KDS and The Center for Nonprofit Excellence present: Beyond the Ask: Strategies for Grant Writing Success

LIMITED SEATS! APPLY NOW TO DEEPEN YOUR KNOWLEDGE ON SUCCESSFUL GRANT WRITING.

Grant writing can be an intimidating process. Funders have unique priorities, varying requirements, and often use complicated jargon making the submission process complex and confusing.

With the fundraising landscape being as competitive, fast-paced, and ever-changing as it is, it is important your organization can seize aligned grantmaking opportunities as they arise!

Prepare with The Center for Nonprofit Excellence’s new multi-series offering, Beyond the Ask: Strategies for Grant Writing Success.

This four-session cohort led by Kazanas Development Strategies will provide you with the tools to write a needs statement, prepare a comprehensive budget, write for different audiences, and more.

In addition to the four learning sessions, KDS will provide individual support helping participants to complete one short application and provide the tools you need to submit to others with confidence.

The program will be held on:
November 2nd, 2:30-4:00 PM
November 9th, 2:30-4:00 PM
November 16th, 2:30-4:00 PM
November 30th, 2:30-4:00 PM

As this is a limited opportunity, we are accepting applications for participation from October 2, 2023 – October 20, 2023. 

Apply HERE

Outlook Good

We have to be honest – 2022 was nuts. The prevailing sentiment from our development colleagues is that the fundraising landscape looks very much like a Magic 8 Ball that’s always landing on “Outlook hazy, try again later”. Stock market fluctuations and inflation are provoking serious questions about giving trends, while the insidious nature of new COVID-19 variants continue to leave us all in event planning limbo.

At the end of the day, diversification of revenue sources will be critical to weathering whatever storms we face as a sector: natural or man-made. Our advice?

—> A.B.A.: Always Be Applying (yes, we know that’s poor grammar). Up your grant seeking efforts and apply to enough opportunities that you are statistically closer to success.

—> Change Up Your Story: Develop new, compelling narrative for your proposals, annual reports and appeals, website, social media platforms, etc. that illustrates how critical you have been to making sure your community had their basic needs met and how you’re ready to help them face what’s next. Make sure to center your community’s and clients’ voices!

—>Increase Your Asks: We don’t believe in being shy, and we certainly don’t believe donors get to stay comfortable while you’re out here stretching every dollar and putting out fires 24/7. Funders have to hear from the non-profit community how both a pandemic and this crazy inflation we’re experiencing are wrecking havoc on your ability to deliver programs and meet demand. Ask for more, explain why carefully, and ask for multi-year commitments.

—> Stay hybrid: If public health crises going to be something we have to live with, then fundraising has to stay resilient and flexible. Keep a healthy mix of in-person and virtual events on the schedule this year. And don’t feel bad at all about cultivating relationships with donors over Zoom – if we’ve learned anything at all during the last three years, it’s that virtual meetings give us the ability to meet with donors more conveniently, wherever they happen to be.

So How’s It Going? KDS’s 4 day work week and PTO Policy 1 year later

A message from Christina Kazanas, Principal, Kazanas Development Strategies:

At the start of 2022, KDS announced (insert link here to post) that it was implementing two major policies designed to keep pace with employees’ changing workplace needs: a 32-hour, 4 day work week (with no reduction in pay) and an unlimited/honor system paid time off policy. One year later, we’re looking back to share our experiences and lessons learned from the experiment but the bottom line is that both are here to stay at KDS.

Here’s what we found:

-Our policy gave all full time employees a 32 hour work week but did not pro-rate salaries downward. Basically, we redefined what a full time week is for our company, from 40 hours to 32 hours. One of the unanticipated bumps we hit was with our workers compensation policy – during our year-end audit, the carrier was having trouble understanding our new work week policy and insisted we had 4 part time employees who worked 32 hours. After a lot of explaining and patience on my end (if you know me, that’s not my strong suit), we were able to convince them of our employees’ full time status. We were lucky, and not all companies will be able to achieve the success we had, but big change starts small.

-Our original plan was to be closed Friday, Saturday, and Sunday. This was promptly chucked out the window by January 15th when practically everyone (myself included) realized that we all had differing time off needs and responsibilities. For myself, it made more sense from a client management and business development perspective to split my extra day between Friday and Monday…I would work Friday mornings from 8-12, and then be back in the office Monday from 1PM to 5PM. For others, they appreciated shortened workdays or later start times M-F to accommodate school pickups or tending to aging parents’ needs. So while we still worked 32 hours, we flexed those days differently but practically everyone was able to “be in the office” M-F.

-The unlimited PTO experiment was amazing, and not what I expected at all. Overall, the average amount of time taken was not very different than in 2021, even though the time off in 2022 was paid. Staff tended to take longer weekends more frequently, rather than extended time off (1 week or more). Staff also felt free to schedule “wellness days” with more frequency, and were very open about talking about their need for it (even though that is not a requirement for requesting or receiving approval for said time off). It gave me a ton of insight into how the work might be impacting them, and helped to inform professional development efforts on time/effort management, while giving me useful information on bandwidth and the need for outsourcing new work.

But it also told me that, as the leader of KDS, I needed to be proactive in assessing my team’s need for rest. I had to pay attention to fatigue, frustration, and a ton of other clues that can be hard to assess in a remote environment. And a couple of times, I had to insist that staff take time off. That was hard…these are grown adults and have the right to make those determinations for themselves. But it was also my job to suggest that I was seeing something on my end they maybe they couldn’t see, and how it was impacting their work. I had to encourage people to take some time for themselves, as well as reassure them that they didn’t need to feel guilty for it. I didn’t expect that responsibility, or to feel the weight of its importance so keenly.

-In 2022, we also continued to invest in making full-time remote work viable and productive. We upgraded technology where necessary, invested in a project management platform, and use our Teams environment to grow a sense of community. Our weekly Wednesday team lunches are always a lot of fun, and we’ve started using a dedicated Teams channel for sharing what we’re streaming these days.

If you’d like the TL;dr version: employees like a flexible and trusting work environment, and are more apt to want to be accountable for their time, work, and impact in exchange for that greater freedom. Not a single team member had a project or deadline slip by them during their time off, and each had developed a plan to ensure that the work got done before they left. All of the infrastructure we’ve invested in – communications, effort tracking, and project management – made this experiment the success it is.

When you trust your staff, they come through for you. The work we put in as business owners and non profit leaders to cultivate a culture of trust and wellness pays off in better outcomes and productivity, and organizational loyalty.

What’s Good – March 2023 Newsletter

Hello friends and colleagues,

We hope 2023 is off to a great start for you! We’re up to a lot of good things here at KDS. We are signing on new clients, creating new content, amplifying our client’s successes, attending professional development workshops, and sponsoring important conferences.

At www.kazanasstrategies.com you can read about what we bring to the table for our clients, what sets us apart, and our ever-growing list of clients and partners. We bring our considerable expertise to all of
the Services We Offer.

 

New Clients!

A warm welcome to nOURish Bridgeport, Catholic Charities of Fairfield County, Glynwood Farm Center, Piston Foundation, & CT Council of Family Services Agencies.

New Content!

Outreach!

For the second year in a row, KDS is proud to be a Bronze sponsor of the OPTIMUS Online Community Conversation: Diversity & Mental Health: The Power of Inclusion. This important and fascinating discussion of Mental Health and diversity happens on Thursday, March 16, 2023. Keynote speaker is Award-winning journalist, author, and documentary producer Laura Ling, a leading voice in many issues related to justice, service, human rights, and social equities. We hope that the individuals and organizations in our network will consider attending and/or becoming a sponsor as well. Please contact (203)520-9865 or amcgoldrick@opthc.org for sponsorship opportunities.

Are you also a grantseeking professional? Please take Grantstation’s 2023 State of Grantseeking Survey and contribute to this insightful perspective on our field.

Have a project in mind you want to run by us? Email heythere@kazanasstrategies.com.

As always, I’m just a phone call or an email away,

Christina

 

Prefer a PDF of our Newsletter? Click here: March 2023 Newsletter

 

New Client(s) Alert!

KDS is pleased to be partnering with nOURish Bridgeport and the Connecticut Council of Family Service Agencies. Thank you so much for what you do in our community!

Vetting Grant Opportunities

I just did an initial research project for a new client and want to impart some suggestions while the experience is fresh in my head! Here are 5 tips to help you vet future grant opportunities.

  1. Start organized – stay organized: Create a spreadsheet that includes key deadlines and board meeting dates, contact info, most common grant amounts awarded, and website links.
  2. Search forwards and backward: Searching by areas of funding interest, geographic focus, and target population is the most often used approach. In database tools like Foundation Directory Online, you can conduct a “reverse-search” to see who has funded similar organizations to your own.
  3. Make. Sure. You. Are. Eligible. For. The. Grants. You. Seek! Filter for geography, population served, organizational structure, type of support, and focus areas.
  4. Long-term vs one-nighters: pay close attention to whether funding opportunities offer multi-year and renewable grants vs one-year grant awards, and how frequently organizations can re-apply for funding.
  5. Document your choices. Keep notes on why a funder or opportunity is a good fit. Save funder profiles if available (like on FDO). Share foundations’ board lists with your own board to find connections and relationships to leverage.

Nonprofit Tips: Building Funder Relationships

Building a strong relationship with your prospective and existing funders is a crucial part of grant-seeking. Much in the way you steward and cultivate your individual donors, investing in your institutional, corporate, and foundation grant funders is an important step towards securing the financial sustainability of your organization.

KDS has compiled our best tips and suggestions for how to further these relationships:

For prospective funders:

  • Ensure that your organization is doing work that is in alignment with their priorities and that you meet their eligibility requirements.
  • Check out their 990s and see who else they have funded recently; perhaps they are in your network of nonprofit colleagues.
  • Look at their board list and see if there’s anyone you or your board members could reach out to for insight into the award process.
  • Call them! Call and introduce yourself. If you are not yet eligible for a grant but hope to be in the future, let them know you are growing and working towards eligibility for their grant programs. Ask a thoughtful question, request additional information, or gain some insight on their funding priorities. You want your organization to be present in their minds as they review the applications.

For existing funders:
Deepening your relationship with existing funders is just as important. Send them program updates, photos and videos, annual reports, invitations, and collateral materials throughout the year. Friend them on social media, check their websites for press releases, and continue to keep tabs on their other grantees or new funding priorities.

  • Invite funders to your events or programs, and consider offering volunteer opportunities that will be easy lifts for your team.
  • Reapply as soon as you are permitted and ask for more funding. Provide evidence of how responsibly you’ve used their funding through reported data, evaluations, and more personal impact stories.
  • Have hard conversations. If your funders are requesting data that was not specifically outlined in the award contract, and will put an undue burden on your staff, you should say so. If they are using language or enacting policies that are not aligned with your organization’s values or commitment to anti-racism, you should say so. If you have feedback about their application process and the way it disadvantages organizations led by BIPOC people or members of the community, bring it to their attention. Transformation within the nonprofit community will only happen if everyone is willing to engage in frank, difficult, and respectful dialogue when necessary.

As always, KDS is here to help organizations with their grantseeking process, cultivation of relationships, reporting, and strategy. Contact us at heythere@kazanasstrategies.com for a free 30 minute consultation!

February Service Spotlight – Post Award Contract Management & Compliance

Congratulations! You scored that grant! And whoa…look at all those zeros and commas on that award! Go you!

Except now comes the hard part…managing it. The program deliverables. The expenditures. The drawdowns. The data. All the deadlines. The forms…ZOMG SO MANY FORMS! In a lot of ways, getting the grant is the easy part. The hard part comes in between your contract start and end dates.

Contract management – aside from something you have to do – can be a way of furthering relationships with funders, building your reputation as a reliable steward of funding, and improving chances of grant renewal and funding increases in the future. Funders want to see where dollars are going and how they are being spent. This requires collaboration between finance and program staff, as well as executive administration.

KDS recommends laying the groundwork for this process as soon as the funding has been awarded:

• Identify your grant management team members: program, finance, dept heads and directors, data and evaluation.

• Hold a kickoff meeting with your team that outlines reporting deadlines, funder points of contact, staff responsibilities, makes all forms and portal access available, establishes report development timelines, and outlines approval processes before submitting.

• Establish the “what” and “how” of data that must be collected. Are your current data management processes sufficient to provide the information required?

• Meet the deadlines! If there is a solid reason you cannot meet a deadline, request an extension well in advance of the due date.

• Keep funders apprised of your work in between reports. Add them to your organization’s email newsletters, invite them to join your social media accounts, and let them know you’d love their presence at your events.

Grant management can be an overwhelming process for many nonprofits, even those with dedicated development staff. If you have received government funding of any kind, the requirements are even more challenging and (dare we say) draconian. Multi-year awards may have different reports and data needed at different points throughout the contract.

KDS can both advise and execute post award contract management and compliance to help our clients adhere to funder requirements. We provide guidance on how to operationalize a healthy grant compliance infrastructure in your organization. Engage us for some, or all, of your post award contract management and draw on our wealth of knowledge of how to fulfill and exceed funder requirements.

Want to discuss this further? Reach out to us at heythere@kazanasstrategies.com!

Transgender Justice in Our Workplaces

On January 19th, Non Profit Quarterly sponsored a fantastic webinar entitled “Transgender Justice in Our Workplaces.” The presenters were: Alex Lee, Deputy Director and Ollin Rodriguez Lopez, HR & Administrative Associate of LGBTQ Funders for LGBTQ issues; as well as Cathy K. Kapua, the Deputy Director Trans Justice Funding Project. They covered a wide range of topics related to the experience of, and ways to support, transgender people in the workplace.

The webinar discussed the difficulties faced by transgender people when trying to find supportive workplaces that are also financially sustainable (transgender people are 4 times as likely to be living on $10,000 or less/year). A number of attendees offered their own personal experience in the chat and Q&A about how uncomfortable it is to be the first/only transgender employee in a workplace).

The panel also offered workplace policy recommendations that promote inclusion and how to build these practices into organizational budgets. Workplace policy recommendations include:

○ Posting on a wide variety of job boards and being upfront about compensation and benefits in the job description;

○ Using a hiring matrix to evaluate the strength of candidates and reduce bias;

○ Asking repeatedly during hiring practices if candidates’ values align with those of your organization;

○ Insuring that the onboarding/HR process identifies preferred names/pronouns. If there are legal contexts in which a dead name must be used, work with the employee to decide on how to handle that;

○ Pronouns usage at all meetings;

○ Gender neutral bathrooms at work, and at off-site for conferences and staff retreats;

○ Having a trans consulting firm lead internal training on transgender, gender non-binary, gender nonconforming competency, transgender care, and dismantling transphobia.

Many of the suggestions offered centered around wellness and self-care, which are principles applicable to all employees. Some are low-cost ideas like remote days, option to conduct meetings with cameras off, time off for appointments to tend to physical and mental health, and general understanding of how our health and traumas affect our work life.

Other ideas require budgeting and years of advance planning, but the value they offer to staff is many times that and goes beyond financial support. These examples include:

○ Gender Identity Wellness Fund

○ Reproductive Justice Fund

○ Childcare / Dependent Care Fund

○ Childcare / Dependent Care Travel Stipend

The webinar also addressed how operations and finance are sometimes given a pass on how to implement inclusive and equitable policies. One of the presenters offered the following statement about why implementation of inclusive and equitable workplace policies and practices have to be expected at all levels of an organization:

“Finance, Human Resources, and Operations are about the allocation of assets and should align with racial, economic, and gender justice movements. They are not neutral fields. We make choices. Our choices reinforce structural inequities, resulting in continued harm to Black and brown people. These groups are the most severely impacted by racial, gender, LGBTQ, age, disability, social, educational, health, environmental, and economic inequalities in our communities. In the 2023, we will use our budgets and policies as the official records of these choices.

Finance, Human Resources, and Operations choices are about power. And, this year and beyond, we intentionally commit to doing our best not to forget this, not to let you forget it, and not to be complacent with the patriarchal, sexist, white supremacist structures in place. There is joy in our work. There is magic in our work. It is a myth that our work is neutral.”

The primary and most fundamental takeaway was that the absolute best way to create a hospitable and justice-oriented workplace is to ask for feedback from employees and involve them in the process. Annual Employee Benefit Surveys are essential, as well as frequent and less formal requests for feedback on policies and procedures.

There are so many ways in which workplaces can and need to focus on justice and inclusion BEFORE a staff member who identifies as transgender is hired. Waiting until after a hire is made almost guarantees unhappiness and dissatisfaction from the person you hired to be an asset to the work being done.

January Service Spotlight: Bespoke Grantseeking Assistance

New to grantseeking and looking to dive into the pool? Experienced in grantseeking but looking to develop a new strategy to grow your revenue?
Sometimes all it takes is a few good ideas to set you on the right path towards your goal.

KDS offers Bespoke Grantseeking Advising services to non-profits who are looking for the expertise and guidance that will steer them towards successful grant procurement. If you have questions about a specific opportunity you may want to pursue, a narrative you’ve constructed, or even if your organization is ready to seek and win grants, book a consultation with our fearless leader, Christina Kazanas. No contract needed! Reach out to us at heythere@kazanasstrategies.com today!