Sample of a Prospect Worksheet (Grants)

November 17, 2008

PROSPECT WORKSHEET

Date:

Basic Information

Name

 

Address

 

Contact Person

 

Financial Data

Total Assets

 

Total Grants Paid

 

Grant Ranges/Amount Needed

 

Period of Funding/Project

 

Is Funder a Good Match?

Funder

Your Organization

Subject Focus
(list in order of importance)

1.

1.

2.

2.

3.

3.

Geographic Limits

 

 

Type(s) of Support

 

 

Population(s) Served

 

 

Type(s) of Recipients

 

 

People (Officers, Donors, Trustees, Staff)

 

 

Application Information

Does the funder have printed guidelines/application forms?

 

Initial Approach (letter of inquiry, formal proposal)

 

Deadline(s)

 

Board Meeting Date(s)

 

Sources of Above Information

c 990-PF — Year:

c Requested   c Received

c Annual Report  — Year:

c Requested   c Received

c Directories/grant indexes

c Grantmaker Web site

Notes:

 

 

 

Follow-up:

 

 

 

       

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: