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The funding kit Your kit could include:

A schedule of applications for the year. •

File(s) of applications. Include cover sheet for each •

application, copy of the application form and covering letter, plus information about that funder.

Supporting documents •

annual accounts, bank account number, –– GST number, annual budget –– annual report –– certificate of incorporation, trust deed, evidence ––

of IRD charitable and tax exempt status brief history of organisation –– aims and objectives –– current activities, services, business plan, goals –– letters of support, newspaper articles, etc –– list of trustees. ––

Miscellaneous fle: a collection of information on •

potential funders or general information on funding.

You may want to build up a funding file of the sort of information that funders are likely to request about your organisation. This will save you time and make applications easier to prepare. If you establish a simple but comprehensive filing system your successor will thank you.

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