Glenn E. Martin 🐐@glennEmartin
Foundations offering a $15,000 grant be like, "Just send us the following."
Organizational Information
1. Organization Name
2. Legal Status and EIN (Employer Identification Number)
3. Founding Date
4. Mission Statement
5. Vision Statement
6. Values and Principles
7. Board of Directors Information (names, bios, roles)
8. Staff Information (names, bios, roles)
9. Organizational Chart
10. Annual Reports
11. IRS Determination Letter
12. State Incorporation Certificate
13. Current Bylaws
14. Strategic Plan
15. List of Affiliations and Partnerships
16. Organizational History and Milestones
Financial Information
1. Detailed Budget for the Proposed Project
2. Organizational Budget
3. Most Recent Audited Financial Statements
4. Profit and Loss Statements
5. Balance Sheets
6. Funding Sources and Revenue Streams
7. Current Fiscal Year Operating Budget
8. List of Major Funders and Donors
9. Funding Sustainability Plan
10. 501(c)(3) Status Confirmation
11. Copies of Past Grant Agreements
12. Letters of Commitment from Funders
Project-Specific Information
1. Project Title
2. Project Description
3. Goals and Objectives
4. Target Population
5. Needs Assessment
6. Expected Outcomes and Impact
7. Evaluation Plan
8. Implementation Timeline
9. Project Budget Narrative
10. Logic Model or Theory of Change
11. Work Plan or Action Plan
12. Risk Management Plan
13. Sustainability Plan for the Project
14. Scalability Plan
15. Letters of Support or Collaboration
16. Project Personnel (names, roles, bios)
17. Community Involvement Plan
18. Plans for Reporting and Accountability
19. Marketing and Outreach Plan
20. Detailed Use of Funds
Documentation and Evidence
1. Copies of Previous Project Reports
2. Evaluation Reports
3. Success Stories and Case Studies
4. Testimonials from Beneficiaries
5. Research and Data Supporting the Need for the Project
6. Press Clippings and Media Coverage
7. Photographs and Videos of Past Work
8. Sample Materials (brochures, flyers, etc.)
9. Social Media and Online Presence Information
10. Awards and Recognitions
Compliance and Legal Requirements
1. Conflict of Interest Policy
2. Non-Discrimination Policy
3. Whistleblower Policy
4. Document Retention and Destruction Policy
5. Most Recent IRS Form 990
6. Insurance Certificates
7. Proof of Compliance with Local, State, and Federal Laws
8. List of Current and Pending Lawsuits
9. Certificates of Good Standing
Additional Information
1. Key Performance Indicators (KPIs)
2. Staff and Volunteer Training Programs
3. Internal Evaluation Processes
4. Board Meeting Minutes
5. Client or Beneficiary Demographics
6. Detailed Description of Service Delivery Methods
7. Technological Infrastructure
8. Environmental Impact and Sustainability Efforts
9. Diversity, Equity, and Inclusion (DEI) Policies and Initiatives
10. Program Replication Plans
11. Backup Plans and Contingencies
12. Capacity Building Plans
13. Details of Volunteer Programs
14. Collaborations and Partnerships Plans
15. Plans for Publicity and Media Relations
Other Requirements
1. Executive Summary
2. Cover Letter
3. Table of Contents
4. Abstract or Summary of Proposal
5. Appendices (as needed)
6. Resumes or CVs of Key Personnel
7. Certificates of Completion for Required Training (e.g., grant management)
8. Performance Metrics and Benchmarks
9. Site Visit Reports
10. Demographic Data of Target Population
11. Geographical Area Served
12. Cultural Competency Initiatives
13. Ethical Considerations and Approaches
14. Feedback and Improvement Mechanisms
Communication and Follow-Up
1. Contact Information for Project Leader
2. Preferred Communication Methods
3. Timeline for Communication and Reporting
4. Grant Agreement and Terms of Acceptance
5. Templates for Regular Progress Updates
6. Framework for Post-Grant Evaluation
7. Plans for Long-Term Relationship Building