giveGreater Profile Check List



 

 

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


GENERAL:

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
 
MANAGEMENT & GOVERNANCE
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
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

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

 

The following documents are required*:
 
GENERAL
IRS Determination Letter
 
FINANCIAL
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:
 
MANAGEMENT & GOVERNANCE
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