00 Nonprofit Starting Point

Welcome to Arc & Root Funding Co.
We believe funding is a human experience.

We help mission-driven organizations strengthen the systems, credibility, and strategic readiness that support stronger funding pipelines, sustainable operations, and public trust.
Organization & Contact Information
Primary Contact Name

First NameLast Name
Primary Contact Title/Role
Legal Organization Name
Email Address
example@example.com
Who can we thank for referring you?
Referrals Root Our Growth
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Website or Social Media (optional)
Preferred Contact Method
Preferred Contact Time
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Organizational Snapshot
Year Founded (or expected start year)
What stage is your organization in?

Other
Primary Focus Area
Legal structure (if not a 501(c)(3)
Please clarify your status if you are not a traditional 501(c)(3) nonprofit (e.g., municipal department, fire station, OEM, international NGO, or unincorporated grassroots initiative
List your fiscal sponsor (if applicable)
Anything else we should know before your consultation?
Who do you primarily serve?
Service Area
Programs & Population
Briefly describe your main program or services
What do you need help with?
Current funding sources
Your Vision & Final Thoughts
What would success look like for your organization after working with Arc & Root Funding Co.?
Optional
Funding Snapshot
Have you received grant funding before?
Approximate annual budget
Estimated number of people served annually
Funder Readiness & Infrastructure Assessment
Governance & Compliance
Financial Systems & Accountability
Program & Outcomes Infrastructure
If awarded grant funding in the next 90 days, do you have the operational capacity to deploy funds immediately?
Support Needs & Goals
Timeline for seeking funding
Biggest challenge right now

Other
Document Uploads (Optional)
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?
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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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Free Discovery Call
New Client Discovery Call
All new clients can book a free 15-minute discovery call with no commitment. This helps us see if our services are a good fit for your organization’s needs right now.

Scope Disclosures
Arc & Root Funding Co. provides consulting for nonprofit funding strategy and organizational growth. We are not attorneys or CPAs, so we do not provide legal advice, tax preparation, or official accounting audits.
Please Confirm the Following
This form is just the first step to starting our conversation. Submitting it is strictly for inquiry purposes and does not create a consulting contract or book a paid engagement.
Digital Signature (Type Full Legal Name)
Date

MonthDayYear
Date
I understand I will receive an online invoice via QuickBooks for the non-refundable deposit before my consultation is reserved, and I am responsible for paying any standard online payment processing fees.
If I choose to book a consult after my free discovery call, I agree to the $250 consultation fee and the $75 non-refundable booking deposit. I understand I must give at least 24 hours' notice to reschedule, and that Arc & Root provides strategy consulting, not legal, tax, or audit services.
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Welcome to Arc & Root Funding Co.

Organization & Contact Information

Organizational Snapshot

Programs & Population

Your Vision & Final Thoughts

Funding Snapshot

Funder Readiness & Infrastructure Assessment

Support Needs & Goals

Document Uploads (Optional)

Free Discovery Call

Please Confirm the Following