Research Brief – Grant Leads & Funding Partners


Worksheet for researching grant leads and funding partners.



Have you ever had to dig through websites and documents to find all the relevant information about a grant lead or funding partner?

If so, you know how important it is to quickly access and share important details with colleagues.


  • Separates complete information about a funding partner from the grant(s) they offer
  • Organizes details in a way that flows logically and is easy reviewed later
  • Helps fundraisers save time by standardizing the way information is stored about different types of grants.
  • Most useful for serious grant leads that have passed an initial screening process.
  • Especially helpful for organizations managing a robust grant pipeline and/or sharing grant information among several people.

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