Shauna O’Toole, MA, CFRE

03 Mar

Posted at 18:00h in Competency Seven, Professionalism, Shauna O'Toole
“For starters, we would like it to be known that it’s International Grant Professionals Day. Many people, even other fundraisers, have not heard of such a day.”  That’s just one of the responses I got when I posed this question to my fellow grant pros - “What do you really want on International Grant Professionals Day? In other words, what could employers and the philanthropic sector do that would really make you take notice?” Their* answers fell into five categories:

21 Jan

Posted at 18:00h in Competency Four, Competency Three, Competency Two, Culture, Organizational Development, Program Design, Relationships, Shauna O'Toole, Strategy
Have you encountered inefficiency, frustration, or even conflict when working with a group to develop a grant proposal? Take heart. This is normal. Most teams struggle and experience conflict before they begin performing at their peak. The Stages of Group Development framework, developed by Bruce Tuckman (1965) describes this process. This blog will briefly describe Tuckman’s framework and then apply these ideas to grant proposal development.

13 Nov

Posted at 06:01h in Competency Seven, Professional Development, Professionalism, Shauna O'Toole
“Will I see you at GrantSummit?” This year, for the first time, my answer was “Yes.” In early November 2023, I attended GrantSummit (formerly known as the Grant Professionals Association (GPA) Annual Conference) in Kansas City, Missouri. This multi-day conference is the premier professional development event for grant professionals in the U.S. I have attended this conference before as a virtual attendee, but this year was my first experience traveling to the event. I have three key takeaways from my in-person experience:

24 Sep

Posted at 21:09h in Budgets, Organizational Development, Organizational Readiness, Shauna O'Toole
Part One of this article covered Financial Statements and the four components (Statement of Financial Position, Statement of Activities, Statement of Functional Expenses, and Statement of Cash Flows). Next, we will cover budgets and other common financial attachments. Remember, these attachments tell your organization’s story just as much as the words in your narrative, so invest adequate time in preparing these files.

14 Sep

Posted at 20:15h in Budgets, Competency Three, Competency Two, Shauna O'Toole
  Did you know that budgets and financial documents are often the first things a grant reviewer will read when considering an organization’s proposal? Sometimes grant professionals leave attachments and budgets for the end, perhaps because these documents can be confusing or intimidating to those of us without an accounting background. This two-part guide will help you correctly identify which attachment the funder is requesting and explain why it is helpful for the funder to have the information contained in each document.

25 Aug

Posted at 17:29h in CFRE, Competency Seven, Competency Six, GPC Credential, MA, Professional Development, Professionalism, Shauna O'Toole, Strategy
I was one of the lucky 10% of aspiring GPCs (Grant Professional Certified) to see the following words float across my screen: “This email is to notify you that your packet has been selected for audit.” Audits are best practice for credentialing organizations to uphold the integrity of the credential. No matter how ethical or diligent one is, being audited is always a bit nerve-wracking. I am sharing my experience to show you how to track documentation to be audit-ready. I will give a real-life example of undergoing an audit after submitting my initial eligibility packet and the things that I now do differently as a result.