Updated: Jul 20, 2022
As a busy fundraising professional, it can be so tempting (and much faster and easier) to look up a grant-maker, decide that it's a good fit, print your proposal, and drop it in the mail. But, calling and speaking to a Grant Administrator could mean the difference between receiving a grant award and ending up at the bottom of the proposal stack when it comes time for application reviews.
But what do you say? If you've managed to get an actual human being on the other end of the phone, you don't want to stammer like a nervous kid with stage fright (I've been there, and it's not fun!). You want to present a professional and highly engaging but brief description of your organization, your need, and in the end, confirm what you assumed was a good match is.
After more than a decade of connecting with grant administrators at foundations across the country, I've found that many conversations have the same flow and content. From small family foundations that share a personal cell phone number of a board member to foundations with a national scope and a team of grant administrators, you can pretty much count on asking the same types of questions that will get you the information you need to determine if moving forward with an application has a high likelihood of success for your nonprofit.
Using the following script as a guideline for your conversation can help garner the information you need to move forward confidently with your request.
Ask to speak to the Grant Administrator. Note that person’s name (if different from your notes) for future reference.
Introduce yourself by name and title.
Tell them why you’re calling: You'd like to ask a few questions to ensure you have the correct and current information about their grant submission guidelines.
If you or someone on your board has a connection to someone on their board or reviewing committee, reference that connection. “John Smith suggested that I reach out to you today.” Look at their profile and 990 reports for these contacts, but make sure you have his or her approval before referencing this connection.
Briefly describe your organization and the funding need. This should be an elevator speech. Give them enough information to ask more questions, but allow that as a natural part of the conversation.
Reference the connection between the funding need/your organization's mission and the foundation’s funding initiatives. For example: “I wanted to connect today because XYZ Foundation has previously supported nonprofits that help … (general information about your clients), and I believe that our work is a good fit with your foundation’s mission.”
Ask the following questions:
Based on what I’ve shared, do you think an application would be appropriate?
Your guidelines state that the next deadline is [date]. Is that correct?
Would you be able to review our proposal for input and suggestions before the final submission?
Can you advise me on the appropriate amount for a grant request?
Are there any other foundations you suggest we talk to about this project?
How many copies of our proposal would be helpful?
Is there anything else you could share that you feel would be helpful?
Thank them for their time.
Taking 5-10 minutes to connect with someone can provide you with a wealth of information that could prove relevant to that particular request and your entire grant fundraising strategy.
Want a handy printable of this script with space to take notes next time you connect with a grant administrator? Click here.
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