Foundation Directory Online (FDO) & Community of Science (COS)

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Sources for
Finding Funding
UMBC
Office of Sponsored Programs
(OSP)
www.umbc.edu/ospa
Getting To Know…
Foundation Directory Online
(FDO)
Professional Subscription
Dr. Michael Walsh
Grants and Contracts Manager
Office of Sponsored Programs
Main Questions
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What is FDO?
How do I access FDO?
What do I search?
How do I search in FDO?
What is FDO?
• Foundation Directory Online is an
organization that allows subscribers
to access comprehensive information
on grant makers and their grants.
FDO cites innumerable foundations
across the United States-as well as
other nations- that have and will
provide grants for research
organizations.
FDO: Stats and Details
– FDO contains information on 108,000 foundations,
corporate giving programs, and grant making public
charities in the U.S.
– The database consists of over 4,000 sponsoring
companies, offering a quick pathway to corporate
funders;
– The database contains over 3 million recently
awarded grants;
– FDO offers a keyword-searchable database of over 1
million recently filed IRS Forms 990 and 990-PF (filed
by exempt organizations -- i.e., private foundations
and private charities).
How to Access FDO
• Log into myUMBC
• Click on Topics Tab
• Click on Human
Resources and Finance
• Scroll to the bottom of the
page to the heading
Financial Application-click on link “Foundation
Directory Online”. Note:
You can ONLY access
FDO while on UMBC’s
Campus
Additional FDO Access Point
http://www.umbc.edu/research/OSP/proposals/funding_opportunities.html
NEW FOR 2013: FDO FREE
FDO Free is a new, improved way to quickly look up
basic information about foundations by name, EIN, or
location.
FDO Free CAN be accessed off-campus through the
web. No log-in or subscription needed.
http://fconline.foundationcenter.org/
Click Here for FDO Free Search!
Foundation Directory
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Manual Funding Searches
Power Search (9 databases at once)
Update Central
Cross-Border Giving (U.S. Grant-makers to non-U.S. recipients)
Posted RFPs
Newsletter (Sign up for funding watch, job bulletins, RFP bulletins, etc.)
Archived Webinars & Blogs
Chat Now
Training
Online Tutorials (Highly Recommended)
Advantages In Using Foundation Directory
Online?
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Search across a funder's grants (using search criteria and
indexes)
Map a funder's grants for any given year by recipient type or
primary subject/the ability to view disbursements by county, city,
ZIP code, or congressional district
Chart a funder's grants for any given year by recipient type or
primary subject.
Receive funder-specific e-mail alerts
Ability to search across all four Foundation Directory Online
databases as well as the Foundation Center's philanthropy
news, nonprofit jobs, RFPs, foundation publications, and
nonprofit literature databases simultaneously
User-friendly interface
IPhone & Android Compatibility
Constant and consistent updating of database (weekly updates)
What to Search
• Searching by grantmaker
– Will list all foundations who have distributed grants in
the past
• Search Types: Grantmaker name, field of
interest/geographic focus, grantmaker state and total
giving, grantmaker city, establishment year,
trustees/officers/donors, and keyword or a combination
thereof.
• A Company search
– Will list all companies who distribute grants.
• Search Types: Company name, state and business
type, subsidiary state/country, subsidiary city, total
sales, directors/officers congressional district, and
keyword.
What to Search
• A grant search
– Will list all organizations who have received
foundation grants and from who.
• Search Types: Grantmaker name & state, recipient
type and types of support, recipient state and grant
amount, and/or recipient city, congressional district,
types of support, year authorized, and keyword
• A 990s search
– Will list all organizations who have filled a 990 within
the criteria selected.
• Search Types: Grantmaker name, fiscal year and
grantmaker zip and/or grantmaker state, EIN (tax ID),
and keyword
How to Search
• Select what you want to
search
– Grantmakers
– Companies
– Grants
– 990s
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The Grantmaker-Specific Search Grants
Screen is used to search for records of
recently awarded grants specific to a
particular grantmaker while the main
Search Grants Screen is used to search for
records of recently awarded grants across
our entire database.
• Enter any and/or all
information
– The more fields entered
the more narrower the
search
How to Search
• Additional search
option
– Clicking on the link
“view index” under
each search criteria.
– Select field you want
to search
•
Indexes included on the GrantmakerSpecific Search Grants Screen contain
fewer entries than the indexes on the
main Search Grants Screen because
these indexes are specific to the
grantmaker whose grants you are
searching.
Results
A sample search by City, County, State
Sample search results on UMBC as Recipient
Results
Grant Details:
• Recipient
• Grant
• Grantmaker
• Contact/Email
Grantmaker Profile includes:
• Background
• Fields of Interest
• Donor
• Contact
• Financial Data
• Types of Support
• Map & Chart
Mapping & Charting
Grants
Links to Social Media
The Power Search
One-Stop Search:
• Grantmakers
• Companies
• Grants
• 990s
• News
• Jobs
• RFPs
• IssueLab Reports
• Nonprofit Literature
Your Turn To Practice A Search!
• Log-in to myUMBC
• Access Foundation Directory
• Let’s Try a Search:
• Power Search
&
• Using one of the four search
databases
FDO Support
• For questions about Foundation Directory
Online, including questions about search
strategies, e-mail [email protected]
or call (800) 424-9836.
• For general questions about foundations,
philanthropy, and fundraising research, please
refer to the Foundation Center's Online Librarian
page (http://foundationcenter.org/getstarted/askus/). The
Online Librarian page has search tutorials
and search examples accessible and available
to the grant seeker for their perusal.
OSP Contact Information For
FDO
Office of Sponsored Programs
[email protected]
410-455-3140
www.umbc.edu/ospa
-------------------------------------------------------
Dr. Michael T. Walsh
[email protected]
410-455-3037
**Please feel free to contact your college’s specific Grants and
Contracts Manager and Specialist**
An Introduction to
Grants.gov
Mr. Cameron McAdams
Grants & Contracts Specialist
Office of Sponsored Programs
Grants.gov Origins
• Concept originated in the Federal Financial Assistance Management
Improvement Act of 1999.
• E-Grants Initiative; Established as a Governmental Resource
– Part of President George W. Bush's FY 2002 Management Agenda
to Improve Government Services to the Public
• Congress enacted legislation to provide an online connection
between grant seekers and federal grant makers. It has been
specifically and purposefully designed to make grant research,
application, processing and management more efficient.
Grants.gov Objective
• Simplifies the grants application, management and
awarding processes by reducing paperwork through
downloadable and fillable forms, auto-populated data,
error checks, email notifications and online support.
– Creates a centralized, online process to find and apply for over
1,000 grant programs from the 26 Federal grant-making
agencies. Designed to be the one-source access to
standardized grant information, application packages and
processes.
– Over $500 billion in annual funds to state and local
governments, academia, not-for-profits and other organizations.
– Saves time and expense that is associated with traditional
paper-based grant applications
Grants.gov Functionality
For Grantors
– Post Grant Opportunities
– Post Related Application
Packages
– Retrieve Application
Packages
– Assign Tracking
Numbers
For Grantees
– Search for Grant
Opportunities
– Download Application
Packages
– Complete Application
Packages Offline
– Check Application
Errors
– Submit Completed
Application Packages
– Track the Status of
Submitted Applications
Accessing Grants.gov
Visit www.grants.gov
Note: Accessing Grants.gov is permitted off-campus.
Grants.gov Registration
• The exploration of Grants.gov and
subsequent downloading of grant
applications is allowed without PI
registration; institutional registration has
been completed for UMBC.
• OSP personnel are the Authorized
Organization Representatives (AORs) that
will submit the applications to the federal
agencies.
Finding Grants.gov Opportunities
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Use the search options available on
the Find Grants Opportunities page.
– Email notification service is also
available.
Perform a basic search, browse by
category, browse by agency, or
conduct an advanced search. Sign
up for emails as well.
Complete search and click submit.
The results will display all applicable
grants.
As soon as grant programs are
announced by the agencies, they are
posted on Grants.gov and available
for review. After you receive your
results, you can link to the synopses
of the grant opportunities that
provide important information about
each grant and links to the full
announcements and application
packages.
Search Options
– Basic search allows search by Keywords,
Funding Opportunity # or CFDA #
– Allows sorting by Status of opportunity (Open,
Closed or Archived)
– Enables editing which instrument type desired
(Grant, Cooperative Agreement, Contract,
Other)
– Sorts by who is eligible for the award (e.g.
Public and State controlled institutes of higher
education)
– Sort by category (arts, education, health etc.)
– Allows selection of specific government
agencies
Grant Synopsis Details
Shows a quick glimpse of
grant details:
– Funding Opportunity #
– CFDA #
– Posted and Closing
Date
– Program funding
– Award Ceiling and
Floor
– Cost share
requirement
– Eligibility
– Brief Description of the
program
Getting the Application
Package
Click the download button on the right to get the grants.gov package. You will
be asked to optionally give your email address so that grants.gov may
email you any updates to the package.
Grants.gov Application
Package
– All required documents
are already attached
– To add optional forms
click the checkboxes
– Clicking on the name of
the document will jump
you to that page
– All the yellow boxes are
required
OSP is available to help
you fill in any information
you may not be sure about.
Grants.gov
• Grants.gov Help Desk is available 24/7,
except federal holidays.
• Email: [email protected]
• Phone: 1-800-518-4726 (local toll-free)
• Please also see Help page for general
inquiries
OSP Contact Information
For Grants.Gov
Office of Sponsored Programs
[email protected]
410-455-3140
www.umbc.edu/ospa
---------------------------------------------Mr. Cameron McAdams
[email protected]
410-455-3187
**Please feel free to contact your college’s specific Grants
and Contracts Manager and Specialist**
An Introduction to
Grant Forward
Mr. Chad League, J.D.
Grants & Contracts Specialist
Office of Sponsored Programs
What Is Grant Forward?
This pre-award funding search database includes a diverse inventory of more
than 8,000 federal funding opportunities and more than 6,000 Foundation
opportunities, spanning diverse academic fields including the arts, medical
sciences, education, humanities, social sciences, business, engineering and
technology, physical sciences, law, and many more.
• Over 39 subject fields including:
Agriculture
Area Studies
Arts
Behavioral Sciences
Biotechnology
Business Administration
Communication
Computer Science
Earth Sciences
Education
Energy
Engineering
Environmental Sciences
Ethnic and Racial Group
Studies
Foods and Food
Science
Gender Studies
Geographic Locations
Home Economics
Humanities
Information Science
International Studies
Law
Leisure Studies
Library Science
Life Sciences
Mathematics
Medical Sciences
Military Sciences
Museology
Natural Sciences
Nuclear Sciences
Opportunity Restricted to
Minorities
Institutions
Opportunity Restricted to Women
Opportunity for Junior Faculty
Physical Sciences
Plant Sciences
Population Studies
Rural Studies
Science
Social Sciences
Space Sciences
Technology
Transportation
Urbanism
• Over 2,009 categories
Grant Forward also offers several assistance aids on their website:
1. Grant Forward Home Page: http://www.grantforward.com/
2. Educational materials: http://www.grantforward.com/education
3. Overview Video: http://www.youtube.com/watch?v=vSriw2YIj4E
4. Knowledge base: http://feedback.grantforward.com/knowledgebase
Accessing Grant Forward
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Grant Forward can be accessed
directly from a campus computer, or
from an off-campus computer by
setting up an account using your
UMBC e-mail address. Grant Forward
can be accessed DIRECTLY at
http://www.grantforward.com/.
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OSP Website Access:
http://www.umbc.edu/research/OSP/pr
oposals/funding_opportunities.html
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Also Note the Link to “How To Use
Grant Forward” published by
Cazoodle
Grant Forward: FAQs & Web Demos
Grant Forward Registration
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Go to www.grantforward.com.
Click on Sign Up on the Home
Page
• Enter your UMBC E-mail Address
• Enter your Password and confirm
your Password
• Click on “Institution Member” in the
“Select Account Type” Field.
• UMBC should populate in the
“Institution” Field.
Finding Grant Forward Opportunities
Basic Search
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Can conduct a basic
broad search using
‘keywords’ or ‘categories’
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If you are unsure of a
specific category to use,
click on ‘select from list’
and Grant Forward will
provide a list of available
categories from which to
choose.
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If you have a more
specific topic of research
in mind, click “Advanced
Search” to bring up more
detailed query fields.
Finding Grant Forward Opportunities
Advanced Search
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Advanced searches are
helpful when trying to narrow
down your research topic.
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You can search funding
opportunities by sponsor,
deadline, sponsor type,
grant/award type, status,
etc.
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You can select multiple
sponsors and options in the
various fields so that you do
not have to do separate
searches for each sponsor,
sponsor type, etc.
Grant Forward Search Results
The search results provides
the following information:
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Submission Deadline
Funding Amount
Eligibility
Submission Info
The yellow star gives you the
option to mark certain
opportunities as ‘favorites’ so
you can come back to them
later.
You can also choose to further
narrow your search using the
fields to the left of your search
results.
Grant Forward Search Results
This page provides you with the
following:
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General overview of the
opportunity
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Ability to ‘Annotate’ the
opportunity with notes and
reminders.
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Ability to ‘Star’ as a
‘Favorite’
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Ability to Export overview to
PDF Format
OSP Contact Information
For Grant Forward
Office of Sponsored Programs
[email protected]
410-455-3140
www.umbc.edu/ospa
------------------------------------------------------Chad League, J.D.
[email protected]
410-455-3255
**Please feel free to contact your college’s specific Grants
and Contracts Manager and Specialist**
OSP Responsibilities Chart
Final Questions/Comments
References/Citations: Facts, figures, and other pertinent information regarding these databases were gathered from the following websites:
» http://fconline.foundationcenter.org/
» www.grants.gov
» www.grantforward
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