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Grant seeker's budget toolkit
2001
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Quick and New (both with Polaris Corporation, a grants consulting business) provide a step-by-step guide to the grant application process, with a particular focus on budgeting and financial planning aspects. Coverage includes project development, budget concepts and terms, definitions and explanations of direct costs, and the computation and capturing of personnel and travel costs and other direct costs and prices. The final section explains how to report a finished budget. The text is clearly organized and readable. The included CD-ROM contains forms, spreadsheets, and checklists. Annotation c. Book News, Inc., Portland, OR (booknews.com) - (Book News)

Step-by-step guidance, insider tips, and all the tools you need to create budgets and financial plans that win grants

Grants are a major source of funding in the nonprofit sector, and nonprofits invest considerable time, effort, and resources into obtaining them. A key aspect of any successful grant application initiative is budgeting and financial planning. A well-crafted budget, clearly delineating when, where, and how grant moneys will be applied, goes a long way toward selling a grantor on an applicant's vision. Unfortunately, many nonprofit professionals lack the know-how required to create budgets that instill grantors with confidence. This book fills that much-needed gap. Authors James Aaron Quick and Cheryl Carter New walk you through the entire budgeting process, providing invaluable insider tips, guidelines, and rules of thumb. More importantly, they provide you with indispensable guidance including a complete, step-by-step budgeting system, with each step fully documented and accompanied by an arsenal of powerful tools, plus much more to help you transform your organization's vision-and mission-into reality. - (WILEY)

Step-by-step guidance, insider tips, and all the tools you need tocreate budgets and financial plans that win grants

Grants are a major source of funding in the nonprofit sector, andnonprofits invest considerable time, effort, and resources intoobtaining them. A key aspect of any successful grant applicationinitiative is budgeting and financial planning. A well-craftedbudget, clearly delineating when, where, and how grant moneys willbe applied, goes a long way toward selling a grantor on anapplicant's vision. Unfortunately, many nonprofit professionalslack the know-how required to create budgets that instill grantorswith confidence. This book fills that much-needed gap. AuthorsJames Aaron Quick and Cheryl Carter New walk you through the entirebudgeting process, providing invaluable insider tips, guidelines,and rules of thumb. More importantly, they provide you withindispensable guidance including a complete, step-by-step budgetingsystem, with each step fully documented and accompanied by anarsenal of powerful tools, plus much more to help you transformyour organization's vision-and mission-into reality. - (WILEY)

Auf dem Gebiet der gemeinnützigen Einrichtungen spielt die Budget- und Finanzplanung für eine erfolgreiche Bewerbung um Zuschüsse oder Subventionen eine wesentliche Rolle. Leider fehlt vielen Experten im gemeinnützigen Bereich das nötige Know-How, um solide, vertrauenerweckende Budgets zu erstellen. Mit diesem Buch gleichen Sie dieses Wissensdefizit aus. "rGantseeker's Budget Toolkit" beschreibt den kompletten Budgetierungsprozess, gibt Insider-Tipps und nennt praktische Richtlinien und Faustregeln. Darüber hinaus erläutern die Autoren jeden Schritt eines Budgetierungssystem und vermitteln eine ganze Reihe nützlicher Budgetierungsmethoden und -verfahren. Eine umfassende und detaillierte Darstellung. - (WILEY)

Author Biography

JAMES AARON QUICK and CHERYL CARTER NEW are President and CEO, respectively, of Polaris Corporation, a grants consulting business that focuses on grants to organizations. They have developed and tested their training design through a series of seminars given throughout the world. - (WILEY)

Flap Cover Text

Step-by-step guidance, insider tips, and all the tools you need to create budgets and financial plans that win grants

Grants are a major source of funding in the nonprofit sector, and nonprofits invest considerable time, effort, and resources into obtaining them. A key aspect of any successful grant application initiative is budgeting and financial planning. A well-crafted budget, clearly delineating when, where, and how grant moneys will be applied, goes a long way toward selling a grantor on an applicant’s vision. Unfortunately, many nonprofit professionals lack the know-how required to create budgets that instill grantors with confidence. This book fills that much-needed gap. Authors James Aaron Quick and Cheryl Carter New walk you through the entire budgeting process, providing invaluable insider tips, guidelines, and rules of thumb. More importantly, they provide you with indispensable guidance including a complete, step-by-step budgeting system, with each step fully documented and accompanied by an arsenal of powerful tools, plus much more to help you transform your organization’s vision–and mission–into reality.

- (WILEY)

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Table of Contents

What Is a Budget: And Where Does One Come From?
1(16)
Define Project Budget
1(4)
Project Budget Creation and Accountants
5(1)
Project Budget as Summary
6(2)
Project Budget and Grant Request
8(2)
Careless Use of Terms
10(2)
Where Does a Budget Come From?
12(1)
Wise Guy and Wise Lady
12(1)
Conclusion
13(4)
Key Definition
13(1)
Key Concepts
14(3)
PART I DEVELOPING YOUR PROJECT
What Is a Project: And Where Does One Come From?
17(11)
General Concept
18(2)
Project or Program?
18(1)
A Rose by Any Other Name
18(2)
Program or Project?
20(1)
Organization
20(4)
More Terminology
24(1)
Where Does a Project Come From?
24(1)
Wise Guy and Wise Lady
25(1)
Conclusion
26(2)
Key Definition
26(1)
Key Concepts
27(1)
What Is a Problem: And How Does a Project Come from One?
28(20)
Problems
29(9)
In General
29(1)
Characteristics of Problems
30(2)
Alignment between Organization and Problem
32(1)
Focus on People
32(2)
Fund-Raising vis-a-vis Grant Seeking
34(1)
Avoid Circular Logic
35(1)
Solutions Masquerading as Problems
36(1)
Keeping the Language Straight
37(1)
The Two Parts
37(1)
Putting It All Together
37(1)
Project Design
38(5)
Step 1: State a Problem
38(1)
Step 2: List the Causes of the Problem
38(1)
Broad Problem: Youth Crime and Violence Are Increasing
39(1)
Step 3: Eliminate, Recast, Group, and Choose Causes
39(1)
Broad Problem: Youth Crime and Violence Are Increasing
40(1)
Step 4: Identify a Solution
41(1)
Broad Problem: Youth Crime and Violence Are Increasing
41(1)
Step 5: Identify Resources Needed
42(1)
Project Profile
43(1)
Hit List
44(1)
Wise Guy and Wise Lady
45(1)
Conclusion
46(2)
Key Definition
46(1)
Key Concepts
47(1)
Project Development
48(25)
Similarities among Projects
48(2)
Project Preparation and Logistics
49(1)
Partnership Activities
49(1)
Implementation with Target Population
49(1)
Monitoring and Management of the Project
49(1)
Create the Project Outline
50(4)
Outlining a Grant Project
50(1)
Examples Are Just Examples
51(3)
Project Outline to Goals and Objectives
54(5)
Goals: General Discussion
54(1)
Goals: The Tool
55(1)
Goals: The Source
56(3)
Objectives: General Discussion
59(2)
Objectives: Plain Language Definition
61(1)
Objectives: The Three Characteristics
61(1)
Objectives: The Five Parts
61(1)
Objectives: The Tool
61(1)
Activity Analysis Worksheet
62(5)
Wise Guy and Wise Lady
67(1)
Conclusion
68(5)
Key Definition
69(1)
Key Concepts
69(4)
PART II DEVELOPING YOUR BUDGETS
Fundamentals of Project Budgets: Concepts and Terms
73(32)
The Two Types of Budget Costs
74(8)
Defining Direct Costs
74(3)
Defining Indirect Costs
77(1)
Example of Direct and Indirect Costs
78(1)
Calculation of Indirect Costs
79(3)
Indirect Cost Calculation Tool
82(1)
A Variety of Direct Costs
82(4)
Questions and Answers
84(2)
An Old Standby: SF-424
86(2)
Thoughts on Budget Totals
87(1)
Project Revenue
88(1)
Project Partners
88(2)
Looking with ``New Eyes''
90(3)
Small Form Does Not Mean Small Money
93(1)
In-Kind
94(8)
In-Kind: The Concept
95(1)
In-Kind: A Short Grammatical Discussion
96(1)
In-Kind Contribution: The Definition
96(6)
Wise Guy and Wise Lady
102(1)
Conclusion
102(3)
Key Definition
103(1)
Key Concepts
103(1)
The Three Rules of Grant Seeking
103(2)
Direct Costs: Definitions and Explanations
105(29)
Personnel
106(3)
Project Personnel: Grant Request
107(1)
Your Organization: In-Kind Contribution
108(1)
Partner Organizations: In-Kind Contribution
109(1)
Volunteers: In-Kind Contribution
109(1)
Fringe
109(1)
Travel
110(8)
Air Travel
112(2)
Ground Travel
114(2)
Other Travel
116(1)
Meals
117(1)
Lodging
117(1)
Gratuities
117(1)
Tolls
117(1)
Parking
118(1)
Courtesy Expenses
118(1)
Disallowed Expenses
118(1)
Equipment
118(2)
Capital
120(1)
Supplies
121(1)
Materials
122(1)
Contractual Services
123(4)
Con tractors
124(1)
Consultants
125(1)
Contractor or Employee?
125(1)
In-Kind Contribution: Employee or Contractor?
126(1)
Endowment
127(1)
Other or Miscellaneous
127(1)
Materials and Supplies Revisited
128(1)
Project Development and the Budget
129(1)
Operating Funds
129(3)
Wise Guy and Wise Lady
132(1)
Conclusion
132(2)
Key Concepts
132(2)
Personnel Costs: Compute and Capture
134(30)
Exempt or Nonexempt Employee?
135(1)
Salaried Personnel Funded from Grant Request
136(2)
Calculation Formula
136(1)
Definitions
137(1)
Salaried Personnel Funded from Other Sources
138(3)
Calculation Formula
140(1)
Definitions
140(1)
Hourly Wage Personnel Funded from Grant Request
141(3)
Calculation Formula
142(1)
Definitions
142(2)
Hourly Wage Personnel Funded from Other Sources
144(1)
Calculation Formula
145(1)
Personnel Fringe (One Rate)
145(3)
Calculation Formula
148(1)
Definitions
148(1)
Personnel Fringe (More than One Rate)
148(4)
Calculation Formula
149(2)
Definitions
151(1)
Combined Personnel Expense Calculation Worksheet
152(9)
Calculation Formulas
154(1)
Salaried Positions
154(1)
Hourly Wage Positions
154(1)
Personnel Fringe
154(1)
Definitions
154(7)
Wise Guy and Wise Lady
161(1)
Conclusion
161(3)
Key Principle
162(1)
Key Concepts
162(2)
Travel Costs: Compute and Capture
164(23)
Initial Travel Planning
165(3)
Example Trip
167(1)
Completing a Travel Planning Worksheet
168(1)
Calculation Worksheet: Ground Travel by Private Vehicle
168(4)
Formula
170(2)
Calculation Worksheet: Ground Travel by Rental Vehicle
172(4)
Formula
172(4)
Calculation Worksheet: Ground Travel by Hired Vehicle (Shuttle, Taxi, Hired Car, Limousine, Bus, or Rapid Transit)
176(3)
Formula
176(3)
Calculation Worksheet: Air Travel
179(2)
Calculation Worksheet: Meal Expense
181(3)
Calculation Worksheet: Lodging
184(1)
Compiling Expenses
185(1)
Wise Guy and Wise Lady
185(1)
Conclusion
186(1)
Key Concepts
186(1)
Other Direct Costs and Prices
187(30)
The Calculation
188(2)
Unit of Purchase
188(1)
Formula
189(1)
Equipment
190(1)
Materials and Supplies
191(1)
Contractual Services
192(1)
Other/Miscellaneous
192(1)
Endowment
193(5)
Capital
198(1)
Finding Prices
198(1)
Personnel
199(1)
Fringe
199(1)
Travel
200(6)
Air Travel
200(2)
Ground Travel-Private Vehicle or Car Rental
202(1)
Ground Travel-Train
203(1)
Ground Travel-Bus
204(1)
Ground Travel-Taxi, Shuttle, Limousine, or Hired Car
204(1)
Ground Travel-Mass Transit (Train, Subway, or Bus)
205(1)
Meals
205(1)
Lodging
205(1)
Gratuities
205(1)
Tolls
206(1)
Parking
206(1)
Courtesy Expenses
206(1)
Equipment
206(1)
Capital
207(3)
Land Purchase
207(1)
Building Purchase
208(1)
Land Improvement
208(1)
Building Improvement
209(1)
Supplies and Materials
210(1)
Contractual Services
210(1)
Wise Guy and Wise Lady
211(1)
Conclusion
212(5)
Key Principle
212(1)
Key Concepts
213(4)
PART III REPORTING YOUR BUDGETS
Putting It All Together: Developing a Finished Budget
217(20)
Activity Analysis Worksheet
218(4)
Develop All the Data
222(1)
Key Concept
222(1)
A Short but Advanced Discussion of Goals and Objectives
223(3)
From Objective to Activities
226(2)
Using the Calculation Worksheets
228(1)
A Practical Matter
228(1)
Master Budget Development Checklist
229(2)
Preparing to Complete a Budget Form
231(3)
Completing a Budget Form
234(1)
Wise Guy and Wise Lady
235(1)
Conclusion
235(2)
Key Concepts
236(1)
The Budget Narrative
237(14)
Personnel and Fringe
238(1)
The Why
238(1)
The How
238(1)
Travel
239(4)
Air Travel
239(1)
Ground Travel
239(1)
Meals
240(1)
Lodging
241(1)
Gratuities
241(1)
Tolls
242(1)
Parking
242(1)
Courtesy Expenses
243(1)
Equipment
243(1)
Capital
244(2)
Building and Land Purchase
244(1)
Building and Land Improvement
245(1)
Supplies
246(1)
Contractual Services
247(1)
Endowment
247(1)
Wise Guy and Wise Lady
248(1)
Conclusion
249(2)
Key Definition
249(1)
Key Concepts
249(2)
Index 251(8)
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