Funder Research + Fit Memo
This service is for organizations that have one specific funder in mind and want to approach them with clarity and confidence. If you’ve ever stared at a foundation’s website wondering what they actually fund or how to position your request, this is for you.
We’ll do a deep dive into one major funder and deliver a custom strategy memo that outlines how your work aligns with their giving priorities. You’ll walk away with research you can actually use and messaging you can trust.
What’s Included:
Funder profile and alignment notes
We’ll review the funder’s giving history, public guidelines, past grantees, and typical funding ranges. We’ll summarize where your organization is a strong fit and where you may need to adapt or clarify.
Strategic positioning memo
You’ll receive a one-page write-up with recommendations on how to approach the funder, what to highlight in your outreach, and tips for strengthening alignment.
Custom notes for outreach
We’ll include suggested talking points or positioning language to help you prepare for a letter of inquiry, introductory email, or first conversation.
Why It Works:
Many nonprofit teams waste valuable time chasing funders without a clear plan. This service removes the guesswork and gives you a focused strategy for making a strong first impression. Whether you’re preparing to submit an LOI or just beginning to build a relationship, this memo helps you show up informed and prepared.
Real Examples:
A food sovereignty nonprofit used this service to reframe their messaging and was invited to apply for a $50,000 grant after sending a new LOI.
A leadership development group used the memo to guide a one-on-one meeting with a funder at a conference, leading to a second conversation and eventual support.
A youth mentorship program used the talking points to rewrite an email that led to a Zoom call with a funder they’d been trying to reach for two years.
Delivery Timeline:
5 to 7 business days
Rush delivery available for $145
Who This Is For:
Organizations preparing to contact a specific high-potential funder
Teams writing a major LOI, inquiry email, or pitch
Groups that want to build strong funder relationships but aren’t sure how to start
Anyone who wants to feel prepared instead of guessing
This service is for organizations that have one specific funder in mind and want to approach them with clarity and confidence. If you’ve ever stared at a foundation’s website wondering what they actually fund or how to position your request, this is for you.
We’ll do a deep dive into one major funder and deliver a custom strategy memo that outlines how your work aligns with their giving priorities. You’ll walk away with research you can actually use and messaging you can trust.
What’s Included:
Funder profile and alignment notes
We’ll review the funder’s giving history, public guidelines, past grantees, and typical funding ranges. We’ll summarize where your organization is a strong fit and where you may need to adapt or clarify.
Strategic positioning memo
You’ll receive a one-page write-up with recommendations on how to approach the funder, what to highlight in your outreach, and tips for strengthening alignment.
Custom notes for outreach
We’ll include suggested talking points or positioning language to help you prepare for a letter of inquiry, introductory email, or first conversation.
Why It Works:
Many nonprofit teams waste valuable time chasing funders without a clear plan. This service removes the guesswork and gives you a focused strategy for making a strong first impression. Whether you’re preparing to submit an LOI or just beginning to build a relationship, this memo helps you show up informed and prepared.
Real Examples:
A food sovereignty nonprofit used this service to reframe their messaging and was invited to apply for a $50,000 grant after sending a new LOI.
A leadership development group used the memo to guide a one-on-one meeting with a funder at a conference, leading to a second conversation and eventual support.
A youth mentorship program used the talking points to rewrite an email that led to a Zoom call with a funder they’d been trying to reach for two years.
Delivery Timeline:
5 to 7 business days
Rush delivery available for $145
Who This Is For:
Organizations preparing to contact a specific high-potential funder
Teams writing a major LOI, inquiry email, or pitch
Groups that want to build strong funder relationships but aren’t sure how to start
Anyone who wants to feel prepared instead of guessing