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Before reading your project, the funder already checked three things

We talked with someone who reviews applications at a corporate foundation: what they check before reading, what happens after you win, and why, now that AI makes every application sound good, your results are what set you apart.

Felipe SotoNovember 18, 2025 · 6 min read

In 30 seconds

  1. 01Some filters rule you out before anyone reads your project: geography, audited financial statements and fit with the year's theme.
  2. 02Funders want to give a push, not create dependency, and they keep supporting those who keep them in the loop.
  3. 03When anyone can write a polished application with AI, what sets you apart is your results and your relationship with the people who decide.

We recently talked with someone who reviews applications at an international corporate foundation. This week they start reading a new call for proposals, one by one. We asked what they look at, what makes them discard an application and what happens to the organizations that win. Their answers change quite a bit how you should prepare an application.

Three filters before reading the project

The first thing they told us is that some applications never get read. Not because the project is bad, but because they don't pass three filters that are checked before anything else.

  1. Geography. The funder only supports places where it has a presence. If your organization works outside those places, there's nothing to discuss.
  2. Audited financial statements. They're how the funder knows whether an organization is solid and well run. They've funded organizations that later didn't survive, and they don't want that to happen again.
  3. Fit with the year's theme. The focus changes every year: one year it may be education; the next, youth employment. If your work doesn't fit that year's theme, you wait for the next one.

The second filter is the one that leaves out the most organizations. An audit has a cost many small organizations can't absorb, and almost no law requires them to have one. Nobody tells you you'll need it until the grant shows up, and by then it's too late for that call.

The third has a less obvious consequence. Since the theme changes every year, an organization that won one year can't necessarily apply again the next. A grant like this isn't a permanent relationship.

What happens after you win

They told us something that repeats in almost every group they support: pilots change. What was designed on paper doesn't work the same way in the field, and several organizations had to change their program halfway through. That's normal, even healthy. The problem is that every big change means going back through review and approval, and results get delayed.

The lesson isn't to avoid change. It's to measure from the start, so you notice early when something isn't working, and to tell the funder what you learned and what you'll adjust before they find out on their own.

Visibility has nothing to do with program quality

This is what struck us most. Among the organizations they support, there are huge differences in how they show up, and those differences have nothing to do with how good their program is.

Those who show up

  • Invite the funder to their activities
  • Share every month what's happening
  • Appear in the press and on social media
  • Involve volunteers and leadership

Those who don't

  • One announcement when they win
  • One announcement when they close
  • Nothing in between
  • The funder finds out from the final report

When their foundation needs organizations for a campaign, an event or a new opportunity, they think first of the ones that showed up. And some grants only come by invitation. Doing the work well is necessary, but it isn't enough: you also need to keep the people who support you informed. Not as marketing, but as part of the relationship.

When every application sounds the same

Their biggest concern for this call is something else. They expect a wave of applications written with artificial intelligence: flawless, well-structured texts that all sound alike. And they aren't sure how to tell an organization's real voice from what a machine wrote.

It's not that they reject AI. Their problem is that if every application is well written, the writing stops helping them decide. For applicants, that changes the game. If any organization can have a polished text in minutes, the text no longer sets you apart. What a good prompt can't generate is what the organization has actually done: its results, with how many people they refer to, and the trust it has built with the people who decide.

What changes when you can show it

Everything above has one thing in common: it depends on being able to show. Financial statements in order, lessons measured on time, a monthly update for the funder, a result number backing your application. If your information lives in twenty spreadsheets, each of those is a project. If it lives in one place, it comes out on its own.

Go deeper

Your data lives in 20 spreadsheets (and that's why nobody can find anything)

Every program has its own form and its own Excel file, and the team spends more time looking for data than using it. Before you choose a platform, get your house in order.

And when the funder asks how the program is going, you won't have to put a report together: you'll be able to show one or two numbers that matter, with how many people they refer to.

Go deeper

Which number do we show our funder?

You have lots of information and a report full of averages. Your funder wants to see just one thing: whether something changed.

Where to start

  • Read the hard filters before writing a single line: geography, required documents and the year's theme.
  • If you want to apply for large grants, budget for auditing your financial statements well in advance.
  • Don't depend on a single grant: plan for the year that theme no longer fits you.
  • Measure from the start, and share program changes before the funder discovers them.
  • Tell the people who fund you, every month, what's happening. Short and with a number.
  • Use AI to organize your text, but back it up with real results, in your own voice.

Felipe Soto

Co-founder · Sumadots

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