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Four common grant proposal documents (free samples included)

Candid

While Candid is working to reduce that burden broadly, here is one specific way we are trying to help: by providing sample grant proposal documents. There are four major documents that you may need to create if your nonprofit is looking for funding. To see this in practice, review our proposal budget sample documents.

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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents.

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Raise the Board’s Financial IQ

.orgSource

To adequately fulfill the three duties of a nonprofit board member —Care, Loyalty, and Obedience—a solid understanding of the organization’s financial activities is needed. But it should be reinforced in person during the orientation for new members and in the documentation they receive. Presentations from experts.

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How to Minimize Risk Throughout Your Grant Cycle

sgEngage

To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints. Mitigate Risks by Knowing Your Grantees The more you know about your grantees, the better decisions you can make.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Update Assigned Tasks One major pitfall to avoid during periods of staff turnover at your grantmaking organization is leaving ongoing activities or requests assigned to people who no longer work there. Action items not assigned to an active team member can lead to phone calls, meetings, and other crucial tasks not being completed.

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Onboarding the Board—Your Opportunity to Promote Peak Performance

.orgSource

The matrix is a diagram that helps the board outline its current characteristics, pinpoints gaps in demographics or talent, and identifies what skills are needed in the future. Preparing this document is a learning experience. These are a few of the documents that can be included in online welcome handbooks: Bylaws.

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Thought Leaders Blaze Trails of Discovery and Engagement

.orgSource

The term was coined in 1994 by Joel Kurtzman , who was the founding editor-in-chief of Strategy+Business magazine and editor of the Harvard Business Review. ” Kurtzman believed that thought leaders should help shape the way people think about the world by sharing their ideas and insights and by challenging the status quo.

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