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Fundraising | Document Checklist

Use this list to get organized before you start soliciting funds

Administrative

  • IRS Determination Letter (501c3)

  • Signed W9

  • Recent 990

  • Staff Bios/ Resumes

  • List of Board Members and Partners

Financial

  • Operational Budget

  • Actual Program Budget

  • Requested Program Budget

  • Income statements

  • Audited financials

  • Grants.gov /login.gov access information

Program

  • Mission Statement

  • Organization’s History

  • Draft Letter of Inquiry

  • Logic Model or Program Overview

  • Program or Event Description

  • Impact Statement

  • Case for Support

  • Project Plan with Timeline

  • Sustainability Plan

  • Service Numbers and Demographics