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Funder Research Worksheet & Screening Checklist
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Funder Research Worksheet

Systematic evaluation tool for potential grant opportunities

Lesson 3: Building Your Funder Research Process

About This Worksheet

Use this interactive worksheet to systematically research and evaluate potential funders. Complete each section to determine whether a grant opportunity is worth pursuing. Your responses will automatically calculate a priority score to help you decide which opportunities deserve your time and resources.

How to Use This Worksheet

  • Complete one worksheet for each potential funder you’re researching
  • Be honest in your assessments—this tool only works if you’re realistic
  • Use the priority score to compare opportunities and decide where to focus
  • Save or print completed worksheets for your records
  • Review and update as you learn more about each funder

1. Basic Funder Information

2. Initial Screening Checklist

Check all that apply. If you answer “No” to any question, this may not be a good fit.

3. Mission & Strategic Alignment

4. Capacity & Feasibility Assessment

5. Priority Score & Decision

Overall Priority Score

0
out of 35 points

Complete all rating sections above to calculate your priority score.

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