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                                        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
Page 2 of 2




© The Foundation Center

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Prospect Worksheet

  • 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. Page 2 of 2 © The Foundation Center