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