Are you Ready?
Grants
New NonProfit
Preparation Checklist
“Your Story” Documents:
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Mission Statement
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Vision Statement
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Values Statement
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Case Statement
+ History and Background
Program descriptions (needs,
priorities, clients, services,
location, staffing, etc.)
+ Future goals and strategies
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Organization Facts/Statistics Sheet
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Population Served
+ Number of People Served
+ Ethnic Breakdown
+ Age breakdown
+ Socioeconomic breakdown
+ Geographic area
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Calendar of Events
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Brochures
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Annual Report
Agency Information:
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501c3 IRS Determination Letter
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EIN Number
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Current Grants Calendar
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Strategic Plan
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Current fund development plan
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Table of Organization (flow chart)
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Number of Employees
+ (full/part-time) and their personal
demographics
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Number of Volunteers
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List of accomplishments/awards
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List of management staff and contact Information
Board of Directors’ Information:
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Number of Board Members
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% of Board Members contributing to an organization
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Ethnic Demographics of Board Members
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List of Board Members, affiliations
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and contact information
Program Information:(Per Program)
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Program Descriptions
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Logic Model
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SMART Objectives
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Evaluation, outcomes,
+ performance measures
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Project/Program budget(s)
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Program space
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Program staff
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Program Infrastructure
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Letters of agreement detailing
+ partnership roles and responsibilities
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Working agreements with partners re:
+ Communications
+ Decision-making protocols
+ Lines of authority/responsibility
Resources
Financial Information:
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Annual Organization Budget(s)
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Current FY and previous FY (revenue and expenses)
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Project/Program budget(s) (revenue and expenses)
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990 Tax Statements (past three years if available)
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Audited Financial Statements (past three years, if available)
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Annual Revenue Breakdown (% by the source of funding and/or amount)
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Top 5 gifts from the previous year
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Top 5 corporate gifts from previous year