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Before you apply for grant funding (the pre-award phase)

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Here are the documents that you should upload to a cloud folder (such as Dropbox, OneDrive, Google Drive, or another one of your choice):

 Updated mission, vision, and value statements

 Current strategic plan

 Current organizational chart

 Current fact sheets and flow charts for all programs (how services are or will be delivered)

 Memoranda of Understanding (MOUs) or Memoranda of Agreement (MOAs) from a minimum of five community or regional collaborative agencies that are committed to providing matching funding or in-kind (soft cash) contributions

 Accurate and thorough job descriptions for all program staff (filled as well as unfilled positions)

 Updated résumés and bios for current staff (limit to maximum of two pages each)

 Organizational budgets for current and next fiscal year

 Current financial statements

 Current financial audit report

 Articles of incorporations and bylaws

 Certificate of good standing from the state agency where the articles of incorporation were filed

 Most recent IRS Form-990 (nonprofit tax return form) or 990-N (for newer nonprofits with minimal revenues during their most recent fiscal year)

 Current data about your volunteers (number of volunteers, total hours per volunteer per year, and value of their contribution (https://independentsector.org/value-of-volunteer-time-2021/)

 Current board of directors' policies and procedures

 Current board of directors’ roster/list (member names, officers identified, terms, professional titles, affiliations, contact information, gender, and ethnicity)

 Current boilerplate document that contains organizational history, including year founded, number and qualifications of staff, list of programs, mission, vision, values, awards, stories and testimonials, accreditations, certifications, and recent accomplishments

 Current map of target area(s) for service delivery and demographics about the target population (those you will serve with grant funding)

 Recent evaluation reports with program service-related outcomes and/or performance measures collected

 Current logic model for every program

 Current sustainability statement (must be created by the board of directors)

 Evidence of capability to manage grant awards (accounting practices and evidence of a clear audit trail for expenses paid for with grant funding)

Grant Writing For Dummies

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