By the end of this guide, you'll have a Claude Project loaded with your organization's foundational documents — mission, programs, impact data, logic models — so every grant proposal starts from a complete, accurate organizational foundation. You'll never again spend 30 minutes re-explaining who your organization is before writing a single word of funder-specific content.

• {{tool:Claude.plan}} subscription ({{tool:Claude.price}}) — Projects requires paid tier
• Your organization's key reference documents (list below)
• Time needed: 60–90 minutes to set up; 30–45 minutes saved per proposal after setup
• Cost: {{tool:Claude.price}} per month

Documents to gather (non-confidential organizational information):

• Mission statement and organizational overview (from your website or annual report)
• Program descriptions for each major program (1–2 pages each)
• Most recent annual report (public version)
• Logic model or theory of change for your primary program
• Key outcome statistics from the past 2 years
• Organizational budget overview (public version — not detailed financials)
• Current list of funded programs and their funders (public information)
• Previous successful grant proposals (if you have them — to show your writing style)