Funder Prospect Assessment Worksheet

Use this worksheet to determine if you are a good match with a potential funder. The sheet helps you look at issues of eligibility, funding types, geographic and programmatic focus, etc. Focus on funding organizations whose priorities closely match your project.

Date Funder
1. Name, Address, Contact Person
2. Financial Data:

Total Assets

Total Grants Paid

Grant Ranges/Amount Needed

Period of Funding / Project

3. Subject Focus (list in order of importance)
4. Geographic Limits
5. Type(s) of Support
6. Population(s) Served
7. Type(s) of Recipient
8. People (Officers, Donors, Trustees, Staff)
9. Application Information:

Does the funding agency have printed guidelines/application forms?

Initial Approach (Letter of inquiry, formal proposal):


Board Meeting Date(s):

10. Source of above information

  • 990-PF (Year: _________ )
  • Annual Report (Year: _________ )
  • Requested
  • Received