Received:
- Articles of Incorporation
- IRS determination letter
- Audited financial statements for previous 3 years
- IRS 990 tax returns for previous 3 years
- Organization's Bylaws
- Previous Strategic Plan(s)
- Previous Development/Fundraising Plan(s)
- Brief description of all major projects, with budgets
- HR manual
- Staff roster spreadsheet with titles and contact info
- Board roster spreadsheet with professional titles and contact info
- Organization Chart
- Three year + YTD donation history spreadsheet
- Copies of collateral materials (direct mail prospect letters, brochures, ads, etc.)
- Copies of declined grant proposals (general & project)
- Full donor spreadsheet including: Name, Address, City, State, & Zip
