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Letter of Inquiry Template for Nonprofits

A sample letter of inquiry and follow-up note, plus sheets for fitting one letter to each funder's length limit and required sections.

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What you get

Pack of 6 files: 3 documents, 3 spreadsheets

Letter of Inquiry Template for Nonprofits
  • Letter of InquiryDocument
  • Follow-up NoteDocument
  • Length and Content Method NoteDocument
  • Submission RegisterSpreadsheet
  • Element Coverage MatrixSpreadsheet
  • Response TrackerSpreadsheet
RiverLetter of Inquiry Template for Nonprofits

Submission Register

One row per funder, and the limit converted before it is compared

Built before anything is cut. A stated limit goes in the second column and a length goes in the fifth, and they are not the same object.

FunderStatedFormat spec as publishedRenders atConverted
Funder A2 pagesfont, size, margins, spacing--
Funder Bwordsneeds nonen/a-
Funder CcharactersSPACES COUNTED?n/a-
Funder D2 pagesa different font and margin--
Master lettermeasured oncewords, characters both ways-

Why the third column decides the fifth

Two funders can both say two pages and mean numbers hundreds of words apart, on nothing but font size and margins. So no limit here is compared to another until both have been converted into the same unit, against the same measured draft.

The two tests, kept apart

Length is one test and content is the other. A letter can sit inside a funder's limit and still be returned because an element that funder named by name is absent. Only one of those two shows up in a word count, which is why the register has a second sheet behind it.

Page 1 of 1195 words

How to tailor a letter of inquiry template to each funder

A letter of inquiry (LOI) template is a master draft of the short letter many foundations ask for before deciding whether to invite a full proposal. It covers what funders commonly want: the amount you're requesting, the need, the program, expected results, your organization and the budget. To tailor it, start each funder's version from the master. Keep only what that funder asks for, add what it requires, follow its order and cut to its limit.

Length and content are separate checks. A version can fit inside a funder's limit and still leave out something that funder asked for by name.

A woman at a wooden table writing notes on brown paper beside an open laptop
Write down each funder's rules before you change a word. Photo: Nasim Keshmiri on Unsplash

Start with one master letter of inquiry

Write one complete letter before you write any funder's version. UNC Chapel Hill's Writing Center notes that most proposal writers approach several funders. It suggests they start from a general proposal, then tailor a version to each one's guidelines and priorities1.

Give the master a section for every question a funder might ask. Fordham University's proposal-writing resources frame a letter of inquiry as seven questions2:

  • Need: why are you requesting a grant?
  • Background: who are you, and what is your mission?
  • Goals: what will you do?
  • Methods: how will you do it?
  • Outcomes: how will you know you've done it?
  • Qualifications: why are you qualified to do it?
  • Support: what does it cost, and who else supports this work?

Add the amount you're requesting and a named contact. Let the master run long, with each section able to stand alone, since some online forms ask for each part in its own box.

Write down each funder's rules

Before you edit anything, read each funder's guidelines in full. Candid, the nonprofit formed from Foundation Center and GuideStar, recommends strict adherence to a funder's application guidelines and procedures3. It also warns that one standard proposal used for several grants raises your risk of missing key requirements4. Record these for every funder, in one place:

  • The limit and its unit: pages, words, characters or boxes
  • Format rules attached to it, such as font, type size and margins
  • Every required part, in the funder's own words, and any set order or headings
  • Attachments it accepts at this stage, if any
  • Whether it allows contact about a pending inquiry, and when
  • The deadline and its stated reply time

Copy each rule word for word. Where the guidelines are silent, such as a page limit with no font named, record the silence rather than borrowing another funder's rule. Add anything a program officer has told you directly, since it can override the published guidelines.

Convert every limit into words

Candid says letters of inquiry are short, no more than three pages5, but funders set their own limits, and not always in pages. Fordham's examples of online inquiry forms show the range. A New York City foundation wants a 700-word project description2. A national foundation splits its form into eight boxes, with limits from 350 to 1,500 characters.

Measure your master letter once, then convert each limit against it. For a page limit, set the letter in that funder's font, type size and margins, then scale its word count to the pages allowed. For a character limit, divide the limit by your letter's characters per word.

Five stated limits, converted for one 982-word letter

FunderStated limitFormat rulesWords it holds
Aldergate2 pages12-point Times New Roman, 1-inch margins893
Bellweather1,000 wordsNone given1,000
Cordray3,000 charactersOne online box, spaces counted494
Dunmoor3 pages11-point Arial, 0.75-inch margins1,637
Ellersby2 pages10-point type, 0.5-inch margins1,511

Illustrative figures from the template's worked example. The funders are made up.

Read the last column, not the second. The biggest stated number, 3,000 characters, holds the least text. Two funders that each allow 2 pages are 618 words apart because of their type size and margins.

Character limits need one more check: whether spaces count. Google Docs, for one, reports characters and characters without spaces6. In the template's sample letter, spaces are 16% of all characters, so a 3,000-character box holds 494 of its words if spaces count and 591 if not. If the form doesn't say, plan for the stricter count, then paste your text in and read the form's own counter.

Check each version for missing parts

List every part any funder requires down the side of a grid, with the funders across the top. Mark who requires each part and whether your master covers it. Parts every funder wants deserve your best editing. Parts only one funder wants are the ones that get missed.

Funders' own lists catch what a generic outline misses. The New York City foundation in Fordham's examples asks for the number of people or organizations that will directly benefit2. It also asks how your results align with the results it seeks.

ExampleA version that fits but would still failAn illustrative example using the template's made-up funder and figures

Bellweather's limit: 1,000 words. The master letter: 982 words. A word counter says it fits, with 18 to spare.

Missing: a timeline and a plan for after the grant ends, both required by name. Writing them takes 148 words.

Not asked for: who the program serves. That 77-word paragraph comes out.

After both changes, the version runs 1,053 words: 53 over the limit.

  • Two checks, two answers. The word count passed. The content check failed, and fixing it broke the length.
  • Free cuts first. Dropping the paragraph Bellweather never asked for paid for about half of the new writing.

Cut each version in the right order

Tailoring changes emphasis, not the project. UNC's Writing Center calls reframing a project to fit a grant's requirements legitimate and necessary, unless it fundamentally changes the project's goals or outcomes1. Work on a fresh copy of the master for each funder, in this order:

  1. Delete what it didn't ask for

    Sections another funder required can come out first, because this funder won't look for them.

  2. Add what it requires

    Write any missing part before compressing anything. New sections serve every funder that asks for them.

  3. Compress the rest

    Trim to the converted limit. If that means cutting more than about a third of what's left, narrow the letter's focus instead of shaving every sentence.

  4. Measure again in its unit

    Recount in pages, words or characters, the way this funder counts, after every round of edits.

The order matters most when a limit looks impossible. In the template's example, one funder's box holds 494 words against a 982-word master, which looks like cutting half the letter. But 213 of the master's words cover parts that funder never asked for. Delete them first and the real cut is 275 words, not 488.

Never edit one funder's version into another's

Start every version from the master. Copying across versions is how the wrong foundation's name, amount or priorities end up in a letter.

Send, follow up and keep a record

Send each version the way its funder asks, and log the date, channel and any confirmation number. Follow up only where the guidelines allow contact, and only after the reply window they give. Keep the note short, with one new fact such as a signed partner agreement, not a reminder that you're waiting.

Record each answer in the funder's own terms: invited, declined, no reply, or sent back for breaking a rule. For anything short of an invitation, write down when to try again, such as the next cycle or a new program officer.

Before each version goes out

  • The funder's name, program and amount are right everywhere
  • Every part on its list is there, in its order
  • It fits the limit, measured the way the funder counts
  • The font, type size and margins match its rules
  • Only attachments it accepts are included
  • Its contact rule and reply window are logged

To draft for a single funder, try the letter of inquiry writer. Once invited, move on to the grant proposal template and grant budget template. This page's template includes the rules register, coverage grid and response tracker. Edit with AI opens it in River, which measures your letter, converts each limit and flags missing parts for you.

How to use this template

Use the files as they are, or open them in River. Every file is worked through for a made-up nonprofit writing to five made-up funders. Follow each conversion and cut, then replace the figures with your own.

With Edit with AI, River asks for each funder's full guidelines and your current letter, or the program material to build one. It measures the letter once, converts every limit into words with the arithmetic shown, and marks the required parts each version lacks. Then it cuts each version, removing unrequested sections before compressing anything. It won't draft a follow-up where a funder forbids contact.

  1. Download it or open it in River

    Download the three Word documents and three spreadsheets free, or open the template in River with Edit with AI.

  2. Add each funder's guidelines

    Paste every funder's full guidelines and your current letter, or fill in the Submission Register yourself, one row per funder.

  3. Convert limits, find the gaps

    River measures the letter once, converts every limit into words and marks the parts each funder requires that you haven't written.

  4. Cut, check and send

    Cut each version yourself or ask River to, re-measure it in the funder's unit, then sign, send and log it.

What's in the template

One letter, five limits that do not compare, and two tests that disagreeThe register, the coverage matrix, and the cut each funder actually needs.
Letter of Inquiry Template for Nonprofits
RiverRegister

Submission Register

Illustrative, for a fictional organisation called Wrenhill Community Trust. One master letter, measured once at 982 words, 5,960 characters with spaces, 4,986 without, 6.07 characters per word.

FunderStatedFormat spec as publishedRenders atConverted
Aldergate Foundation2 pages12pt Times New Roman, 1in margins2.2 pp893
Bellweather Fund1,000 wordsnone publishedn/a1,000
Cordray Family Trust3,000 charactersone portal field, spaces countedn/a494
Dunmoor Charitable3 pages11pt Arial, 0.75in margins1.8 pp1,637
Ellersby Foundation2 pages10pt, 0.5in margins1.3 pp1,511

The two rankings, side by side

By the number statedBy text it holds
1Cordray, 3,000Dunmoor, 1,637
2Bellweather, 1,000Ellersby, 1,511
3Dunmoor, 3Bellweather, 1,000
4Aldergate, 2Aldergate, 893
5Ellersby, 2Cordray, 494

Close to reversed. Cordray states the largest number in the round and holds 30% of what Dunmoor holds, because three thousand characters reads as generous and is the tightest limit here by a wide margin. Aldergate and Ellersby both say two pages and are 618 words apart on nothing but font size and margins, so one version sent to both is 618 words over for one funder or 618 words of unused space at the other. And where a funder publishes type density with the page limit, the ceiling is computable: under NIH's attachment rules a 7.5 inch text block at 15 characters per inch is 112.5 per line, 10 inches at 6 lines per inch is 60 lines, so one page holds 6,750 characters and no formatting choice gets past it.

RiverCoverage

Element Coverage Matrix

Twelve elements are required by at least one funder. The master letter covers seven. R means that funder requires it by name.

ElementMasterABCDEn
Amount requested21RRRRR5
Project description and approach246RRRRR5
Statement of need with local evidence258RRRR4
Measurable outcomes and how measured123RRRR4
Organisation mission and history130RRRR4
Population served, with numbers77RRR3
Organisational capacity and key staff83RR2
Timeline with milestonesMISSINGRR2
Total project budget and other fundersMISSINGRR2
Board, governance and exempt statusMISSINGR1
Community involvement in the designMISSINGR1
Sustainability beyond the grant periodMISSINGR1
Closing and contact440

A is Aldergate, B is Bellweather, C is Cordray, D is Dunmoor, E is Ellersby. Two elements are universal and earn the most editing attention, because every version carries them. Three are one-offs named by a single funder, still mandatory for that funder, and a one-off is exactly the requirement that gets missed: it appears once on a list of twelve and the eye slides over it. Nothing in the letter is unwanted by everybody. The closing paragraph is structural, enumerated by nobody and kept in every version, so it is not a candidate for the cut.

RiverThe cut

What each version actually needs

Keep is master words on elements this funder requires. Add is elements it requires that are not written yet. Free is master words it never asked for. Naive is master minus limit, and it is the only one of these a word counter can show you.

FunderLimitKeepAddNeedFreeReal cutNaive
Aldergate893899849838390 over89 over
Bellweather1,0009051481,0537753 over18 under
Cordray4947690769213275 over488 over
Dunmoor1,6379821841,1660471 under655 under
Ellersby1,511441110551541960 under529 under

Cordray, which looks impossible

Master letter982
Less the sections Cordray never asked for213
Material Cordray does want769
Cordray's converted limit494
Real compression job275

A 488 word overage is 49.7% of the letter and reads as a rewrite. It is 275 words, 35.8% of what stays, because the mission paragraph and the capacity paragraph are 213 words Cordray never asked for and come out at no cost to the read. The free deletion does 44% of the work. Trimming evenly down to 494 instead removes 107 words Cordray wanted in order to preserve 107 words it never mentioned. Two rows show why both tests have to run together: Bellweather is 18 words under on a word counter and 53 words over once the timeline and sustainability paragraphs it named are written, and Dunmoor has 655 words to spare and would still be returned, because three of its ten required elements are absent.

  • Letter of InquiryA filled-in sample letter for one funder, in its order, with each heading naming the part it covers.
  • Follow-up NoteA short note for after the reply window, with one new fact, sent only where contact is allowed.
  • Length and Content Method NoteHow each page, word and character limit becomes words, and how each funder's real cut is worked out.
  • Submission Register sheetEach funder's limit and format rules, that limit in words, missing parts, the cut needed, contact rule and deadline.
  • Element Coverage Matrix sheetEvery part any funder requires, who requires it, and whether your master letter covers it yet.
  • Response Tracker sheetWhat went to each funder and when, the reply window, the outcome, and when to try again.

Common questions

What is a letter of inquiry template?

It's a reusable draft of the brief letter a nonprofit sends a foundation to ask whether it may submit a full proposal. A good one has a section for each thing funders commonly ask about, from the need to the budget. Each section is written so you can trim, reorder or drop it to fit a funder's guidelines.

Can one letter of inquiry go to several funders?

Not word for word. In the template's worked example, one 982-word letter is too long for two of five funders and lacks a required part for four. None could receive it as written. Start each funder's version from the master and fit it to that funder's limit, required parts and order.

How long should a letter of inquiry be?

No longer than the funder allows. Candid says letters of inquiry run no more than three pages, though some funders count words or characters instead. For a page limit, set your letter in that funder's font, type size and margins and count what fits. In the template's example, 2 pages in 12-point Times New Roman with 1-inch margins hold 893 words.

Do character limits include spaces?

It depends on the form, and not every form says. If yours doesn't, assume spaces count, since that's the stricter reading. In the template's sample letter, counting spaces raises the character total by about a fifth, which costs nearly 100 words in a 3,000-character box. Before you submit, paste the text into the form and trust its own counter.

Should I follow up after sending a letter of inquiry?

Only if the funder's guidelines allow contact, and not until the reply window they state has passed. Keep it to a few lines: your reference, one genuinely new fact, such as a signed agreement or an updated figure, and an easy way to say no. If contact isn't allowed, wait for the decision.

Is this letter of inquiry template free?

Yes. You can download every file, three Word documents and three CSV sheets, without signing up. They're worked through for a fictional nonprofit and five fictional funders, so you can check each step before using your own letter. To work on it with AI instead, choose Edit with AI and it opens in River.

What does Edit with AI do?

It sets up the template in a free River workspace and asks for your funders' guidelines and your current letter or program notes. River then puts every limit into words, flags the required parts your letter lacks and cuts a version for each funder, starting with what that funder never asked for. You review, sign and send.

Sources

  1. UNC Writing Center. “Grant Proposals (or Give me the money!).” writingcenter.unc.edu (opens in a new tab)

  2. Fordham University. “Letter of Inquiry Content and Format.” fordham.edu (opens in a new tab)

  3. Candid. “How do I find a funder's application instructions?” learning.candid.org (opens in a new tab)

  4. Candid. “How do I write a grant proposal?” learning.candid.org (opens in a new tab)

  5. Candid. “What should be included in a letter of inquiry?” learning.candid.org (opens in a new tab)

  6. Google Docs Editors Help. “Count the words in a document.” support.google.com (opens in a new tab)

Written by

Chandler Supple

Co-founder & CEO, River

Chandler has spent the last six years working in AI, building tools for millions of users and Fortune 100 companies. In 2025, he co-founded River to build a new kind of operating system for AI agents.

Reviewed by

Brian Joseff, Co-founder, River