Organization Discovery Meeting
Organization Name
*
Organization Representative
*
Date of Meeting
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Position of Representative
501(c)(3) Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
FEIN
State of Incorporation
Website and Social Media Presence
Organization Contact Name
First Name
Last 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 2025
Operational Budget Year 2024
Organization’s Annual Budget Range
Small: Under $200,000
Medium: $201,000 to $999,999
Large: $1,000,000+
What percentage of total funding is from grants?
What percentage of grants are recurring grants?
Mission Focus
Art, Culture, Humanities
Community Improvement
Education
Healthcare
Human Services
Youth Development
Humanities
Other
Grant Requests Submitted and Received
Rows
Submitted
Received
2025
2024
2023
Total Amount of Grants Awarded (by year)
Rows
Total Amount Awarded ($)
2025
2024
2023
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 (Operations, Program/Project, Education/Outreach, Capital Project, Training/Capacity Building)? Briefly explain how the funding will be used.
Does your organization have a current Annual Operations Budget?
Yes
No
Have you developed a Projected Program Budget?
Yes
No
Have you developed a Projected Project Budget?
Yes
No
Do you have a current-active Funding Strategy for obtaining Grants?
Yes
No
Funding Strategy Plans
Rows
Plan Details
6 Month Plan
12 Month Plan
18+ Month Plan
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
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