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Foundations · typically years 0–2Grants & FoundationsMembers

Grant Writing 101: From LOI to Report

Find the right funders, write a fundable proposal, and report in a way that earns the second grant.

Through the Human Services lens

Local and regional foundations plus county and state government grants are very often the largest funding category outside individual giving for a food bank, shelter, or youth program, which makes concentrating on ten well-researched proposals rather than fifty sprayed ones survival math, not a nice idea, for a shop with no time to waste on a low-odds application. A fifteen-minute call with a program officer before writing can save a stretched shop a week spent on a proposal that was never going to be funded, and it is worth asking for far more often than most small nonprofits do.

Continuing education

1.00 points

Securing the Gift · Current and Prospective Donor Research

Learning objectives

  • Read a funder's Form 990-PF and recent grant list to find its median grant, its trustees, and whether it accepts unsolicited proposals, and explain why fit and low risk outrank prose quality on a program officer's docket.
  • Write a one-page letter of inquiry that opens with an alignment sentence in the funder's own words, names the request amount and the total cost, and asks for a call rather than a grant.
  • Draft a full proposal from the standard skeleton, distinguishing outputs from outcomes, budgeting with real numbers and true costs, and answering the sustainability question honestly.
  • Build a one-sheet grant tracker with a stage column that runs from RESEARCH to RENEWAL CONVERSATION, work it in a 30-minute weekly rhythm, and use it to watch pipeline coverage, win rate by approach, and report deadlines eight weeks out.

Designed for CFRE continuing education. Not yet accepted; no CFRE points can be claimed.

Lessons

  • Video lesson

    How foundations decide

    II See · Current and Prospective Donor Research

    21 min
  • Field guide· PDF

    The LOI that gets a meeting

    III Discern · Securing the Gift

    17 min
  • Template· DOCX

    Proposal skeleton with prompts

    IV Invite · Securing the Gift

    22 min
  • Template· XLSX

    Grant tracking spreadsheet

    VI Accompany · Securing the Gift

    12 min

This is members-only material.

Members get every lesson, template, and worksheet in all eight tracks, plus the support to put them to work in your shop.

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