📁 Organizational Information

Mission Statement

Vision Statement

Brief organizational history or background

Organizational structure (org chart or team breakdown, if there are other employees )

EIN (Employer Identification Number)

501(c)(3) status letter or business license (if applicable)

Board of Directors list with roles (for nonprofits)

📊 Program & Project Clarity

Description of the organization (What do you do? Who do you help?)

Clear description of the program/project needing funding

Defined target population (Who you serve?)

Specific, measurable goals and outcomes

Implementation timeline

Description of staff roles and responsibilities

Partnerships or collaborators (if any)

💵 Financial Documentation

Detailed project/program budget

Organizational annual budget

Most recent 990 tax form (nonprofits) or financial statements

Recent profit & loss statement

Sustainability plan (Long Term Success Plan)

📚 Supporting Materials

Letters of support or commitment (optional but helpful)

Testimonials or impact stories

Photos or media (if allowed)

Brochures, annual reports, or marketing materials

📌 Administrative Readiness

Someone designated to lead the grant process

Calendar of application deadlines

Document folder for grant materials (Google Drive, Dropbox, etc.)

Ability to meet reporting requirements post-award

Time and capacity to follow through on proposal commitments

🕵🏽‍♀️ Research & Strategic Fit

Identified at least 3 potential grant opportunities

Verified that your mission aligns with the funder’s priorities

Read the guidelines and eligibility thoroughly

Ready to tailor your proposal for each funder

📈 Final Score:

Count the number of checkmarks:

✅ 20–25: You’re grant ready! Sign up for a consultation session!

⚠️ 13–19: You’re close — tie up some loose ends.

🛑 Below 13: You’ll want to strengthen your foundation before applying.