Grant Management and Fundraising

Introduction

This course is comprehensive on grants management and fundraising, spanning the grants lifecycle from pre-award through grant closeout. The course provides the Federal, pass-through, and recipient workforces with the knowledge and skills they need to improve the program and public accountability, efficiency, and outcomes for beneficiaries.

Training Schedule

Course Objectives

• Identify and understand the critical terms and conditions of grant aid for donor-funded projects
• Ensure compliance with donor terms and conditions
• Understand the donor requirements regarding supporting documents, correct procurement of goods and services, and meeting financial reporting requirements
• Managing multiple-funded programmes
• Understand proposal writing, project planning, and problem analysis
• Prepare a donor financial report to match with a project narrative report
• Describe the phases in the grant management cycle and clarify key responsibilities and routines needed for successful grant management
• Identify the requirements for closing off a donor grant
• Manage the relationship with donors, head office, and implementing partners with greater confidence
• Appreciate the contribution of the different functions within the organization (program and project staff) and cultivate good work relationships between the teams, finance, and program staff working closely for Successful grant management
• Develop Grants management planning implementation and reporting tools
• Develop Proposal writing skills, project Planning, and Project problem analysis

Course Content

Introduction to Grants Management

• What is grants management?
• Grants management and project development
• Key grants-related terminologies

Overview of Project Award Types

• Grants
• Contracts
• Cooperative Agreements
• Subcontracts

Types of Grants

• In-kind
• Standard
• Mixed

Grants Lifecycle

• Pre-Award activities
• Planning
• Proposal Submission
• Award of Grant
• Post-Award activities
• Implementation
• Monitoring and Evaluation
• Amendments
• Reporting
• Closeout

Elements of Grants Application

• Grants Preparation and Planning
• Developing Goals, and Objectives
• Finalizing and Submitting Grants Application

Grants Budgeting

• Introduction to Grants Budgeting
• Grants Budget Elements
• Budget Development
• Budget Management

Accounting Essentials for Grant

• Accounting multiple grants/ awards
• Tracking of matching funds
• Accounting for in-kind contributions
• Developing account code structure

Compliance

• Financial and procurement rules
• Contractual agreement
• Donor compliance
• Legislative compliance
• Accounting Standards and Practices
• Community and Cultural Compliance

Contract Management

• Contract assessment
• Contract negotiation
• Contract management

Internal Control in Grants Management

• Control environment
• Risk assessment
• Control activities
• Information and communication
• Monitoring activities

Grants Reporting

• Financial
• Narrative
• Evaluations
• Amendments

 Sources of Fundraising

• Grants from agencies, foundations, and corporations
• Individual donors
• Sales and services
•  Methods of Fundraising
• Special events
• Donor relationship and cultivation
• Capital and comprehensive campaigns
• Accountable fundraising
• Professional fundraising

Best Practices of Fundraising

• Use credible, cost-effective fundraising methods
• Be accountable
• Respond quickly to questions and complaints
• Publish annual reports
• Update paperwork
• Express gratitude
• Deterrents to Fundraising
• Lack of patience
• Insufficient planning
• Poor communication
• Poor networking
• Lack of appeal/credibility
• Lack of long-term planning

TRAINING APPROACH

This course will be delivered by our skilled trainers with vast knowledge and experience as expert professionals. The course is taught in English and through a mix of theory, practical activities, group discussion, and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

TAILOR-MADE COURSE

This course can also be tailor-made to meet organizational requirements. For further inquiries, don’t hesitate to get in touch with us on: Email: info@advantaedgedev.com Tel: +254 713 072 883

TRAINING VENUE

The training will be held at our Advantaedge Training Centre. We also offer training for a group at requested locations worldwide. The course fee covers tuition, training materials, two break refreshments, and a buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

CERTIFICATION

Participants will be issued with an Advantaedge certificate upon completion of this course.

AIRPORT PICKUP & ACCOMMODATION

Airport pickup and accommodation are arranged upon request. For booking contact our Training Coordinator through Email: info@advantaedgedev.com Tel: +254 713 072 883