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FUNDraisin' Needs Assessment

(This Service is Available FREE as an AVE! Gift to FOL Members)


First step to FUNDraisin' is to get specific on your needs:
 
A.  Scope of Project
 
Please send info on the scope of the project, example: 
  • Legal description, project description, purpose, marketing plan, distribution, etc.
  • People involved, their talents and past experience, what they bring to the table, and their roles in making the project successful.
  • Any commitments in writing or verbal, legal entities created, or any other such info that affects the project at this point in time.
 
B.  Financial
 
How much money do you need and at what stage of the project:
 
Phase I ...
 
There is a part of your process that is already completed.
 
Let's call this Phase I.
 
How much did you spend in Phase I?
 
What was your project start date?
List an itemized detail of what exactly this money was spent on:
 
(Give this a first try, and I will help you refine it with further questions).
 
Now put the expenses in categories:
 
  • cash - spent out of pocket (your pocket)
  • cash - as an equity investment by a.  partners or b.  outside investors
  • cash - as a non-profit donation that received a tax credit
  • cash - that was donated without an equity or tax credit
  • in-kind (meaning no actual cash changed hands, but the resources were bartered or donated) So have an a. & b. ....
  • a.  IF the in-kind was made as an equity investment or
  • b. IF the in-kind was a donation.
That is enough to get started, we shall go on to Phase II from here.


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