How To Best Use Grantli’s “Funder Profile” Document

Purpose: The “Funder Profile” helps you build a profile for all potential funders with relevant information and contact info. The second part helps you keep track of the telephone conversations, in-person visits or other contacts you have with program officers at the organizations with which you’re working.

Using the Worksheet: Create a new tracking sheet each time you contact a potential funder for the first time. Then simply keep a record of your future contacts on that same sheet. This fillable form allows you to keep all records in digital form. But print and staple to any file folder that holds additional materials about that funder.

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