Lesson #13 – Tracking Funder Profiles

Greetings from GrantLessons! Brrr it’s cold outside. Hope your Thanksgiving holiday was fun with family and friends. I hope that you enjoyed your rest from Grantlessons, but now it is time to get back to work 😉

Well the last lesson was long and this one will be shorter. It is important to keep track of the funders you evaluate. I use two Excel spreadsheets. The first one catalogues each of the foundations and corporations that are not a match for our chapter’s programs. On the second one, I put those foundations and corporations that I believe our committee will want to write a letter of inquiry or application. Go to http://www.grantlessons.wordpress.com and you find sample forms for both under Examples/Funding Sources/ Grantor Name Searched and Examples/Funding Sources/Evaluation Elements. Please take the time to check these out. If you have decided to use both GrantStation and Foundation Directory Online, be sure that you add a column showing which database you used.

While this may seem like an extra step, it is important to do since often times our committee members do not stay on the committees for more than a year or two. If you do not know how to set up an Excel spreadsheet, ask others in your chapter to assist you. Once it is developed, adding the data is a simple task. Remember to add these documents to your chapter’s Dropbox so that other members will have access to them.

I am looking at the calendar, there always seems to be so much that needs to be done at this time of the year. Keep carving out an hour or two each week for your grant writing activities, hopefully over the last couple of weeks you have found at least one new funder that you want to approach for funding ;-).

Catch me when you can and I will catch up with you soon. Sandie

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One thought on “Lesson #13 – Tracking Funder Profiles

  1. I lost track of you when this gmail changed direction. So glad to hear your voice on the tele call tonight and look forward to seeing you in January. Stay warm. A very cold winter so far in this neck of the woods, but no snow, ksi

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