Prospect Research Tools

Prospect Research Tools is a 30-page reference guide and workbook on how to conduct prospect research to identify potential sources of grant funding. The guide includes an orientation to prospect research and step-by-step instructions on how to complete it. 

Included in the workbook are six templates: A foundation tracker, a foundation profile summary sheet, an opportunity summary form, a go/no-go meeting planner and worksheet, and a calendar. The guide's format consists of an introduction to each template (what it is, how to use it), a copy of the template, and then additional steps on how best to use the template as part of your prospect research process.