Have you identified and documented your top three funding needs for the next 12 months? *

Yes

No

Does your board of directors participate in fundraising activities or support resource development efforts? *

Yes

No

Can you produce current Articles of Incorporation and updated Bylaws on request? *

Yes

No

Have you completed annual filings (e.g., CRA, provincial) for the last 3 years. *

Yes

No

Do you maintain an up-to-date org chart with key staff bios? *

Yes

No

Do your Board/committee meetings follow a 12-month calendar; with minutes and resolutions are recorded. *

Yes

No

Do you have audited financial statements for the last two fiscal years? *

Yes

No

Do you have active insurance (D&O, E&O, Cyber, CGL) with documented limits, deductibles, and renewal dates? *

Yes

No

Do you have a tested data-breach/incident response plan that exists with defined SLAs and roles? *

Yes

No

Is training (e.g., privacy, safety) tracked with completion records? *

Yes

No

Is your latest annual report/impact dashboard publicly available and accessible? *

Yes

No

Are your financials and key policies posted on a public web page and kept current? *

Yes

No

Are key stakeholders, including staff and board, regularly engaged in strategic planning and goal setting? *

Yes

No

Do you have a diversified funding strategy that includes more than two sources of revenue? *

Yes

No

First Name *

Last Name *

Phone *

Email *

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