The following sheet has been adapted from Linda Vallejos, instructor for 'A to Z Grantwriting'
Funder Research Information Sheet (RIS)
Contact Information
Organization name:
Web site address:
Mailing address:
E-mail address:
Phone: Fax:
Contact person:
Title:
Due date:
Geographic limitations:
Documentation
Organization Information (Sierra Foundation or SUSD): | |
o History and Background | o Press and Printed Materials, Photographs |
o Mission and Goals | o Projected Income and Expense Budget |
o Major Accomplishments | o Audited Financial Statement |
o Board of Directors (with Affiliations) | o Future Funding Paragraphs and List |
o Contributors List | o Staff and Leadership Bios |
o IRS 990 Form | o Other ____________________________ |
o 501(c)(3) Nonprofit Papers |
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Proposed Project Package: | Initial Approach: |
o Overview of Proposed Program Paragraphs | o Letter of Inquiry |
o Need Statement | o Letter of Request |
o Measurable Objectives | o Formal Proposal |
o Timeline | o Application Form |
o Evaluation Plan |
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o Letters of Support or Collaboration |
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o Project Budget and Request |
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Contact History
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Call Date | Name of Contact | Outcome and Next Steps |
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Funding Source Profile
Program emphasis:
Decision-making process and turnaround time:
Types of support:
Average gift:
Giving history:
Proposal Information
Language (buzzwords):
Approach:
Final reporting:
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