Dos and Don’ts from the Funding Agencies

It is almost impossible to be successful in grant writing unless one is very much attuned to the thoughts of those reviewing the application. During the early part of my career, I was naturally somewhat hesitant and shy about approaching federal, state, and private officials about what to do and what not to do. However, I gained confidence as I went along and began to see that most staff members at the funding agencies actually welcome the opportunity to provide feedback to applicants. Before long, I was having direct and to-the-point conversation with these officials on almost a daily basis. My clients deserve to have the best product possible. If something needs clarification, it is my responsibility to get it.

My relationship with reviewing officials has made my job much easier. We freely share ideas back and forth. This has provided invaluable information which has greatly helped me in the quest for grant funds. The following is a compendium of what I have heard them say over the years. Much of this will seem like common sense, but it bears repeating. I have seen enough applications where directions have not been followed, the formatting is not done properly, or avoidable mistakes have been made. This list provides a quick and easy way of digesting the body of knowledge I have obtained over the years from those who have control over the money. If the grant writer follows these rules and works diligently at grant searches and on the grant applications, she can count on an impressive level of success.

In subsequent posts, I will share my specific dos and don’ts.

Developing a Grant Seeking Strategy

Once you have decided which funding sources will be included on your list, it is necessary to develop a plan of action, or strategy. Obviously, it is necessary to sort the due dates in order to address those which must be submitted first. However, a good strategy is more than that. It is a specific outline of what steps should be taken and in what order. In essence, it is a work plan for requesting funds from all of the sources which made the cut in the evaluation process as discussed above. The following rules should be followed in developing and carrying out your strategy:

• Develop a two-page letter of inquiry which needs to be modified only slightly for most of the private foundations on the list.
• Plan to send the letter of inquiry to all of those private foundations for which that is the first method of contact and for which no specific due date is given.
• Set up a calendar which shows the due dates for letters of inquiry to those foundations with deadlines for the receipt of those letters and send them as they come due.
• Plan to personally contact those foundations which require proposals rather than letters of inquiry in order to determine your chances of getting funding. Once these conversations have been held, decide whether it is worth committing your resources to an application.
• Determine which governmental sources represent the best chance of funding. For those which accept applications on a continuous basis, begin with the best fit and work your way down. For those applications which have specific due dates, plan to have the resources committed at that time so that those submissions can be made.
• For those sources which are open for applications only once a year, plan to keep checking every two weeks or so to see if the solicitation announcement has been made. Quite often, these yearly submissions are not tied to an exact date. Some try to invite applications at approximately the same time every year. More often, however, administrative and fiscal matters can cause the solicitation to be made earlier or, more commonly, later, than twelve months after the last solicitation. Some of these programs can actually skip a year or it may be as much as eighteen months between solicitations. I have even seen grant solicitations withdrawn after being published.
• If you find yourself in the position of having a number of sources with applications coming due at the same time, figure out a way to commit staff resources so that all applications can be submitted. Make the decision that the job will be done and that you will find a way to do it. You will regret it if you let a good chance slip away. The application that you decide you do not have time to do may very well be the one which would have provided the funding. Remember, this is just for a short period, and you will get through it. If you really feel that you could not do this yourself, try to farm it out to other staff or consultants.