What You Need to Get Started
Thousands of family, private, and corporate foundations fund nonprofit organizations in Michigan annually. We have helped our clients obtain millions of dollars in foundation grant funding.
If you are ready to start or expand your foundation grant program below is a list of what we’ll need to get started. Once you have your documents gathered, contact us and we can meet and discuss how to maximize your grant program.
Organization contact info: address, phone, fax, e-mail, website
Contact information for Executive Director: phone, fax, e-mail
Contact person for grant proposals (if different from ED)
501(c)(3) letter from the IRS
Organization mission, vision, values
History of organization
Geographic area served
Organizational goals & objectives
Copy of most recent strategic plan
Copy of most recent fund development or sustainability plan
2014 Annual report
2015 Organization budget
2016 Organization budget
2016 Program budgets
Program/services descriptions, evaluation criteria, outcomes
How do you define success?
Any grant proposals that have been submitted within the past year
Any grant reports that have been submitted within the past year
Current letters of support for the project/programs
Organization chart that includes board, staff & volunteers
Staff bios (both paid & volunteer)
List of major funders for 2015 with amounts
List of 2016 Board of Directors with affiliations
This list is illustrative of the information that many foundation funders ask for in grant applications. I realize that your organization may not have all of the above documents at this time. Additional information may be needed to meet various grantors’ requirements.
We look forward to working with your organization. Please let us know if you have any questions.