The Pie You Want a Piece Of

A not-so-secret recipe for sweet grant success

According to Giving USA, foundations gave away $90.88 billion in 2021, or 19% of total charitable giving.

As a nonprofit association, that’s a pie you want a piece of.

The good news for grant seekers: this slice of the pie is growing – up 3.4% over 2020. The bad news: breaking into the grant pantry can take a significant degree of effort, and many organizations are unnecessarily daunted at the prospect.

Grant seeking does require effort: articulating organizational strategy, documenting programmatic outcomes, projecting a grant’s impact, identifying interested grantors. To assemble, sift and stir all those ingredients – for a cake that might never rise – is more effort than some association bakers are willing to put in.

But there’s a great reason to persist: do the diligence one time, and you’re already half-way done for your next grant, because so much of your work can be repurposed. When it comes to grants, muscle memory means money.

The grant writing recipe

Grant writing requires an understanding of the grant-maker’s mission, goals and application process. Writing persuasively and accurately, you’ll need to communicate a compelling idea, demonstrate the project is well-planned, and identify a clear financial need and feasible path to impact.

Key ingredients for a sweet grant proposal:

1. Make your project description easy to understand, clearly stating what the project aims to achieve.  Confront the hard questions head-on: What need does your program address? Why is it important? Why should this funder care? Share relevant data and statistics from multiple sources.

2. Show how this issue relates to your mission and why your organization is the best one to address it. Document knowledge, resources, and services you provide that others can’t match.

3. Show how your needs align with the funder’s priority. Tailor your proposal to match the funding organization’s mission, goals, and funding priorities. For additional insights, find out who they have funded previously.

4. Detail the feasibility of success. The proposal should show that the project is feasible and the organization has the capacity to carry it out. Project timeline, milestones, and budget should show the project is well-planned and achievable.

5. Articulate clear and measurable outcomes. The proposal should outline success measures linked to the need for funding. Be prepared to project how many individuals will achieve successful results from your program. What does success look like when scaled locally, regionally, or nationally? If you can’t supply impact data, provide expert testimonials, photos, or other representations of impact.

6. Demonstrate innovation. Show how your approach to this issue is creative and innovative, while also being sound and evidence-based.

7. Assemble a strong team. Introduce an institutional team with the necessary skills, experience and commitment to complete the project. Include the team’s roles, responsibilities and expertise.

8. Provide a comprehensive budget. Detail overall program cost, the amount of your ask, and how you’ll use it (operating, staff, capital). Include all current and ongoing expenses. It is critically important to demonstrate your organization can successfully manage the grant you are requesting.

9. Address sustainability issues. If your grant request is for a start-up project, include your timeline and show how the program will be administered during the start-up phase. Show how diverse funding streams will be applied over time to sustain the program and provide an exit strategy for the funder.

10. Secure institutional leadership. Ensure the grant request has the support of your administration and board of directors. Communicate the effort required for this program and expectations for their involvement moving forward.

11. Offer sponsorship recognition. The importance of this will vary among grantors. Be prepared to provide examples of how your organization can visibly recognize their support.

12. Steward the foundation grantor. Communicate prior to and following your grant submission and whenever possible.

As a slice of your organizational revenue, grants can be more than just frosting on the cake – just follow our proven recipe. We can’t guarantee you’ll be rolling in dough, but you’ll definitely receive your just desserts.


Consultants in Association Philanthropy’s 35-point questionnaire can ensure your grant request targets appropriately, communicates effectively and asks persuasively.  To find out more, contact Brad Hutchins at brad@associationphilanthorpy.com or 630/965-7708.

Winter is Coming

Your Association’s Giving Tuesday and Year-End Fundraising Campaigns Start Now

Brad Hutchins, Principal, Consultants in Association Philanthropy

What is your association’s plan to stand out from the rest during this fall’s year-end fundraising season? How will you position your cause as the best place and most impactful organization to give to?

As fundraisers, we know a year-end’s impact on giving from individuals and family foundations. For example, Cameron Ripley at Community Boost shared at a recent conference that 30% of all donations happen between Giving Tuesday and December 31st, with ten times more donors giving on Giving Tuesday compared to an average day of the year.  For some associations, that percentage can be much higher.

As with all things, thoughtful strategy, planning and promotion of your giving opportunities are required. Below are some suggestions to help you develop a strategy and plan for your Association’s year-end fundraising campaign. This outline is intended to help you get the most out of year-end giving this year and in the years to come. Remember, it is essential to put your plan in writing and include dates and goals. This guide is meant to help prompt you and help you get the most out of the last quarter of the year.

SEPTEMBER

  1. Review the prior 3 to 5 years of fundraising data and evaluate trend lines.
    • Is there a difference in online giving vs. mail appeals responses and dollars raised? 
    • Are year-end donations overall rising faster than inflation?
    • What is your average gift size, and how has it changed from year to year?
    • What is are your donor retention rate?
    • Have you seen growth in the number of new and retained donors?
    • Do you see an increase in monthly giving from your donors?
    • Who usually donates annually by now, but hasn’t made a gift yet this year?
  2. Select programs and funding priorities to promote during your year-end campaigns.
  3. Establish your financial goals for those programs selected.
  4. Draft campaign language and design collateral material. Include need, impact, sense of urgency, pictures and personal stories when possible.
  5. Develop two sets of communications for each of the programs selected. 
    • One set of communication materials for your Giving Tuesday launch
    • The second set of communications for the December follow-up campaign
    • Do not forget to include in your year-end appeals family and small foundations you have identified that align with the programs you will be promoting.
  6. Develop a strong promotions calendar for your campaign.
    • The campaign should include dates for the initial Giving Tuesday campaign and December campaign, along with follow-up communications to donors. Text will change depending upon the venue.
      • Direct mail
      • Email
      • Association or foundation website
      • LinkedIn
      • Journal and newsletters
      • Other social media platforms
    • For select Associations with broader public appeal, identify outlets that can promote your campaign and mission. Consider paid media exposure.
  7. Identify staffing and year-end responsibilities to process / acknowledge gifts.
  8. Determine if you will have a matching or challenge campaign.  If so, secure those now.
  9. Identify, secure and engage leadership and volunteer support in campaign selections.
  10. If you haven’t already reviewed the capacity and accuracy of your online giving platform this summer, then prioritize resources to this today.
    • Does it track and report gifts properly?
    • Can you personalize your electronic and/or direct mail appeals and thank you notes?
    • Does it connect to any more extensive databases of records for your Association?
    • Test your online giving program—send out impact stories of prior donations or programs. Identify online giving deficiencies and needed improvements internally to make the case for future budget needs and upgrading. A solid development software system is the cost of doing business in today’s environment.
  11. Review and update your direct mail lists for advocacy.
    • Cull out your deceased donors and donors that have only given a one-time gift in memory of someone.
    • Update any out-of-date addresses.
    • Check to ensure accuracy and ability to personalize your appeals (including spouses/significant others).
  12. Create and prepare notes of gratitude to prior benefactors.

OCTOBER

  1. Schedule, plan and share stories with current and potential donors about your organization’s impact on crucial programs over the prior year.
  2. Secure ad/display space to promote your organization and its impact on programs.
    • On your association’s website and newsletters
    • On keyword searches used by consumers and interested parties (i.e., Google, Facebook, LinkedIn)
    • As appropriate for your mission and general public appeal, consider purchasing electronic ad space to expand for overall reach.
  3. Have campaign language vetted internally for accuracy
  4. Test your message, design and layout.
    • Giving Tuesday campaign
    • Annual Giving appeals

NOVEMBER

  1. Activate and launch Giving Tuesday campaign electronically and in print week prior to and during the week of Giving Tuesday:
    • Social media and electronic campaigns include display visibility via your Association website and LinkedIn
    • Online ads and in print (as available)
    • Giving Tuesday appeal(s)
    • Direct appeals sent through the traditional mail
    • Note: Be sure to check all state registration requirements and any legal disclaimers.
    • Continue sharing stories of impact from members and/or grant recipients who have helped make those possible.
  2. Express gratitude to donors as gifts are received.
    • Include donor’s names and amounts as well as required statements for gifts of $250 or more.
    • If you have a Giving Club, mention that in your thank you.

DECEMBER

  1. Mid-December, launch personalized second wave of appeals to donors who have not committed or donated to your  Giving Tuesday campaign using the following means:
    • Email
    • Text
    • Mail
    • Call
  2. Share information with your donors and prospects on how you are doing toward reaching your year-end goals.
  3. Continue to express genuine gratitude to donors the day the gift is received.  Be sure to include names and amounts in your thank you.
  4. Consider sending a no-cost thank you “gift” to donors at a certain level or above:
    • A song or a curated list of music
    • Access to a particular video or online event
    • Electronic badge of appreciation
    • Number of years donating
    • First donation
    • Invitation to the Donor’s Lounge at the next annual meeting

JANUARY

  1. Share high-level year-end results with your donors and express thanks for their support.
  2. Call your recurring and more significant donors to thank them. Share with them the impact they are making. Consider engaging key volunteers and board members to assist in this process.
  3. Begin analysis of the year-end campaign, including the impact of display ads and print and online efforts. Remember, data goes beyond the number of donations, but the total amount raised includes:
    • Retained donors
    • New donors
    • Average gift
    • Recurring donations
    • Cost to acquire donations, etc.
  4. Hold a post-campaign team evaluation session with staff to review successes, failures, goals and improvements needed for future campaigns. This review should include software capabilities, ease of making a donation and furthering recurring giving.
  5. Begin planning the next campaign.

We’d love to hear from you about your success, creativity, and pain points with your year-end campaigns. There are more ideas and opportunities that we’d love to share with you as well.

Consultants in Association Philanthropy is prepared to help guide you and your association through your year-end campaign and help you grow and expand your donations and donor base. If you are interested in learning more, give us a call at 630.965.7708 or email us at brad@associationphilanthropy.com.