Get Grant Intake Form

This guide provides comprehensive, step-by-step instructions on completing the Grant Intake Form online. By following these instructions, users will efficiently gather the necessary information for grant applications while ensuring clarity and accuracy.

Follow the steps to complete the Grant Intake Form effectively.

1. Click ‘Get Form’ button to access the Grant Intake Form and open it in your document editor.
2. Begin by filling out the section titled 'Organization Information.' Enter the name of your organization, including the legal name if it differs, and provide the complete address, including city, state, and ZIP code. Include the Employer Identification Number (EIN) and contact information such as phone, fax, and website.
3. Identify key personnel by completing the fields for the name, title, phone, and email of the top paid staff member as well as the contact person for this application within your organization.
4. Indicate whether your organization is classified as an IRS 501(c)(3) not-for-profit or a public agency/unit of government. If applicable, provide the name and address of the fiscal agent along with their EIN.
5. Detail the staff composition by filling in the number of total staff, distinguishing between professional, non-professional, and volunteer roles, along with the number of people served categorically.
6. Move to the 'Proposal Narrative Information' section and specify the geographic area served. Select the type of funding you are requesting, either for general operating support, project/program support, or other specified types, and list the items needed along with their dollar amounts and purposes.
7. Provide financial details by entering the total dollar amount requested, along with the total annual organization budget and project budget if applicable.
8. In the 'General Information' section, summarize your organization’s history, mission, goals, and current programs. Include any relevant statistics or accomplishments to highlight your organization’s strengths.
9. Proceed to outline the criteria for evaluation. Clearly describe the anticipated outcomes and how changes will be measured. Specify who will be involved in the evaluation process.
10. Review any required attachments specified in the form, including financial statements, board member lists, key staff descriptions, and IRS determination letters, and ensure they are included.
11. Finally, review all provided information for accuracy and completeness. Save changes, download the completed form, print for your records, or share it as needed.

Complete your Grant Intake Form online today to facilitate your grant application process.