Prospect Worksheet Institutional Funders - foundationcenter 2025

1. Click ‘Get Form’ to open the Prospect Worksheet in the editor.
2. Begin by filling out the Basic Information section. Enter the funder's Name, Address, and Contact Person details accurately.
3. In the Financial Data section, provide Total Assets, Total Grants Paid, and specify Grant Ranges/Amount Needed along with the Period of Funding/Project.
4. Evaluate if the funder is a good match by listing their Subject Focus in order of importance alongside your organization’s corresponding information.
5. Complete the Application Information section by noting if printed guidelines exist, detailing your Initial Approach, and entering any relevant Deadline(s) and Board Meeting Date(s).
6. Document sources of information such as 990-PF forms or Annual Reports in the provided fields for thoroughness.
7. Utilize the History of Past Cultivation section to track previous interactions with the funder, including types of communication and dates.
8. Finally, outline Recommended Next Step(s) with deadlines to ensure follow-up actions are clear and actionable.

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