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Is your client ready to initiate a grant writing program?

Is your client ready to initiate a grant writing program? . Foundational Documents. Certificate of Formation 501 (c)(3) letter from the IRS Mission/Vision Statement AOI’s/Bylaws Development/fundraising plan. Interview. Investigate/research/interview

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Is your client ready to initiate a grant writing program?

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  1. Is your client ready to initiate a grant writing program?

  2. FoundationalDocuments • Certificate of Formation • 501 (c)(3) letter from the IRS • Mission/Vision Statement • AOI’s/Bylaws • Development/fundraising plan

  3. Interview • Investigate/research/interview • Review previously submitted grant applications • Meet with at least one board member • Ask and answer questions • Provide writing samples • Provide a project outline

  4. Pre-Assessment • Assess the project • Determine the organization’s ability to comply • Review the last 3-5 years of audits • Review organizational or program budget

  5. The Written Contract • You should always have a written contract or letter of agreement • The contract should outline fees and other expenses, a payment schedule, list scope of work to be performed, project start and end date, at least two organizational contacts, and a provision to extend or cancel the contract

  6. Grant Application • Determine if you are qualified to write the grant • Review the grant application and identify everything you will need in order to complete the grant • Review the application with your client

  7. When to Fire a Client • Unreasonable and unfair expectations • Too demanding • Organization’s practices are contrary to their public reputation

  8. How to Fire a Client • Seek resolution first • If “firing” the client is inevitable do so very carefully

  9. www.destinyconsultingservices.com 713.445.6092 info@destinyconsultingservices.com

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