Free Resources
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Workbooks, a spreadsheet, and real case studies that teach the same approach behind every service. No sign-up, no email series. Start with The Pattern Check to see honestly where you stand.
START HERE · FILLABLE PDFThe Pattern CheckIs this one rejection, or a sign of a bigger problem? Log your recent rejections and get an honest, self-scored read on what to do next.Download free ↓
WORKBOOK · FILLABLE PDFIn-Kind IntelligenceHow to turn donated goods and services into credibility, and into cash support.Download free ↓
WORKBOOK · FILLABLE PDFReading a 990 Like a ResearcherFind real funders in public tax returns yourself.Download free ↓
WORKBOOK · FILLABLE PDFThe Rejection AutopsyWhat your rejected applications are actually telling you.Download free ↓
WORKBOOK · FILLABLE PDFEvaluator or TrusteeWhy a perfect fit on paper doesn’t always win the grant.Download free ↓
WORKBOOK · FILLABLE PDFThe Tier 1 GranteeThe five tests work both ways: how to become an organization funders want to fund.Download free ↓
SPREADSHEETFunder Pipeline TrackerA ready-made spreadsheet for tracking your own funder research.Download free ↓
CASE STUDY · 01The Preselected Recipients TrapA real case: a funder’s website said “apply,” but its tax return said it only funds groups it already chose.Download free ↓
CASE STUDY · 02The Word Doing All the WorkHow one word in a funder’s instructions can turn a likely yes into an automatic no.Download free ↓
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