Northern Prairie Wildlife Research Center
Identifying Sources of Financial Support
In securing financial support for a project, it is crucial to identify funders
interested in supporting projects involving wildlife research, conservation,
and sustainable development. Grantors seldom support programs that fall beyond
their carefully defined criteria. Thus, the first step in seeking support is
to learn about the particular concerns of different funding organizations. Funders
usually have published material about their areas of interest. Representatives
of funding organizations often attend conservation meetings and publish announcements
in newsletters and journals. If a project fits within a funder’s area of interest,
it is usually helpful to establish personal contact with the funder (or a member
of the staff if the funder is an organization). It helps if someone within the
organization can answer your questions or critique your proposal before it is
formally submitted. Inviting the funder(s) to your project site is an excellent
way to gain advice and cultivate interest among potential funders.
The Letter of Inquiry
Having selected the seemingly most appropriate sources, the applicant should
write a letter of inquiry to each grantor to secure additional information.
This provides an opportunity to cultivate the interest of the grantor without
asking for support. Knowing more about the grantor will also facilitate developing
a comprehensive proposal. A two-page letter should ask for information about
the types of projects the grantor supports and the level of funding. The letter
should summarize the importance of the proposed program, the achievable objectives,
the methods to be applied, and the qualifications of the applicant. The inquiry
letter should not actually request funds but should indicate the level of funding
required. The actual amount requested should be determined after the grantor
indicates the range of grant sizes. If the grantor asks for a formal proposal,
the amount requested should fall within this range.
The Formal Proposal
If the potential grantor expresses interest in the proposed project, the next
step is to prepare a formal proposal. This is often the most important step
in any conservation effort. The proposal should be clear, concise, and well
written to reflect the importance of the project and the motivation and ability
of the applicant. A neat, preferably typewritten, proposal is crucial to developing
the interest of the grantor; misspellings and typographical errors do not give
a favorable impression.
The proposal should include a summary, a statement of the project’s rationale and objectives, a description of the problem, an outline of the study methods and activities, and a specific timeline and budget. Literature sources that support statements in the proposal should be listed in alphabetical order by the author’s last name at the end of the proposal. Three well respected people who know you and who are familiar with your work should be listed as personal references. Include their names, addresses, and telephone and fax numbers. References should provide their consent before you include them in your proposal. The budget should fit within the range of giving of the funder. Deadlines for submitting proposals and grant reports should be observed closely.
Securing and Managing a Grant
If a grant proposal is accepted, thank-you letters should be sent to funders
and references after the grant has been approved and after funds have been received.
If a grant is provided through a supporting institution, the accountants of
that institution should be advised in advance so that they are prepared to receive
and manage the grant. If funds are sent directly to the grantee, the funds should
be placed in a special bank account independent of all other accounts. This
facilitates accounting. Funds from the account should only be used for items
listed in the proposal to the grantor. Receipts should be received for all funds
spent.
Well written and concise project reports and accounting reports should be submitted to the funder midway through, and upon completion of, a project. Receipts for all funds used should be kept, and a complete financial report including receipts should be submitted upon completion of the project. Unused funds should be returned to the funder.
Communications
Written and verbal communication with grantors is vital in developing a productive
relationship. Grantors are people too, and their lives are devoted to providing
effective, constructive grants. They appreciate being appreciated. Sometimes
grantees feel grantors owe them support and after a grant is received, the grantor
is forgotten. Such behavior is a prescription for reducing the possibility of
grant renewal.
Personal Contact
Receiving a grant is often based on personal contact between the grantee and
grantor. If a grantor lives in or is visiting the grantee’s region, the grantee
should try to establish personal contact with the grantor. A 15-minute visit
to the office of the grantor can be very productive and provide an opportunity
to invite the grantor to visit project sites. Grantors of wildlife research
and conservation projects are usually keenly interested in the natural world
and welcome the opportunity to learn from specialists and to travel with them
in the field.
Cultivating Support
In many cases, cultivation of the grantor leads to additional support, both
through the grantor and through other funders with whom the grantor has contact.
This usually depends upon direct personal communication between the grantee
and the grantor. A grantee should be creative in cultivating this expanded support.
For example, grantees should invite grantors on expeditions or short field trips,
keep grantors informed about the progress and problems of the work, and seek
the advice of grantors in areas where the grantor may have expertise. In short,
grantors usually give to people rather than projects. Personal contact is therefore
vital.
Persevering
Not all grant proposals can or will be funded, especially in the initial effort
to gain support. You should not be discouraged by such results, but should look
for opportunities to refine and improve the proposal, to identify more promising
sources of support, and to learn from the process. In some cases, it may be
necessary to redefine the focus, breadth, or organization of the project. In
other cases, it may be useful to work with other individuals or non-profit organizations
in your region on joint projects that offer different funding possibilities
and that convey multiple benefits. In any case, it is important to continue
to seek out information and contacts, and to communicate your enthusiasm for
the project.