Tuesday, January 25, 2011

Recording your Research

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

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

o Letters of Support or Collaboration

o Project Budget and Request

Contact History

Call Date

Name of Contact

Outcome and Next Steps

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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