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Lesson #28 – Decide on a Funder
When the committee researcher makes a decision on recommending a funder to the committee to write an application, it is a serious decision. The researcher has spent valuable time in coming to this decision; she now is ready to hand her analysis over to another member, a writer, to complete the application. Of course the researcher and the writer can be the same person.
The following information should be gathered and shared with the person writing the application:
• Name of the funder;
• Paper or online application;
• How to access the application (Is it on a website?);
• Form 990, does it have information where to write in Section XV;
• Chapter program targeted for the application;
• Amount recommended; and
• Any required deadlines for application submittal.
The researcher should provide the writer with the location in Dropbox where her research has been placed.
The researcher can write the application and may choose to do if the application is short. However, by handing it over to another member, the committee researcher can go back to the task of researching additional potential funders.
Lesson #29 – Develop Potential Funder List
Using a planning calendar helps the committee keep track of important application deadlines. There are several methods to keep track of the information.
Microsoft Word Document or Excel Spreadsheet
A planning calendar can be developed where all the potential funder’s are listed with any deadlines that need to be met. You may have found a potential funder but this year’s deadline may have past. Be sure you make a note somewhere so that you can take a look at this potential funder in another six months.
A wall calendar provides a visual method for members to see the date an application is targeted for completion and by using different colors which member has the responsibility for completing the application.
When first starting out one may not see the need for a planning calendar but as the number of applications increase and when a committee finds themselves writing applications for two different fiscal years, they will find the planning calendar as a valuable tool to keep everything straight.
In Section II, the committee learned how to prepare for application writing; how to find funding sources; how to actually write an application; how to submit a paper or an online application; and what to do after the decision has been made. In Section III, we discuss the writing component in more detail.
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