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Sample Materials
Prospect Research, 1-Year Calendar, and Persuasive Writing


Samples 1 through 3 are adapted from real client work, not invented from scratch. In each, the organization, program, and any identifying institutional names (schools, local chapters, specific places) have been changed to protect client confidentiality. Where a sample cites funders, their names, eligibility rules, deadlines, and amounts are real, current public information. Dollar figures tied to a specific client's ask have been changed. Sample 4, the donor letter, is different: it is an original piece written for the renamed program, and its event and figures are invented for illustration. No real client, funder contact, or individual is identified by name anywhere in this document.

 

​This document contains four samples:

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  1. A funding-letter edit, adapted from a real client engagement, demonstrating narrative restructuring without a fabricated scene.

  2. A funder prospect assessment, adapted from real prospect research for a real client, demonstrating research depth and fit analysis across seventeen funders.

  3. A twelve-month grant calendar built from those same seventeen funders' real, current deadline patterns — a first-year prospecting calendar rather than an active pipeline, since none of these funders had been applied to yet.

  4. An original community fundraiser donor letter for the same program, demonstrating an aggregate-framing approach to event fundraising, and also compiled from several real donor letters written for client funders.

Sample 1 — Funding Letter Edit

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Organization, program, and funder names have been changed to protect client confidentiality. The requested amount has been altered from the original figure. This sample demonstrates an edit pass on a real funding letter: replacing an invented individual quote with an honest aggregate framing and real per-person arithmetic, instead of a fabricated moment.

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Steady Ground Family Services

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Dear Ferris-Dunlap Family Foundation,

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Picture 72 people this year who stop feeling stuck—each one reached for less than $132. At Steady Ground Family Services, we're not picturing it. We're building it, one workshop at a time, with the families and individuals across our community who rarely get paid access to this kind of instruction.

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Almost every week, someone walks into one of our sessions carrying something specific: a stack of bills with no plan behind them, a stress load that's started showing up in their sleep or their blood pressure, or a business idea that's never had room to develop. Under Marisol Diaz's leadership, we've hosted more than 100 of these sessions—Life Skills, Financial Literacy, How to Start a Business—and the pattern across all three has become impossible to ignore: the people in the room aren't managing one problem. They're managing three at once, and we've been teaching them one at a time.

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We are requesting $9,500 to fund the Full Circle Wellness Series—stress management and mental wellness, practical health habits on a tight budget, and financial literacy paired with small-business basics, taught to the same 72-person cohort across ten weeks instead of three separate audiences. We piloted this combined format last spring. It filled within a week, and every seat was still full at the final session—which, for a ten-week commitment from people juggling work and family, is the number that actually tells us something worked.

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Your investment covers what makes the next round possible: facilitators and guest experts, materials, a rented space with the right setup, a shared meal at every session, the outreach that fills the room, and a three-month follow-up so we know what stuck rather than assuming it did.

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Thank you for considering this request. We'd welcome the chance to discuss it further.

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Sincerely,

Marisol Diaz

Co-Founder & Director, Steady Ground Family Services

(925) 744-0279

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Sample 2 — Funder Prospect Assessment

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The school district, program name, school names, and local Farm Bureau chapter have been changed to protect client confidentiality. All funder names, eligibility rules, deadlines, dollar amounts, and contact information below are real, current public information about each funder's own grant program, drawn from actual prospect research conducted for a real client — reconfirm details on each funder's site before applying, since these change year to year.

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Fresh Roots Schools Initiative — Millbrook County Public Schools

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Seventeen funders, researched and rated for fit, covering gardening and nutrition education, physical activity and wellness, regional and utility funders, and corporate/national programs.​

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Fresh-Roots-Funder-Prospect-Assessment_edited.png

Sample 3 — First Year Grant Calendar

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The school district, program name, school names, and local Farm Bureau chapter have been changed to protect client confidentiality. All funder names, eligibility rules, deadlines, dollar amounts, and contact information below are real, current public information about each funder's own grant program, drawn from actual prospect research conducted for a real client — reconfirm details on each funder's site before applying, since these change year to year.

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Fresh Roots Schools Initiative — pipeline plan for the funders assessed above

 

Unlike a calendar for an established funding relationship, every status here reads “Plan to apply” or “Monitor” rather than “Submitted” or “Report due” — this is a first-year prospecting calendar for funders not yet approached, not an active pipeline with existing awards to steward.

Fresh-Roots-First-Year-Grant-Calendar.png

Sample 4 — Donor Letter

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This letter is an original demonstration piece written for the renamed program in Samples 2 and 3. The event, ticket tiers, match offer, school count, and signer are invented for illustration. Only the seventeen-funder figure comes from the real research above.

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Fresh Roots Schools Initiative — Fresh Roots Harvest Dinner 2026

 

Dear Friend of Millbrook County Schools,

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There's a particular kind of joy that comes from watching something you helped build actually grow—literally, in this case. On November 7th, we're throwing a dinner to celebrate exactly that, and we'd love for you to be part of it.

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Over the past year, the Fresh Roots Schools Initiative has turned unused corners of schoolyards across Millbrook County into working gardens, added real equipment to PE programs that used to make do with whatever was left in the supply closet, and given classrooms hands-on lessons in where food actually comes from. None of it happened by accident, and none of it happened alone—it happened because people in this community decided it mattered enough to fund.

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That's the spirit behind the Fresh Roots Harvest Dinner: a night to celebrate what this community has already built together, and to fuel what's next. Expect a meal built around produce from the district's own gardens, students showing off what they've grown and learned, and the genuinely good feeling of being in a room full of people who showed up for the same reason you did.

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Here's what your support makes possible, dollar for dollar:

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Classroom Sponsor—$1,000. Fully funds one school's garden-and-wellness kit for the entire year. That school will be named in the program, and the students will absolutely want to meet you.

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Community Supporter—$250. Covers a full season of seeds, tools, or equipment for one classroom—the kind of gift a teacher notices immediately.

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Individual Ticket—$75. Dinner, a great evening, and a front-row seat to the thing you're helping fund.

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Every one of Millbrook County's fourteen public schools is within reach of a garden and a properly equipped wellness program this year—and a local business has offered to match every new gift dollar-for-dollar up to $7,000 between now and December 31st, so your evening gets to do double duty.

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We started this because kids learn better, feel better, and grow better when the adults around them decide to invest in them and in their future. Thank you for being one of those adults.

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We can't wait to celebrate with you.

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Warmly,

Renee Okafor
Director, Fresh Roots Schools Initiative
Millbrook County Public Schools

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