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