Foundation Prospect Researcher Brief Generator
Generate structured foundation prospect briefs from 990-PF filings and grant research
What You Can Do
You can rapidly synthesize foundation research from 990-PF filings, grant databases, annual reports, and board rosters into standardized prospect briefs that score fit, capacity, alignment, and warm connections. This skill transforms 10–20 hours of manual research into concise 2-page decision documents that help you prioritize foundations for cultivation and confidently present qualified prospects to development leadership.
Features
analyze historical grant sizes, multi-year funding trends, and strategic shifts from 990-PF data and grant records
evaluate foundation assets, payout rates, and grant history to score probability and typical grant range
compare foundation priorities and RFP language against your nonprofit's mission and program focus
map board and staff relationships to identify introduction pathways and mutual connections
apply consistent qualification criteria (fit, capacity, alignment, access) to prioritize cultivation timelines
detect shifting priorities, new focus areas, or emerging opportunities in foundation giving patterns
produce research summaries in a consistent format that development teams can act on immediately
Example Output
Example 1: Foundation Brief Summary
Prospect: Smith Family Foundation
Fit Score: 8/10 | Capacity Score: 7/10 | Alignment Score: 9/10 | Access Score: 6/10
Giving Profile: $2.5M annual distribution; last 5 grants to education nonprofits ranged $75K–$250K; no multiyear commitments in past 3 years.
Strategic Alignment: Strong match on K–12 STEM education; foundation shifted focus away from international work in 2022—opportunity for repositioning.
Warm Connection: Board member Sarah Chen sits on education committee; mutual connection through United Way.
Recommendation: Qualify for 18-month cultivation; target $150K grant; submit LOI by Q3 2024.
Example 2: Quick Disqualification Note
Prospect: Johnson Endowment
Fit Score: 3/10 | Reason: Geographic restriction to Midwest only; headquarters in Illinois. Your nonprofit based in California. Recommend removal from pipeline.
What's Included
- SKILL.md instruction file with foundation research methodology:
- Foundation Brief Template (2-page standardized format with scoring rubric):
- 990-PF Analysis Checklist (key data points to extract: assets, payout, geographic limits, program restrictions):
- Prospect Scoring Rubric (fit, capacity, alignment, access criteria with 1–10 scale definitions):
- Warm Connection Mapping Worksheet (board/staff research and relationship identification framework):
- Foundation Research Source Guide (990-PF databases, grant aggregators, and sector resources):
Who It's For
- Foundation prospect researchers — qualify and prioritize foundations for major gift cultivation
- Development directors — make informed pipeline decisions with structured intelligence and scoring
- Nonprofit fundraisers — accelerate grant research and align prospects with organizational capacity
- Grant writers — understand foundation priorities and giving patterns before proposal submission
- Development teams — quickly onboard new prospect intelligence without manual synthesis
Best For
- Qualifying 5–50 new foundation prospects from sector guides or grant databases
- Producing comprehensive briefs for high-capacity single foundations before pitch meetings
- Standardizing prospect research across a development team with consistent scoring
- Identifying warm connections and introduction pathways for cultivation strategy
- Detecting foundation strategy shifts and emerging funding opportunities
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