Here’s a list of documents that should be readily available to board members and prepared before you begin fundraising. Create a shared folder with the following:
Administrative
Original Incorporation Documents
Updates/Amendments to the Incorporation (Name or Changes)
Bylaws (signed by Board Members and dated)
Conflict of Interest Statement (signed by Board Members and dated)
501c3 Application and or Documentation
IRS Determination Letter
Solicitation License (if applicable)
Proof of Lease Agreement/Ownership of Property (if applicable)
Insurance Certificate
Certificate of Good Standing
Board Meeting Minutes
Financial
Financial Reports
Operating Budget
Program Budgets
All Previous Award Letters
Program
Staff Resumes
Calendar of Events
Scope of Services
Annual Reports
Performance Reports
At least 3 Support Letters (Organization and Program)
Newsletter and/or Press Releases