Funding Readiness Checklist

Use this 20-minute audit before your next major grant proposal, donor ask, campaign, or growth push.

Data integrity

• Every donor, funder, volunteer, and partner record has one clear owner.
• Recent gifts, grants, pledges, and event payments reconcile to finance records.
• Core contact fields are complete enough to segment and steward supporters.

Donor history

• Major donor notes are connected to asks, next steps, and stewardship tasks.
• Lapsed, recurring, first-time, and high-capacity donors can be found without manual spreadsheet work.
• Campaign performance can be traced back to source, appeal, and audience.

Volunteer capacity

• Volunteer availability, roles, hours, and waivers are current.
• Program and event teams can see coverage gaps before they become urgent.
• Follow-up messages and thank-you workflows are ready before recruitment expands.

Grant follow-through

• Application, report, and renewal deadlines live in one shared timeline.
• Grant deliverables connect to program outcomes and financial reporting.
• Leadership can see which opportunities are active, stuck, awarded, or at risk.