5 Tips To Organize Your Grant Proposal
Preparing a strong grant proposal is like a team sport, where staff input, board approval, and proposal writers all come together to bring an application over the finish line.
This can be challenging when important documents and data exist in different locations, files, or computers.
Tips to Organize Your Grant Proposal
- 1. Assemble everything in one document “library” that is accessible by all who are working on the proposal (use Google Docs or DropBox for example). Susan’s list of Materials to Include in Document Library includes items like your nonprofit’s by-laws and mission statement, key financial documents and more.
- 2. Use your organization’s name when naming files: e.g. MyNonProfit 2020 Budget or MyNonProfit YE 2020 P&L.
- 3. Consider creating a style guide so that program names, acronyms, symbols, commas, and decimal points are used consistently. Save this guide to your document library.
- 4. Make sure you have and know how to use up-to-date Microsoft Office (Word, Excel), Adobe Acrobat Pro, and a reasonable quality scanner. Check internet browser requirements for the funder’s online application system and use the suggested browser.
- 5. Create a generic email address, unique UserID and Password for all online application systems: e.g. email@example.com for email. Keep track of them for each funder!
The Community Foundation for Monterey County does not endorse individual consultants. For a free online directory of local consultants and tips on making a consultancy successful, visit cfmcogifts.org/consulting.
More Grant Proposal Resources
We recommend Candid’s online resources. Candid is the new organization combining Guidestar and the Foundation Center’s Grantspace.