Letter of Intent: the preliminary step that screens applications early

Definition

A letter of intent (LOI) is a short preliminary submission in which an applicant outlines a proposed project, allowing a funder to gauge fit before inviting a full proposal.

Using an LOI stage filters out unsuitable applications early, saving both applicants and reviewers the effort of a full submission that has little chance of success.

Research Grants
Published on
July 29, 2026
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What is a letter of intent?

A letter of intent (LOI) is a short preliminary submission in which an applicant outlines a proposed project, allowing a funder to gauge fit before inviting a full proposal. It is typically a page or two, sketching the idea, its relevance to the program, and the rough scope.

The LOI is deliberately lightweight. Its purpose is not to make the full case for funding, but to give both sides a low-cost way to test whether a full application is even worth preparing, before anyone invests serious effort.

Why do funders use a letter-of-intent stage?

The economics of research applications are the driving reason. Preparing a full research proposal can take an applicant weeks of work, and evidence consistently shows the great majority of the total cost of a funding round falls on applicants writing proposals, most of which will be declined.

An LOI stage filters that cost. By screening ideas for fit early, a funder saves unsuitable applicants the effort of a full submission with little chance of success, and saves its own reviewers from assessing proposals that were never a match, making the whole round more efficient.

How is an LOI different from a call for proposals?

The two are easy to place once the direction is clear. A call for proposals is the funder's public invitation that opens a round; the LOI is the applicant's short response to it, submitted before a full proposal.

The call goes out from the funder to the field; the LOI comes back as an early, filtered expression of interest. One opens the opportunity, the other is the first lightweight step an applicant takes toward it.

Running an LOI stage in a platform

A research grant management platform supports a two-stage process: applicants submit an LOI through a short form, reviewers screen for fit, and only invited applicants are opened up to submit a full proposal, keeping early filtering and full submission management in one connected flow.

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What is a letter of intent?
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Related terms

The newest terms we've added, the words teams managing grants, sponsorship, and CSR come across most often.

Research Grants

Research Output

Research outputs are the tangible results a funded project produces, such as publications, datasets, patents or tools, and are a primary measure of a grant's return.

Capturing outputs against each grant lets a funder demonstrate the knowledge and value its funding generated, well beyond simply tracking how money was spent.

Research Grants

Ethics Approval

Ethics approval is formal confirmation, usually from an ethics committee or institutional review board, that a research project meets accepted standards for the treatment of participants, data and welfare.

Funders often require evidence of ethics approval before releasing funds, making it a checkpoint that grant management needs to record and verify.

Research Grants

Call for Proposals

A call for proposals is a funder's public invitation to submit applications for a defined funding opportunity, stating the theme, eligibility, budget and deadline.

A well-structured call, with clear criteria and an online submission process, attracts relevant applications and makes the subsequent review fair and efficient.

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