Grant Research
A great tool for visualizing funder priority areas, funding sizes, and geographic scope.
What is Foundation Directory?
How far in advance you should send drafts to clients, at a minimum.
What is one week?
These are the projected numbers included on a renewal report.
What are the number of proposals, LOIs, and reports projected for next year?
The primary purpose of a content edit.
What is making sure the response answers the question?
That funder has locally-focused priorities in addition to their other funding priorities.
The Colorado Health Foundation
The next step (almost always) after identifying a good funding prospect.
What is contacting the funder?
Items that are updated on the grant tracker when a grant is awarded.
What is update the status to awarded, amount awarded, and reporting dates?
This should be included with the renewal report.
What is the Monday grant tracker?
Where you save all of your client files.
What is in the google drive under their respective client folder?
That funder has invite-only programmatic funding and open capital funding.
Gates Family Foundation
A great resource for seeking potential direct connections to a funder.
What are board and staff lists?
This should always be included in requests to clients.
What is a deadline?
They manage business development and they manage renewals.
What is Sammy, Priscilla, and Marty for business development and Rebecca, Shira, Matt, and Priscilla for renewals?
The difference between an output and an outcome.
What are outputs are direct numbers and the program produces and outcomes are the long term impact?
That funder typically has one annual RFP that provides flexible general operating support.
Next50 Foundation
The most useful aspect about 990s.
What is seeing who else the foundation has funded?
When a client shares a funding opportunity, these are the three steps you should take to evaluate it.
What is research it, develop a recommendation, present to client?
If your client is on a grant writing contract, not a grants management contract, this is what you need to track.
What is the number of proposals and LOIs submitted?
Describes how an activity will lead to a goal or impact
What is a theory of change or logic model?
That funder recently expanded its priorities to include youth well-being.
The Denver Foundation
Important pieces of information on research profiles.
What are relevant previous funding examples, priority area alignment, contact information?
The defining feature of us as consultants, rather than just grant writers.
What is giving your recommendations and advice?
When you should recommend a grant research refresh.
When the previous research is fully exhausted or the client has a new program?
Documents which comprise financial statements.
What is a profit and loss statement/statement of revenue and a balance sheet/statement of financial position?
That funder was founded by a cable giant.
Daniels Fund