Forward to: Grants Team

Grant Opportunity
Monitor Workflows

Ten agent workflows for the Grants Team — foundation grant tracking, government RFP monitoring, deadline management, grant success pattern analysis, funder relationship mapping, proposal intelligence, multi-year grant monitoring, restricted vs unrestricted funding trends, grant reporting automation, and grants dashboard — enabling data-driven grant strategy powered by comprehensive domain intelligence.

1Foundation Grant Tracking

AI agent monitors foundation domains to identify new grant opportunities, track funding priorities, and detect shifts in giving strategies that align with organizational programs.

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Scan Foundation Grant Opportunities
/about/press/productsOpenPageRankIAB Categories
FOUNDATION GRANT OPPORTUNITIES — 680 FOUNDATIONS MONITORED ════════════════════════════════════════════════════════ gatesfoundation.org /about: 2026 priorities — global health equity + climate adaptation /products: New open RFP — $50M for community health workers /press: Application window: March 1 - April 30, 2026 SIGNAL: Strong alignment — prepare proposal immediately fordfoundation.org /about: Shifting to multi-year general operating support /press: $1B social bond initiative — applications open /products: BUILD program — 5-year unrestricted grants SIGNAL: Apply for BUILD — our strongest match rwjf.org — Robert Wood Johnson Foundation /press: New initiative — Culture of Health prize /about: $12B endowment — $530M annual grantmaking SIGNAL: Health equity focus — moderate alignment with our programs

2Government RFP Intelligence

AI agent monitors government agency domains to track federal, state, and local grant opportunities, RFPs, and cooperative agreements relevant to organizational programs.

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Monitor Government Funding Signals
/products/press/aboutCountries
GOVERNMENT GRANT INTELLIGENCE ════════════════════════════════════════════════════════ grants.gov /products: 847 open opportunities matching our CFDA codes /press: New simplified application for grants under $250K SIGNAL: 12 new postings match our program areas this week ed.gov — Department of Education /products: ESSER fund extension — $2.4B available /press: New charter school program grants — $440M OPPORTUNITY: Apply for Title IV-A flexible funding — deadline April 15 hhs.gov — Health & Human Services /products: Community health center grants — $1.2B /press: Mental health block grants increased 18% SIGNAL: Mental health funding expansion aligns with our new program

3Grant Deadline Management

AI agent tracks grant application deadlines, reporting requirements, and renewal dates across all monitored foundations and government agencies to ensure no opportunities are missed.

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Track Critical Deadlines
/products/about/eventsDomain Age
GRANT DEADLINE TRACKER — NEXT 90 DAYS ════════════════════════════════════════════════════════ URGENT (Within 14 days): Mar 01 gatesfoundation.org — LOI due, Community Health Mar 05 grants.gov — HHS block grant application Mar 07 usda.gov — Rural development cooperative agreement UPCOMING (15-45 days): Mar 15 ed.gov — Title IV-A application window opens Mar 30 fordfoundation.org — BUILD program concept paper Apr 15 rwjf.org — Culture of Health prize nomination PIPELINE (46-90 days): Apr 30 gatesfoundation.org — Full proposal (if LOI accepted) May 15 macfound.org — MacArthur safety net grants May 30 kresge.org — Social investment practice

4Funder Priority Shift Detection

AI agent detects shifts in funder priorities by monitoring foundation strategy pages, annual reports, leadership changes, and program officer movements — providing early warnings of funding alignment changes.

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Detect Funder Strategy Shifts
/about/leadership/press/blogOpenPageRank
FUNDER PRIORITY SHIFT DETECTION ════════════════════════════════════════════════════════ CRITICAL SHIFTS: hewlett.org — William & Flora Hewlett Foundation /about: Education program being sunset — shifting to climate /leadership: Education program director departing /blog: "Lessons learned" post signals program wind-down ALERT: Our $400K annual grant at risk — pivot proposal needed arnoldfoundation.org /about: Criminal justice expanded — now includes reentry /leadership: New VP of Criminal Justice hired SIGNAL: New alignment created — prepare proposal for reentry program MONITORING (potential shifts): surdna.org — Board retreat signals possible strategy review packard.org — New CEO appointment — watch for priority changes

5Grant Success Pattern Analysis

AI agent analyzes successful grant recipients across funder portfolios to identify winning proposal patterns, partnership structures, and program designs that increase grant success rates.

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Analyze Winning Grant Patterns
/press/about/case-studiesIAB Categories
GRANT SUCCESS PATTERN ANALYSIS ════════════════════════════════════════════════════════ Gates Foundation — Recent Education Grantees: kipp.org — $15M — Multi-site, evidence-based, RCT data newschools.org — $8M — Intermediary model, portfolio approach tntp.org — $12M — Teacher effectiveness, systemic change WINNING PATTERNS IDENTIFIED: 1. Evidence-based: 92% of grants cite RCT or quasi-experimental data 2. Scale pathway: 85% include explicit scaling strategy 3. Partnerships: 78% involve cross-sector partnerships 4. Budget size: Median grant $2.4M — multi-year preferred OUR GAP ANALYSIS: Evidence base: Quasi-experimental only — need RCT Scale plan: Strong — 3-state expansion documented Partnerships: Limited — need government partner RECOMMENDATION: Commission RCT study + recruit government partner

6Funder Relationship Mapping

AI agent maps relationships between funders, grantees, and board members to identify warm introduction paths, co-funding opportunities, and strategic partnership possibilities.

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Map Funder Networks
/leadership/partners/aboutOpenPageRank
FUNDER RELATIONSHIP NETWORK MAP ════════════════════════════════════════════════════════ WARM INTRODUCTION PATHS TO GATES FOUNDATION: Path 1: Our board member Jane Smith → unitedway.org board → Gates Foundation Program Officer (2 degrees) Path 2: Our ED → bridgespan.org consultant → Gates education team (confirmed relationship) RECOMMENDED: Use Path 2 — Bridgespan consultant is active advisor CO-FUNDING OPPORTUNITIES: gatesfoundation.org + walton.org Co-fund education innovation — 14 shared grantees fordfoundation.org + opensocietyfoundations.org Co-fund justice reform — 22 shared grantees SIGNAL: Submit to both simultaneously for co-funding leverage

7Multi-Year Grant Monitoring

AI agent monitors active multi-year grants for compliance requirements, reporting deadlines, renewal signals, and funder satisfaction indicators to maximize grant continuation rates.

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Track Active Grant Health
/about/press/blogOpenPageRank
ACTIVE MULTI-YEAR GRANT PORTFOLIO — 34 GRANTS ════════════════════════════════════════════════════════ ON TRACK (28 grants — $12.4M): Milestones met, reports current, funder engagement positive AT RISK (4 grants — $2.1M): kresge.org — Year 2 of 3 /blog: Increased emphasis on measurable outcomes Our metrics dashboard incomplete — report due in 45 days ACTION: Accelerate data collection for impact metrics CRITICAL (2 grants — $800K): hewlett.org — Year 3 of 3 /about: Program being sunset (see shift detection) ALERT: Final year — no renewal possible. Identify replacement funding

8Unrestricted Funding Trends

AI agent tracks the growing movement toward trust-based philanthropy and unrestricted funding to identify foundations shifting to general operating support — the most valuable type of grant.

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Track Unrestricted Funding Shifts
/about/blog/pressIAB Categories
UNRESTRICTED FUNDING LANDSCAPE ════════════════════════════════════════════════════════ trustbasedphilanthropy.org /about: 820 foundations signed trust-based pledge /blog: 38% of signatories now offer 100% unrestricted /press: Movement growing — 120 new signatories this year FOUNDATIONS SHIFTING TO UNRESTRICTED: fordfoundation.org — BUILD program: 100% unrestricted, 5-year hewlett.org — Moving to 60% unrestricted by 2027 macfound.org — General operating support now default packard.org — Organizational effectiveness grants expanded SIGNAL: 14 of our current funders now offer unrestricted — renegotiate RECOMMENDATION: Request unrestricted conversion at next renewal

9Grant Reporting Intelligence

AI agent monitors funder reporting requirements and peer organization reporting practices to optimize grant report quality, ensure compliance, and identify best practices in impact communication.

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Optimize Grant Reporting
/docs/blog/productsOpenPageRank
GRANT REPORTING BEST PRACTICES ════════════════════════════════════════════════════════ peakgrantmaking.org /blog: Simplified reporting initiative — 200 funders adopted /docs: New shared reporting template — reduces burden 40% SIGNAL: 8 of our funders accept standardized reports now sopact.com — Impact measurement platform /products: AI-powered grant report generator /case-studies: 60% reduction in reporting time EVALUATE: Could save 200+ staff hours annually UPCOMING REPORT DEADLINES: Mar 15 Gates Foundation — Year 1 progress report Mar 30 Ford Foundation — BUILD annual narrative Apr 15 Kresge Foundation — Quarterly metrics update Apr 30 USDA — Federal financial report (SF-425)

10Grants Strategy Dashboard

AI agent synthesizes all grant intelligence into an executive dashboard — providing leadership with real-time visibility into pipeline health, success rates, and funding diversification.

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Generate Grants Intelligence Dashboard
/about/press/productsOpenPageRankIAB Categories
GRANTS DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ PORTFOLIO STATUS: Active grants: 34 ($15.3M) Pipeline: 18 proposals pending ($4.8M requested) Win rate: 42% (above 35% sector average) OPPORTUNITY PIPELINE: Foundations monitored: 680 New opportunities this month: 24 aligned Government RFPs matched: 12 RISK INDICATORS: Funder priority shifts: 2 critical (Hewlett sunset) At-risk renewals: 4 grants ($2.1M) Concentration risk: Top 3 funders = 45% of revenue
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Generate Grants Report

Grants Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Foundations monitored: 680 domains Government agencies: 42 domains Active multi-year grants: 34 ($15.3M) Grant pipeline: 18 proposals ($4.8M) KEY INSIGHTS Trust-based philanthropy movement accelerating — 14 current funders now offer unrestricted support. Hewlett education sunset creates $400K gap requiring replacement. Gates Foundation community health RFP is strongest opportunity this quarter. Government funding expanding in mental health — new program alignment possible.
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