Nonprofit Client Interest Form

Organization & Contact Information
Welcome to Arc & Root Funding Co.

We believe funding is a human experience.

Please fill out what you can, and we will take it from there!
All consultations are a $250 flat rate, payable by cash or check.

Credit cards accepted with a processing fee.
Legal Organization Name
Primary Contact Name

First NameLast Name
Primary Contact Title/Role
Email Address
example@example.com
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method
Website or Social Media (optional)
Organization Status
What stage is your organization in?
Year Founded (or expected start year)
Service Area
Primary Focus Area
Programs & Population
Who do you primarily serve?
Briefly describe your main program or services
Estimated number of people served annually
Funding Snapshot
Have you received grant funding before?
Approximate annual budget
Current funding sources
Readiness Check
Check all that apply
If your organization received funding in the next 90 days, are you ready to use it?
Support Needs
What do you need help with?
Timeline for seeking funding
Biggest challenge right now

Other
Document Readiness
To keep this form quick and easy, document uploads are optional. If you have them readily available, you may upload them now. Otherwise, please bring them to your consultation.
Do you have the IRS Determination Letter available?
Upload if available (optional)

If not available now, please bring this to your consultation.
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Do you have the Organizational Budget available?
Upload if available (optional)

If not available now, please bring this to your consultation.
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Do you have the 990 or financial reports available?
Upload if available (optional)

If not available now, please bring this to your consultation.
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Goals & Next Steps
In one sentence, what would success look like after working together?
Anything else we should know before your consultation?
Should be Empty:

Organization & Contact Information

Organization Status

Programs & Population

Funding Snapshot

Readiness Check

Support Needs

Document Readiness

Goals & Next Steps