The Nonprofit GuyAsk NPGby The Nonprofit Guy
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Am I funder-ready?

A quick check on whether funders will take you seriously.

31 yes or no questions. About five minutes. You get a score, a verdict, and the first three things to fix.

Answer honestly. A no is useful: it tells you what to build before you spend hours on an application.

CORE DOCUMENTS

  • Do you have a current strategic plan?5 points

  • Do you have a development plan?3 points

  • Do you have a current year work plan, goals, or performance dashboard?3 points

  • Do you have a list of current board members?3 points

  • Do you have a staff list and organizational chart?2 points

  • Do you have a copy of your tax determination letter?2 points

  • Do you have a website with information about the program you want to secure funding for?1 point

PROGRAMS, INITIATIVES & SERVICES

  • Do you have a list of all ongoing programs and projects?3 points

  • Do you have descriptions of any special projects or initiatives?3 points

  • Do you have logic models or definitions of program outcomes?3 points

  • Do you have a program or event calendar or a list of key dates?3 points

  • Do you have a program timeline?3 points

  • Do you have any data for your program?3 points

  • Do you have any Memorandums of Understanding (MOUs)?3 points

  • Do you have letters of support or endorsement letters from organizational partners?3 points

FINANCE

  • Do you have an operating budget?3 points

  • Do you have actual revenue and expense reports?3 points

  • Do you have audited financial statements or Form 990s?5 points

  • Do you have a board-approved budget?3 points

  • Do you have project or program budgets?2 points

  • Do you have a copy of a voided check or bank letter?2 points

COMMUNICATION DOCUMENTS

  • Do you have examples of donor communications?3 points

  • Do you have examples of external communications?3 points

  • Do you have client success stories or testimonials?3 points

FUNDER DOCUMENTS

  • Do you have sample grant language or previous applications?5 points

  • Do you have letters of support or MOUs from community partners?5 points

  • Do you have a copy of your liability insurance?3 points

  • Do you have a one-pager or pitch deck for your nonprofit?2 points

ACCOUNT & VISIBILITY SETUP

  • Do you have a project management system set up for your organization?5 points

  • Is your nonprofit registered on Candid (Guidestar)?5 points

  • Have you obtained a Unique Entity ID (UEI)?5 points

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