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Watters & Associates

Activate Noble Qualities--The Virtues
in families, schools and communities

"Ms. Watters was well-prepared with an engaging day of activities, lectures, video and interaction. I left confident that I could take her guidelines and adapt my projects to grant applications and communication with funders."
Daniel O'Connell, Mentor Teacher/Counselor, California

Prospective Funder Worksheet

© 2001-2005 Nancy Watters, http://www.VirtuesConsulting.com. May be copied for non-commercial use only.
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The most common reason that proposals are rejected is the applicant's lack of knowledge about the funder. Find out as much as you can before you write your proposal. Look for funder's whose interests and priorities closely match your own. Use this form to gather the information you need.

Funder Address	Phone Fax E-mail
Contact Person Title/Position Number of staff	Total assets Total grant dollars paid Grant range Average grant size
Purpose and activities Fields of interest	Geographic limits Other limitations
Types of support (operations, capital improvement, staff, supplies)	Duration of funding Required local match
Eligible grant recipients	Known officers, donors, trustees, staff
How to make the initial approach (letter, phone call, formal proposal?)	Application forms and guidelines Application deadlines Notification time
Number of applicants last year	Number of recipients last year
Will they send you? Annual report Application guidelines Newsletters Press releases list of past grantees list of past reviewers Sample successful proposal	Additional notes

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