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- How To Create A Proposal That A Foundation Or Corporation Will Fund
- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- by Dr. Jeffrey Lant
-
- Foundation and corporate-giving personnel, as we all know, are constantly
- asked for something... usually money. But during a recent visit to a friend
- who runs a major foundation, one of these grantors turned the tables. He asked
- me to do something for him! "Why don't you write something about how to
- produce a proposal that gets a person like me to take notice and act. Tell
- people," he stressed, "exactly what should go in such a document... and what
- to leave out."
-
- Having made his request, he opened his arms wide, taking in the piles of
- proposals that littered his cubicle office. "The truth is," he reported, "the
- large majority of what's sent to us is a complete waste of time, money, and
- someone's creative energy." Then he confessed that it all ends up in the
- trash at the end of the year, an exercise in contemporary futility. I
- dedicate this article to my friend the frustrated grants officer... and to
- the tens of thousands of fund seekers who have so far been wasting their time
- developing documents that do nothing more than add to America's garbage.
-
- What Is A Proposal?
- ~~~~~~~~~~~~~~~~~~
- Too many people in nonprofit America either don't remember... or never knew...
- what a proposal is or what it's supposed to do. To them, a proposal is like
- food stamps: something you present to the grant-making source and come away
- with bucks. This, of course, is egregiously wrong.
-
- No matter how important your organization, no matter how worthy its work, no
- funding source has an obligation to provide for you, unless you're specif-
- ically designated a beneficiary in its charter or trust. Thus, the first
- rule of creating a successful proposal is to strip away any feeling you may
- have that a funding source must assist you and that you are somehow entitled
- to its help. They don't have to help. You are entitled to nothing. Once
- you realize this, you can approach the business of getting money with the
- utmost clarity... as a marketing problem to be solved.
-
- For that's precisely what we're talking about... creating a marketing
- campaign and developing a document (your proposal) that will persuade, even
- enthuse, your prospect to support you.
-
- The whole business of proposalmanship (including the development of the
- written proposal itself), properly understood, is just a subsection of
- marketing. It's about:
-
- . identifying the right person (your prospect);
-
- . finding out what he wants to achieve and when he wants or needs to achieve
- it;
-
- . approaching with a persuasive argument that indicates to him what you can
- help him accomplish, and
-
- . clearly outlining how you intend to accomplish this objective and what you
- have available that ensures you can successfully reach your objective.
-
- Even the most cursory look at these essential elements suggests what's wrong
- with most proposals: they're focused on the fund-seeker, not the fund-grantor.
- If you are to be successful in marketing (whatever you're marketing) the
- emphasis must always be on the client. And the client in fund raising is
- always the donor... not the ultimate beneficiary of the funds raised. This
- will come as a shock to many nonprofit personnel who never consider the donor
- a prospect, a person who must be persuaded to take action. Instead, they
- regard this funding prospect as a necessary evil, as someone to go over,
- through, or around as quickly as possible... just so long as they get the
- money. For too many in the nonprofit world, funders are perceived as
- roadblocks, not as real people who have legitimate wants and needs that
- must be attended to for their own good, as well as the good of the n
- nonprofit organization itself.
-
- This article seeks to rectify this intolerable situation and make it clear
- that, if you want your proposal to succeed, you must regard the funding
- prospect in the same way marketers regard any prospect: as a valuable
- individual who's always right -- whatever he does -- and whose interests are
- paramount. Chances are, this is not how you view corporate and foundation
- funding personnel right now.
-
- Understanding What The Funding Source Wants From You
- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- The vast majority of proposals would be different if the writer wrote them
- from the standpoint of the prospective funder, not from his own and that of
- his organization. This is called client-centered marketing, and it is
- essential for your success. Before writing any proposal, you must consider
- what the prospective funding source wants to achieve. Obviously, in doing
- this, it helps to know as much as possible about him. This information is not
- always easy to obtain.
-
- You'll find seminal information about prospective funding sources available
- in annual reports, at grant libraries, in specialized publications, by
- attending conferences where you can meet donors, or by asking your friends
- from other organizations what the people who have funded them are interested
- in. In other words, before you can write the successful client-centered
- proposal, you've got to know as much as possible about the person you're
- approaching. This is crucial marketing intelligence, and you forego it at
- your peril.
-
- What Your Research May Indicate
- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- Granted that getting information about corporate and foundation donors
- is an imperfect science, you should still be able to find information that
- will help you position your proposal for maximum success. Here are some of
- the things you should be trying to discover:
-
- . Where does this funding source make grants? If the foundation says it only
- supports Cambridge organizations, and you're not a Cambridge organization,
- don't waste your resources applying.
-
- . What kind of organization does it support? If the organization supports
- young scientists and you are serving meals to the elderly, don't waste your
- resources applying.
-
- . What level of support do they give a first-time applicant? If you see the
- average grant is $1000, don't waste your resources asking for the top grant
- they made. That went to an organization with which they have a relationship.
-
- . What kind of support do they want to give... capital, project (or program)
- or operating? If the organization never gives to capital, why do you think
- you can persuade them to support your capital request?
-
- If more organizations followed just these rules and developed their proposals
- accordingly, it would decidedly cut down the nuisance requests, as anyone at
- any foundation or corporation will confirm.
-
- Building Your Case
- ~~~~~~~~~~~~~~~~~~
- Once you know what the funding source wants from you, then you can set about
- giving it to them. Remember, the easiest marketing takes place between
- someone who knows what he wants and a marketer who gives it to him. This is
- precisely the rule that most nonprofit fund seekers do not follow. Instead,
- with astonishing arrogance, they say, in effect: "True, you have the money
- and your own interests. But we're not interested in doing what you want to
- do. We need the money for our own important work. And we're sure we can
- persuade you to do things our way." Did these misguided ingenues never hear
- that "The man who pays the piper calls the tune"?
-
- Your job is to find out what the funding source wants to do... can do... and
- then let him know that you both understand his objective... and can help him
- achieve it. You achieve this result by building a persuasive case.
-
- This case is predicated on your understanding a few very important things:
- that all people who ask do not receive; that there are too few resources to
- support every request; that the funders have to make increasingly hard
- choices about who gets money... and who doesn't. There is, you see, no
- inevitability about your getting the money. You must therefore be as
- persuasive as possible. You must understand that unless something motivates
- a prospective funder to give you the money, it has no place in your document.
- In other words, everything either helps you get the money... or it should
- ruthlessly be cut out.
-
- Keeping this in mind, what should you put in your document and how should you
- use it?
-
- Proposal Essentials
- ~~~~~~~~~~~~~~~~~~~
- In proposalmanship, as in marketing generally, first, last and always speak
- to the prospect, in this case your prospective funder. This means you should:
-
- . write in the second person, directly to your would-be funder;
-
- . be direct, candid, personal. This is not the place for a disembodied
- academic approach to your subject.
-
- . write as little as possible to get your point across and as much as it
- takes to be persuasive. The best proposals, like the best writing generally,
- are not about facts; they're about persuasion. And, these days, short
- documents tend to be more persuasive than long ones. My rule of thumb is
- that if you've had previous dealings with a funding source, your proposal
- should be no longer than 3 to 4 pages. On the other hand, if this funding
- source hasn't heard from you before and knows nothing about you, you need
- to give him more information; your proposal might then be twice as long.
-
- What To Put In Your Proposal
- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- The winning proposal contains these sections:
-
- . information on why you're approaching this particular funding source.
- Funding sources, whatever you may think, are all different. And more
- to the point, they all want to be treated as individuals, not as just
- a nameless target in your mass marketing campaign. That's why you must
- tell the funding source why you're approaching him. Think this through.
- The more consideration you both give and show you have given to this
- source, the more likely you will get consideration in return.
-
- . the facts about why you exist. Too many nonprofit personnel are in a rut.
- They forget that their organization exists because vigilant, engaged
- individuals were sufficiently concerned about a problem to take collective
- action to solve it. You need to remind yourself... you need to tell your
- prospective funder... about why you exist.
-
- . the severity of the problem you deal with. By the same token, you need to
- indicate to the prospective funder just how bad the problem is you're in
- business to solve. You had better realize that all problems are not equal.
- If you fail to convince the funding source of the widespread seriousness of
- your problem, he is right not to fund you. Remember, you are in a
- competition for scarce resources. You've got to make the best case for
- yourself that you can: letting the funding prospect know just how bad
- (with all relevant facts, figures and statistics) your problem is can only
- help your case.
-
- . why the problem must be solved now. It is not enough to indicate that your
- problem is severe. You must indicate why it needs to be solved now. In
- marketing, "now" is the only time that matters. There are lots of problems
- in the world... but why is it so necessary that yours be solved right
- away? You must say. Saying it must be solved immediately because you say
- so or because you organization exists and needs the money isn't nearly good
- enough, either. You must indicate that the problem needs to be solved
- now because not solving it leaves real people hurting... or for some other
- motivating reason. And don't be afraid to point out what will happen if you
- can't get the support you need to solve the problem. Failure to raise money
- has consequences. Motivate your prospective funder by bringing these to
- his attention.
-
- More Of What The Winning Proposal Contains
- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- In addition to these important sections, the winning proposal also contains:
-
- . facts about the people who are involved in your project. Funders don't give
- money to organizations; they give money to people whom they feel can
- achieve success, reach the objective. Don't just tell who's involved with
- your project... provide reasons why they will get the job done.
-
- . a specific plan for exactly how you will achieve what you say you want.
- The sad fact is that most proposals are ill thought out, and funders
- quickly learn how to discover that. Don't just ask for money. Ask for
- money to achieve a specific objective. And know exactly what you need to
- do to reach this goal. Too, be realistic about what you can achieve. "Don't
- tell me you can reform the world for $5,000," one foundation officer said
- in a recent speech. I'll know you don't know what you're doing." Be
- realistic.
-
- c. Know what you need. And be prepared to say exactly what you'll do to
- reach the objective.
-
- . an indication that others are involved in reaching the objective. While it
- is certainly true that some foundations and corporations want to be the
- sole funding source -- and derive full credit -- for a particular project,
- most corporations and foundations want to participate in a project that
- gathers general support. Thus, indicate who else is interested in what
- you're doing; who else has supported it, and where else you're going for
- support. Make no pretense about this. Projects that are worth supporting
- generate widespread support. Let your prospective donor know you have this
- kind of support... or what you're doing to get it.
-
- Tips To Help Get Your Proposal Funded
- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- . Give your proposal a headline that's about what you're trying to achieve...
- not about your organization. That is, say, "How The ABC Trust Can Help Feed
- 20 Elderly Men in Cambridge Working With Good Will House." Remember, people
- give money to achieve results. So, let the funding source know right away
- what exciting results you can bring about... if only they join you.
-
- . Write your proposal like a feature story... not an academic paper. If people
- are bored -- yes, even funding sources -- they're not going to give your
- proposal the attention it deserves. Your proposal should be written by your
- strongest writer. It should feature short sentences, active verbs, lots of
- bullets and emphasizing devices. In short, it should interest the reader.
-
- . Either double space your proposal or write it in short block paragraph
- style. Don't cram too much into your paragraphs, either. Remember, the
- objective of each word, each line, each paragraph is to motivate your
- reader to keep reading. A mass of type, no matter how pivital the subject
- matter, looks forbidding and gets put off.
-
- One Last Piece Of Advice: Remember That Every Proposal Invites Your
- Prospect's Counter Proposal!
-
- Too many people in the nonprofit world seeking funds are not good negotiators.
- In effect, they throw their proposal at funding prospects and say, "Here it
- is. Fund it." However, the very word "proposal" means offer. You must
- remember the person you're making your offer to may wish to say something in
- return. Be prepared to listen. And be prepared to modify your proposal
- accordingly, making the sensible changes that will enable you to get the
- support of this crucial individual.
-
- Getting this proposal funded -- as well as future proposals to the same
- source -- means developing a relationship, not making a demand. Your
- proposal must excite, enthuse, arouse, and persuade your prospect to help
- you. Not simply expect them to throw money your way whenever you want it.
-
- ____________________________________________________________________________
-
- Marketing consultant Dr. Jeffrey Lant specializes in creating documents...
- fund raising proposals, direct mail letters, brochures, etc.... that get
- your prospects to do what you want them to do. His many books provide
- step-by-step details so you can achieve this on your own. These include
-
- DEVELOPMENT TODAY: A FUND RAISING GUIDE FOR NONPROFIT ORGANIZATIONS
- ($28.45 postpaid)
-
- MONEY MAKING MARKETING: FINDING THE PEOPLE WHO NEED WHAT YOU'RE SELLING
- AND MAKING SURE THEY BUY IT
- ($34 postpaid)
-
- THE UNABASHED SELF-PROMOTER'S GUIDE: WHAT EVERY MAN, WOMAN, CHILD AND
- ORGANIZATION IN AMERICA NEEDS TO KNOW ABOUT GETTING AHEAD BY EXPLOITING
- THE MEDIA.
- ($34 postpaid).
-
- Get them through The Sure-Fire Business Success Catalog,
- 50 Follen St., Suite 507, Cambridge, MA 02138
- or with MC/VISA from (617) 547-6372. Don't forget to ask for your free
- year's subscription to this quarterly resource guide that will help build
- your nonprofit organization.
-
-