Grant Funding Playbook & Toolkit

This program is built for nonprofit leaders who are ready to move from reactive grant chasing to intentional preparation. You’ll step away from last-minute applications and into a clear, organized approach that supports consistent funding efforts.

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Supplemental Resources

1. Lesson 1: Introduction to Your Guide & Instructor, Lorinda Santana
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2. Lesson 2: Setting Yourself Up for Success
1. Lesson 1: Foundations First
2. Lesson 2: Core Grant Documents
3. Lesson 3: Creating Your Grant Readiness Hub
4. Lesson 4: Action Plan & Implementation Checklist
1. Lesson 1: Understanding Program Clarity
2. Lesson 2: Your Program Questionnaire
3. Lesson 3: Defining Community Need, Population and Organizational Impact
4. Lesson 4: Action Plan & Program Development Checklist
5. Program Questionnaire
6. Program Questionnaire Companion Guide
1. Lesson 1: Understanding Fundable Narratives
2. Lesson 2: Building Your Case for Support
3. Lesson 3: Action Plan & Narrative Development Checklist
1. Lesson 1: Understanding Data, Evidence, Research & Community Insight
2. Lesson 2: Turning Data Into Narrative
3. Lesson 3: Action Plan & Narrative Development Checklist
1. Lesson 1: Understanding Grant Alignment & Funder Fit
2. Lesson 2: Building a Strategic Grant Pipeline
3. Lesson 3: Action Plan & Strategic Grant Research Checklist
4. Grant Tracker Excel Spreadsheet
1. Lesson 1: Building Sustainable Grant Systems
2. Lesson 2: Capacity Planning, Team Roles & Preventing Burnout
3. Lesson 3: Action Plan & Grant Systems Implementation Checklist
1. Lesson 1: Bringing the Framework Together
1. Strategies for Efficient 501(c)3 Management: Aligning with IRS and Grant Portals
2. Nationwide Charitable Registration Guide: State-by-State Requirements Guide
3. Organizational Structure Template: Board of Directors Visual Representation
4. Operational Structure Flowchart: Managing Staff and Volunteers
5. Best Practices for Filing Form 990: Ethical Reporting Guide
6. Comprehensive Budgeting Toolkit: Organizational Budget
7. Comprehensive Budgeting Toolkit: Program Budgets
8. Comprehensive Budgeting Toolkit: In-Kind Goods and Services Guide
9. In-Kind Goods and Services Template Spreadsheet Tracker
10. Principles for Ethical Financial Reporting: Audited Financial Statements Guide
11. Crafting an Effective Letter of Intent: Template Included
12. Full Budget Template - Organizational & Program
13. Support Letter Templates: Facilitating Partner Endorsements
14. Grant Management Spreadsheet: Tracking Future Funding Opportunities
15. Examples of Successful Grant Applications: Learn from Awarded Proposals
16. Program Budget Template: Plan and Track Your Program Expenses Effectively
17. A Nonprofit's Guide to Flow Charts: Enhancing Program and Service Delivery
18. Guide to Board Composition: Defining Titles and Roles for Expansion
19. Crafting Your Nonprofit's Mission Statement
20. Crafting Your Nonprofit's Vision Statement: A Strategic Guide
21. Crafting Your Nonprofit's Purpose of the Organization
22. Data Collection Primer: Sourcing Statistics, Case Studies, and Articles
23. Guide to Creating an Effective Annual Report Showcasing your Nonprofit's Success
24. Guide of Evaluation Tools and Methods to Evaluate Programs & Services
25. Folder Structure Guide
26. New! Grant application master template!
1. 501(c)3
2. Bylaws & Articles of Incorporation
3. Nonprofit Finances Toolkit Intro
4. 990s
5. Nonprofit Budgets - Operational/Organizational Budget
6. Nonprofit Budgets - Program/Services Budget
7. Audited Financial Statements
1. The Hive Resource Library
2. Recommended Tools & Partner Resources
3. Grant Management Systems
4. Additional Training Opportunities
1. AI guidelines and best practices
2. Quiz & Access Activation
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3. Access Fundable
1. Grant Funding Playbook & Toolkit Final Assessment

About this course

67 lessons

Get Grant Ready, Today!

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Grant Funding Playbook & Toolkit

Supplemental Resources

The Grant-Ready Framework™: 7 Phases to Funding

Phase 1 — Core Grant Documents & Organizational Foundation

Phase 2 — Program Design & Strategic Clarity

Phase 3 — Program Development & Narrative Building

Phase 4 — Demonstrating Need with Data & Evidence

Phase 5 — Strategic Grant Research & Opportunity Matching

Phase 6 — Grant Systems, Workflow & Capacity Building

Phase 7 — Integration, Final Positioning & Next Steps

Grant Funding Toolkit: Downloadable Resources

Grant Readiness Resource Library

🔹 Support & Additional Resources

Fundable: AI Grant Strategist & Support Resources

Grant Funding Playbook & Toolkit Final Assessment

About this course

Get Grant Ready, Today!