Client Setup Questionnaire

This questionnaire gathers the information needed to complete Sections A–E of your Comprehensive Nonprofit Launch & Growth Package. Answer as completely as possible — if a question doesn't apply, write "N/A"; if you don't know yet, write "TBD" and we'll follow up.

Step 1 of 9

Primary Contact & Authorization

Tell us who we'll be working with and how you prefer to communicate.

Full legal name of primary contact *

Title/role

Email address *

Phone number *

Preferred method of contact

Best times to reach you

Secondary contact (name, email, phone)

Who is authorized to approve documents and sign on behalf of the organization?

Preferred meeting cadence

Preferred meeting platform

SFS Grants helps non-profits nationwide with 501(c)(3) formation, grant writing, and fundraising. Completing this questionnaire is the fastest way to get started on your Comprehensive Nonprofit Launch & Growth Package.