FundReady Grant Readiness Assessment

Part 1: Administrative Foundation 8 points possible

Check the box if you have this document readily available, current, and high-quality.

IRS Letter of Determination (501c3 status) 1 pt

Board of Directors list with affiliations and contact info 1 pt

Solicitation License (if required in your state) 1 pt

Articles of Incorporation 1 pt

Clear, compelling Mission Statement 1 pt

Clear, aspirational Vision Statement 1 pt

Defined Core Values 1 pt

Organizational History Narrative (tells your story) 1 pt

Part 2: Financial Stewardship 10 points possible

Check the box if you have this document readily available, current, and high-quality.

Most recent audited financial statements 1 pt

Year-end financial statement 1 pt

IRS Form 990 (most recent) 1 pt

W-9 Form 1 pt

Current fiscal year operating budget 1 pt

Program-specific budgets with line-item justifications 2 pts

Current Fund Development Plan 1 pt

Records of prior grants/donations (organized) 1 pt

Percentage of board giving financially documented 1 pt

Part 3: Strategic Program Design 15 points possible

Check the box if you have this document readily available, current, and high-quality.

Clear description of target population (who you serve, with specifics) 2 pts

Data-driven problem statement (not vague) 2 pts

Theory of Change documented 3 pts

Logic Model for each program (Inputs → Activities → Outputs → Outcomes) 3 pts

Measurable outcomes defined (not just "people served") 2 pts

Performance measures and tracking systems in place 2 pts

Implementation timeline for programs 1 pt

Part 4: Impact Documentation 12 points possible

Check the box if you have this document readily available, current, and high-quality.

Annual Report or Impact Report (recent) 2 pts

Data collection systems for outcomes 2 pts

Impact stories that humanize your work 2 pts

Evidence of program success (metrics, testimonials, case studies) 2 pts

Strategic Plan (shows long-term vision) 2 pts

Evaluation process for programs 2 pts

Part 5: Organizational Capacity 12 points possible

Check the box if you have this document readily available, current, and high-quality.

Organizational chart with clear roles 3 pts

Staff resumes or brief bios for key personnel 1 pt

Board engagement and defined responsibilities 2 pts

Clear decision-making processes 2 pts

Partnerships or collaborations documented (MOUs, letters of support) 2 pts

Leadership continuity plan 2 pts

Part 6: Grant-Ready Assets 5 points possible

Check the box if you have this document readily available, current, and high-quality.

2-page organizational overview/case statement 2 pts

Letters of support or recommendation 1 pt

Recent news coverage, media, or recognition 1 pt

Photos, videos, or other compelling visuals 1 pt

0

out of 62 points

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Score Breakdown

Part 1: Administrative Foundation 0 / 8

Part 2: Financial Stewardship 0 / 10

Part 3: Strategic Program Design 0 / 15

Part 4: Impact Documentation 0 / 12

Part 5: Organizational Capacity 0 / 12

Part 6: Grant-Ready Assets 0 / 5

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Grant Readiness Assessment

Score Breakdown

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