GENERAL NECESSARY DOCUMENTATION

 

Below 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) and 509(A) certificates
STATE TAX EXEMPT STATUS                                     Current State Certification
FORM 990        Previous year's tax form. As 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. Ask your Accountant/Bookkeeper
PROGRAM BUDGET     Should be developed by your Board. Use a simplified format for grant applications.
PROJECT BUDGET    Specifically for what is being requested
LIST OF CURRENT BOARD MEMBERS Positions, Names, Affiliations. Also include Current Terms and Professions if asked for.
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. dated within six months of application
PROGRAM EVALUATION STATISTICS                      Who, What, When, Where and How ON POPULATION SERVED
ARTICLES OF INCORPORATION Copy of Original Documentation
 

 

This form was developed by Penny Goforth of Grant Writing Specialist, for free distribution

Visit our website at GrantWritingSpecialists.com

 

Click here to print this page