I. ORGANIZATION INFORMATION
A. Brief summary of organization history
including the date your organization was established.
B. Brief summary of organization mission
and goals.
C. Brief description of organization's
current programs or activities, including any service statistics and strengths or
accomplishments. Highlight new or different activities, if any, for your organization.
D. Your organization's relationship with
other organizations working with similar missions. What is your organization's role
relative to these organizations?
E. Number of board members, full time
paid staff, part-time paid staff, and volunteers.
F. Additional information required by
each individual funder.
II. PURPOSE OF GRANT
(General operating proposals: Complete Section A below and move to Part III - Evaluation)
(All other proposals:
Complete Section B below and move to Part III - Evaluation)
A. General Operating Proposals
1. The opportunity,
challenges, issues or need currently facing your organization.
2. Overall goal(s) of the organization for the funding period.
3. Objectives or ways in which you will meet the goal(s).
4. Activities and who will carry out these activities.
5. Time frame in which this will take place.
6. Long-term funding strategies.
7. Additional information regarding general operating proposals required by each
individual funder.
B. All Other Proposal Types
| 1.
Situation |
| a. |
The
opportunity, challenges, issue or need and the community that your proposal addresses.
|
| b. |
How
that focus was determined and who was involved in that decision- making process. |
| 2.
Activities |
| a. |
Overall
goal(s) regarding the situation described above. |
| b. |
Objectives
or ways in which you will meet the goal(s). |
| c. |
Specific
activities for which you are seeking funding. |
| d. |
Who
will carry out those activities. |
| e. |
Time
frame in which this will take place. |
| f. |
How
the proposed activities will benefit the community in which they will occur, being as
clear as you can about the impact you expect to have. |
| g. |
Long-term
strategies (if applicable) for sustaining this effort. |
III. EVALUATION
A. Describe your criteria for success.
What do you want to happen as a result of your activities?
B. How will you measure these changes?
C. Who will be involved in evaluating this work (staff, board, constituents, community,
consultants)?
D. What will you do with your evaluation results?
Attachments
Generally the following attachments are
required:
1. Finances --- Most recent financial statement from most
recently completed fiscal year, audited if available, showing actual expenses. This
information should include a balance sheet, a statement of activities (or statement of
income and expenses) and functional expenses. Some funders require your most recent Form
990 tax return. Organization budget for current year, including income and expenses.
Project budget, including income and expenses (if not a general operating proposal).
Additional funders. List names of corporations and foundations from which you are
requesting funds, with dollar amounts, indicating which sources are committed or pending
2. List of board members and their affiliations.
3. Brief description of key staff, including
qualifications relevant to the specific request.
4. A copy of your current IRS determination letter (or
your fiscal agent's) indicating tax-exempt 501(c)(3) status.
5. If applying to a corporate funder only: if an employee
of this corporation is involved with your organization, list names and involvement.
Be sure to check each funder's guidelines and use
discretion when sending additional attachments.
Proposal Checklist
Cover letter.
Cover sheet.
Proposal narrative.
Organization budget.
Project budget (if not general operating grant).
Financial statements, preferably audited, showing actual expenses, including:
- Balance sheet.
- Statement of activities (income and expenses).
- Statement of functional expenses.
List of additional funders.
List of board members and their affiliations.
Brief description of key staff.
IRS determination letter.
Confirmation letter of fiscal agent (if required).
Additional information required by each individual funder.
About Tony Poderis
Tony Poderis (Tony@raise-funds.com)
Read more about Tony at his Raise Funds website www.raise-funds.com |
