New Client Application - Grants Development

Boyd Grants works with U.S.-based organizations, such as government entities (cities, counties, states) and nonprofit organizations (social services, healthcare, educational institutions, etc.) that have been in operation for at least three years and have filed an IRS 990 within the past year.

Includes prospect research and then grant development for up to 12 foundation grant opportunities. Boyd Grants hosts bi-weekly Zoom meetings to discuss strategy and next steps on each opportunity, drafts each grant proposal for your review and input, finalizes each proposal for your submission, and provides coaching as needed along the way. Your team is responsible for connecting with each funder prior to Boyd Grants drafting each proposal and is responsible for submitting proposals to funders.

Please answer the questions below to help Boyd Grants learn about your organization. The information you provide here will help Boyd Grants evaluate whether we can help your organization at this time.

Name*

First NameLast Name

Position*

Email*

example@example.com

Organization Name*

Organization Physical Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number*

Please enter a valid phone number.

Organization Web Address*

Organization Employer Identification Number (EIN)*

Year Established/Date of Incorporation*

(Found on 501c3)

Is your organization classified as a 501c(3) nonprofit? If not, what is the classification?*

YesIf not, what is the classification:

Has your organization filed an IRS 990 within the past year?*

YesNo

Has your organization obtained an independent financial audit within the past year?*

YesNo

Do you have a board-approved organization budget?

YesNo

Have you created budgets for each of your organization’s programs?*

YesNo

Do you have a board-approved strategic plan?*

YesNo

Mission, Vision, & Values Statements*

Needs Addressed: What are the issues, needs, or risks that your program or project addresses? Think in terms of the community and the individuals/families you serve. *

People Served: Who is eligible for your services? Describe the people served by your program or project, including the number of people served per year (or per month, or per cohort – as is applicable to your work). Think in terms of geographic location, household income range, and personal demographics such as races or ages or other data you track. *

Goals: What are the goals of your program or project? What do you do and why does it matter? Think in terms of impact on the people served: what will they learn, what resources will they gain, what will they be equipped to do, what barriers will they overcome, etc. as a result of your program or project?*

Services: Describe how a person accesses or participates in your program or project, and the frequency of your services. Details to consider, as applicable to your work: How does a person apply or first connect with you? How often can a person/ family come to you for help? When and where do your classes/events/activities occur? How long does it take for a person to complete your program? *

Program Outcomes: Does your organization have measurable program outcome statements, or do you need help creating those? Examples: 90 of 100 (90%) of participants will demonstrate increased knowledge of financial management skills at program completion. 40 of 45 (89%) of students will complete the course and earn a transportation logistics certificate.*

Yes, we track participant data and we track & report our progress toward defined outcomes.We track participant data, but have not yet defined measurable outcomes.We do not yet track participant data.Other

What is your organization’s total projected expense for the current year?*

What is your organization’s total projected revenue for the current year?*

How much of your total revenue currently comes from grants?*

What other sources of funding does your organization have? Examples: program/service revenue, donations from individuals, donations from corporations or churches, social enterprise, other*

Describe your goals for grant seeking. Do you need a specific dollar amount to support a specific upcoming project? Do you need operational funding, program funding, capital project funding, etc.?*

How soon do you need grant funds?*

Boyd Grants complies with the ethical standards set forth by the Grant Professionals Association and will not accept a percentage of a grant award as compensation for grant writing. Payment for grant services must be made from other revenue sources your organization has secured. Will this payment structure work for your organization?*

YesNo

GPA Code of Ethics

Is there anyone else in your organization who must approve the decision to begin grant consulting services? If yes, please list their name and role.*

Please check each item below that you or someone else from your organization can commit to doing as a Boyd Grants client:*

Designate a staff person to be the primary point of contactRespond to requests for information within two to three daysReview and provide feedback on all grant-related materials within one week unlessotherwise agreed uponProvide key documents and information such as budgets, financial statements, staffing andboard lists, client demographics, client program/service numbers, etc.Commit 8 to 10 hours per month for supporting our grants development work together. This includes a 30-minute meeting every other week.

Is there anything else about your organization or grant needs that you would like us to know?*

What questions do you have for us?*

How did you hear about us?*

Boyd Grants will review your application and be in touch with you within a few days to discuss next steps. If we contract to work together, then we will request additional information and documents, including budgets, organizational chart, list of board members, audited financial statements, program data, client success stories, and other information that helps us effectively tell your organization’s story.

Please verify that you are human*

New Client Application- Grants Development

Organization Information

Program Information

Financial Information

Working with Boyd Grants

What Happens Next