Transcript Slide 1

Creating a Business Plan,
Budget Development, and
Fundraising
Amy D. Miller, MPH
Executive Director, Mobile C.A.R.E. Foundation
Coordinator, Mobile Health Providers Coalition of Chicago
Mobile C.A.R.E. Foundation
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Non-profit organization operating since 1999 to provide
free and comprehensive asthma care, health education,
and medications to children in Chicago’s underserved
communities via mobile medical clinics, the Asthma
Vans.
Mobile Health Providers Coalition
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Growing network of 20+ organizations, all of which
provide health, social service, and/or dental education
and care via mobile medical clinics in Chicago and the
surrounding areas.
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Goal is to enhance the services we individually provide
our community through resource sharing and networking
Business Plan - Components
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What: Mission Statement and Goals
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Why: Impetus for establishing organization
Business Plan - Components 2
How:
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Program explanation
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Fundamentals of operation
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Staffing
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Equipment and supplies
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Management of administrative activities
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Funding sources
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Mobile Clinic details
Business Plan - Components 3
How:
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Governance
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Partnerships
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Measures of success
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Growth strategy
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Financial Information
Business Plan – Useful Tool
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United Way “Logic Model”
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Inputs
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Activities
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Outputs
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Outcomes
Budget – Cost Categories
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One time costs
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Fixed costs
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Incremental costs
Budget – Cost Categories 2
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Program
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Administrative
Budget – Cost Categories 3
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Payroll
Benefits (health insurance, other insurance, ongoing education)
Payroll Taxes
Insurances
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Supplies
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Employee
Organization (workers comp, property, general liability, officers & directors)
Vehicle
Malpractice
Medications, medical supplies, educational materials
Office supplies, postage, advertising, printing
Equipment
Technology (website)
Telephone
Gasoline!
Maintenance and repairs
Other
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Meeting Costs (internal, external)
Incentives (volunteer, patient Gasoline!)
Outsourcing (legal, accounting, payroll, billing)
Fundraising – Where?
Foundations
1.
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Large
Family
Corporations
2.
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Corporate Giving
Corporate Foundations
Government
3.
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Legislative
Grants
Individuals
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Direct solicitation
Events
Grant Writing – How?
Step 1: Research grant opportunities (From
Foundations, Corporations, Government)
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Foundation Center (http://www.fdncenter.org)
Foundation Directory Online $ (http://fconline.fdncenter.org)
Donors Forum of Chicago $ (http://www.donorsforum.org)
Guidestar $ (www.guidestar.org)
CFDA-Catalog of Federal Domestic Assistance
(http://12.46.245.173/cfda/cfda.html)
Other such sites and resources
Web search
Other non-profit organization’s annual reports
Ask people you know
Grant Writing – How? 2
Step 2: Obtain detailed information on funding agencies
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Is the funding organization accepting applications?
Does the funding organization’s funding priorities match your
mission?
Does the organization have any funding restrictions?
At what level does this organization usually give?
What are their specific procedures and guidelines for submitting
a grant application?
By answering these questions, you can make your grant efforts
more focused and efficient by targeting those funders who are
most likely to accept your application.
Grant Writing – How? 3
Step 3: If possible, call or email the Foundation
or Corporate Giving Program to discuss your
impending proposal
Grant Writing – How? 4
Step 4: Follow the organization’s specific
guidelines to write and submit a Letter of
Interest
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1-2 page document which typically includes:
information about your organization, the
organization’s interest in applying for a grant,
amount for which you would like to apply, and
information on your intentions with the grant.
Grant Writing – How? 5
Step 5: If you or someone you know has a
contact person within the organization,
contact this person to ask for
advice/assistance and to keep them
informed.
Grant Writing – How? 6
Step 6: Wait for a response from the granting
organization.
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Follow the organization’s written procedures
on this, if available. Some organizations do
NOT want you to contact them to inquire
about the status of your request. Others
specify a date after which you may call/write
to inquire.
Grant Writing – How? 7
Step 7: If invited to submit full proposal, follow the organization’s
specific guidelines to create a proposal.
This can range from the Chicago Area Grant Application which is a
set format that some organizations around Chicago accept, a
highly structured questionnaire, or a general essay with
suggestions on what items to include). Often, you must also
attach materials such as:
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List of Board of Directors and their affiliations
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501(c)3 letter
Most recent year’s audited financial statements
Current year’s budget
Project budget
List other organizations that have contributed toward your organization in the
past year and the current year
Grant Writing – How? 8
Step 8: Wait for a response from the granting
organization.
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Keep your fingers crossed.
An organization may contact you with additional
questions.
An organization may also arrange a site visit to
see how your program works and to ask you
additional questions or for additional materials
Grant Writing – How? 9
Step 9: If funded, you will likely receive an
award letter with the specific reporting
requirements
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These can range from structured, quarterly
reports, to general annual updates.
Be sure to comply with these requirements
if you ever want to be funded in the future.
Grant Writing – How? 10
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If your funding request is denied, it is a good
idea to contact the organization for specific
reasons why. Any constructive criticism you
receive can help you with your next
application!
Questions?
Amy D. Miller
773-890-7130
[email protected]