- Preparing a board packet and need to assemble program updates, financial summaries, and committee reports
- A program officer from a foundation is asking about your evaluation methodology β find the relevant program evaluation framework
- Checking restricted vs. unrestricted fund balances before committing to a new program expansion
- Onboarding a new development director who needs to understand donor history and cultivation strategies
- Responding to an audit request for documentation on how grant funds were allocated and spent
- Figuring out which foundations in your pipeline fund youth workforce development in the Midwest
π Tips & Best Practices
Grant terminology matters in search. Use funder-specific language: "deliverables" vs "milestones" vs "benchmarks" β different foundations use different terms, and your extracted documents will reflect whatever language was in the original grant agreement.
Nonprofit financial data follows specific structures (functional expenses, program service ratios, cost allocation plans). Search with these terms to get structured financial data rather than narrative descriptions.
Use log_conversation after calls with program officers or major donors. These relationship notes are gold for cultivation strategy, and they're the first thing lost when a development officer leaves.
When preparing for a site visit, use export_org_context to generate a comprehensive briefing document rather than assembling it manually from scattered files.
