Establish the pipeline
- Readiness review and funder fit
- Pipeline, calendar, and reusable materials
- One priority proposal where timing allows
SERVICES
Grants & development
Resource the ambition.
Build a funder pipeline around programs you can deliver. Connect your case for support, budget, submission calendar, and reporting obligations from the start.
For executive directors, development directors, and program leads pursuing government and foundation funding.
A GOOD FIT
For the work
in front of you.
- A program with a defined community need and a funding gap.
- A development team balancing new proposals with existing awards.
- An organization that needs a repeatable pipeline and renewal rhythm.
WHEN ANOTHER ROUTE IS NEEDED
Define the boundary early.
- Guaranteed awards or payment as a percentage of funds raised.
- Applications without an eligible applicant or a credible delivery plan.
- A deadline that leaves no time for authorized review and submission.
THE WORK, IN DETAIL
What your team
can put to work.
Combine the workstreams your team needs, with clear owners and review points.
7 workstreams 62 deliverables
01Funding strategy and prospect research9 deliverablesPursue opportunities that fit your mission, capacity, and timing.
Prospect research with documented funder fit and source dates, Funding-mix and concentration-risk analysis, Prioritized opportunity pipeline with stated probability and effort assumptions, and six more.
- Prospect research with documented funder fit and source dates
- Funding-mix and concentration-risk analysis
- Prioritized opportunity pipeline with stated probability and effort assumptions
- Submission and decision calendar with internal review dates
- Funder relationship map and outreach briefs
- Eligibility and readiness matrix against published criteria
- Fiscal-sponsorship research for review with prospective sponsors
- Letters of inquiry and concept notes
- Go/no-go decision framework with capacity and timing thresholds
02Readiness and positioning9 deliverablesGive your team a consistent, evidence-backed case for investment.
Case-for-support document with a defined funding need, Organizational description, history, and capacity language library, Theory of change and logic model, and six more.
- Case-for-support document with a defined funding need
- Organizational description, history, and capacity language library
- Theory of change and logic model
- Needs statement with cited public data
- Data appendix with service counts, waitlists, and relevant geographic comparisons
- Outcome definitions and measurement plan
- Organizational chart and staffing narrative
- Existing audited-financials and IRS-determination document file
- Reusable narrative and attachment library with owners and expiry dates
03Proposal development10 deliverablesBring the narrative, numbers, and attachments into one submission.
Federal, state, county, and foundation proposal narratives, Response matrix mapping each requirement to its location, Implementation workplan and milestone schedule, and seven more.
- Federal, state, county, and foundation proposal narratives
- Response matrix mapping each requirement to its location
- Implementation workplan and milestone schedule
- Evaluation plan with proposed data sources and collection instruments
- Sustainability narrative with documented funding assumptions
- Partner-role matrix and letters of commitment
- Partner MOU drafts for authorized legal review
- Reviewer-perspective scoring simulation against published criteria
- Plain-language narrative with a documented editorial review
- Submission-ready document set matched to page, font, and margin requirements
04Budgets and financial attachments8 deliverablesMake each proposed cost traceable to the work it supports.
Line-item budget and written cost justification, Personnel schedule with FTE, salary, and fringe assumptions, Indirect-cost calculation and rate-treatment narrative for finance approval, and five more.
- Line-item budget and written cost justification
- Personnel schedule with FTE, salary, and fringe assumptions
- Indirect-cost calculation and rate-treatment narrative for finance approval
- Match and cost-share schedule with documented sources
- Subaward budgets and pass-through cost schedules
- Multi-year budget and cost-escalation schedule
- Budget-to-narrative reconciliation and exception log
- Budget assumptions memo for the finance lead's approval
05Government and federal submissions9 deliverablesGive authorized submitters a complete package and a clear submission plan.
SAM.gov UEI, Grants.gov, and Login.gov registration and role checklist, JustGrants, HUD e-snaps, and state-portal submission requirements matrix, ASAP enrollment, authorization, and payment-administration handoff checklist, and six more.
- SAM.gov UEI, Grants.gov, and Login.gov registration and role checklist
- JustGrants, HUD e-snaps, and state-portal submission requirements matrix
- ASAP enrollment, authorization, and payment-administration handoff checklist
- SF-424 family, SF-LLL, and assurance drafts for authorized certification
- Portal attachment index with naming conventions and size limits
- Pre-deadline portal readiness review and issue log
- Submission-day runbook with owners and cutoff times
- Submission confirmation archive and version register
- Post-submission clarification responses and decision log
06Renewals, reporting and funder relations8 deliverablesCarry the original promise into the next reporting period.
Reporting calendar with named contributors and internal due dates, Progress and final reports tied to approved measures, Renewal and continuation narratives with updated budget requirements, and five more.
- Reporting calendar with named contributors and internal due dates
- Progress and final reports tied to approved measures
- Renewal and continuation narratives with updated budget requirements
- Modification, no-cost-extension, and rebudget request drafts
- Site-visit and monitoring preparation packet with evidence folders
- Interim funder update memos and correspondence log
- Funder relationship cadence and executive meeting briefs
- Lessons-learned record for the next application cycle
07Development operations and individual giving9 deliverablesKeep donor information and follow-up connected to your funding plan.
Annual development plan with revenue targets by channel, Donor segmentation and moves-management stage definitions, Appeal calendar, donor correspondence, and sponsorship copy, and six more.
- Annual development plan with revenue targets by channel
- Donor segmentation and moves-management stage definitions
- Appeal calendar, donor correspondence, and sponsorship copy
- Acknowledgement and receipting workflow for tax-compliance review
- Stewardship, recognition, and impact-reporting schedule
- Salesforce, DonorPerfect, or Bloomerang deduplication and coding plan
- Gift-acceptance policy draft for board and counsel review
- Pipeline, renewal, and lapsed-donor dashboard
- Board development update with prospect stages and next actions
A DEFINED START. AN ONGOING RHYTHM.
How the work unfolds.
Build submission capacity
- A scoped sequence of applications
- Renewal and reporting plan
- Funder conversations and staff handoffs
Maintain the rhythm
- Monthly pipeline review
- Agreed proposals and reports
- Stewardship and renewal follow-through
Timing and output volume are agreed after reviewing your records, access, and available capacity.
SELECTED CONTRIBUTIONS
Experience behind the work.
Health equity01
$2.5M
Stronger support for families
Read the work
Secured multi-year family-resource-center funding. Connected community needs, program design, proposal narratives, and budgets.
Roots Community Health · First 5 Santa Clara
Youth wellbeing02
$2M
A place for young people to turn
Read the work
Personally authored the successful CYBHI proposal for a youth behavioral health drop-in center in Mid-Alameda County. Supported grant-related finance within a $20M organization.
Ruby’s Place · 2023–2025
What you keep
WHAT YOU KEEP
The work leaves
something behind.
- 01
Prioritized funder pipeline
- 02
Submission and reporting calendar
- 03
Reusable proposal library
- 04
Budgets and an attachment checklist
Exhibit 03 · Grants & development workflow
- Fit
- Case
- Budget
- Review
- Submit
- Report
Housing stability04
$1.7M+
Funding that helps survivors rebuild
Read the work
Authored and managed HUD housing applications and renewals for domestic violence survivors and transition-age young people, including rapid rehousing.
Ruby’s Place · HUD Continuum of Care
Public health05
$6.5M
Community violence prevention
Read the work
Authored successful $5M CalVIP and $1.5M DOJ/BJA proposals. Experience spans service scopes, partner coordination, budgets, subawards, and grant reporting for community violence prevention.
County violence prevention · CalVIP & DOJ/BJA CVIPI
Capacity and pricing
SCOPE & RESPONSIBILITY
Clear boundaries.
Stronger collaboration.
We do not guarantee awards or charge commission or contingency fees. Funding decisions and timelines belong to the funder; a sustained pipeline can take six months or longer to produce results. Your authorized representative reviews and approves each submission.
Questions we are usually asked
BEFORE WE BEGIN
Questions you
may be weighing.
How long until we see an award?
That depends on the funder’s cycle, your readiness, and the opportunity. We distinguish proposal deadlines from decision dates and avoid treating an application as expected revenue. A sustained development effort often needs six months or more.
Do you write everything or work with our staff?
Both models are available. We can lead drafting and assembly or provide structure, editing, budgets, and quality review to your team. Your program and finance staff remain the source of operational facts and approvals.
Federal or foundation grants?
The work spans federal, state, county, and foundation proposals. Each pipeline is selected for eligibility and fit, not for the largest available award. Federal work usually requires more coordination of attachments, budgets, and reporting capacity.
What do you need from us?
A program description, budget, recent financials, governing and eligibility records, prior proposals, and a named decision-maker. The first review identifies missing materials rather than requiring a perfect filing system before we begin.
Do you work on contingency?
No. Fees are tied to an agreed scope and capacity, not the amount awarded. That lets you budget for the work and keeps the proposal strategy grounded in your organization’s needs.
What is a realistic pipeline for our size?
We assess mission fit, award history, staff capacity, and the time needed for each application. An intentional list of suitable opportunities is more valuable than an inflated submission count. The free assessment can help identify your next readiness step.
BEFORE THE NEXT APPLICATION
Know where
you stand.
Eight questions. A score across case, capacity, and compliance. Identify what to strengthen before your next application.
No email required to see your results. About four minutes.
YOUR SELF-REPORTED READINESS
A starting point for your next step.
/ 100
Case for support
Delivery capacity
Reporting readiness
This is a self-reported planning diagnostic, not an audit, compliance certification, eligibility decision, or prediction of funding. “Not yet” and “unsure” both identify items to verify. No score is sent unless you choose to share it.
How the score works
Each answer earns 0–3 points. Each dimension is its earned points divided by its possible points, expressed as a percentage. The overall score is the rounded average of the three dimension percentages. Budget size, location, and organization type do not affect the score.
This is a self-reported planning diagnostic, not an audit, compliance certification, eligibility decision, or prediction of funding. “Not yet” and “unsure” both identify items to verify. No score is sent unless you choose to share it.
Lower than 40: establish the foundations. 40–74: strengthen the gaps. 75–100: maintain and verify against the specific opportunity. How your information is handled →