OUR SERVICES

Holistic Grants Management

We work as a member of your team to lead grant development activities for the long-term. 

Your organization might benefit from a grant management if you:

  • Have a Director of Development or other staff dedicated to fundraising, but don’t have internal grant capacity and expertise 

  • Have been approaching grants the same way year over year, and need new ideas and insight to increase your grant revenue 

Holistic Grants’ services include:

  • Grant calendar management and prospect research 

  • Proposal development in partnership with your team 

  • Expert advice on grant strategy and funder cultivation 

This ongoing grants management is offered through a monthly retainer model. Holistic Grants works with each client to develop a customized grant plan and determine a monthly fee aligned with each organization's unique needs.

How it Works

  • 1. DEVELOPMENT OF FUNDRAISING PRIORITIES

    Interviews with staff and review of funding history to determine needs and capacity

  • 2. RESEARCH & UNDERSTANDING TRENDS

    Research of current philanthropic trends

  • 3. NEW OPPORTUNITIES

    Prospect research for new opportunities

  • 4. GRANT ROADMAP

    Grant calendar with detailed implementation plan

  • 5. ONGOING GRANTS MANAGEMENT

    Expert support to manage your plan