HMS-G 633, GRANTSMANSHIP AND FUNDRAISING
SYLLABUS

Instructor: William Holmes; Office: W4-144/09; 
Hours, M,10:00-11:15, 3:00-5:00; Tue, 10:00-11:15; W, 3:00-4:00
Phone: 617-287-7328; Email: william.holmes@umb.edu; 
Website: http://www.faculty.umb.edu/william_holmes/ 

COURSE GOALS AND OBJECTIVES
	The goals of the course are to enhance student skills in identifying funding sources, writing proposals, planning events, and developing funding plans for non-profit organizations. The objectives are to have students identify funding sources and their requirements that are not familiar to a student, write an adequate needs statement for a proposal, develop a plan for hosting an event, and developing a funding plan that supports strategic objectives of a non-profit. 

Because many fundraising activities require use of the Internet, this is a hybrid course using the Blackboard/WebCT instructional system.  Students should have received notification of their USERID, password, and instructions for logging into the website.  

COURSE REQUIREMENTS
	Students are expected to attend class, read the assignments, and participate in class discussions.  Plagiarism is forbidden.  Collaborative projects may be permitted if approved by the professor. Adherence to professional standards or behavior is expected, including the University’s Code of Conduct.  Students who must miss a class session are encouraged to notify Professor Holmes by email or a phone message.  

ASSIGNMENTS
There are four assignments: a needs statement, a funding resource analysis, a funding plan, and an event plan. Students may use the assignments to support fundraising at a nonprofit agency in which they work or volunteer.
1.	The needs statement will summarize a need to be addressed by a fundraising or grants-seeking strategy and the procedures for identifying that need.  They should also discuss current sources of funding, if any, of addressing that need.
2.	The funding resource analysis will identify two potential sources of funding to support addressing a need identified in the needs statement that are not current sources of funding. The analysis will summarize what would be required to obtain funds from those two sources and weight the relative merits of each funding source.   
3.	The funding plan will present a plan for funding the need specified in the first paper and discuss how that funding plan fits within the overall strategy of a program or agency in seeking funds.  It should include a plan for obtaining funds from the sources identified in assignment two and plans for using current funding.  It should also discuss how the new sources will add to, build on, or replace existing funding.
4.	An event plan for an event to raise funds to address the specified need. An event plan must specify goals for the event, include a summary of activities, specify persons responsible for each activity, and note how the event will raise and track money, donations, or volunteer commitments. It should also discuss how the activities will contribute to the goals of the event.

More extensive descriptions of the assignments may be found on the course web site.  All written assignments should use APA format, including that for citations and references. Plagiarism is forbidden. Collaborative projects to develop proposals or plan events require prior approval of the instructor. Assignments must be submitted using the “Submit Assignment” function of Blackboard/WebCT. These procedures will be reviewed in class.  If a student has a difficulty with the Assignment Function in Blackboard, she or he should send email to professor Holmes.  In addition, an online exercise will also be made available using the software.

EVALUATION
Evaluation of assignments and competency evaluation is based on content and presentation of assignments and on participation in the class. Evaluation of content is based equally on accuracy of information in papers;  description of the material requested; and appropriate discussion. Presentation of assignments is based on clarity, accuracy, and proficiency in expressing your ideas. Each assignment is graded equally.  Participation in class is evaluated by participation in discussions and having no more than one absence without prior notification (emergencies excepted). 

EXPECTATIONS
The use of electronic recording or communication devices requires prior approval of the instructor.  Cell phones should be switched off or put in silent mode. Students who have a disability for which they wish an accommodation are encouraged to discuss this with the Instructor.

READING SOURCES
Colay & Schienberg. Proposal Writing. Sage Publications.
Bray.  Effective Fundraising for Nonprofits.  NOLO Publications.

1.  Overview, C&S, c1 & B c10
2.  Grant Sources, C&S, c2 & C&S Appendix B
3.  Needs for Funding, C&S, c3
4.  Writing Needs Statement, C&S, c4
5.  Writing Goals and Implementation Statement, C&S, c5
	Needs Statement due
6.  COLUMBUS DAY HOLIDAY
7.  Writing Evaluation Plans, C&S, c6
8.  Supplementary Documentation, C&S, c7&c8
9.  Fundraising Resources, B, c1&c2
10.  Fundraising Plans, B, c3&c4
      	Funding resource analysis due.
11. Maintaining Donors, B, c5&c6
12. Special Events and Gifts, B, c7&c8
	Fundraising Plan due
13. Business Activity and Communication, B, c9&c11
14. Websites and Fundraising, B c12. & Appendix Worksheet 10
	Event Plan due.