20 tasks, each one witnessed by the sources that watched the job — and behind every one, a prompt you can use tonight.
You’ll split time between writing and outreach. Mornings often mean researching funders and matching their priorities to your programs using Excel or Salesforce lists.
Afternoons usually have proposal drafts in Word, budget checks in Excel, and meetings with program staff or marketing. Expect phone calls or events to secure donors, and weekly reporting on progress in PowerPoint or Outlook updates.
Most use Microsoft Word for proposals and Excel for budgets and tracking. Outlook handles calendars and donor emails. Salesforce or Blackbaud eTapestry store donor records and gift histories.
Larger nonprofits add Blackbaud Luminate CRM for digital campaigns and Facebook for outreach. PowerPoint is used for funder briefings and progress reports.
Yes, AI can help with drafting, proofreading, and creating budget narratives, but never submit AI text without review. Always check facts, numbers, and funder rules—AI can hallucinate facts or invent previous grant history.
Keep sensitive donor data out of public AI tools. Use AI locally or in tools approved by your organization’s IT, then edit in Word, and confirm figures in Excel and CRM records.
Track grants written, submitted, awarded, and dollar amounts in Excel or Salesforce. Use fields for deadlines, report dates, and restrictions to avoid spending mistakes.
Prepare monthly PowerPoint or Word reports showing funds requested versus received, program spending, and donor commitments. Use CRM donation dates to reconcile with finance records.
Start by learning Word and Excel well—budgets and narratives live there. Volunteer for a small nonprofit to help research funders and draft letters; use their CRM like eTapestry or Salesforce to see donor records.
Take a short course on grant writing and nonprofits, and practice by rewriting real grant guidelines into a one-page pitch. Build a portfolio of two–three sample proposals and budget sheets.
Grant writing focuses on preparing formal proposals and budgets for foundations or government funders. Fundraising or development covers broader tasks: events, corporate partnerships, and donor stewardship.
Grant writers spend more time on research, Word proposals, and Excel budgets; development officers spend more time on outreach, campaign management, and using CRM tools like Luminate or Salesforce for donor engagement.
Precision with numbers and rules. Good writers tie program activities to exact budget lines, deadlines, and funder priorities, and they verify figures in Excel and CRM records.
If you can translate a program plan into a clear budget, timeline, and measurable outcomes—and match that to a funder’s priorities—you’ll get more awards.