Customarily, when a non-profit group decides to begin an aggressive grant writing program, they don't realize how much information will need to be conveyed to the person/persons entrusted to put their requests in writing. Many of the items listed below are considered common knowledge within your organization, and putting them in writing for your "grant writer" would be very helpful.
Document ChecklistBelow is a listing of documentation that each and every group seeking funding should have on hand. Most funders require some or all of these items.
IRS TAX EXEMPT STATUS - Federal 501(C)(3) or 509(A) certificates
STATE TAX EXEMPT STATUS - Current State Certification
FORM 990 - Previous year's tax form from your Accountant/ Bookkeeper
MISSION STATEMENT- Your agency's purpose and goals
AGENCY BACKGROUND INFORMATION - Brochures, Accomplishments, projects, newspaper articles, etc.
MOST RECENT AUDITED FINANCIAL STATEMENT - Previous year's report from the Accountant/Bookkeeper
PROGRAM BUDGET - Report from the Accountant/Bookkeeper
PROJECT BUDGET - Specifically for what is being requested
LIST OF CURRENT BOARD MEMBERS - Names, Professions, Affiliations, and Current Terms
QUALIFICATIONS OF EXECUTIVE DIRECTOR - Curriculum Vitae -- Background, Accomplishments, Degrees
QUALIFICATIONS OF PERTINENT STAFF - CV for personnel who will oversee the specific project
LETTERS OF SUPPORT - Community Leaders, Funders, etc.
PROGRAM EVALUATION STATISTICS ON PERSONS SERVED - Who, What, When, Where and How
ARTICLES OF INCORPORATION - Original Documentation