Creating a Business Plan, Budget Development, and Fundraising

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					Creating a Business Plan,
Budget Development, and

                       Amy D. Miller, MPH
          Executive Director, Mobile C.A.R.E. Foundation
 Coordinator, Mobile Health Providers Coalition of Chicago
            Mobile C.A.R.E. Foundation
   Non-profit organization operating since 1999 to provide
    free and comprehensive asthma care, health education,
    and medications to children in Chicago’s underserved
    communities via mobile medical clinics, the Asthma
Mobile Health Providers Coalition
   Growing network of 20+ organizations, all of which
    provide health, social service, and/or dental education
    and care via mobile medical clinics in Chicago and the
    surrounding areas.

   Goal is to enhance the services we individually provide
    our community through resource sharing and networking
Business Plan - Components

   What: Mission Statement and Goals

   Why: Impetus for establishing organization
Business Plan - Components 2

   Program explanation
   Fundamentals of operation
     Staffing
     Equipment and supplies
     Management of administrative activities
     Funding sources
   Mobile Clinic details
Business Plan - Components 3

  Governance
  Partnerships
  Measures of success
  Growth strategy
  Financial Information
Business Plan – Useful Tool

     United Way “Logic Model”
      Inputs
      Activities
      Outputs
      Outcomes
Budget – Cost Categories

   One time costs

   Fixed costs

   Incremental costs
Budget – Cost Categories 2

   Program

   Administrative
Budget – Cost Categories 3
   Payroll
   Benefits (health insurance, other insurance, ongoing education)
   Payroll Taxes
   Insurances
       Employee
       Organization (workers comp, property, general liability, officers & directors)
       Vehicle
       Malpractice
   Supplies
       Medications, medical supplies, educational materials
       Office supplies, postage, advertising, printing
       Equipment
       Technology (website)
   Telephone
   Gasoline!
   Maintenance and repairs
   Other
       Meeting Costs (internal, external)
       Incentives (volunteer, patient Gasoline!)
       Outsourcing (legal, accounting, payroll, billing)
Fundraising – Where?
1.       Foundations
         Large
         Family
2.       Corporations
         Corporate Giving
         Corporate Foundations
3.       Government
         Legislative
         Grants
4.       Individuals
         Direct solicitation
         Events
Grant Writing – How?
Step 1: Research grant opportunities (From
  Foundations, Corporations, Government)

     Foundation Center (
     Foundation Directory Online $ (
     Donors Forum of Chicago $ (
     Guidestar $ (
     CFDA-Catalog of Federal Domestic Assistance
     Other such sites and resources
     Web search
     Other non-profit organization’s annual reports
     Ask people you know
Grant Writing – How? 2
Step 2: Obtain detailed information on funding agencies

   Is the funding organization accepting applications?
   Does the funding organization’s funding priorities match your
   Does the organization have any funding restrictions?
   At what level does this organization usually give?
   What are their specific procedures and guidelines for submitting
    a grant application?

   By answering these questions, you can make your grant efforts
    more focused and efficient by targeting those funders who are
    most likely to accept your application.
Grant Writing – How? 3

Step 3: If possible, call or email the Foundation
  or Corporate Giving Program to discuss your
  impending proposal
Grant Writing – How? 4

Step 4: Follow the organization’s specific
  guidelines to write and submit a Letter of

     1-2 page document which typically includes:
      information about your organization, the
      organization’s interest in applying for a grant,
      amount for which you would like to apply, and
      information on your intentions with the grant.
Grant Writing – How? 5

Step 5: If you or someone you know has a
  contact person within the organization,
  contact this person to ask for
  advice/assistance and to keep them
Grant Writing – How? 6

Step 6: Wait for a response from the granting

   Follow the organization’s written procedures
    on this, if available. Some organizations do
    NOT want you to contact them to inquire
    about the status of your request. Others
    specify a date after which you may call/write
    to inquire.
Grant Writing – How? 7
Step 7: If invited to submit full proposal, follow the organization’s
     specific guidelines to create a proposal.

       This can range from the Chicago Area Grant Application which is
        a set format that some organizations around Chicago accept, a
        highly structured questionnaire, or a general essay with
        suggestions on what items to include). Often, you must also
        attach materials such as:
         List of Board of Directors and their affiliations
         990
         501(c)3 letter
         Most recent year’s audited financial statements
         Current year’s budget
         Project budget
         List other organizations that have contributed toward your organization in the
          past year and the current year
Grant Writing – How? 8

Step 8: Wait for a response from the granting

   Keep your fingers crossed.
   An organization may contact you with additional
   An organization may also arrange a site visit to
    see how your program works and to ask you
    additional questions or for additional materials
Grant Writing – How? 9

Step 9: If funded, you will likely receive an
   award letter with the specific reporting

   These can range from structured, quarterly
    reports, to general annual updates.
   Be sure to comply with these requirements
    if you ever want to be funded in the future.
Grant Writing – How? 10

   If your funding request is denied, it is a good
    idea to contact the organization for specific
    reasons why. Any constructive criticism you
    receive can help you with your next

             Amy D. Miller