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Writer's pictureChellsie Smith

Checking It Twice: A Santa-Inspired Checklist to Successful Grant Writing

 'Tis the grant writing season, akin to Santa's meticulous list-checking. Successful grant writing, like Santa's dual checks for a perfect delivery, demands orchestrated checklists. This exploration navigates from initial readiness to final submission, unraveling crucial checklists. In sections on preparation, writing, and submission, we ride this concise sleigh toward grant writing success.

'Tis the grant writing season, akin to Santa's meticulous list-checking. Successful grant writing, like Santa's dual checks for a perfect delivery, demands orchestrated checklists. This exploration navigates from initial readiness to final submission, unraveling crucial checklists. In sections on preparation, writing, and submission, we ride this concise sleigh toward grant writing success.
Checking It Twice: A Santa-Inspired Checklist to Successful Grant Writing

'Tis the enchanting season of grant writing, a time when the spirit of meticulous preparation and attention to detail just like Santa checks his list twice, ensuring no detail goes unnoticed. Much like Santa's dual checks to guarantee a perfect Christmas delivery, the realm of successful grant writing requires a symphony of carefully orchestrated checklists, guiding you seamlessly from the initial grant readiness phase through the intricate dance of the writing process, culminating in the grand finale of the submission checklist.


This festive blog voyage is an exploration into the intricate world of grant writing, where we unwrap the layers of checklists crucial for navigating the journey from inception to completion. Let us embark on this sleigh ride through the various checklists that act as guiding stars, illuminating the path toward grant writing success.


Section 1: Getting Grant Ready

1.1 Santa's First Checklist

Before diving into the grant writing process, it's crucial to have your "Santa's Workshop" in order. Create a checklist that includes:

  • Research and Identify Grants: Determine which grants align with your organization's mission and goals. Review the eligibility requirements of each potential grant to ensure alignment with your organization's structure, purpose, and activities. Analyze the funding priorities and preferences of each grantor to ensure compatibility with your project or program. Take note of any geographic restrictions or preferences set by grantors. Ensure your organization's location aligns with these criteria. Look into the grant amounts offered by each opportunity and the types of funding available (e.g., project-based, general operating support, capacity-building).

  • Organize a Grant Team: Assemble a team of elves (or staff) who will contribute to the grant writing process. Define specific roles and responsibilities for each team member involved in the grant writing process. This may include a project manager, grant writer, budget specialist, researcher, and editor.

  • Develop a Grant Calendar: Map out deadlines, submission dates, and milestones and organize them in your grant calendar.

  • The Exousia Group provides an affordable Grant Readiness Template priced at $15. This template guides you through essential exercises aimed at developing crucial components of a grant application. It covers the creation of a mission and vision statement, bios for the board of directors, program descriptions, and more.


1.2 Documents Needed for Santa's Sack (Grant Submission)

Just as Santa needs the right gifts in his sack, you need the essential documents to submit a grant proposal. Include:

  • Letter of Intent (LOI): A brief introduction to your organization and the purpose of the grant application. Consider using a compelling anecdote, statistic, or statement that resonates with the grantor's mission or values.

  • Budget Proposal: Outline the financial needs and how the grant funds will be allocated. This gives the grantor an initial understanding of the financial scope. 

  • Mission and Vision Statements: Clearly articulate your organization's purpose and long-term objectives. This sets the foundation for understanding the context of your grant proposal.

  • 501(c)(3) Documentation: If applicable, provide proof of your organization's tax-exempt status.

  • Board of Directors or Leadership Bios: If applicable, provide bios or profiles of key members of the board of directors or organizational leadership to showcase the team's expertise.

  • Church Articles of Incorporation: Legal documentation establishing the church's corporate status.

  • Church Statements of Faith & Program Policies: Statements outlining the church's beliefs and relevant program policies, including non-discrimination policies.

  • Current W-9: The church's W9 form, providing essential taxpayer information.

  • Fiscal Reports (3 Years): Profit/Loss Statements or Balance Sheets (Income/Expenses) for the church spanning at least three years.

  • Current Year Budget: The budget for the current fiscal year, outlining income and expenses.

  • Project/Program Budgets: Specific budgets related to the project or program for which you are seeking funding.

  • Letters of Support: Endorsements from individuals, community members, or organizations expressing support for your project.

  • Supporting Documents: Include any additional documents that support the grant proposal, such as testimonials, relevant research studies, or estimates.

  • Explore the Relevant Church Documentation Checklist on page 27 of the guide "Grant Writing Strategies For Churches." This comprehensive resource is designed to provide detailed insights into essential church documentation, ensuring your materials are well-prepared for successful grant proposal submissions.



Section 2: The Writing Process

2.1 Making a List and Checking It Twice (Throughout the Writing Process)

Just like Santa meticulously checks his list while preparing for Christmas, you must continually assess your progress during the grant writing process. Create a checklist that includes:

  • Outline and Research: Define the project, gather data, and create a comprehensive outline.

  • Draft Proposal: Write a compelling proposal, addressing all grant requirements and guidelines.

  • Review and Revise: Have your team review the proposal for clarity, coherence, and alignment with grant objectives.

  • Data and Evidence Check: Ensure all statistics and data are accurate, supported, and relevant to your proposal.

  • Budget Narrative: Develop a detailed project narrative that expands on the information provided in the LOI. Clearly articulate the project's goals, methods, and anticipated impact.

  • Budget Proposal: Present a comprehensive budget proposal outlining the financial needs of the project and how the grant funds will be allocated.

  • Matching Funds or Partnerships: If your organization is contributing matching funds or has secured partnerships that contribute to the project financially, clearly outline these commitments.

  • Visit the blog, Holiday Joy in Ministry: Grant Writing for Your Church Programs for deeper insights into the grant writing process. Discover three quick tips for initiating your grant writing journey, understand the significance of grant writing, and unwrap the gift of effective grant writing. Become a website member to receive notifications about new blog posts and stay updated!



Section 3: The Final Submission Checklist

3.1 Checking It Twice: Santa's Final Review

As Santa reviews his list one last time before delivering presents, you must thoroughly check your final grant submission. Use a checklist that includes:

  • Completed Application Form: Ensure all sections of the application form are filled out accurately.

  • Attachment Check: Confirm that all required documents are attached, including the budget proposal, LOI, and supporting documents.

  • Proofread: Check for spelling, grammar, and formatting errors. A polished proposal reflects professionalism.

  • Formatting and Style Guidelines: Ensure that the entire grant proposal adheres to any formatting and style guidelines provided by the grantor. Consistency in formatting promotes professionalism.

  • Submission Confirmation: Double-check submission details, deadlines, and any additional steps required by the grant provider.

  • Prepared for submission and seeking a second opinion or final copy-edit? Reach out to your Dedicated Representative today, specializing in enhancing the clarity and coherence of your proposals while eliminating errors in grammar, punctuation, and style. By collaborating with us for copyediting, you can enjoy peace of mind, knowing that your proposals are optimized for success when they reach the grantors' desks. Don't let minor mistakes or unclear writing impede the progress of your mission; let us ensure your proposals shine.



Just like Santa's meticulous preparation ensures a successful Christmas delivery, a well-organized and carefully crafted grant proposal increases your chances of securing funding. By following these checklists from the initial preparation to the final submission, you'll be well on your way to making your grant writing endeavors as joyful and successful as Santa's holiday deliveries.



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