New Client Application - Prospect Research

Please complete our Prospect Research Intake Form to tell us about your organization. Identifying the right funding opportunities starts with understanding your organization's work and funding needs. Our Prospect Research service is designed to deliver a customized list of potential funders that align with your mission, programs, and funding priorities. We provide key details such as each funder's giving priorities, recent grant recipients, application process and timeline, and contact information. The preliminary information you provide below will help us prepare to then meet with you (via Zoom) to learn more and discuss our next steps together.

Contact Name*

Your Position*

Organization Name*

Email Address*

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number*

Please enter a valid phone number.

Website/URL*

Organization Employer Identification Number (EIN)*

Year Established/Date of Incorporation*

Mission Statement*

Describe the people your organization serves.*

Describe your programs/services. *

Is your organization classified as a 501c(3) nonprofit? If not, what is the classification?*

YesNoIf no, what is the classification? _______________________

Has your organization filed an IRS 990 within the past year?*

YesNo

Has your organization obtained an independent financial audit within the past year?*

YesNo

What is your organization's total projected expense for the current year?*

What is your organization's total projected revenue for the current year?*

How much of your total revenue currently comes from grants?*

If your organization has received grants before, please tell us about them. Were the grants from foundations, government, or other sources? Did you experience any problems with spending or fulfilling activities for those grants? Do you have any current grant awards at this time?*

What other sources of funding does your organization have? Examples: program/service revenue, donations from individuals, donations from corporations or churches, social enterprise, other*

Describe your goals for grant seeking. Do you need a specific dollar amount to support a specific upcoming project? Do you need operational funding, program funding, capital project funding, etc.?*

GPA Code of Ethics

Boyd Grants complies with the ethical standards set forth by the Grant Professionals Association and will not accept a percentage of a grant award as compensation for grant research or writing. Payment for grant services must be made from other revenue sources your organization has secured. Is your organization prepared to pay for consulting services in this manner?

YesNo

Please check each item below that you or someone else from your organization can commit to doing as a Boyd Grants client:*

Designate a staff person to be the primary point of contact and respond to requests for information within two to three daysComplete and return the Boyd Grants Concept Form to explain your funding needs, after signing our contract but before our scheduled kickoff meetingProvide key documents and information such as your IRS determination letter, most recent audited financial statement, IRS 990, budget, client program/service numbers, etc. to inform our prospect research workCommit to participating in a scheduled kickoff meeting, a scheduled closeout meeting, and potentially one additional meeting during the research process

Is there anything else about your organization or grant needs that you would like us to know?*

What questions do you have for us?*

How did you hear about us?*

Promo Code

Please verify that you are human*