Example of a Grant Readiness Checklist

Locate the following documents and keep multiple copies in a binder. Be sure to review and update the binder annually, or as needed.

  • ‹  501 (c) (3) determination letter from the IRS
  • ‹  EIN/tax ID #
  • ‹  Client stories (snippets)
  • ‹  General stats (pounds distributed, meals, client tallies, proportion of produce or meat, etc.)
  •   Mission and/or vision statement
  • ‹  Organization’s history including: year established, number and qualifications of staff, number and hours of volunteers, programs, awards, accreditations, certifications, licensures, accomplishments
  •   Certificate or Articles of Incorporation
  • ‹  Organization bylaws
  • ‹  List of board of directors/ trustees, titles and affiliations, contact info
  • ‹  List of officers and contact information
  • ‹ List of management and contact information (pantry coordinator)
  • ‹  Minutes of board meetings and resolutions for past year
  • ‹  Organizational structure flow-chart/table of organization
  • ‹  Current organization budget
  • ‹  Most recent financial statement and 990 form and state filings
  • ‹  Target population demographics and needs (US Census County Data, Map the Meal Gap, etc.)
  • ‹  Map of target area
  • ‹  Recent newsletter articles, newspaper clippings, evaluations or reviews
  •   Sample letters of support/commitment & fax cover for letters of support
  • ‹  Calendar of events
  • ‹  Current specific needs and opportunities (prioritize)