Organize Your Documents
Most funders require you to attach certain documents to your application in addition to the project narrative and budget. These are appropriately called attachments. Common attachments include, but are not limited to:
- nonprofit incorporation letter
- list of board members
- most recent audit
- tax forms (990s)
- resumes of key staff
- job descriptions of key staff
- support letters
To make the submission process easier, assign a person to update these documents at a set appropriate time each year. Have electronic copies readily available on shared drives or multiple computers. This will allow easy access for all staff members working on grant applications.
Audits
You likely have, or can easily create, most of the documents required as attachments to an application. However, an audit can be a little more difficult. There are three “levels” of audits that have different price tags and provide different information and assurances.
- Compilation: The easiest of the three, a compilation is a basic summary of your nonprofit’s financial...
