giveGreater Profile Check List



The following checklist will help you gather the materials and information needed to complete your organization’s profile on


Mailing and Street Addresses
Phone Numbers
Organization E-Mail and Website
Mission Statement/Vision
History and overall description
Geographic Areas Served
Organizational (NTEE) Classifications
Year of Incorporation
Impact – List 3-5 accomplishments in last year
Need – List top 5 current needs
CEO and CEO Start Date
Staff Retention Rate
Number of Staff, Volunteers, and Contractors
Primary Governing Board Members and Affiliations
Board Chair and Term Length
Board Demographics (race, ethnicity & gender) 
Program Title and Description (minimum of 1 maximum of 5)
Program (NC) Classifications
Long-term and short-terms success (outcomes) for programs
Success stories
How programs are evaluated

Current Fiscal Year Projections
Capital Campaign Goal, Purpose, and Start/End Dates
Endowment Fund Amount and Spending Policy


The following documents are required*:
IRS Determination Letter
Form 990 Statements for Past Three Fiscal Years

Audited Financial Statements for Past Three Fiscal Years

If your organization is not required to complete a 990 then you can use an audit or other financial statements that have been approved by the organization’s board of directors

The following documents are required for internal Foundation-only verification, if indicated as available:
Organization Policies & Procedures
Board Selection Criteria
Conflict of Interest Policy
Strategic Plan
Fundraising Plan
Whistle Blower Policy
EEO Statement/Non-discrimination Policy
Directors and Officers Insurance Policy