
Find out what funders will ask for, before they ask.
Answer yes, in progress or no to see what's ready, what's missing and what to do next. No uploads. No account.
Question 1 of about 36
Does your organization have bylaws?
Free. No uploads. No account. Not legal or tax advice.
What the assessment covers
Governance
Bylaws, a working board and an organization chart.
Tax and registrations
Articles, tax-exempt letters, IRS and FTB returns, SAM.gov.
Financials
Organizational and program budgets, plus an audit or review.
Organizational background
Mission, description, who you serve and where.
Program or project
Need, goals, methods, outcomes and a work plan.
Policies
Conflict of interest, financial management and more.
About 36 quick questions. Just yes, in progress or no.
How It Works
1
Answer yes, in progress or no.
2
See what's ready and what's missing.
3
Talk it through with Gitta.
Who's behind this
Gitta Williams, The Document Pro, Riverside, California.
Results vary. Not legal or tax advice.
