INTRODUCTION

Fundraising and grant management course is essential in the daily life as it helps in loan and grants management provided by financial institutions. Additionally, knowledge on how to raise funds meant for funding various activities such as education, hospital bills among others will be acquired. Therefore, this course will impart the interested parties with knowledge and skills on how to improve program and public accountability, efficiency and outcomes for beneficiaries.

The course is based on a participatory, active learning approach, with an emphasis on critical reflection and peer-to-peer learning. The course instructor will provide individualised feedback where appropriate. Participants will do the required readings, prepare interim and final assignments and participate in group discussions. 

Participants who successfully complete the course will receive Certificate of Participation.

 OBJECTIVES

By the end of the course, the participant should be able to:

·      Develop organizational fundraising strategy, completive funding proposal, use log frame and other proposal writing, costing and budgeting tools

·      Develop and apply various skills and tools of grant management and fundraising 

·      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

·      Understand proposal writing, project planning and problem analysis

·      Prepare a donor financial report to match with a project narrative report

·      To design and use various fundraising approaches and methods in fundraising, types of funds and funding frameworks.

·      Handle funds appropriately to avoid embezzlement

DURATION

 This course will take 5 Days to complete.

WHO SHOULD ATTEND?

The course will mainly target the members of the society who have general knowledge on finance management skills, education, and business. 

COURSE MODULES

Day 1: 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 

Day 2: 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 

Day 3: 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

Day 4: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 

Day 5: 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 

·      Lack of patience 

·      Insufficient planning 

·      Poor communication 

·      Poor networking 

·      Lack of appeal/credibility 

·      Lack of long-term planning

Day 3: 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 

Day 4: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 

Day 5: 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 

·       Lack of patience 

·       Insufficient planning 

·       Poor communication 

·       Poor networking 

·       Lack of appeal/credibility 

·       Lack of long-term planning 

GENERAL NOTES

·      The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

·      The participants should be reasonably proficient in English as all facilitation and course materials will be offered in English.

·      Upon successful completion of this training, participants will be issued with a certificate.

·      The training will be held at Kincaid Training Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.

·      All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

·      Accommodation and airport pickup are arranged upon request. For reservations contact the Training coordinator at Email: training@kincaiddevelopmentcenter.org or Tel: +254 724592901

·      This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our Kincaid Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254 724592901 or send mail to training@kincaiddevelopmentcenter.org

Payments are due upon registration. Payment should be sent to our Bank account before commencement of training and proof of payment sent to training@kincaiddevelopmentcenter.org