000.
Missouri CGA Version 2.0 – Budget Templates: Page 2
Missouri CGA Version 2.0 – Organizational Budget
(Optional)
Insert Agency Name Here
Insert Grantmaker Name Here
Expenses
Salary & Benefits
Contract Services (e.g. consulting, professional, fundraising)
Occupancy (e.g. rent, utilities, & maintenance)
Training & Professional Development
Insurance
Travel
Equipment
Supplies
Printing, Copying & Postage
Evaluation
Marketing
Conferences, meetings, etc.
Depreciation
Administration
*Other -_______________
*Other -_______________
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
–
TOTAL EXPENSES: $
Revenues
Contributions, Gifts, Grants, & Earned Revenue
Local Government
State Government
Federal Government
Individuals
*Foundation – _______________
*Foundation – _______________
*Foundation – _______________
*Foundation – _______________
*Corporation – _______________
*Corporation – _______________
*Corporation – _______________
*Federation – _______________
*Other – __________________
Membership Income
Program Service Fees
Products
Fundraising Events (net)
Committed
Pending
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Investment Income $
In-Kind Support $
*Other – __________________ $
TOTAL REVENUES: $
–
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
–
*Please specify for contributions over $1,000.
Missouri CGA Version 2.0 – Budget Templates: Page 3
Missouri CGA Version 2.0 – Capital Campaign Budget Guidelines
A capital campaign budget should include the following:
SOFT COSTS
Planning
Includes real estate and design consultants, feasibility studies, staff time dedicated to project management.
Capital Campaign Expense
Consulting fees, feasibility study, donor recognition, special events, collateral material, campaign software, etc.
Project Financing Costs
Appraisals, interest, environmental audits, application fees, points, legal fees, bond fees, mortgage recording taxes,
title insurance.
Project Acquisition and Constructions
Includes taxes, assessments, fees and permits, legal fees, appraisal.
Design
Project management, architects and engineer fees, permits, filing fees.
Construction
Project management.
Other
Swing or interim space; moving costs, foregone revenue during “down” time, FF&E.
HARD COSTS
Site Acquisition
This list is typical of the categories specified by the architect when developing the construction cost estimate. The
term “hard costs” often is referred to as the “bricks and mortar,” and excludes technical assistance, consulting fees,
etc., as those are all classified as “soft costs.”
Missouri CGA Version 2.0 – Budget Templates: Page 4
The Common Grant Application (CGA) Form was developed to facilitate the application process for grantmakers and
grantseekers. A companion CGA User Guide is available on the Gateway Center for Giving website (www.centerforgiving.org).
To the Grantmaker: If you are interested in using the CGA for your foundation’s grant application, please feel free to
download this template, modify it to suit your needs, and host it on your organization’s website. You may wish to insert
instructions about word or character limits. Please contact info@centerforgiving.org to let us know that you will be using a
version of the CGA so that we can share important updates in the future.
To the Grantseeker: Grantmakers who accept the CGA will host this form on their respective websites; some grantmakers
may have modified versions of the CGA. Please keep in mind that every grantmaker has different guidelines and priorities, as
well as different deadlines and timetables. Any funder that has agreed to accept this form may request additional
information at any stage in the proposal process.
Click here for a list of grantmakers in the St. Louis region who accept a version of the CGA. Visit their respective websites to
learn more.
Guidelines:
• Applicants should perform their own research to determine the foundations and corporations that make grants to
your type of organization, in the geographic area in which you function, and for your field of interest.
• Visit the grantmaker’s website to obtain a copy of funding guidelines from each individual grantmaker for each
application you plan to submit. Each grantmaker has different guidelines for using this form and requires different
attachments. Determine how the application should be submitted and the number of copies required.
• Do not submit handwritten proposals.
• Answer all the questions unless otherwise instructed by the grantmaker.
• Do not include any materials other than those specifically requested.
• Check with the individual grantmaker to find out how they would like this form to be submitted.
Access the CGA User Guide for the following information:
• Background on the Common Grant Application
• Frequently Asked Questions
• Glossary of Terms
• Proposal Writing Tips
• Guide to each question asked in this application, including examples on how to best answer each question
Resources:
• Missouri Common Grant Application Orientations, presented by the Gateway Center for Giving and Network for
Strong Communities (NSC) (scheduled periodically throughout the year)
• The Grants and Foundation Center at the St. Louis Public Library Central Branch
o Foundation Center resources can also be accessed at the Kirkwood Public Library and the St. Charles Public
Library
• Foundation Center Guide to Proposal Writing
Revised & Updated: June 28, 2017
Reminder: Refer to the CGA User Guide for clarification and helpful tips.
Common Grant Application Cover Sheet
Grantmaker to whom
this application is
submitted:
Application date:
Organization’s legal
name: (as shown on IRS
Letter of Determination)
Doing business as: (if
different from legal name)
EIN #:
Address:
City:
State:
Org. Telephone #:
Org. Fax #:
Org. Website:
Org. Email Address:
Executive Director:
Phone #:
(or top executive)
Main contact(s) for
this proposal:
(Please include prefix and title)
501(c)(3), 501(c)(9), etc.)
Email address:
Phone #:
(Please include prefix and title)
Email address:
Phone #:
Board President:
Organization’s tax
exempt status/IRS
designation (e.g.,
ZIP code:
Email address:
(Attach a copy of the IRS Letter of Determination- NOTE- this is not the state sales and use tax exemption certificate. If there has
been a name change provide copies of the amended state certificate of incorporation and amended IRS Letter of Determination.)
If not a 501(c)(3)
nonprofit, then who
is the fiscal agent?
(Attach a copy of the written agreement from fiscal agent plus fiscal agent’s contact information and EIN.)
Organization’s mission statement:
Type of request (check one): Note: not all funders support each type of request. Check with individual grantmaker.
[ ] Capacity Building Support
[ ] Project/Program Support
[ ] New Project
[ ] Existing Project
[ ] Expansion of Existing Project
[ ] Capital Campaign
[ ] Other (explain)
[ ] General Operating Support
Missouri CGA V.2.0: Page 2 of 8
Reminder: Refer to the CGA User Guide for clarification and helpful tips.
Project/campaign name:
(if general operating please indicate)
Proposal summary: In 100 words or less summarize the purpose of this request.
Funding period requested: (be
/
specific)
Total project budget for this
period: (not required if general
/
through
/
/
$
operating request)
Organization fiscal year:
/
/
through
/
Amount requested:
$
Organizational annual
budget:
$
/
Geographic area(s) served:
(include specific counties)
(For this project. If general operations support, for this organization).
Does your organization
receive funding from a giving
federation? Please list all that
apply. (e.g., United Way, Arts and
Education Council, Jewish
Federation)
Agreement
I certify, to the best of my knowledge, that all information included in this proposal is correct. The tax exempt status of this
organization is still in effect. If a grant is awarded to this organization, then the proceeds of that grant will not be distributed or
used to benefit any organization or individual supporting or engaged in unlawful activities.
In compliance with the USA Patriot Act and other counterterrorism laws, I certify that all funds received from this funder will be
used in compliance with all applicable anti-terrorist financing and asset control laws, statutes, and executive orders.
Signature & Title of Authorized Representative (e.g. Executive Director)
Date
Missouri CGA V.2.0: Page 3 of 8
Reminder: Refer to the CGA User Guide for clarification and helpful tips.
NARRATIVE
SECTION A: ORGANIZATION INFORMATION
1. Brief summary of organization’s history.
2. Brief description of the organization’s current programs, activities, number served annually, and recent accomplishments.
SECTION B: DIVERSITY, EQUITY, & INCLUSION
Your answers will provide a valuable perspective on our potential grantees’ capacity to address the issues of diversity, equity,
and inclusion (DEI). See User Guide for more information and examples.
3. List any internal or external efforts your organization is currently undertaking to incorporate diversity, equity, and/or
inclusion (DEI) into its policies and practices. Are there DEI initiatives your organization hopes to undertake?
4. How are the demographics of the community/clients your organization serves reflected in the composition of your staff,
board, and/or volunteers? Are there ways that your organization strives to incorporate the perspective of the
community/clients your organization serves?
(Examples of demographics that may apply to your work include age, ability, national origin, religion, sexual orientation,
socio-economic level, veteran status, or personal experience with issue (e.g., previous client of your organization)).
SECTION C: DESCRIPTION OF COMMUNITY/CLIENT NEEDS & STRENGTHS
5. What are the community/client needs or problems that will be addressed by this project? Why is this issue important?
6. Identify 3-5 strengths of the community/clients that your organization serves AND explain how those strengths might
contribute to the success of this project.
Missouri CGA V.2.0: Page 4 of 8
Reminder: Refer to the CGA User Guide for clarification and helpful tips.
SECTION D: PROJECT INFORMATION
7. Describe who will be served by this grant? How many will be served?
8. What are your project goals? (Operating or capital requests: what are your agency’s major goals?)
9. What activities do you intend to engage in or provide to achieve the aforementioned goals? Please provide an in-depth
description of the activities/services, including: 1) how much, 2) how often, 3) how long activities/services will be provided. For
expanded project requests, distinguish between current and expanded activities/services.
10. What are the anticipated short-term and long-term measurable outcomes that would be achieved by this grant?
11. What is the timeline for implementing this grant?
12. What are the organization’s most significant interactions with other organizations and initiatives? For project requests,
address this question with respect to that project only. (e.g., who are the other partners, what is your past experience
collaborating with each organization, what is their role in this project, and what is their expertise, etc.?)
13. What other agencies or projects are doing similar work in the region and how are you different?
14. Who are the key staff members, board members, and/or volunteers who will ensure the success of the
project/organization and what are their qualifications?
15. What staff, board, or volunteer training and professional development needs are required to implement this project, if
any? Please be specific (e.g. trainings on cultural competency, effective use of social media, or fundraising techniques).
Missouri CGA V.2.0: Page 5 of 8
Reminder: Refer to the CGA User Guide for clarification and helpful tips.
16. How does this request fit within your organization’s long-term goals? (We define long-term as the time-period beyond
this grant). How does this project support your organization’s implementation of its strategic plan?
17. What is your long-term funding plan once funding from this funder ends? (For project requests, address this question
with respect to that project only).
18. Describe the extent to which your project/organization is based on evidence-based, best, or promising practices.
SECTION E: EVALUATION
19. What tools and processes does your organization use to measure whether or not your program is achieving its goals and
outcomes? Describe the measurement tools (e.g., intake sheets, participation checklists, pre/post surveys, client
questionnaires follow-up surveys, co-design evaluation tools/co-collect data with your clients/community members, etc.).
20. How will the evaluation results be used to inform/strengthen future programming and organizational operations?
SECTION F: BUDGET NARRATIVE JUSTIFICATION
21. After completing the CGA budget template (NOTE: check both tabs of the spreadsheet), please provide a description of
each expense and revenue line item listed on the program/project budget. Indicate whether this is a new expense for
your project or if funding is being requested to cover a current/existing expense. For example, if you list personnel
expenses, please state whether these funds will be used for new or existing staff positions. Explain how the numbers are
being calculated.
Missouri CGA V.2.0: Page 6 of 8
Reminder: Refer to the CGA User Guide for clarification and helpful tips.
QUESTIONS FOR CAPITAL CAMPAIGN REQUESTS
SECTION G: CAPITAL CAMPAIGN REQUESTS (this additional information is required)
22. Discuss the feasibility and cost of the capital campaign and its implications in relation to the organization’s ongoing
operations expenses.
23. Specify support received to date and the number of prospects approached and/or identified.
24. Identify potential naming opportunities.
25. Indicate the board’s financial participation in the campaign (percent participating and amount contributed).
26. Describe plans for funding the ongoing maintenance of the new capital project.
27. Detail financing (e.g., loans, tax credits, etc.) that might be undertaken in addition to raising funds from the public.
28. Indicate whether the campaign is open or in its quiet phase and when the campaign began. Also indicate if timing is a
factor or if a “window of opportunity” exists that could impact the success of the campaign.
Missouri CGA V.2.0: Page 7 of 8
Reminder: Refer to the CGA User Guide for clarification and helpful tips.
REQUIRED ATTACHMENTS
1. Copy of the current IRS Letter of Determination indicating tax-exempt status.
2. List of current board of directors. Include the following information for each board member:
• Professional affiliations (name of organization of employment and title)
• ZIP code of residence (e.g. 63105, 63135)
3. If applicable: Letter of support from each collaborating organization that explains their role and is signed by the top
executive(s) of that organization.
4. If applicable: Memorandum of understanding or contract between the organization and the fiscal agent/fiscal
sponsor.
5. Financials
NOTE: financial statements are to be prepared according to generally accepted accounting procedures (GAAP)
• Project budget (must use Excel CGA Project Budget template included as part of this application)
• Internally prepared income statement for current fiscal year. (You may use Excel CGA Organizational Budget
template included in this application or your own personal template).
AND
i. Complete copy of organization’s audited/reviewed/compiled financial statements for the last fiscal year
(which should include two (2) years of financial information).
OR
ii. Organization’s most recently filed Form 990, plus internally prepared financial statements for the past
two (2) years. Must include:
* Statement of activities (income statement)
* Statement of financial position (balance sheet)
* Statement of cash flow
6. Additional Attachments: Individual grantmakers may choose to request additional attachments. Please check with the
individual grantmaker.
Please read the following statements and check both the boxes certifying that this application is complete according to the
requirements set forth by the grantmaker.
I have reviewed the website or spoken with the grantmaker to whom I am submitting this application and
have reviewed their mission, funding interests, process, and requirements to determine if my request is a
funding fit.
I have included in this application any additional materials and attachments required by this funder.
Missouri CGA V.2.0: Page 8 of 8
Missouri Common Grant Application
Version 2.0
notes from Dr. Cameron February 2022
First Page of Missouri Common Grant Application
Version 2.0
● This form is used by most foundations working in Missouri.
● Page 1 of the application is a general outline
Note: Read all information and requirements carefully.
First page of Missouri Common Grant Application
Version 2.0
***Note: Read all information and requirements carefully***
Page 2: General
Information
This is a data page for your organization’s general
information. Fill as appropriate.
•
Legal Name of Organization – This should be
the exact wording from the IRS 501(c)(3)
letter.
•
Doing Business As – The name that the
organization is widely known by, if different
from the legal name. Also maybe an acronym.
•
Main Contact for this Proposal – If this is
different from the CEO or executive director.
This could be the development director,
program director, or other person who should
be contacted for further information or
questions regarding the application
•
Board President – In the case of potential
staff changes at the organization it is
important to also list the Board President.
Page 2: General
Information
●
EIN: Employer Identification Number
○
Do not worry if you don’t know your EIN
#.
●
Address, Telephone, Fax, Website etc.–. Be
very accurate!
●
Fiscal Agent: : A nonprofit, tax-exempt
organization that acts as a sponsor for a
project or group that may not have its own
tax-exempt status. Grants or contributions
are made to the fiscal agent who manages
the funds.
Page 2:
Insert Mission Statement
Choose Type of Request and
Project:
● Capacity Building Support
○ Projects that strengthen the development of the organization’s core skills and capabilities to improve production,
effectiveness, and sustainability
■ Example: Employee and management trainings, strategic planning, and resource development projects.
● Capital Campaign
○ Used to finance concrete projects with specific end-dates.
■ Example: Land acquisition, building construction, or endowment
● General Operations
○ Grant funds to support the ongoing services, mission or goals of an organization rather than specific projects or
programs. It provides working capital nonprofits need to sustain their day-to-day operations.
■ Example: Unrestricted funds used for payroll, office supplies, rent, etc.
Page 3:
● Project/Campaign Name:
○ Make it short and meaningful to peak people’s interest.
● Proposal Summary:
○ Be brief (under 100 words). Remember, this is a quick sales pitch for the project. Read it out
loud and make sure it is clear and easy to grasp. Imagine a meeting where just these
summaries are reviewed. Is yours compelling? Detailed explanations should be reserved for
the narrative portion of the application.
○ It needs to wake interest in the project.
○ Describe the problem, your solution, and next steps.
○ Be sure that the information here (budget figures, requested amount, etc.) matches any
reference made later in the application.
Page 3:
Funding
Period and
Budget
●
Funding Period Requested: The proposed start and end date for the project to reflect duration.
●
Amount requested: Self-explanatory
●
Total Project Budget: The total projected costs needed to complete the project
●
Organizational annual budget: Total budget for your organization for the year.
●
Organization fiscal year: Check whether this is Jan-Dec. or April-March.
Page 3
A Giving Federation: To be completed if you receive allocations (not one-time grants) from one of the listed
federations
• An umbrella nonprofit group that raises money for its member nonprofit organizations. These large foundations give
out grants to smaller organizations.
○ Examples include United Way or The Jewish Federation.
Page 4:
Organization
Information and
Current Programs
1. Discuss the founding (a brief history of the organization’s origins, NOT a detailed chronology of events) and
development of the organization (evolvement over time in response to internal or external factors), and the
organization’s current mission statement. (Focus on “issue and/or opportunity,” in place of “need”). Also apply
the “So what?” test – is this history of the organization pointing at the current application? Pick information
about history that fits what you want to do now.
2. Provide a brief description of the organization’s current services. Include population and numbers served, as
well as expected results. (Again with an eye to, why is this group the best group to do the work)
Page 4: Diversity, Equity and Inclusion
3.
How is the organization intensifying its
efforts towards being a diverse,
equitable and inclusive organization.
List all DEI programs, policies, and
initiatives.
4.
Does the organization staff,
management, and board members
reflect the community(ies) it is
serving?
** Use specific numbers for demographics
Page 4: Community/Client Needs and Strengths
Tips and Things to Consider:
●
Convince the funder that the issue you want to
tackle is important and show that your
organization has expertise on the issue.
○
Don’t assume the funder knows much
about your subject area.
●
Why is this situation important? To whom did
your organization talk, or what research did you
do, to learn about the issue and decide how to
tackle it.
●
Describe a problem that is about the same size as your solution. Don’t describe teen suicide or lethal air pollution if you
are planning a modest neighborhood arts project for children.
●
Don’t describe the problem as the absence of your project. “We don’t have enough beds in our battered women’s shelter”
is not the problem. The problem is increased levels of domestic violence. More shelter beds is a solution.
●
Don’t use acronyms that haven’t been clearly explained
Page 5 Section D
Project Information:
•
Describe the population and how many will be served.
Project Goals
•
Goals convey the general direction or overall purpose of the project for which funding is requested.
•
Make sure that the goal says explicitly whom the project will impact and describes the direction of the change that is
expected (e.g. reduce, expand, increase, decrease). Be realistic.
•
It is common to have several goals for a single project. If this is the case, group objectives beneath the appropriate
goal.
•
For a capital campaign, explain what will be different once the capital project is complete. For example, with facility
expansion, explain if more people will be served, or how your agency will be able to better serve project
participants.
•
For expanded projects, differentiate between current and expanded activities
Page 5 Section D
Project Activities:
• The essential tasks that need to take place to accomplish the goals and objectives.
• MUST draw a clear link between the activities, goals and project outcomes
• Answer what, how often, for how long.
○ 3-5 activities per goal
Page 5 Section D
Outcomes: The changes in (or benefits achieved by) individuals or communities due to their participation in project activities.
●
●
Short term – accomplished immediately at the conclusion of the project
Long-term – the larger goals that your project contributes to
There are at least four types of objectives:
●
Behavioral – A human action is anticipated. (Example: Fifty of the seventy children participating will learn to swim.)
●
Performance – A specific time-frame, within which a behavior will occur, at an expected proficiency level, is expected.
(Example: Fifty of the seventy children will learn to swim within six months and will pass a basic swimming proficiency
test administered by a Red Cross-certified lifeguard.)
●
Process – The manner in which something occurs is an end in itself. (Example: We will document the teaching methods
utilized, identifying those with the greatest success.)
●
Product – A tangible item results. (Example: A manual will be created to be used in teaching swimming to this age and
proficiency group in the future.)
Page 5 Section D
Timeline
•
A clear indication of the time frame for the project and the times when each aspect of the project will be implemented.
•
Explain any key dates or chronology associated with the project or capital campaign.
•
For one-time project, a project design phase, or a pilot project, etc., include start, key events, and end dates.
•
For a capital campaign this could include dates for launching specific components of the fundraising campaign, achieving
certain fundraising milestones, design phase, groundbreaking ceremony, project completion, etc.
**Describe your interactions
with other organizations as
requested
Page 5 Section D: Other Agencies
● What makes this organization/project unique?
●
Often, grantmakers want to be sure that an organization is not duplicating services that are already
offered within a community. New organizations with very little history should explain the deliberate
decision to launch a new organization in relation to:
○ the existence of other organizations with similar missions, and
○ assessing the issue and/or opportunity the organization plans to address.
Page 5 Section D: Key People
●
Use this section to describe the roles of the different people associated with your project and their importance
●
Make sure to clarify how each role is essential to the success of the project and how each role clearly relates to
operationalizing the methods you have described.
●
So what do you say about your key people? (Brag about your staff!!)
○
Include name, title, experience, and qualifications. Is this an existing position or a new position? Include other
information if you feel it’s important to the success of your project. (This is a good place to use bullet points).
○
The descriptions of your personnel should let the funding agency know that you have excellent people who are
committed to the project. The validity for what you are proposing is directly related to the people who will work
with the project.
○
If you will be using a Steering Committee (Advisory Committee, Governing Board, etc.) to assist in your project,
then this is a good place to describe how it will be organized and who will be included.
Page 5 Section D: Professional Development Needs
●
Identify needed trainings as requested!
○
Diversity and Inclusion
○
Data science, impact measurement
○
Cultural competency
○
Technical support with social media and fundraising.
Page 6
Section D:
16. Long-Term Goals:
• Strong organizations are proactive in preparing for their future. Nonprofits should engage in sound planning to
define a clear vision for the future with specific strategies for reaching established goals.
• Report if the organization has developed or is currently working on any variety of plans, including, but not
limited to a strategic plan, a fund development plan, a succession plan for board and key staff, a risk
management plan, etc.
17. Long-Term Funding after funding ends:
• How will this funding for the proposed project compliments the organization’s long-term goals.
Page 6
Section D:
18. Evidence-Based Approach
• Explain your proof of concept
• Grantmakers want to know that an organization’s projects reflect best practices or utilize evidence-based
approaches. If the organization is using a specific model or evidence based approach, then provide that
information.
• If the project is not based on a specific best-practice or model project, then explain why the organization
chose to address the issue and/or opportunity in the way that it did. It may be appropriate to highlight the
uniqueness of the organization’s approach and, perhaps, why the approach appears promising.
• If the reason for the approach is based on evaluation results, then it may be appropriate to refer the reader to
your response to the Evaluation section where you describe project results.
Page 6 Section E
Describe the methods (e.g., client
feedback, pre- and post-tests, focus
groups, surveys, etc.) for measuring
progress toward achieving established
goals or desired outcomes and/or the
names of specific tools that the
organization uses to measure
outcomes.
Tools and Processes: List them out!
●
Registrations
●
Website analytics
●
A survey
●
Focus groups
Evaluation Results:
•
Your organization’s plan for disseminating information of/from the
project to other audiences. Most funding agencies are interested in
seeing how their financial support of your project will extend to other
audiences. This may include newsletters, workshops, radio broadcasts,
presentations, printed handouts, slide shows, training projects, etc.
Page 6 Section F: Budget Narrative Justification
The budget narrative justification serves two purposes: It explains how the costs were estimated and it justifies the need
for each budget item.
Tips and Things to Consider:
• The narrative should use the same name for the expense as on the table – not “personnel” on table and “staff” here,
make it easy
• List out every expense item that isn’t obvious on its face!
• Be sure to provide details for what is included in the line labeled “other” on the line item budget section.
• Often times, percentages will be used in the budget narrative justification. You may assume that your project expenses
will be x% of your total organization budget expenses. Do ensure your percentile calculations match the figures in the
excel spreadsheet.
Page 7 Section G
**Not relevant for a
project budget **
Should only be completed if this request is
for a capital campaign (i.e. buying a building
or an endowment etc.- an “investment” vs.
project etc funds)
Page 8: Attachments
Required Attachments:
The first four are not required for this
assignment. (See notes for detailed optional
review)
**Always double check what specific
individual grantmakers require! — and what
may need to be signed by someone else
Page 8: Attachments
Income Statements
Internally prepared income statement (also known as budget) for
current fiscal year (may use organizational budget included in this
application).
***Not required for this assignment.***
Project Budget (must use excel template)
●
You can add in extra rows to the template
as needed.
●
Not every line item will be applicable. If
not applicable, then leave it blank.
●
The project budget must be explained in
the budget justification narrative.
●
If your request is for general operating
support then the project budget is your
organization budget.
●
Pro tip – make internal notes for yourself
and team to explain for yourself what the
cost assumptions were
Organization’s audited/reviewed/compiled
financial statements
***Not required for this assignment. See notes
for detailed review***
Page 8
Do not forget to check these boxes to certify that you are the grantmaker and that
you have completed every part of the application!
Congratulations you did it!
Purchase answer to see full
attachment
