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Organization, yourself, or clients you write for

Setup's first question, Who is this workspace for?, has three answers. Your answer sets the questions setup asks, the labels you see and the documents your applicant file tracks.

  • 4 min
  • Every plan

Screens from October 2026

Step 1 of 5 asks Who is this workspace for?, with three choices: An organization, Myself, and Clients I write for.
The first setup question. Each answer opens its own version of step 1. Example workspace · fictional data

Each workspace is for one applicant, with its own members, plan, documents and research. Research uses your answer to look for funding that fits that kind of applicant.

What changes with each answer
An organizationMyselfClients I write for
Who it's forA nonprofit, school, church, or community group.An artist, academic, or founder seeking fellowships and project grants.A consultant or agency managing grants for several organizations.
Sidebar labelAbout the OrganizationYour workClient organization
Step 1 asks forThe organization's name, what it does, its areas of work, location and annual budgetYour name, what you do, your field, where you're based and a typical project sizeThe client's name, what it does, its areas of work, location and annual budget
Application basicsOrganization type, fiscal sponsor, location, EIN and SAM.gov registrationWhere you live, your career stage, who you work or study with, and your fieldsThe same as an organization, for your client
Applicant file15 standard items in 4 groups: Legal and registration, Finances, People, and Plans and reports6 standard items in 2 groups: Your work, and Projects and eligibilityThe same as an organization, for your client
People tabPeople & programs: board, staff and programsPeople & work: collaborators and ongoing workPeople & programs, for your client

An organization

Choose An organization for a nonprofit, school, church or community group, including a group that applies through a fiscal sponsor. The sidebar calls your details About the Organization.

An organization's workspace: the sidebar says Organization, and the Applicant file tracks 15 standard documents, such as the IRS determination letter and W-9 form.
Lanternfield Community Theatre's applicant file, in an organization's workspace. Example workspace · fictional data

The applicant file shows which of its 15 standard documents are missing or expire soon, such as the IRS determination letter or the W-9 form.

Myself

Choose Myself if you apply as an individual, such as an artist, researcher or founder looking for fellowships and project grants. The questions are about you and your work, and the sidebar says Your work.

An individual's workspace: the sidebar says Your work, the tabs include People & work, and the Applicant file lists 6 items, such as a CV or résumé and work samples.
Mara Quinn's applicant file, in a workspace for an individual. Example workspace · fictional data
  • The applicant file asks for a CV or résumé, a statement about your work, work samples, a project budget and references.
  • Proof of identity or residency is a note you add with Add note, never a file you upload.
  • People & work lists your collaborators instead of a board and staff.
  • Application basics asks where you live, since some funding depends on it.

Clients I write for

Choose Clients I write for if you write grants for other organizations. Setup creates a workspace for one client, and every question is about that client.

Tell us about your client, step 1 for Clients I write for, with the note Start with one client and the client organization's name filled in.
Setup for a client starts with the client organization's name. Example workspace · fictional data

Each further client gets a workspace of its own, so their documents, research and pipeline stay separate. Add one from All workspaces with Add a workspace. If you've finished setup for another workspace before, setup is shorter: after the funding goals you can select Go to this workspace and add the rest later.

Agency workspaces

When you manage client workspaces, All workspaces offers Set up your agency. An agency workspace sits above your client workspaces, with Clients, Pipeline, Calendar and Library in its sidebar. Research still runs in each client's own workspace.

Changing your answer

Not sure which fits? Choose the closest one. While you're in setup, you can change it at the top of step 1 with your answer's change link, such as An organization — change. Answers that still apply carry over.

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