APPLYING FOR A GRANT GRANT WRITING TIPS GRANT REPORTING
The Ohio Credit Union Foundation awards grants that support educational and outreach initiatives that promote financial independence through credit unions, professional and volunteer development, and for disaster relief.
APPLYING FOR A GRANT
Grant Cycle
The Ohio Credit Union Foundation has implemented a quarterly grantmaking cycle to ensure timely processing of the increasing numbers of applications being received by the Foundation. Grant applications will be accepted throughout the year, but notification of awards will occur on a quarterly basis.
 
OCUF grant awards notification cycles
Application submitted: Notification by :
Dec. 15 (of previous year) – March 31  April 30
April 1 – June 30  July 31
July 1 – Sept. 30  Oct. 31
Oct. 1 – Dec. 15 Jan. 15
   
Outreach -- Financial Education -- Disaster Relief
The Ohio Credit Union Foundation supports educational and outreach initiatives that promote financial independence through credit unions. Outreach demonstrates your credit union’s commitment to the community through sustainable development, and social and civic solutions. Examples of programs: financial education initiatives to various populations; partnerships with non-profits; Volunteer Income Tax Assistance (VITA) sites; international remittance program implementation; or numerous other outreach initiatives.
Outreach Grant
Grants that help credit unions implement programs within their communities that fulfill their social responsibility to make financial services affordable and accessible for all members, including those of modest means, or to areas in financial distress. These initiatives differentiate you from other financial institutions. They are what make you a credit union.

Grant Application:
    Word Doc    .PDF

 
Financial Education Grant
These grants help credit unions implement programs within their communities that provide financial services and financial education to the community, local schools, diverse populations, or members. Credit unions are encouraged to participate in the MoneyAndStuff initiative.

Grant Application:   
Word Doc    .PDF

 
Disaster Relief Grant
These grants are available to help credit unions, their members, and communities following a catastrophic event.

Grant Application:  
  Word Doc    .PDF

 
Professional Development
The Ohio Credit Union Foundation (OCUF) supports the professional development and continued education of credit union staff and volunteers. Professional development grants are awarded for Ohio, national and international workshops, seminars, and conferences, Webinars, eSchools, and self-study programs. Grants are awarded on the basis of need, the potential impact on the credit union, and the applicant’s past involvement within the Credit Union Movement. Available professional development grants:
General Professional Development
Available for conferences, workshops, and online and self-study opportunities relevant to the credit union movement by strengthening an employee’s or volunteer’s abilities, as well as the future of their credit union

Grant Application: 
   Word Doc    .PDF

 
Richard Blake Scholarship
Honors former Ohio Credit Union League chairman and director emeritus Richard Blake and provides registration funds for one credit union leader to attend the Credit Union National Association (CUNA) Governmental Affairs Conference held each March in Washington, D.C.

Grant Application: 
   Word Doc    .PDF

 
Jacquie Fisher Memorial Scholarship
Honors Jacquie Fisher, a long-time employee of the Ohio Credit Union League and Credit Union National Association, and provides one credit union leader tuition for one year of CUNA Management School. Credit union employees may apply for the scholarship each year that tuition assistance is needed.

Grant Application:  
  Word Doc    .PDF

 
Louise McCarren Herring
Credit Union Development Education Scholarship

This scholarship is available to attend the National Credit Union Foundation’s Credit Union Development Education (DE) Program held each April and August. The DE program is an intensive immersion training that explores the cooperative business model and how the Credit Union Movement can survive. Learn more about the DE Program.

Grant Application:    Word Doc    .PDF
 
GRANT WRITING TIPS
Common Grant Writing Mistakes
1. Not being clear and concise. State the needs and objectives of your project clearly and concisely. Do not waste words. Good writing should be easy to read and understand. Use active rather than passive verbs. Use proper grammar and correct spelling. A well-written proposal plays an important role in the grantmaker's decision-making process, so your goal should be to create an interesting, persuasive, and unique application.

2. Including too little detail. Contact the grantmaker before you begin to write your proposal, to be sure you clearly understand their guidelines. Present your ideas in an exciting, yet detail-orientated manner.

3. Forgetting to include an abstract. The abstract is the most important paragraph of your proposal because it provides the grant reviewer with an overview of your proposal, so be sure to include ample details. For instance, state why you are seeking a grant, what you plan to do with the money, and why your project is a good fit with the grantmaker's objectives. The abstract will create an important first impression, so be direct and engaging.

4. Proposing more work than what is feasible. Planning, research, and vision should be evident throughout your application. The proposal should have a clear timeline that includes reasonable accomplishments during the grant period.

5. Not thinking like a reviewer. Before you submit your application, review it carefully to ensure that it answers who, what, when, why, and how much.

6. Not reviewing successful grant samples to use as models. Many foundations will send you, upon request, grant proposals that have been funded, or at least will give you the addresses of past recipients, so you can contact them for copies. The more good proposals you read, the more you’ll understand how clear writing and following guidelines can lead to funding.

7. Not using the organization’s terms in your proposal. Buzz words/phrases can push important buttons, so if they tell you what they want to hear: listen, and be convincing as to how your project matches the organizations posted guidelines.

8. Forgetting to name the project. A catchy name which is also descriptive of the project can make a big difference. A memorable name will make your project standout from the rest.

9. Not choosing partners wisely. Partnerships can create a win/win or lose/lose situation. Tread cautiously. Choose partners you know and trust so they can help you meet your projects objective(s).

10. Forgetting about measurable outcomes. Upon completion of the project, you should be able to clearly identify what was produced and exactly how many people have benefited. You should state in your initial application how you intend to measure outcomes to prove the project benefit actually occurred.
Click here for a .PDF of this list
 
Tips on Writing a Grant Proposal

A successful grant proposal is one that is thoughtfully planned, well prepared, and concisely packaged. There are eight basic components in a solid proposal package:

1. Proposal Summary. The proposal summary appears at the beginning of the proposal and outlines the project. It can be a cover letter or a separate page. It should be brief: no longer than two or three paragraphs. It is often helpful to prepare the summary after the proposal has been developed. This makes it easier to include all the key points necessary to communicate the objectives of the project. The summary document becomes the foundation of the proposal. The first impression it gives will be critical to the success of the venture. It very possibly could be the only part of the package that is carefully reviewed before the decision is made to consider the project further.


2. Introduction of the Organization. Most proposals require a description of an applicant's organization and its past, present, and projected operations. Be concise, specific and compelling. Use the description to build credibility for your organization. (Start a "credibility" file.) Reinforce the connection between you and the grantor. Establish a context for your problem statement. IN BRIEF: Who, what, when, why, and how much!

Some features to consider: A brief biography of board members and key staff members, the organization's goals, philosophy, and record with other grantors, any success stories. The data should be relevant to the goals of the granting organization and its grant program, and should establish the applicant's credibility.


3. Problem Statement: The problem statement (or needs assessment) is a key element of a proposal. It should be a clear, concise, well-supported statement of the problem to be overcome using the grant funding. An applicant could include data collected during a needs assessment that would illustrate the problems to be addressed. The information provided should be both factual and directly related to the problem addressed by the proposal.

◘ Zero in on a specific problem you want to solve or an issue you want to address
◘ Use statistics to support the existence of your problem or issue
◘ Make a connection between the issue and your organization
◘ Make a case for your project on local and national level
◘ Demonstrate your knowledge of the issue or problem
◘ Set-up the milestones of your goals and objectives
◘ Address the outcomes you wish to achieve


4. Project Objectives: The project objectives should clearly describe the goals of the project. Applicants should explain the expected results and benefits of each objective. They should also list the specific criteria of the grant program. Then, describe how the proposal meets each criterion. Goals are general and offer the evaluator an understanding of the scope of your program. Objectives are specific, measurable outcomes. They should be realistic and attainable. Objectives help solve the problem or address the issue. If your objectives make reference to a number -- make sure it is do-able. Do not confuse objectives with methods. Always be realistic.


5. Project Methods or Design: The project method outlines the tasks that will be accomplished with the available resources. It is helpful to structure the project method as a timeline. Early in the planning process, applicants should list the tasks that will have to be completed to meet the goals of the project. They can then break these into smaller tasks and lay them out in a schedule over the grant time period. This will provide a chance to consider what personnel, materials, and other resources will be needed to carry out the tasks.

Describe in detail the activities that will take place in order to achieve desired results. Make sure your methods are realistic. Describe WHY you have chosen these activities. Justify them over all other approaches your organization could have taken. Show your knowledge of the bigger picture. Include a timetable of major milestones.


6. Project Evaluation. Applicants should develop evaluation criteria to evaluate progress towards project goals. It is important to define carefully and exactly how success will be determined. Applicants should ask themselves what they expect to be different once the project is complete. If you are having a problem developing your evaluation process, you better take another look at your objectives. Be ready to begin evaluation as you begin your project.

Summative and Formative Evaluation: Summative Evaluation is a plan to evaluate the project that measures how you will have met your objectives. Did you work with 45 students/adults, two times a week for 12 weeks, etc.? Formative Evaluation is a plan to evaluate the project during and after its execution. It can be used as a tool to make appropriate changes along the way. For example, student surveys ad questionnaires.


7. Future Funding. Applicants may be asked to list expected sources of continuing funding after the conclusion of the grant. The applicant may also be required to list other sources and amounts of funding obtained for the project.


8. The Proposal Budget. Funding sources require different amounts of detail in the budget. Be specific, in order to avoid confusion. If the funding source requires a specific format, you must provide a budget in that format.

Careful planning will decrease the number of changes that may be required once your program is operating. Also, careful planning shows honesty. This honesty will be necessary to get permission for future changes.


9. Appendices. Resumes show qualifications, work ethic and commitment. They can be a few paragraphs, and should list other grants you have managed.

Letters of Support or Endorsement are DIFFERENT, so determine which one the project calls for. A Letter of Support implies partners, so make sure that they are included in the description and budget. Keep endorsement to a minimum. All letters should be sent to you, the applicant, and included in the proposal’s addendum. Do not have them sent separately to the funder.

Source: U.S. Environmental Protection Agency

Click here for a .PDF of these tips

GRANT REPORTING
Grant Results Report
After the completion of your grant-funded project, event, or education session, complete the Grant Results Report, attach all expense receipts, and return it to the Ohio Credit Union Foundation.
Download the form
  Word Doc    .PDF



 

 
 

Ohio Credit Union Foundation
5815 Wall St., Dublin, Ohio 43017 
Phone: (614) 336-2894, (800) 486-2917  Fax: (614) 336-2895
www.OhioCreditUnions.org
e-mail:
oculmail@ohiocul.org