GNH Community

nonprofits,local leaders & Grt.New Haven business sharing information

Nonprofit, making a list & checking it twice? Here is the list that will help you gather the materials & info you need to complete your giveGreater profile

Nonprofits in the service area of The Community Foundation for Greater New Haven:

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
Financial Worksheet (provided to organization when profile is created)

 

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

 

Question? Contact Stephanie Chung: schung@cfgnh.org

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The post Open Streets Summit Draft Agenda appeared first on Open Streets Project.

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The post Open Streets Summit Speakers Announced! appeared first on Open Streets Project.

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