Live Workshop · Instrumentl × Practivated
Monday, Sept. 28, 2026 · 1:00 PM PT / 4:00 PM ET
Stop swimming through 990s and scattered spreadsheets. Learn how to find and prioritize the right grants fast, then track a high volume of opportunities without losing a single deadline. In this hands-on workshop, you’ll practice the actual conversations that turn foundation interest into funded grants, and see how to manage everything from discovery through post-award reporting in one integrated system. Leave with the confidence that AI tools can work alongside you to make grant fundraising faster, smarter, and more human, without the chaos of managing it all across multiple platforms.
Save your seat. We’ll send your Zoom link by email.
Finding a strong funding opportunity is only the first step. To actually win the grant, you need to understand the funder, prepare for the conversation, and steward the relationship long after the award lands. That’s why Instrumentl and Practivated built this session together.
Instrumentl handles the operational weight of grant work: surfacing best-fit opportunities, researching funders, and keeping your deadlines, tasks, and awards on track. Practivated helps you turn that research into a confident, informed funder conversation, so you walk in prepared instead of hoping it goes well. In one hour, you’ll see how the two tools work hand in hand across the full grant lifecycle.
What You’ll Learn
How to set up your first grant search in Instrumentl using a plain-language prompt, and let the prospecting assistant match you with best-fit opportunities from over 35,000 active grants.
How to read a funder before you ever reach out, using Instrumentl’s 990 analysis, giving heat maps, average grant size, and new-versus-returning grantee patterns.
How to use peer filters to see who’s funding organizations like yours and which of those funders have open grants.
How to turn funder research into a real conversation by practicing the ask in Practivated with a donor persona, in a safe space where you can stumble and learn with zero risk.
How to manage the grant after you win it: tracker stages, reporting tasks, funder contacts, and budget-versus-actual synced straight from your accounting system.
How to set recurring reminders and tasks so nothing slips through after the award, from reporting deadlines to monthly budget reviews
Grant writers, development directors, sole fundraisers, and grant teams at nonprofits who are ready to pursue bigger funding without the chaos. Whether you’re chasing your first foundation grant or managing a high volume of opportunities, you’ll leave with a workflow you can put to work the same day.
Product Marketing Manager, Instrumentl
Katie Castillo
Katie Castillo helps organizations find and win more grants with Instrumentl. As a Product Marketing Manager, she translates what grant professionals need on the ground into how Instrumentl builds and talks about its product. Before Instrumentl, she worked in the nonprofit sector as a major gifts officer major raising millions of dollars to support local programs addressing homelessness, food insecurity, and the cycle of poverty.
Founder & CEO, Practivated
Mallory Erickson
Mallory Erickson works at the intersection of fundraising strategy, coaching, and behavior design, helping nonprofit professionals master the most human part of the job: connection. A fundraiser turned coach, she’s the creator of the Power Partners Formula™️, which has helped over 60,000 nonprofit leaders raise more from aligned funders without the burnout.
She’s the author and host of What the Fundraising, where she unpacks the hidden systems that shape how fundraisers show up, from chronic stress to the scarcity mindset baked into the sector. In 2024 she launched Practivated, an AI-powered platform where fundraisers rehearse real donor conversations in a safe, dynamic environment. Think of it as a flight simulator for fundraising: a place to practice the big asks and tough objections and build real confidence before it counts.
About Instrumentl
Instrumentl is a grant operating system built for ambitious nonprofits that want to find, win, and manage grants at scale. It surfaces best-fit opportunities, analyzes funder 990s for you, and keeps your tasks, deadlines, and awards on track from discovery through post-award reporting.
About Practivated
Practivated is an AI-powered coaching and practice platform that helps development professionals prepare for the conversations that win funding. Upload a funder profile, practice the ask with a realistic donor persona, and get scored on the skills that matter, all in a low-stakes environment built for reps.
Bring a program you’re fundraising for and follow along live. You’ll walk away with a repeatable workflow from search to signed award.
