June First Firm Retainer Services:
Grant Research
- Locate Funders that give to your program and services.
- Prospect Research to identify a pool of grant funders for your nonprofit.
- Create/Review Grant Calendar and sort by deadline and priority.
- Assess the award or decline letters and/or email correspondence from the prior year to ensure following most up to date procedures.
- Make sure funders are aligned with strategic priorities centered on furthering the mission to support programs.
- Evaluate the most recent 990 for recent giving trends and any changes in assets such as a new large infusion of cash.
Grant Cultivation
- Review current funders and pitch new funders to include pitch points that highlight the impact of programs.
- Create compelling case statement or boilerplate language
- Implement strategies and review processes to further develop existing grant making program.
- Examine the funder website (or other online portals) to ensure the deadline, priorities, and other necessary information has not changed.
Grant Solicitation
- Work with program teams on the development of grant application materials, including project metrics/milestones.
- Coordinate all necessary meetings and schedule check ins with Development team to share grant outcomes.
- Review prior year grant proposal and ways to improve.
- Conduct and synthesize complex research for strong needs statement.
- Draft program/project budget in coordination with the finance team.
- Review the funder priorities against the application as part of the editing process and run proposal through editing/spell check software.
- Share with program team/grant contact via document sharing software and update proposal based on feedback.
Grant Award/Management
- Review funder’s application and report requirements.
- Lead brainstorming in coordination with program teams for the proposal/report requirements.
- Draft proposals/reports for review and make the necessary revisions.
- Develop educational materials and hold virtual workshops to assist prospective/existing partners through the grant process.
- Meet ALL deadlines to ensure timely submission of materials.
Grant Report
- Provide grant proposals or reports final work product for submission.
- Provide grant proposals or reports final work product for submission.
- Plan for and prepare for review, meetings, and write for new grant opportunities as they arise.