Foundation Basics

For small to mid-sized nonprofits with strong programs but limited development capacity who are ready to pursue grants from local, regional, community, or family foundations and need a cohesive toolkit, strategic language, and curated funder targets to raise meaningful funding.

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Vetted Prospects

A vetted list of well‑matched foundation prospects for your specific project or program, including mission-fit notes, typical grant ranges, and links.

Grant Calendar

Key due dates and cycles organized into a 6–12 month grants calendar.

Funding Roadmap

A funding roadmap for your program goal outlining: target amounts by funder and phase; how many grant proposals you should plan to submit; how those requests add up to your goal.

Core Narrative

Grant‑ready and reusable core narrative you can adapt for multiple foundation applications, typically covering: The need and context for your work; your program or project description; key outcomes and how you know you’re making a difference; organizational background and capacity.

Budget Framework

Budget framework (in collaboration with your team), including major cost categories and a simple template you can plug into funder forms.

Coordination & Guidance

Includes planning and review (usually 2–3 meetings).

Coordinated Grants Initiative

For small to mid-sized nonprofits ready to fund a larger/phased project through strategically stacked submissions to multiple foundations, with full lifecycle support including prospect research, narrative development, and proposal management.

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Everything in Foundation Basics

A vetted list of well‑matched foundation prospects, a 6–12 month grants calendar, a funding roadmap aligned to your campaign goal, a reusable core narrative, budget framework, coordination and planning meetings.

Proposal Development

Development of multiple, complete foundation proposals (exact number tailored to your funding target and prospect list), customized from your core narrative to match each funder’s requirements, character limits, and priorities.

Letters of Inquiry

Preparation of all required letters of inquiry (LOIs).

Coordinated Submission Support

Portal submission support, including: application checklists, quality review of all narrative and budget materials, and technical guidance on how to enter text, upload documents, and complete forms. Your organization retains ownership of all funder and portal accounts, manages logins, uploads final files, completes any required signatures or certifications, and clicks the final “submit.”

State & Federal Grants

For nonprofits with established programs, solid financial and reporting systems, and adequate organizational capacity ready to pursue state or federal grants, but need a strategic partner to assess opportunity fit, ensure compliance readiness, develop the full application from concept through budget, and provide structured submission support.

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Opportunity Identification & Readiness Assessment

Funder identification, including a structured fitness review for the specific State or Federal opportunity and a concise go/no‑go memo outlining alignment, competitiveness, and capacity considerations.

Pre-Application Requirements Checklist

A compliance and readiness checklist covering registrations, audits, match and in‑kind requirements, indirect cost rate/de minimis, and key partnership elements, so everyone is clear on what must be in place before applying.

Proposal Development

Full narrative drafting for the application, tailored to the specific guidance and scoring criteria, including needs statement, project design, work plan, organizational capacity, partnerships, evaluation, and sustainability.

Budget Development

Development of the State or Federal budget and budget narrative in collaboration with your finance team, aligning line items, cost assumptions, match, and indirects with the project design and funder rules.

Standard Attachments

Preparation of standard attachments, such as organizational overview, key staff bios or resumes, and a basic logic model or work plan if required by the opportunity.

Revisions

Two structured revision rounds with program and finance staff, plus internal coordination to incorporate feedback, reconcile budget and narrative, and ensure consistency across sections.

Submission Support

Submission support focused on process and quality control: a portal/application checklist, guidance on completing forms (including SF‑424 series where applicable), and final narrative/budget QC. Your organization retains ownership of all funder and portal accounts, manages logins, uploads final files, completes any required signatures or certifications, and clicks the final “submit.”