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Workshop

Grant Writing: Keys to a Successful Foundation Proposal (Virtual Series)

Online Event

About this event

Dates

Four Weekly Sessions via Zoom

Thursdays – March 2, 9, 16 & 23
9:00 a.m. – 10:30 a.m. (PT)

Event Description

Title
Grant Writing: Keys to a Successful Foundation Proposal (Virtual Series)

Facilitator
Hannah Cortez, Chief Operating Officer, The Dotted i

Join us for this 4-part grant writing series tailored to foundation grants. This series will offer hands-on learning activities, peer networking, expert knowledge on grant readiness, grant research, proposal writing, and grant management. In addition to in-class instruction, participants will have weekly homework to deepen learning and have direct access to course trainers for feedback and support.

This series is a perfect introduction to foundation proposal writing for small and rural nonprofits and those new to grant writing. Through this course, participants will gain tangible tools and strategies to bring back and implement in their nonprofit organizations.

Automatic closed captioning via Zoom is turned on by default for all NAO virtual trainings. For other accommodation requests, please contact us at [email protected]. Advanced notice of at least 10 days is appreciated.

Outline

Session 1: March 2

Grant Readiness 
In this session we’ll discuss what it takes to be considered “ready” to seek foundation funding. We’ll go over a list of commonly requested documents, highlight what funders are looking for, discuss how to assess priorities, and make sure your program has been thought through.

Objectives:

  1. Learn the importance of having a strategy & priorities for funding
  2. Gain confidence that you are PREPARED enough to seek grants (programmatically and organizationally)
  3. Develop an efficient and organized grant system
  4. Develop a Logic Model for a top priority project/program (to work on during class time) 
  5. Learn about the benefits of creating a Grant Answer Template 

Homework: Grant Answer Template (to be workshopped in session 3)


Session 2: March 9 

Grant Research
Most people feel lost when it comes to grant research because they “don’t know where to start”, which is why we’ll walk through the entire process! We’ll start with discussing the importance of identifying keywords and phrases, showcasing the different platforms to look for grants (grant databases, Google, 990s) and walking through cursory and detailed reviews of grant guidelines.

Objectives:

  1. Learn about platforms for grant research and discuss how to pick the one(s) that will best serve your organization’s grant seeking process 
  2. Discuss keywords and why they are important; brainstorm a list of keywords to use as a starting point for your independent grant research 
  3. Introduce and explore the Grant Opportunity List (template): Research List 

Homework: Perform grant research and input data into Research List


Session 3: March 16

Grant Writing
This is where we like to dig in and do some actual writing! We will refer back to the Grant Answer Template introduced in Session 1 and in this session we will walk through the boilerplate and teach you how to add compelling language, data, and funder-specific alignment to make your narrative stand out. 

Objectives:

  1. Understand how to create a concise and compelling grant proposal 
  2. Learn what funders *really* want to know
  3. Taking a proposal to the next level by making your narrative tailored to each funder you apply for
  4. Gain confidence in your writing skills

Homework: Update your Grant Answer Template with new knowledge


Session 4: March 23

Grant Management/Building Relationships
In this session, we will begin to wrap up the grant writing process by discussing how to track outcomes you’ve outlined in grant proposals (internal progress reports), how to organize your reporting calendar, and ways to build relationships with funders after the grant ends.

Objectives:

  1. Understand how to show your program was successful & worth the investment
  2. Clarifying goals and objectives and how to track them 
  3. When to reach out to funders and what to say to build strong relationships
  4. Developing an organized plan to track outcomes

Homework: To be workshopped by group

About the Facilitator

Hannah Cortez, Chief Operating Officer, The Dotted i
As a Grant Specialist with The Dotted i since 2017, Hannah Cortez has raised over 2.3 million dollars for her clients through thoughtful project development and successful grant writing. She has a background in human development, education, and community health which gives her a well-rounded approach to grant seeking, identifying an organization’s need, and building relationships with funders. As the daughter of a journalist, her investigative spirit lends itself to thorough research and identifying the details that will sell your organization’s story! Her passion shines when she’s educating others which is why you’ll often find her presenting at nonprofit conferences or leading grant trainings.

Thank You Sponsors

This workshop series is made possible with support from The Ford Family FoundationMeyer Memorial Trust, and Roundhouse Foundation

Cost

$125 for NAO Members
$200 for Nonmembers

The NAO member discount will be applied after you select "Register Now" below. You must be logged in to your member account to receive the discount.

A link to access this workshop series will be provided in the registration confirmation e-mail and e-mail reminder prior to event dates.

If you have questions or trouble registering contact[email protected]

Location

Online

Register Now

 Registration is closed for this event

Dates

Four Weekly Sessions via Zoom

Thursdays - March 2, 9, 16 & 23
9:00 a.m. - 10:30 a.m. (PT)

Event Description

Title
Grant Writing: Keys to a Successful Foundation Proposal (Virtual Series)

Facilitator
Hannah Cortez, Chief Operating Officer, The Dotted i

Join us for this 4-part grant writing series tailored to foundation grants. This series will offer hands-on learning activities, peer networking, expert knowledge on grant readiness, grant research, proposal writing, and grant management. In addition to in-class instruction, participants will have weekly homework to deepen learning and have direct access to course trainers for feedback and support.

This series is a perfect introduction to foundation proposal writing for small and rural nonprofits and those new to grant writing. Through this course, participants will gain tangible tools and strategies to bring back and implement in their nonprofit organizations.

Automatic closed captioning via Zoom is turned on by default for all NAO virtual trainings. For other accommodation requests, please contact us at [email protected]. Advanced notice of at least 10 days is appreciated.

Outline

Session 1: March 2

Grant Readiness 
In this session we’ll discuss what it takes to be considered “ready” to seek foundation funding. We’ll go over a list of commonly requested documents, highlight what funders are looking for, discuss how to assess priorities, and make sure your program has been thought through.

Objectives:

  1. Learn the importance of having a strategy & priorities for funding
  2. Gain confidence that you are PREPARED enough to seek grants (programmatically and organizationally)
  3. Develop an efficient and organized grant system
  4. Develop a Logic Model for a top priority project/program (to work on during class time) 
  5. Learn about the benefits of creating a Grant Answer Template 

Homework: Grant Answer Template (to be workshopped in session 3)


Session 2: March 9 

Grant Research
Most people feel lost when it comes to grant research because they “don’t know where to start”, which is why we’ll walk through the entire process! We’ll start with discussing the importance of identifying keywords and phrases, showcasing the different platforms to look for grants (grant databases, Google, 990s) and walking through cursory and detailed reviews of grant guidelines.

Objectives:

  1. Learn about platforms for grant research and discuss how to pick the one(s) that will best serve your organization’s grant seeking process 
  2. Discuss keywords and why they are important; brainstorm a list of keywords to use as a starting point for your independent grant research 
  3. Introduce and explore the Grant Opportunity List (template): Research List 

Homework: Perform grant research and input data into Research List


Session 3: March 16

Grant Writing
This is where we like to dig in and do some actual writing! We will refer back to the Grant Answer Template introduced in Session 1 and in this session we will walk through the boilerplate and teach you how to add compelling language, data, and funder-specific alignment to make your narrative stand out. 

Objectives:

  1. Understand how to create a concise and compelling grant proposal 
  2. Learn what funders *really* want to know
  3. Taking a proposal to the next level by making your narrative tailored to each funder you apply for
  4. Gain confidence in your writing skills

Homework: Update your Grant Answer Template with new knowledge


Session 4: March 23

Grant Management/Building Relationships
In this session, we will begin to wrap up the grant writing process by discussing how to track outcomes you’ve outlined in grant proposals (internal progress reports), how to organize your reporting calendar, and ways to build relationships with funders after the grant ends.

Objectives:

  1. Understand how to show your program was successful & worth the investment
  2. Clarifying goals and objectives and how to track them 
  3. When to reach out to funders and what to say to build strong relationships
  4. Developing an organized plan to track outcomes

Homework: To be workshopped by group

About the Facilitator

Hannah Cortez, Chief Operating Officer, The Dotted i
As a Grant Specialist with The Dotted i since 2017, Hannah Cortez has raised over 2.3 million dollars for her clients through thoughtful project development and successful grant writing. She has a background in human development, education, and community health which gives her a well-rounded approach to grant seeking, identifying an organization’s need, and building relationships with funders. As the daughter of a journalist, her investigative spirit lends itself to thorough research and identifying the details that will sell your organization’s story! Her passion shines when she’s educating others which is why you’ll often find her presenting at nonprofit conferences or leading grant trainings.

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Thank You Sponsors

This workshop series is made possible with support from The Ford Family FoundationMeyer Memorial Trust, and Roundhouse Foundation

Cost

$125 for NAO Members
$200 for Nonmembers

The NAO member discount will be applied after you select "Register Now" below. You must be logged in to your member account to receive the discount.

A link to access this workshop series will be provided in the registration confirmation e-mail and e-mail reminder prior to event dates.

If you have questions or trouble registering contact[email protected]

Location

Online

When
March 2nd, 2023 9:00 AM to March 23rd, 2023 10:30 AM
Location
Online Event
Fee
Price $200.00
Event Particulars
City Online learning
NAO Event? Yes
Topic Fundraising and Resource Development
Presenter
Event Region Central Oregon, Eastern Oregon, Metropolitan Portland, North Coast, Northern Willamette Valley, South Coast, Southern Oregon, Southern Willamette Valley
Programmatic Approach Capacity Builiding, Principles & Practices
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Link to post-event materials
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