Make Sure You Are Grant Ready!
Here is a standard list of materials your organization will need to be grant ready.
Organization Information
History of organization including year established
Mission statement
Vision statement
Organization Facts/Statistics Sheet
(including values, philosophy, awards, stories/testimonials, accreditations/certifications)
Number of Employees (full/part-time)
Number of Volunteers
Target Population Served
- Number served
- Ethnic breakdown
- Age breakdown
- Socioeconomic breakdown
- Geographic area
NEW 990 FORM information re: governance and fundraising (www.IRS.gov/eo)
www.GRANTS.gov registration for all federal grants (Central Contractor Registration needs renewed annually)
Financial Information
Annual Organization Budget(s)
current FY and previous FY (revenue and expenses)
Project/program budget(s) (revenue and expenses)
990 Tax Statements (current year and 2 years back if available)
Audited Financial Statements (current year and 2 years back if available)
Annual Revenue Breakdown (% by source of funding and/or amount)
- Government
- Endowment
- Grants
- Annual Giving
- Individuals
- Major Gifts
- Program Fees
- Planned Giving
- Events
- Board Giving
Fundraising cost ratio
Documents
501 (c) (3) determination letter from the IRS (renewals and updates)
Employer Identification Number (EIN)/ Tax ID #
Data Universal Numbering System (DUNS) # and National Information Management System (NIMS) registration
Annual Report
Current grants calendar
Calendar of Events
Brochures, agency publications, newsletters
Current Fund Development Plan and Funder/Donor Recognition Policy
Current Strategic Plan and Business Plan
Certificate of Incorporation and Bylaws
List of accomplishments/awards
List of management staff and contact information
Resumes and/or job descriptions of current and/or proposed staff
Sample letters of support/commitment
Recent newspaper clippings, evaluations or reviews
Board of Directors Information
List of Board of Directors/Trustees members and officers, titles, affiliations and contact information
% of Board Members contributing to organization
Ethnic Demographics of Board Members
Program/Project Information
Program/Project descriptions
Logic Model
SMART Objectives
Evaluation, outcomes, performance measures
Current project/progran and organization budgets with budget narratives
Program space
Program staff
Program infrastructure
Future funding statement for sustainability (including list of pending proposals and/or awarded grants)
Resumes and/or job descriptions of current and/or proposed staff