KTC Training Course Notes

Grants Overview

  • Non-dilutive cash funding differs from investment funding.
  • Types:
    • Program: Funding for a specific initiative.
    • General operating: Funding for operational expenses.
    • Capital: Funding for a building, equipment, etc.
    • In-kind: Provides specific items or services rather than cash.

Grants Process

  1. Letter of Interest (LOI): Brief letter expressing general interest.
  2. Application: Can have multiple phases; question or proposal form.
  3. Review: Update grants matrix with grantor feedback timing.
  4. Decision:
    • Awarded: Client may sign a form and provide bank info.
    • Denied: Offer to get feedback for the client.

KTC Process

  • Grant Research: Review grantor website, grantee portfolio, & Form 990.
  • Drafting Phase: Use Google Docs with grant summary/deadline/UN/PW at the top; file in the correct folder.
  • Utilize Chat GPT for editing.
  • Email POC for grantor requirement questions.
  • File all documents correctly at each application phase.

Successful Writing

  • Know your audience:
    • Federal grant: FORMAL, technical, potential proprietary information.
    • Private/foundation grant: More expressive, still formal.
  • Basic writing principles apply:
    • Avoid: personal pronouns, the word “it”, incomplete sentences, passive voice, fillers, buzzwords.
  • Leave no questions: Succinct, clear, detailed narrative.

Client Communication

  • Share KTC email, not personal phone number.
  • Don't share personal client information.
  • Maintain professional rapport (avoid emojis, informal greetings).
  • Copy Greg & Haleigh on all client communication.

Expectations

  • Fill out the weekly hours sheet two weeks in advance
  • Have Slack tab open when in office
  • Communicate any questions/concerns/scheduling updates to management
  • Staff meetings: 9:30 am daily

Time Off

  • Notify management at least 2 weeks in advance
  • Update weekly hours sheet

Dress Code

  • Business casual, comfortable but professional
  • Clothing to avoid: Distressed jeans, graphic T-shirts, hoodies, shorts
  • "Zoom Appropriate" attire