Client Intake

Thanks for making it here! We have likely already had some discussions at this point - so I’m glad you’re still here. Before we move forward, I like to collect some information that will help me ensure that the organization is grant-ready.

Legal Name of Organization (as listed on Secretary of State registration)

Primary Point of Contact Name

First Name

Last Name

Primary Contact Email

Primary Contact Phone

(###)

###

####

What is your organization’s business mailing address (where you would receive grant award checks and other communications)?

Is your organization registered as a charitable organization with either your state’s Secretary of State or Attorney General? If so, are your annual registration renewal and fees up to date?

If you’ve been established for more than one fiscal year, have you filed a 990 or 990-N (e-postcard) every year?

STAFFING AND BOARD QUESTIONS

Do you have paid staff? If so, please list the number of staff.

Do you have a board of directors? If so, how many active board members do you have?

How often does your board meet?

What percentage of your board contributes to your organization each year?

ORGANIZATIONAL FINANCE QUESTIONS

What is your organization’s annual budget?

Do you have a recent financial audit (within the last 3 years)?

Have you applied for grants in the past?