Prospect Worksheet

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  • @Zel Ilano Hi Zel, I got access to a sample NYC DoF NYC-245 copy at this site https://goo.gl/Sw1eeP.
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  • Savvy post . I learned a lot from the analysis ! Does anyone know if my assistant could get access to a blank NYC DoF NYC-245 form to fill in ?
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Prospect Worksheet

  1. 1. Page 1 of 2 The Foundation Center’s Prospect Worksheet—Institutional Funders PROSPECT WORKSHEET Date: Basic Information Name Address Contact Person Financial Data Total Assets Total Grants Paid Grant Ranges/Amount Needed Period of Funding/Project Is Funder a Good Match? Funder Your Organization Subject Focus 1. 1. (list in order of importance) 2. 2. 3. 3. Geographic Limits Type(s) of Support Population(s) Served Type(s) of Recipients People (Officers, Donors, Trustees, Staff) Application Information Does the funder have printed guidelines/application forms? Initial Approach (letter of inquiry, formal proposal) Deadline(s) Board Meeting Date(s) Sources of Above Information c 990-PF -- Year: c Requested c Received c Annual Report -- Year: c Requested c Received c Directories/grant indexes c Grantmaker Web site Notes: Follow-up: © The Foundation Center
  2. 2. Page 2 of 2 © The Foundation Center

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