Grant Management and Fundraising Course

Finance

Start date

04/10/2021

End date

08/10/2021

Overview

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.

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

Basic concepts in grant management
Key challenges in grant management
The grant management life cycle
Project Planning
Project problem analysis
Grant Award Contract
The flow of donor funds
Assessing the terms and conditions in grant agreements
Grant agreements, and accounting and procurement systems
Complying with donor reporting requirements
Cost Share/ Matching costs
Procurement Procedures
Grant Reporting,
Financial Documentation and Reporting
Documentation, Internal Controls; Audit, Narrative Reporting, Partnerships & consortia management, Donor Compliance
  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

What you will learn

Learning 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