Grant Management and Fundraising Course

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 program and public accountability, efficiency, and outcomes for beneficiaries.

Related courses – click the course title to view the course outline

o Grant Management Training Course

o Grant Management using Infor Sun Accounting System Course

o Grant Management using Quickbooks Course

o Grant Management and Proposal Writing Course

o Resource Mobilization, Fundraising and Proposal Writing Course

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 in relation to 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 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 relationship between the teams, finance and programme 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

Duration

5 days

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
• Close out

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 paper work
  • Express gratitude

Deterrents to Fundraising

o Lack of patience

o Insufficient planning

o Poor communication

o Poor networking

o Lack of appeal/credibility

o Lack of long-term planning

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. 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 organization requirement. For further inquiries, please contact us on: Email: [email protected] Tel: +254 721 331 808

Training Venue

The training will be held at our Upskill Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and 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 Upskill certificate upon completion of this course.