A few well-organized materials can help your team make the most of grant and development support.
Before beginning an application, gather your program description, organizational history, leadership biographies, budget, and available outcome data. Confirm eligibility, the funder’s requirements, the deadline, and who will approve the submission.
Keep award documents, reporting dates, required measures, program updates, and spending information together. Identify the program and finance team members who will contribute to interim and final reports.
Bring a list of current funders, renewal dates, prospective opportunities, and upcoming submissions. Consider staff capacity and program fit when deciding which opportunities to pursue.
If your organization is between development leaders or needs additional capacity, outline immediate deadlines, active funder relationships, existing systems, and the responsibilities that need coverage.
Practical checklists to help you organize your materials, prepare for reporting, or start a conversation with Ruth.
Gather the materials your team will need to prepare a clear, complete application.
Organize the information that will help your team report on progress and spending.
You do not need to have everything figured out. Start with what you know.
Use the checkboxes as you prepare, or print all three checklists.
Your selections stay on this page until you reload it.
Bring your questions and the information you have. We can start there.
Talk Through Your Priorities