grant readiness

Before you apply, know where you stand.

Grant Readiness • Western North Carolina • Brevard, NC

Being grant-ready means having your essential information and required documents organized and ready to use. The Readiness Review identifies what is already available and what needs to be developed, making the application process faster and more efficient when opportunities arise. You’ll know what you have, what you need, and where to focus next — so you can approach grant opportunities with confidence.

WHAT GETS REVIEWED

01

Organizational background

The foundational information every funder will ask for — your history, mission, vision, values, and contact details.

Mission & vision statements Organization history Collaborating Partners Service area Contact information

02

Tax & legal documents

The paperwork that proves your legitimacy. Most funders require these before a proposal is even considered.

Tax-exempt status letter IRS Form 990 Articles of incorporation Bylaws W-9 Unique Entity ID Solicitation license

03

Financial information

Funders scrutinize financial health carefully. Your budget, P&L, and audit tell the story of how well you manage resources.

Organizational budget YTD P&L statement Most recent audit Program budgets Sources of funding

04

Governance

Board strength signals organizational health. Funders look closely at who’s leading your organization and how.

Board of directors list Board roles & job descriptions Executive staff bios % of board giving Strategic plan Org chart

05

Program & project information

The heart of every grant proposal — clear descriptions of the work you do, who you serve, and what outcomes you’ve achieved.

Program descriptions Target population Number served Impact Measurements Previous year outcomes Partnership agreements

06

Policies & other documentation

Supporting documents that demonstrate organizational maturity and compliance — often required by government and larger foundation funders.

Conflict of interest policy Anti-discrimination policy Letters of support Grant history Success stories

When the right opportunity appears, the clock is already running.

Having your core information and documents ready means less time gathering materials and a faster, more efficient application process.

Find out where you stand.

Start with a free discovery call.