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The Lowdown on Executive Summaries & Letters of Inquiry

Download your GPC CEU certificate of completion here!

You can download the webinar slides here and the sample executive summary here.

How do you keep an appeal “short and sweet,” while still making sure they are complete?

This session focuses on the skills needed to break down a large proposal and effectively communicate key information in the form of an Executive Summary or Letter of Inquiry (LOI). Learn what donors are looking for in these “compact proposal” narratives and what should be reserved for the full proposal or in-person dialogue.

Takeaways:

  • The difference between an Executive Summary and an LOI
  • Key components of an Executive Summary
  • Key components of a Letter of Inquiry
  • Quick tips to make sure every sentence packs a punch and gets the donor’s attention
  • Helpful hints on what NOT to include in an Executive Summary and LOI

SPEAKERS

Marie Palacios | Business Partner, Funding for Good
Marie Palacios, owner of MP ProConsult and principal business associate of Funding for Good, is a native of Morganton, NC. She began her non-profit experience as a volunteer while completing a community service project in college. During her freshman year at Lenoir-Rhyne University, Marie walked into a local non-profit to volunteer with children and never left the field!

About the Author

Amanda Pearce, CFRE

A grant writing expert, executive and development coach, fundraising consultant, and national fundraising trainer, Mandy Pearce, launched Funding for Good, Inc. in 2009 to equip organizations with the skills and tools needed to become successful and sustainable. Mandy has taken her passion and expertise for fundraising to the development field and shared it with individuals and organizations for over 21 years through executive coaching, strategic and development planning, capital campaign planning, seminars, and specialized consulting programs. Mandy’s dynamic teaching style brings thousands of people annually to her presentations at conventions, trainings, and workshops, in person and online. Her business model is centered on her key values: honesty, efficiency, direct communication, and bringing dollars to local communities.

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