YES! Agency LLC — Nonprofit Concierge & Grant Consulting

Resources

Resources for nonprofit leaders

Practical tools to help you get organized and grant ready. Start with the checklist below.

Checklist

Grant readiness checklist

Funders ask for many of the same documents. Having these current and in one folder makes every application faster. Requirements vary, so always follow each funder’s instructions.

  1. IRS determination letter (or fiscal sponsor agreement)
  2. Articles of incorporation and bylaws
  3. Current board of directors list with affiliations
  4. Mission statement and a short organizational history
  5. Current year organizational budget
  6. Most recent financial statements, and audit if available
  7. Most recent IRS Form 990
  8. Program descriptions with goals and outcomes
  9. Key staff and volunteer leadership bios
  10. Core policies, such as conflict of interest
  11. Recent impact data and stories
  12. Letters of support or partnership, when needed

Get Help Getting Grant Ready

Coming soon

Guides in the works

Guide

How to tell if a grant is a good fit

Questions to ask before you spend time on an application.

Guide

Writing a mission statement funders remember

A simple structure for a clear, one-sentence mission.

Guide

Building a nonprofit compliance calendar

How to keep filing and reporting deadlines in one place.

Want help with any of this?
Talk to YES!

Talk to YES!

Free initial consultation. yanira@yesagencyllc.com