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Foundation Prospect Worksheet - Sample

A Sample Worksheet to Use When Researching Foundations for Grants

By , About.com Guide

Nonprofits with active grants programs should be continually searching for grant opportunities. Spending 3-4 hours a week on this task is probably minimum.

Keep track of the following information as you do your research. The information about possible funding resources can be set up in a Word document or in an Excel spreadsheet.

(Back to Researching Funders for Your Grant)

PROSPECT WORKSHEET - FOUNDATIONS
DATE:
NAME
ADDRESS
CONTACT PERSON/INFORMATION
Total Assets
Total Grants Paid
Grant Ranges
Period of Funding
Subject Focus
1.
2.
3.
Geographic Limits
Type(s) of Support
Population(s) Served
Type(s) of Recipients
Officers, Donors, Trustees, Staff
Printed guidelines/application forms?
Preferred Initial Approach (letter of inquiry, formal proposal)
Deadline(s)
Board Meeting Date(s)
Sources of Information
990-PF -- Year:
Annual Report -- Year:
Directories/grant indexes:
Grantmaker Web site:
Notes:

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