Application Instructions and Best Practices

Grant application instructions

Your project must demonstrate alignment with Affinity Giving mission statements and IU 2030: Indiana University Strategic Plan. Clearly state how your initiative supports the university’s long-term goals.

Your application should stand out among many. Tell a clear, compelling story that demonstrates the importance and impact of your project.

Tips:

  • Be specific about how grant funds will be used (list line items in the downloadable Excel budget template)
  • Include data, research, or evidence supporting your methodology
  • Clearly define your target audience and project management plan
  • Use concise, yet thorough language
  • Note: Please avoid copying and pasting repetitive content from other sections.

Project need
  • What specific need does your project address?
  • Are there unique or innovative aspects to your approach?
  • How was this need assessed?
  • How many individuals are affected by this need, and how many will your project directly benefit?
  • What data supports your analysis?
Goals & objectives
  • Explain in detail the goals and objectives of your project.
  • What methods will you use to implement the project?
Project timeline
  • Describe the timeframe details for specific aspects of your project.

Is this project intended as a ‘proof of concept’ or ‘feasibility’ program? If so, include the following key details in the Project Information and Narrative.

  • Address all relevant areas
  • Clear definition of concept
  • Feasibility criteria
  • Evaluation plan
  • Future funding strategy
  • Risk assessment
Project rationale
  • What is the core idea or innovation being tested?
  • Why is this concept important or timely?
  • Please describe the criteria you will use to determine feasibility.
Objectives
  • What specific outcomes will demonstrate feasibility?
  • What are the success criteria?
Methodology
  • What steps will be taken to test the concept?
  • Who is involved in the design and implementation?
Evaluation metrics
  • What data will be collected to assess feasibility? Explain how you will evaluate whether the concept is viable.
  • How will you measure success or failure?
Timeline
  • What is the duration of the pilot or test phase?
  • Are there milestones or checkpoints?
Contingency & next steps
  • If feasibility is demonstrated, what are the plans for scaling or continuing the project?
  • What funding sources or partnerships will be pursued? If your feasibility criteria are met, outline your plan for securing continued funding or support.
Risks & limitations
  • What are the potential challenges or limitations?
  • How will these be mitigated?

Explain your evaluation plan. Clearly describe how you will evaluate the success of your project and report findings.

  • How will you measure impact?
  • What indicators will determine success?
  • What tools or methods will be used to collect and analyze data?

Affinity Giving grant funding is limited to one year (following the fiscal year timeframe of July 1–June 30 of the following year) and does not typically support ongoing efforts. Please explain how your project will continue to have an impact beyond the one-year grant funding period.

  • Plans for future funding or support
  • How lessons learned will inform future work
  • If the project is self-contained, how its outcomes will be leveraged
  • If the project will not continue, how its successes will be built upon

Projects must be open to all. Describe who will be served by the project. Consider including number of people served, and specify students, faculty, staff, and/or community as the target audience.

Glossary

Money to purchase land, buildings, equipment, etc. that are used to produce products or provide services.

Financial support from a business, not through a related Foundation.

Costs which relate to the specific project. Examples: contracted faculty for April – May workshops, supplies for the summer camp program.

Equipment to be purchased, or rented, in direct support of the project.

The practicality and likelihood of successfully completing your research or project within the constraints of time, resources, and available methodologies.

Generally, a grant received for specific project support or shared operating support.

Something that a person receives for working in addition to pay, which is not in the form of money. Example: health insurance.

Financial support received from government agencies (Federal, state, county, and city).

Indirect costs, sometimes called overhead or common cost pool, do not relate solely and specifically to a particular project, but are necessary to its completion. Examples: office rent, telephone, etc.

In-Kind contributions comprise donations of professional services or other goods and services. You should not record an In-Kind donation unless you would have to pay for the goods/service if it was not received as “In-Kind”. In-Kind contributions are net-zero (i.e., contribution and expense are equal, so they do not affect the bottom-line net; however, they increase the magnitude of the income and expenses.

Volunteer hours do not qualify to be reported as income under GAAP (Generally Accepted Accounting Principles). Alternatively, a narrative note in your proposal should describe the role of volunteers and impact of their hours.

Earned income. Examples: Interest, dividends on an endowment.

Includes any IU campus, department, unit, or organization.

The total cost associated with delivering goods or services to customers. The marketing cost may include expenses associated with transferring title of goods to a customer, storing goods in warehouses pending delivery, promoting the goods or services, or the distribution of the product.

Costs of IU staff (full and part-time) assigned to the project comprising actual salaries plus social security charges and other statutory costs included in the remuneration.

The process of gathering evidence to support the feasibility of a project. Project managers perform a POC in the early stages of development before committing too much time and resources to a project. The purpose of a proof of concept is to demonstrate project viability to product teams, clients, and other stakeholders.

Includes all consumable materials purchased in direct support of the project.

Note: Food and swag items are not consistently approved for funding from the WPLC.

Variable costs are usually project oriented and are controllable or adjustable. Examples: number of participants served by a project, number of weeks a project runs, number of exhibitions or concerts, local or international. Semi-variable costs are in between. These must happen, though they can be mitigated somewhat. Examples: color versus black & white for a print job, short-term rental versus purchase of equipment.