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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. Your budget should show your credibility and impact with numbers.

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Raise the Board’s Financial IQ

.orgSource

A healthy balance sheet is the source of innovation, impact, and engagement. But it should be reinforced in person during the orientation for new members and in the documentation they receive. Invite the auditor to present to the group as preparation for the audit review. Be sure to review important policies and procedures.

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How to Minimize Risk Throughout Your Grant Cycle

sgEngage

Or even more rare, a bad actor will intentionally try to impede your impact—either by posing as a grantee or by stealing from your grantee. 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.

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Is Your Remote Team Getting the TLC They Deserve? An Audit Delivers Answers

.orgSource

Make time to audit the impact working from home is having on your organization. They are impacted by your staff’s proficiency as well. Review Policies and Procedures If you’ve been playing catch up since the pandemic, give a review of remote policies and procedures priority on your to-do list. Don’t forget volunteers.

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How BoardSite Can Help Your Nonprofit Board Be More Productive

Nonprofit Tech for Good

Sponsored by BoardSite — a board of directors management platform that centralizes key administrative tasks like meeting scheduling, document management, and online voting in a secure digital platform. 5 Productivity Challenges for Board Members Nonprofit boards face a variety of challenges that impact their overall productivity.

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Need a New Grant Management System? 5 Tips for Selecting the Best GMS for Your Foundation

sgEngage

This includes reviewing your process documentation or creating it if necessary. Work with your team to review and document each of your funding programs, including the number of grantees, timelines, and applications for each. Understand your current review process and if it varies based on the funding program.

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Change Management for Grantmakers: The Center for Disaster Philanthropy’s Journey to Better Grantmaking

sgEngage

In early 2022, the Center for Disaster Philanthropy began an organization-wide grants change management review. The goal was to become better grantmakers by completing a review of our practices, processes and forms. This process reduces the need for an organization to provide further documentation on their tax status.