Follow the steps to complete the Prospect Worksheet smoothly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with the basic information section. Fill in the name, address, and contact person details of the funder.
3. Next, input the financial data. This includes total assets, total grants paid, grant ranges or amount needed, and the period of funding or project. Evaluate if the funder is a good match for your organization by considering their subject focus.
4. List the organizations you are considering, prioritizing them. Document relevant information about each funder, including geographic limits, type(s) of support, and the population(s) served.
5. In the application information section, determine if the funder has printed guidelines or application forms. Specify your initial approach, whether it be a letter of inquiry or formal proposal, and note any deadlines and board meeting dates.
6. Move on to the section regarding commonality with the prospect. Record the funder's prior giving history in terms of geography, subject field, and relevant individuals.
7. List out the sources consulted. Provide URLs, dates, and other details for search engines, websites, databases, and other resources that were referenced.
8. Document any history of past cultivation with the funder, including types of communication and their respective dates.
9. Finally, recommend the next steps and indicate any important deadlines.
10. Once all sections are completed, you can save changes, download the form, print it, or share it as needed.

Start filling out your Prospect Worksheet online today for a clearer path to securing funding!