Development Initiation Form

Complete before work starts on a grant, an RFP response, or a funder or donor connection.

01What are we starting?02Funder contact 03Deadlines & funding 04What would we do?05Why we qualify 06Team & next steps

Development Initiation Form6 sections

* Required

01What are we starting?

Type of work

Development grantRFP responseFunder / donor connection

Opportunity name *

Funder or donor *

Link to call, RFP, or funder page

02Funder contact

Contact name

Contact email

Who can make the introduction?

Our relationship

None yetWarm introduction availableHave met or correspondedCurrent or past funder

03Deadlines & funding

For a funder connection, use the desired first meeting date as the final submission date.

Questions due

Letter of intent due

Final submission due

Decision expected

Amount we would request (USD)

Award range or cap

Match or cost share required?

YesNoNot sure

04What would we do?

Project or purpose

Who benefits, and what changes for them?

Required outcomes

05Why we qualify

Our organization type is eligibleOur location or service area fitsThe project matches their stated prioritiesWe have done similar work beforeWe have the staff and systems to deliverRequired registrations are current

Why we are a strong fit

Best proof points

Gaps or risks

06Team & next steps

Lead for this work

Submitted by *

Date submitted

Priority

HighMediumLow

What we need from the team

BudgetLetters of supportPartner agreementsPast performance or case studiesBoard or leadership approvalWriter or editor

Anything else the team should know

Development Initiation Form

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