DISCOVERY REQUEST CHEAT SHEET

Organization Information
Survey Question Benefitting Location to Who Needs to Be
File/Use Informed

Upload of 501c3 Grant Writing Organization Account Manager

Designation Letter Documents and Grant Writer

Current Board List Grant Writing Board List Account Manager

and Grant Writer

Audited Financial Grant Writing Audits and 990’s Account Manager

Statements and Grant Writer

Form 990’s Grant Writing Audits and 990’s Account Manager

and Grant Writer

Strategic Plan All consulting Account Manager

services – Case and Grant Writer
for Support

Annual Report Grant Writing, Account Manager

Case for Support and Grant Writer

Organization Budget Grant Writing, Budgets Account Manager

Case for Support and Grant Writer

Organization Chart All consulting Organization Account Manager

services, Grant Documents and Grant Writer
Writing

Additional Document Case for Support, Case for Support Account Manager
Uploads Grant Writing Folder and Grant Writer

Download files to appropriate folders

Delete file from Survey folder

Managing text responses

We need to find a way to easily transfer these text responses.

Program Narrative Discovery Survey

Survey Question Benefitting Location to Who Needs to Be
File/Use Informed

Program Org Chart Case for Support Case for Support Case Writer

Program Content – Case for Support Case for Support Case Writer
past grants

Past Participant Data Case for Support Case for Support Case Writer

Annual Impact Case for Support Case for Support Case Writer
Report

Key Staff Case for Support Case for Support Case Writer

Bios Resumes Case for Support Organization Case Writer

Documents

Collaborating Case for Support Case for Support Case Writer

Partners
Program Funding Discovery Survey
Survey Question Benefitting Location for Who Needs to Be
content/files Informed

Program Name Case for Support Case for Support Case Writer

Program Case for Support, Case for Support Case Writer

Fundraising Goal Grant Writing

Fundraising Case for Support Case for Support Case Writer

Timeline

Funding Sources Case for Support, Case for Support, Case Writer, Grant
Grant Writing Pending/Committe Writer
d Sources Chart

Volunteer Case for support, Case for support Case Writer

Involvement grant writing Grant Writer

In-kind Case for support, Case for support, Case Writer

contributions grant writing committed/pendin Grant Writer
g chart

Committed Donor Prospect Search Prospect Search, Case Writer

Lists committed/pendin Grant Writer
g chart

Donor recognition Case for support, Organization Case Writer

plan grant writing documents folder Grant Writer

Program budget Case for support, Budget folder Case Writer

grant writing Grant Writer

Use of grant funding Case for support Case for support Case Writer
Grant Writer