A ranked shortlist of funders that actually fit your work, with a go or no-go recommendation on each one. Describe your mission, your geography, your budget size, and the program you need funded, and Taskade Genesis builds a research tracker that gathers candidate funders, scores fit against your criteria, and tells you which three to pursue this quarter instead of the thirty you could theoretically apply to.
The app embedded on this page is Eligibility Insight Dashboard, a real Taskade Genesis build that scores records against criteria and shows its reasoning. Sort the candidates, open a record, change a criterion, then clone it in about ten seconds and point the same scoring at the funder shortlist described above.
Each funder record holds the name, the giving priorities in their own words, typical grant size, geographic focus, whether they accept unsolicited proposals, the application window, the board or staff connection you might have, and a fit score with a written rationale. Linked records tie a funder to the program it would support and to past applications so you never approach the same foundation twice with contradictory framing.
Workspace DNA does the reading you do not have time for. Memory keeps your eligibility profile, so every future search starts already knowing your budget size, your legal status, and your service area. Intelligence, using 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, compares your program against a funder's stated priorities and grades the match honestly, including the reasons to skip. Execution promotes the winners straight into your grant pipeline with the deadline already set.
Review the research in whichever layout helps you decide:
- Table view, every candidate with fit score, grant size, and deadline side by side
- Board view, funders sorted into pursue, watch, and pass
- List view, a clean brief per funder for a board conversation
- Calendar view, application windows across the year so you can spread the workload
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations keep the list fresh. With Taskade automations, a scheduled run refreshes the watch list monthly, an approaching application window creates a decision task, and a promoted funder appears in your pipeline with its requirements attached. Across 100+ bidirectional integrations, Google Sheets pulls in any list you already maintain while Slack pushes the shortlist to your executive director for a quick call.
The AI agents carry 34 built-in tools including web search and persistent memory, so an agent can read a funder's public giving history and their recent awards, then explain in one paragraph why you fit or why you do not.
Clone it, invite whoever writes the proposals, and the research, the scoring criteria, and the pass decisions stay yours for next year.
See other builds in the Community Gallery, start a new one at Taskade Genesis, or learn agent research setups in Learn. Send the winners into the grant pipeline and start the application with draft a grant proposal narrative.
Frequently Asked Questions
Where does the funder information come from?
The agent uses web search across publicly available sources: funder websites, published guidelines, and public award listings. Every record notes its source so you can verify before you invest time in an application.
Will it invent a foundation that does not exist?
You should always verify a funder before applying, which is why each record carries its source link and a confidence note. Treat the shortlist as research to confirm, not as a database of record.
How is the fit score calculated?
By comparing your mission, geography, population served, budget size, and requested amount against the funder's stated priorities and typical grant range. The score comes with a written rationale, and you can reweight any criterion.
Can it tell us when not to apply?
Yes, and that is the most valuable output. A clear "pass, they fund only capital projects in another state" saves a week of writing. Passes are saved with reasons so the same funder does not resurface next quarter.
Does it handle corporate and community foundation funders too?
Yes. Add a funder-type field and the same scoring works for private foundations, community foundations, corporate giving programs, and government solicitations, each with its own eligibility questions.
How long does a search take?
A first pass over a program area typically takes minutes rather than the days a manual search consumes. The value is in the filtering, since the shortlist is short on purpose.
Can we share the shortlist with our board?
Yes. Share a view-only project so board members can spot connections to trustees or corporate contacts, which is often the single factor that turns a cold application into an invited one.
