Customized Prospect Research for Your Program
We start with a short questionnaire and a clarity call to understand your specific program or project goals. This conversation allows us to learn more about your organization, the communities you serve, and the outcomes you are hoping to achieve through grant funding. By gathering this information early, we can better understand the scope of your work, your timeline, and the type of funders that may be the best fit. This step ensures the research process is thoughtful, focused, and tailored to what matters most to you. It also helps clarify priorities so that the prospect list reflects realistic and strategic funding opportunities aligned with your mission.
Define Your Focus
Once your goals and priorities are clearly defined, we conduct in-depth research to identify and compile a customized list of prospects aligned with your objectives. This includes reviewing foundations, philanthropic organizations, and other funding sources whose priorities match the type of work you’re pursuing. We analyze factors such as funding interests, geographic focus, typical grant sizes, and past giving patterns. By carefully evaluating each potential prospect, we create a targeted list of funders who are more likely to support your project or program. This approach helps your organization focus its time and energy on opportunities with the strongest potential for success.
Research & Build Your Prospect List
You’ll receive the finalized report outlining your curated list of prospects along with helpful details about each potential funder. After the report is delivered, we schedule a debrief session to walk through the findings together. During this conversation, we review the strongest opportunities, answer questions, and discuss possible next steps for outreach or applications. This collaborative discussion helps ensure you feel confident about how to move forward and make the most of the research provided.
