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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