FThe Funding Readiness Model

About the model

Built from what funders actually check.

The Funding Readiness Model turns a hard question, are we ready to be funded, into something an organization can measure and act on. It defines readiness the way a funder does, and it was built from the documents funders and auditors actually review. Not from what makes a mission worthy, but from what makes an organization fundable.

Why it exists

The gap between belief and evidence is invisible from inside.

Organizations decide they are ready to apply based on how much they believe in the work. Funders decide based on what they can verify. Those two readings rarely match.

The distance between them is hard to see from inside an organization. The people who would flag it, the auditor and the program officer, are not in the room when the decision to apply gets made. So a team can spend weeks on an application that a funder's review sinks in the first pass, for a reason nobody on the team was looking at.

This model makes that gap visible before an application goes out. It scores an organization the way a funder does, shows the distance between belief and evidence, and turns it into a plan. The goal is simple: find out what a funder would find, before they do.

How readiness is measured

Two readings across five dimensions.

Readiness is not one thing. It is five, each tied to a document or a fact a funder or auditor can verify, and each read twice: once on how ready the organization believes it is, and once on what the evidence shows.

1

Rate each dimension on belief

The organization sets how ready it feels on each of the five dimensions. This is the read that arrives without the evidence in front of it.

2

Score what a funder can verify

The same dimensions are scored against the documents and facts a funder checks, weighted toward the fiscal and compliance basics that carry the most weight.

3

Surface the gap and the disqualifiers

The distance between belief and evidence becomes the headline, and three funder-disqualifying basics override everything else if they are missing.

4

Turn the weakest points into a plan

The lowest-scoring items become a sequenced set of actions, so the assessment ends with the work to do rather than a number.

DimensionWeightWhat a funder verifies
Fiscal integrity30%Audited statements, balance sheet, reserves, and margin trend.
Compliance footing25%501(c)(3) good standing, current filings, and restricted-fund tracking.
Development capacity20%A researched pipeline and a proposal, budget, and narrative that fit the guidelines.
Evidentiary strength15%Documented need, defined outcomes, and a track record.
Governance & stewardship10%Board oversight, prior grant management, and reporting infrastructure.

The three disqualifiers sit inside fiscal integrity and compliance footing: no clean audit, no 501(c)(3) good standing, and commingled restricted funds. A funder can decline on any one of them regardless of the rest, so the model flags them first and the plan clears them first.

What guides it

Three principles the model holds to.

01

Verifiable, not aspirational

Every part of readiness maps to a document or a fact a funder checks, not to conviction about the mission.

02

Organizational, not personal

It measures whether the organization can be trusted with money, not whether one person can write a compelling case.

03

Built around the gap

The distance between belief and evidence is the single most useful thing to know before you apply.

What it is, and is not

A planning instrument, used honestly.

It isA diagnosis and a plan. It shows where an organization stands against what funders verify, and what to fix before applying.
It is not an auditIt does not replace an independent audit, a legal opinion, or professional financial advice. It points to where those are needed.
It is not a guaranteeReadiness improves the odds. It does not replace a strong program or a genuine match between the work and the funder.
It varies by funderReadiness is defined against what funders and auditors typically verify. Specific requirements differ by funder and program.
It stays with youThe tools run entirely in your browser and store nothing. Use Copy or Print on any page to keep a record. Illustrative figures are labeled as examples.

Behind the model

Grounded in real funder decisions.

S

Shatila D. Sago-Hart

Nonprofit finance & operations executive, grants consultant

The model draws on years of directing nonprofit finance, budgeting, compliance, and audits, and on securing more than $1.5 million in competitive grant funding across state, foundation, and public sources.

The five dimensions and the disqualifiers did not come from a survey. They come from what actually moved funder decisions: decline letters, reviewer scoresheets, award conditions, and audit findings. The model is the practitioner's judgment about what a funder checks, written down so an organization can check it first.

Learn more at shatila.co

See where you actually stand.

The assessment takes about fifteen minutes and ends with your readiness score, the gap, the funder-disqualifying flags, and a plan.

Assess your readiness