Are You Grant Ready
The information listed below is sometimes requested by funders as part of a proposal
Organization or Company Information
Program/Project Information
Required Information May Be Requested Electronically
The information listed below is sometimes requested by funders as part of a proposal
Organization or Company Information
- Mission statement
- IRS 501(c)3 letter of determination (tax-exempt status as recognized by the Internal Revenue Service) and or a fiscal agent and or sponsor
- Organizational/Company description - history, background, accreditation or awards
- Summary of programs & services
- Program data on services offered
- Organizational/Company Program Outcome Metrics
- Volunteer Data
- Current fiscal year operating budget board approved
- Board list – names, affiliations, addresses, phone numbers, term expiration dates, and officers
- Staff list /Consultants– names & titles (number of part-time and full-time employees) or organizational chart
- Resumes or bios of Leadership Team( key staff)
- Financial audit or statement for the past two fiscal years (Form 990 filing can often be substituted)
- Annual report for the past two years (if available)
- Current list of funders/donors and amount of giving
- Matching support may be requested (in-kind donation and other resources)
- Copy of funders contracts or award letters (if available)
- Organizational brochure
- Audio video information on programs
- Partnership letters of support
- Strategic Plan/Updates (if available)
- Past two newsletters (if available)
- Mailing address
- Internet presents (web address, Facebook, Twitter, LinkedIn and other social media)
- Signatures (name/title of the person authorized to sign the request)
- Contact information (contact person name/title and their contact information)
Program/Project Information
- background/history (for existing programs)
- population served – number of clients: for existing programs, some years of data of numbers served to show trends such as increasing demand, new client population groups, etc.; for new programs, projected number of clients; client profile – e.g., age, ethnicity, income status, etc.
- description of services, methods
- location(s)
- partnerships and collaborations
- staffing (resumes and/or job descriptions may be required)
- timeline
- goals and objectives (short-term and long-term)
- sources of funding – including grants received, grants pending
- sustainability plan
- program(s) Logic Model(s)
- evaluation/monitoring plan – outcome measurement
- program budget (for current year, for proposed grant-funded year)
- program brochure (if available)
- press clippings about program – recent (past two years) if any
- Internet presents
- testimonies, examples of success, letters of support (the story)
- awards, accreditation, or other recognition, if any
Required Information May Be Requested Electronically