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AI agent for grant writers

Funder Prospect Research Agent

A ranked list of funders that truly fit the program

ResearchWriters
See how it worksGet access
Funder Prospect Research Agent: what goes in, what the agent does and what you get

What it does

Finding funders that fit a program takes hours of reading guidelines and tax filings. When a new program starts or a quarter begins, this agent searches funder databases, foundation websites and public tax filings for funders that support the cause area, region and budget size. It reads each funder's guidelines and the last two years of grants to check fit: whether they accept unsolicited proposals, typical grant size and deadlines. It drops funders that do not accept unsolicited proposals and scores the rest. It then checks whether there are enough strong prospects. If not, it widens the search to nearby regions or related causes and checks again. The grant writer reviews the list and chooses who to approach. Edge case: a funder that changed its focus last year is flagged, even if older grants look like a perfect match.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN New program or quarter 2 USES A TOOL Search funder databases and filings 3 USES A TOOL Read guidelines and recent grants 4 DOES Score fit 5 CHECKS THE RESULT Are there enough strong prospects? If not: widen region or cause terms. Back to step 2. 6 YOU APPROVE Grant writer chooses prospects 7 RESULT Prospect pipeline updated
Read the steps as a list
  1. New program or quarter
  2. Search funder databases and filings
  3. Read guidelines and recent grants
  4. Score fit
  5. Are there enough strong prospects?If not: widen region or cause terms. Back to step 2.
  6. Grant writer chooses prospectsThe agent waits here for your OK.
  7. Prospect pipeline updated

How it decides

It scores funders on cause, region, grant size and openness to applications, and checks recent grants.

  • Drop funders that do not accept unsolicited proposals
  • Check last two years of grants
  • Match grant size to budget

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Minimum fit score
  • Regions
  • Grant size range
  • Number of prospects

What keeps you in control

It always asks you first

  • Adding prospects to the pipeline

Hard limits

  • Uses public information only

It stops when

  • Done: list delivered
  • Stop: no funders fit; suggest changing scope

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA grant writer for a youth literacy nonprofit asks for new prospects in October. The agent searches funder databases and recent grant lists and finds 64 candidates. Its fit check fails for 22: they fund only by invitation, outside the state, or below $10,000. It removes them, looks for more funders with recent K-3 literacy grants and adds 8. The writer approves a final list of 50 ranked prospects for outreach.

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