Organization Discovery Meeting

Organization Discovery Meeting
Organization Name*
Organization Representative*
Date of Meeting*

MonthDayYear
Date
Position of Representative
501(c)(3) Date

MonthDayYear
Date
FEIN
State of Incorporation
Website and Social Media Presence
Organization Contact Name

First NameLast Name
Organization Contact Cell Number
Please enter a valid phone number.Format: (000) 000-0000.
Organization Contact Email Address
example@example.com
Organization Contact Availability Hours
Organization Contact Social Media
Frequency, Time, and Location of Board Meetings (N/A if not applicable)
List Board of Directors – Name, Position/Title, Brief Experience
Number of Paid Employees (Full-Time)
Number of Paid Employees (Part-Time)
Number of Volunteers
Operational Budget Year 2024
Operational Budget Year 2023
Small: Under $200,000Medium: $201,000 to $999,999Large: $1,000,000+
What percentage of total funding is from grants?
What percentage of grants are recurring grants?
Art, Culture, HumanitiesCommunity ImprovementEducationHealthcareHuman ServicesYouth DevelopmentHumanitiesOther

Grant Requests Submitted and Received

Total Amount of Grants Awarded (by year)

List grants previously obtained (include date obtained, amount, use of funds, and funding organization name)
List grants you are currently seeking (include submittal date, amount, funder name)
Current purpose for seeking funding
YesNo
YesNo
YesNo
YesNo

Funding Strategy Plans

List Organization’s Current Source of Income by Percentage (2025)

Rows	Dollar Amount ($)	Percentage (%)
Donations (Public/Private/Individual)
Grants: Government (Federal/Local)
Grants: Foundations/Corporations
Grants: Individuals
Services (Programs/Sales)
Fundraising