Customarily, when a nonprofit group decides to begin an aggressive grant writing program, they don't realize how much information will need to be conveyed to the person charged with putting

their request on paper. Many of the items listed below are considered common knowledge within your organization, and putting them in writing for your "grant writer" is very helpful.


1 Name of your Organization (as it appears on your 501(c)(3) )  and any AKAs
2 Complete Address
3 County in which your main office is located
4 Telephone Number
5 Fax Number
6 E-Mail Address
7 Web Site Address (if applicable)
8 Name of the Executive Director and date hired
9 When was your organization established?
10 Purpose (mission statement)
11 Date of 501(c)(3) certification and IRS number
12 Date of 509(a) certification
13 Date of State tax exemption and document number
14 Board structure and numbers (How involved are they)
15 Fiscal year
16 Number of full time employees
17 Number of part time employees
18 Number of volunteers
19 Description of population served
20 Number of people served in an average year
21 Geographic area(s) served
22 Names of other programs in your geographic area that provide similar services to the same population you serve
23 What makes your organization different from theirs?
24 Organization's primary source of income
25 Annual Budget for last fiscal year
26 Annual Budget for current year
27 Projected Budget for next year (if applicable)
28 Reasons for any Significant Budget deficits/changes, etc.
29 Do you receive funds from the United Way? If so, what percentage of your annual budget?
30 Names of other nonprofit organizations your program works with (partners with) in the community
31 Is your program an active member of any coalitions and/or community action groups?
32 Previous grant history
33 Previous fund raising history
34 Major accomplishments of your organization
35 Areas in which your organization is interested in obtaining grants
36 Anything else you'd like to add



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

For more information, visit our website at


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