CORE Consulting Application

MM slash DD slash YYYY
2. Your name:
7. Nonprofit address:
14. How were these funds primarily raised? Check all that apply.
17. Finish this sentence by checking off all that apply: "In this season of ministry, we mostly need help with __________________."

Please respond Yes or No to each question below:

Purpose & Strategy

Our organization has well-defined and consistent core messaging.
Our organization has an up-to-date, strategic plan in place.
Our organization's strategic plan helps dictate our programming and services.
Our organization has systems in place to measure the impact we're making in our community.


Our organization has all required proper legal documents - Articles of Incorporation, Bylaws, 501c3, funding solicitation license if needed, etc.
Our organization has a Board with at least three active members that meets multiple times each year.
Our organization's Board meetings are well-documented and official Minutes are filed.
Our organization's Board provides oversight and accountability to keep the organization on track with its purpose.
Our organization has a completed Board Policy Manual.


Our Executive Director has the necessary skill-set to lead the organization well.
Our Executive Director has a competent Staff that can lead the organization toward its desired purpose.
Our Executive Director and Staff are compensated appropriately based on industry standard.
Our Executive Director is evaluated annually by the Board.
Each member of our Staff has a clear job description.

Operations & Programs

Our organization has what we need to accomplish our desired purpose - sufficient equipment, infrastructure, office space, etc.
Our organization effectively trains and organizes volunteers.


Our organization operates each year with a Board-approved budget.
Our organization operates each year with an Annual Fundraising Plan.
Our organization has multiple income streams of revenue sources.
Our organization has a database system from which to store and draw key information (budget analysis, collection and reporting of donations, etc.) and to help us maintain donor relationships.
Our board members are actively fundraising on behalf of the organization.
Our Board members (100%) give financially to the work of our organization.
Our Board and Staff understand and embrace their role in fundraising.
Our organization has a healthy budget to support our mission and vision.
Our organization has cash reserves.

Communications & Marketing

Our marketing materials raise awareness for the work of our organization.
Our organization has a website that is current and accurately communicates the purpose of our organization.
Our organization has a good working relationship with our local community.
Our organization collaborates with other local community organizations as opportunities present themselves.

Risk Management

Our organization has sufficient liability and directors’ and officers’ insurance.
Our organization is up to date in filing our 990 forms.
Our organization has documented policies and procedures for our employees.
Our organization has internal financial controls in place for the handling of money, expense reimbursements, approval of spending, capital purchases, etc.


Our organization compares our financial performance against a projected and board-approved annual budget.
Our organization has sufficient accounting staff, or a third-party relationship in place, to adequately handle the financial management of our organization.
Our organization uses an outside accounting firm to conduct an annual audit or review of our financial activities.
Our organization has cash reserves in the bank to cover unexpected expenses.