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)