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
Comments