Diversification of Philanthropic Support
This module focuses on revenue planning and organization and new donor prospecting.This module reviews existing funders and identifying gaps and opportunities and understand how to identify and source new potential funders.
DATE
June 17, 2026
TIME
12:00 pm - 1:30 pm ET
VENUE
PRESENTERS
Managing Director at Envoy
Salomon Moreno-Rosa
Salomon is a Managing Director at Envoy. He uses his background and expertise in nonprofit administration and policy development to inform inclusive hiring, philanthropy, and strategic planning engagements that help drive organizational goals and advance local outcomes.
Alejandra Piers-Torres
Manager at Envoy
Alejandra is a Manager of Strategy & Philanthropy at Envoy. She brings experience in local government, public/private partnerships, and program development to support social impact initiatives. Alejandra holds a BA in International Relations and Hispanic Studies from Brown University.
Rothschild Toussaint
Associate at Envoy
Rothschild is an Associate in the Strategy & Philanthropy sector at Envoy. He brings experience in economic development, affordable housing, research, and policy analysis. He employs a mixed methods research and data-driven approach to tackling social challenges. He holds a BA in Economic Geography from Dartmouth College.
Session Agenda
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​Welcome & Ice Breaker
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Review of Last Module
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Module 4: Diversification of philanthropic support
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Closing and Next Steps
Revenue Planning and Organization
Grant Management
The IC Financial Audit Preparation Checklist outlines key documents and records required for a financial audit. It includes financial statements, general ledgers, grant agreements, payroll reports, bank statements, and legal fee details. Additionally, it requires documentation of donations, fixed assets, reconciliations, and board meeting minutes. The checklist ensures compliance, transparency, and readiness for an external audit.
The Financial Audit Checklist serves as a structured guide to ensure an organization is fully prepared for an external financial audit. It outlines necessary documentation, financial records, and compliance requirements, helping organizations systematically gather and verify key financial data. The checklist typically includes items such as financial statements, general ledgers, payroll records, tax filings, grant documentation, and reconciliation reports to ensure accuracy, transparency, and adherence to regulatory standards.
The IC Nonprofit Grant Tracking Spreadsheet is designed to help nonprofit organizations efficiently manage and monitor their grant funding. It typically includes sections for tracking grant applications, awarded funds, reporting deadlines, fund utilization, and compliance requirements. The purpose of this sheet is to ensure transparency, accountability, and effective financial management of grant-related activities.
The IC Grant Management Pipeline Template with Dashboard is designed to help organizations streamline and visualize their grant management process. It likely includes sections for tracking grant opportunities, application statuses, funding allocations, reporting deadlines, and key performance indicators. The integrated dashboard provides an overview of the grant pipeline, enabling better decision-making, compliance tracking, and financial oversight.
The C Sample Grant Tracking Calendar Template is designed to help organizations manage and schedule their grant-related activities effectively. It likely includes key dates for application deadlines, reporting requirements, fund disbursements, and renewal opportunities. This template ensures that grant management teams stay organized, meet compliance deadlines, and optimize funding opportunities through structured planning.
New donor prospecting
The Funder Prospect Tracker is designed to help organizations systematically identify, evaluate, and manage potential funding opportunities. It likely includes sections for tracking prospective funders, application deadlines, funding priorities, grant amounts, and relationship status. This tool ensures a strategic approach to fundraising by organizing outreach efforts and monitoring engagement with potential donors or grant-making institutions.
The Prospect Worksheet for Institutional Funders is a structured tool designed to help organizations assess potential funders and determine their alignment with funding needs. It includes sections for evaluating subject focus, geographic limits, funding types, application requirements, past giving history, and key decision-makers. This worksheet aids in tracking engagement efforts, organizing research sources, and planning next steps for outreach and grant applications.
The How to Create a Donor Profile guide by DonorSearch provides a structured approach to building comprehensive donor profiles for nonprofits. It explains the importance of donor profiles in cultivating relationships, securing major gifts, and improving donor stewardship. The guide outlines essential elements to include, such as personal details, giving history, philanthropic ties, and professional affiliations. It also introduces DonorSearch’s AI-powered tools for prospect research, donor segmentation, and predictive modeling to enhance fundraising efforts.
The Non-Profit Grant Proposal Template provides a structured framework for organizations to create compelling grant applications. It includes sections for outlining the project description, goals, target population, key activities, and staff involved. The template also covers budgeting, funding strategies, evaluation criteria, and organizational background to ensure a comprehensive and persuasive proposal. This resource helps nonprofits streamline the grant-writing process and improve their chances of securing funding.
The Due Diligence Tool for Pre-Grant Assessment is a comprehensive guide designed to help grantmakers evaluate nonprofit organizations before awarding funding. It provides a structured process for assessing financial health, governance, leadership, program design, and legal compliance. The tool includes detailed checklists, assessment questions, and worksheets to identify potential risks and ensure grants align with a funder's mission and objectives. It serves as a practical resource for conducting thorough due diligence, balancing risks, and making informed grant decisions.
This document provides an extensive compilation of tools, research, and best practices for effective nonprofit grantmaking. It categorizes resources into donor-focused, staff-focused, and general guidance on strategic and tactical approaches to sourcing and due diligence. Key themes include evaluating nonprofit effectiveness, integrating equity considerations, mitigating bias in financial analysis, and balancing risk in funding decisions. The guide also highlights gaps in existing literature, particularly in global and rural grantmaking contexts, and offers actionable recommendations for improving philanthropic processes.
The structured guide designed to help universities and research organizations secure funding. It outlines key steps in the funding process, including assessing funding readiness, refining project ideas, identifying suitable funding sources, building partnerships, preparing bids, and writing compelling grant applications. The toolkit also emphasizes effective dissemination strategies to maximize project impact. By offering practical tips, eligibility considerations, and bid-writing techniques, it serves as a comprehensive resource for organizations seeking to enhance their funding success.
This provides a comprehensive approach to identifying and securing funding from government and private grantmakers. It emphasizes the importance of strategic research, understanding funder priorities, and leveraging key tools such as federal grant databases, foundation directories, and tax return records (990-PFs). The guide outlines best practices for structuring searches, building relationships with funders, and ensuring alignment between an organization's mission and grant opportunities. By following these steps, organizations can improve their grant-seeking success and long-term financial sustainability.
This guide by the Congressional Research Service provides a structured approach for crafting successful grant applications. It covers key steps including project planning, gathering community support, identifying funding sources, and organizing proposal content. The guide details essential components such as project goals, needs assessment, methodology, budget development, evaluation plans, and future funding sustainability. Additionally, it includes a list of free grant-writing resources and federal agency guidelines to support grantseekers in effectively securing funding.
This guide provides practical strategies for writing successful grant proposals, particularly for educators and school districts. It covers key elements such as identifying appropriate funding sources, proposing innovative ideas, collaborating with partners, structuring a compelling proposal, and developing a detailed budget. The guide emphasizes clarity, sustainability planning, and aligning proposals with funders' priorities. Additionally, it offers a checklist of essential proposal components and best practices to increase the likelihood of securing funding.