#420 How to receive a grant invite using a concept note

We are seeing more and more invite-only grant processes. It can be frustrating when you feel like your organization is a perfect match.

I have talked about a few strategies to receive an invite from an invite-only grants, and I recently started using another strategy that has been effective.

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I develop and send a concept note.


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If you are seeking access to one or more of these opportunities, the concept note could be your way in the door.

Recently, I identified the PERFECT grant opportunity, but it was invite-only.

I sent a very concise email to the executive director explaining that I feel that our organization is aligned with their funding priorities, and asking if I can submit a brief concept note.

He agreed.

I developed a concept note that is customized for the funder.

A strong concept note clearly communicates alignment with the funder’s mission from the very beginning. This starts with a focused problem statement that demonstrates both need and relevance, followed by a concise description of the proposed solution.

I didn’t need to convey every detail; I just needed to demonstrate clarity, purpose, and fit.

I emailed the concept note, and in less than two weeks, I received a response. The executive director explained that if we can get two support letters demonstrating that we have partnerships in place, they will invite us to submit an application.

Simple. I sent back the support letters, and we received the invite.

Concept notes that lead to invitations are tailored, well-structured, and easy to understand. They respect the funder’s time while clearly answering one key question: Why is this organization well-positioned to carry out this work? When that answer is clear, an invitation to submit a full proposal often follows.

Let me know if you try this and how it works for you.

Until next time,

Write Epic Grants