Libraries · nonprofit · funder-research

Funder Research

Fit analysis, 990 reads, priority maps, prospect narratives, and meeting prep: the work of deciding which funders are worth your time before you write a word.

PROMPTS 18 // OPEN SAMPLES 2 // FREE WITH ACCOUNT 16

Foundation Fit Analysis

OPEN SAMPLE

Compares a foundation's stated priorities and giving history against your program to score fit and flag mismatches before you invest time in a full proposal. Use it before adding a funder to your pipeline or before a letter of inquiry.

ORGANIZATION NAME ·ORGANIZATION TYPE ·POPULATION SERVED ·GEOGRAPHIC AREA ·PROGRAM NAME ·PROGRAM GOAL ·FUNDER NAME ·FUNDER INFORMATION ·PROGRAM DESCRIPTION AND BUDGET
## Context
You are helping a nonprofit development professional evaluate whether a specific foundation is worth pursuing. The organization is [ORGANIZATION NAME], a [ORGANIZATION TYPE] that serves [POPULATION SERVED] in [GEOGRAPHIC AREA]. The program being assessed for fit is [PROGRAM NAME], which aims to [PROGRAM GOAL]. The development staff member will use this analysis to decide whether to invest time in a proposal or letter of inquiry.

## Task
Analyze the fit between [ORGANIZATION NAME]'s program and [FUNDER NAME] using the information provided below.

Funder information (guidelines, past grants, website language):
[FUNDER INFORMATION]

Program description and budget summary:
[PROGRAM DESCRIPTION AND BUDGET]

Produce:
1. A fit score on a simple three-level scale: Strong Fit, Possible Fit, or Poor Fit. State it in the first sentence.
2. The three strongest alignment points, each in one sentence, tied to specific funder language.
3. The two or three clearest mismatches or gaps, stated plainly.
4. A verdict on whether to pursue, and at what priority level, in two sentences.
5. One specific thing to learn before making a final go or no-go decision.

## Standards
- Under 400 words. Structured with the sub-heads above.
- Cite specific funder language when naming alignment points. Use quotation marks.
- Do not invent grant history, stated priorities, asset figures, or giving ranges. Work only from the information provided.
- Flag any gap where the funder information was silent on something relevant.
- Tone is direct. This is a decision tool, not a cheerleading document.
- Do not promise the program will receive funding. A strong fit means it is worth pursuing, nothing more.
- If any key piece of funder information is missing or ambiguous, ask before completing the analysis.
BEFORE YOU RUN IT
  • Funder's current guidelines or RFP, not last year's version, pulled from the funder's own website
  • A sample of the funder's recent grants (from their 990, website, or news releases) covering at least two years
  • Your program description including population, geography, activities, and budget range
  • Remove any donor, beneficiary, or client personal data from your program materials before pasting, or confirm your AI tool is approved under your organization's data policy
  • Note any personal connection or prior relationship your organization has with this funder
VERIFY BEFORE IT LEAVES YOUR HANDS
  • Confirm every alignment point cites funder language you actually supplied, not language the AI invented or assumed
  • Check that no grant amounts, asset figures, or giving history appear in the output that were not in the information you provided
  • Verify the fit score matches your own read when you weigh the same evidence
  • Confirm the mismatches section does not understate real problems to make the fit look better than it is
  • Check that the verdict does not promise funding or use hedged language that creates false confidence
  • If the AI flagged information gaps, confirm those gaps are real before proceeding to a proposal
Sample output
Sample output. Generated by AI from sample inputs:

**Fit score: Possible Fit**

The Hartfield Foundation's current cycle offers real alignment on population and geography, but the program budget sits above their typical range and one eligibility question needs an answer before this is worth a full proposal investment.

**Three strongest alignment points**
1. Hartfield's guidelines state they prioritize "workforce preparation for adults with barriers to employment" - exactly the population Riverside Youth Coalition's Bridge to Work program serves.
2. Their recent grants page shows three awards in the $40,000 to $60,000 range to workforce programs in Crestwood County, which is your service area.
3. Their 2024 guidelines specifically call out "earned credential attainment" as a desired outcome. Your program includes industry certifications as a graduation requirement.

**Mismatches and gaps**
1. Your requested amount of $85,000 exceeds every workforce grant visible in their recent history. Their largest recent workforce award was $62,000.
2. Hartfield's guidelines require applicants to have received at least one prior grant from a local community foundation. It is unclear whether your 2022 Crestwood Community Foundation award meets this requirement.
3. The guidelines are silent on whether they fund direct service staff salaries. Your budget is 68% personnel. This is a real risk.

**Verdict**
This funder is worth one more research step, not a full proposal yet. The population and geographic alignment are genuine, but the budget gap and the salary question could disqualify the application before it is read.

**One thing to learn first**
Call or email the Hartfield program officer to confirm whether the prior community foundation grant requirement is met by your 2022 award, and ask directly whether they fund staff salaries.
CUSTOMIZATION

If you are evaluating fit for a capital campaign rather than a program grant, replace the program description variable with a project description including the capital ask. For government grant fit analysis, add the NOFA or RFP eligibility requirements as a separate variable. When reviewing a funder with a rolling application window, note in Context that timing is flexible so the verdict focuses on fit rather than calendar urgency.

990 Summary Extraction

Pulls grant size ranges, top grantees, giving focus, and assets from a foundation Form 990 into a usable funder snapshot. Use it when you have a 990 PDF or text and need the key development intelligence fast.

FREE WITH ACCOUNT

Funder Priority Mapping

Maps a funder's published priorities to your programs so you see where you genuinely align and where you are reaching. Use it when building a proposal strategy or deciding which program to lead with.

FREE WITH ACCOUNT

Prospect List Narrative

Turns a raw list of prospect funders into short, decision-ready narratives your team and board can act on. Use it when you have assembled a prospect list and need to present it to a director or board development committee.

FREE WITH ACCOUNT

Grant Pipeline Tracker Setup

Builds the column structure and stage definitions for a grants pipeline tracker tailored to your organization's size and workflow. Use it when setting up a new tracking system or overhauling one that has stopped working.

FREE WITH ACCOUNT

Funder Giving History Summary

Summarizes a funder's recent giving patterns from data you supply to inform ask size and timing. Use it when preparing a proposal strategy or deciding what amount to request.

FREE WITH ACCOUNT

Program Officer Briefing

Builds a one-page brief on a program officer and their funder before a call or meeting. Use it to prepare your development staff or executive director so they show up informed and ask the right questions.

FREE WITH ACCOUNT

Grant Eligibility Screen

Screens an opportunity against eligibility rules so you do not waste a cycle on a grant you cannot win. Use it as a fast first check before investing research or writing time in a new opportunity.

FREE WITH ACCOUNT

Foundation Introductory Outreach Email

Drafts a short, specific introductory email to a funder you have not worked with before. Use it when you have done enough research to know the fit is real and you want to open a conversation.

FREE WITH ACCOUNT

Corporate Sponsorship Prospect Research

Organizes raw research on corporate sponsorship prospects into a fit-and-approach summary. Use it when you have gathered public information on a company and need to turn it into a prioritized brief before making contact.

FREE WITH ACCOUNT

Government Grant Opportunity Scan

Summarizes a government funding opportunity listing into plain-language fit and effort notes. Use it when a Notice of Funding Opportunity or similar posting arrives and you need to quickly decide whether it is worth pursuing.

FREE WITH ACCOUNT

All 140 prompts in this library are free with a VetsLearn account: every prompt, every checklist, synced to your account.

Unlock free with an account →

Funder Alignment Statement

OPEN SAMPLE

Drafts a short statement connecting your mission to a specific funder's priorities, in their language, for use across outreach. Use it when preparing a letter of inquiry, a cold email, or the opening paragraph of a proposal.

ORGANIZATION NAME ·MISSION SUMMARY ·FUNDER NAME ·FUNDER PRIORITIES ·SPECIFIC PROGRAM OR PROJECT ·PROGRAM DETAILS
## Context
You are helping a grant writer or development director at [ORGANIZATION NAME] draft a funder alignment statement. The organization's mission is [MISSION SUMMARY]. The target funder is [FUNDER NAME], whose stated priorities are [FUNDER PRIORITIES]. This statement will appear at the start of a letter of inquiry, email, or proposal introduction. It must show the funder that the writer has read their guidelines, not that they used a template.

## Task
Draft a funder alignment statement of 100 to 150 words that:
1. Opens by naming one specific priority from [FUNDER PRIORITIES] in the funder's own language.
2. Connects that priority directly to [ORGANIZATION NAME]'s work, with a concrete detail about who the organization serves or what it does.
3. States why [SPECIFIC PROGRAM OR PROJECT] is the right fit for this funder at this time, in one sentence.
4. Closes with a natural transition into the ask or the next paragraph.

Do not write the full letter. Write only this alignment statement.

## Standards
- 100 to 150 words, one paragraph.
- Use the funder's language for their priorities, not synonyms. If they say 'food security,' do not write 'hunger relief.'
- Ground the connection in specific facts about the organization's work, drawn from [PROGRAM DETAILS].
- Do not invent statistics, program outcomes, dollar amounts, or prior funder relationships.
- Do not make promises about what the program will achieve. State what it does.
- Tone should be confident and direct, not grateful or deferential.
- If a specific named input is missing or ambiguous, ask before drafting.
BEFORE YOU RUN IT
  • The funder's current guidelines, strategic plan, or priority statement, copied directly (not paraphrased)
  • A specific program or project to connect to this funder, not a general description of the organization
  • Concrete program details: who you serve, what you do, and one data point you can support
  • Strip any beneficiary personal data or confidential program notes before pasting, or confirm your AI tool is approved under your organization's data policy
  • Check the funder's RFP or guidelines for any language preferences or restricted vocabulary, and include those as part of the funder priorities input
VERIFY BEFORE IT LEAVES YOUR HANDS
  • Confirm the funder's priority language in the statement matches the actual words in their guidelines, not a paraphrase
  • Verify every program fact or data point cited can be documented by your organization
  • Check that no statistics, outcome figures, or prior grant relationships were invented
  • Confirm the statement does not promise outcomes, only describe existing work
  • Read it as the funder: does it sound like you read their guidelines, or like you sent the same letter to ten funders?
  • Verify the word count falls between 100 and 150 words before sending
Sample output
Sample output. Generated by AI from sample inputs:

The Hartfield Foundation's commitment to youth economic mobility in rural communities matches the work Riverside Youth Coalition has done in Grant County for the past six years. Our workforce readiness program serves young adults ages 16 to 24 who have left school without a credential, the exact population your 2024 strategic plan identifies as underserved by existing workforce systems. The Trades Entry Program, which we are seeking to expand to a second county site, prepares participants for certified apprenticeships in construction and electrical trades through a 14-week cohort model. Graduates enter apprenticeships at a rate we track and report publicly each year. We are requesting $75,000 in general operating support to extend this model to Caldwell County, where the youth unemployment rate runs nearly double the state average.
CUSTOMIZATION

When the funder's priorities are broad (community health, economic opportunity), narrow the statement to the single priority that most specifically fits your program rather than trying to match all of them. For family foundations, research the founder's biography or the foundation's history and name a specific connection if one exists. For repeat funder relationships, open by acknowledging the prior grant and stating what has changed since then.

Lapsed Funder Re-engagement Brief

Builds a brief for re-approaching a funder who has not given recently. Use it when you are ready to reach back out and need to account for the gap, show what has changed, and propose a next step.

FREE WITH ACCOUNT

Peer Organization Funder Scan

Turns a list of peer organizations and their funders into a prospect map for your own shop. Use it when you have pulled 990 data or public funder lists and need to prioritize which funders to research next.

FREE WITH ACCOUNT

Funder Meeting Prep Brief

Prepares talking points, questions, and a goal for a funder meeting. Use it before any introductory call, check-in, or site visit with a current or prospective funder.

FREE WITH ACCOUNT

Annual Grant Calendar Builder

Builds a deadline-driven annual grant calendar from your prospect list. Use it once a year during planning or when your prospect list changes significantly enough to need a rebuilt calendar.

FREE WITH ACCOUNT

Funder News Monitoring Summary

Summarizes recent funder news you supply into relationship-relevant notes. Use it when you have gathered news clips, press releases, or annual report excerpts about a funder and want to know what matters for your relationship.

FREE WITH ACCOUNT

Board Connection Mapping

Maps possible board and staff connections to target funders for warm introductions. Use it when you have a prospect list and want to identify which funders your board or leadership might already know before making cold outreach.

FREE WITH ACCOUNT

All 140 prompts in this library are free with a VetsLearn account: every prompt, every checklist, synced to your account.

Unlock free with an account →
  • This library is not grant-writing, legal, or financial advice. Prompts and outputs require your review before any funder use.
  • AI output is a first draft. Verify every funder requirement against the RFP. Tie every number to your budget or 990.
  • You remain responsible for donor and beneficiary confidentiality, and for meeting your funders' expectations on AI use.