Funding Strategy

Unlock Your Path to Grant Success with a Tailored Funding Strategy

A Funding Strategy is your customized roadmap to identify and pursue grant opportunities with the highest potential for success. We keep this plan dynamic, regularly updating it to capture new opportunities and document progress as we go, including both wins and areas for adjustment.

Our Road Map Process

  • Kickoff Meeting & Project Planning Toolkit

    We’ll begin with a one-hour kickoff meeting to deep-dive into your goals and priorities. During this session, we’ll discuss key details funders want to know, such as: 

    • Your organization’s leadership,

    • Number of clients served,

    • Client demographics,

    • Core programs, and

    • Budgets.


  • Targeted Funding Search

    Next, we enter your goals and programs into a curated set of grant databases. Our initial search often identifies 150+ potential funding sources. From here, we filter down by program alignment, funding history, geographic eligibility, and average award size, narrowing the list to the top 10-20 grants with strong potential.

  • Draft Funding Strategy Review

    We’ll review our Draft Funding Strategy with you, sharing the top grants we’ve identified and refining based on deeper funder research. We prioritize grants with a minimum 20% funding likelihood, aligning with your goals for maximum impact.


  • Funder Outreach & Finalizing the Top Five Opportunities

    We pursue meetings with funders to introduce your organization and identify funders and programs that best suit your organization’s needs and priorities. We outline the top 5-7 opportunities and present the results.  


Setting Realistic Expectations

While no grant is guaranteed, each proposal is crafted as an invitation to collaborate with funders committed to positive change. Our approach enhances your success rate by targeting funders who are eager to support the impactful work done by organizations like yours.