Beneficiary Questions

 Here are some of the types of questions that may be on the Beneficiary Application

ORGANIZATION BACKGROUND

 1.              Organization Name:

2.              Primary Contact(s) and Title(s):

3.              Office Address: 

4.              Is your organization a non-profit Section 501(c)(3) corporation? If not, please describe its organizational structure.

Telephone:        

Fax:                      

E-mail:                 

Web site:            

5.  Please give a brief description of your organization, including in your description the client base it serves, the services it provides, the purpose, goals, and mission of the organization, and its impact on the community.

6.              Briefly describe how your organization was founded, including when, where, and by whom.

7.              How are clients selected or referred?

8.              What geographic area is served by your organization?

9.              What is the economic level of the clients you serve?

10.           How many clients does your organization serve per year?

11.           What is the ethnicity of all clients served (percent)?

12.           What is the gender of the clients served?

13.           What is the average age of the clients served?

14.           What is the religion of clients served (percent)?

15.           What critical issues were faced by your organization during the past five years and how did the organization deal with them?

16.           What are the critical issues your organization will face in the next five years?

17.           Please complete the following information about previous applications to ASC:

Years Applied

Did you receive a site visit?

Names of ASC members who made site visit, if known

Were you a finalist?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 18.           Is your organization associated with any religious, political or other special interest group? If so, please explain.

19.           Is your organization religiously affiliated in any respect?

20.           How many employees does your organization have? ______. How many independent contractors does your organization have? _______. Please identify employee/independent contractor positions:

 

Job Title

Brief Description of Responsibilities

Full or Part Time or Contractor?

Paid or Volunteer?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BOARD OF DIRECTORS

 

21.           How many Board members are permitted for your organization?

22.           How many Board members are there currently?

23.           What is the term of each Board member?

24.           How is each position on the Board filled or chosen?

25.           Are any spots on the Board dedicated or reserved in any way?

26.           Is your Board affiliated or otherwise aligned with any particular religious, political or other special interest group?

27.           Is your Board composed of any other organizations, and, if so, please identify which ones?

28.           Are opportunities for any Board positions limited in any way by age, sex, creed, religion, handicap, politics, or any other factor?

29.           How are officers and Board committee members selected within the organization?

30.           Will your organization commit to considering and actively soliciting ASC members for Board openings after the 2017 ASC luncheon?

31.           Do you have an Auxiliary, Advisory Board, or other support group? If so, please describe.

32.           If you are selected as a finalist, will your Board resolve to fulfill the 2017 Beneficiary Expectations, attached as Exhibit A, before the ASC Charity Selection Meeting?

 

FUNDRAISING

 33.           Please identify all organized fundraising activities/events scheduled or tentatively scheduled for the calendar years 2016-2018:

 

Event

Date Scheduled

Prior Years Event Was Held

Amount Raised

Number Attending

Describe Board/Staff Involvement

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 34.           Please attach any descriptive material/brochures for the activities/events referenced in number 33 above.

 35.           For the past two years, what percentage of your Board and your staff has participated financially in your annual fundraising drives?


Board: __________                           Staff: ___________

 

 36.           If selected as the ASC beneficiary, would you agree to consult ASC before committing to (or scheduling) any significant fundraisers (i.e., more than 250 people in attendance) that would be held from January to October 2017 by any of your organizations, Board, Auxiliary, or any outside entity on your behalf?

 37.           If your organization is selected as the 2017 luncheon beneficiary and you have any scheduled fundraising events between January and October 2017 would you be willing to reschedule or cancel the events?

 38.           In the past five years (including this year), have you been a beneficiary of any fundraisers by third parties (such as Crystal Charity Ball, Dallas Morning News Charity Drive, or any other fundraiser sponsored by another entity)?

 39.           If so, please identify each activity/event and include in your description the year of the activity/event and amount raised or anticipated to be raised for your organization.

40.           Have you applied to be the beneficiary of any fundraisers by outside entities for the 2017 calendar year?

41.           Does your organization receive national or regional funding from any source? If so, please describe in detail.

 42.           What governmental sources of funding do you receive, if any?

 43.           Are you a United Way agency?

44.           What are your other sources of funding?

45.           Do you have an endowment?

 

 

USE OF ASC LUNCHEON PROCEEDS

46.           If your organization is selected as the 2017 beneficiary, how would you use the net funds generated from the luncheon (typically $175,000-$225,000)?

47.           Would you be willing to conduct and/or submit to an independent audit to verify the funds were used as proposed?

 

LUNCHEON SUPPORT

 48.           Identify any realistic contacts that your organization has for potential speakers at the 2017 luncheon (i.e., greater than 75% chance of obtaining), the likelihood such speakers can be secured, who your contacts are, and the relationship they have to such speakers.

49.           Please indicate whether your organization is willing to spend the significant time and money (approximately $20,000-$35,000) required to secure a national speaker for the 2017 luncheon and whether your organization is able to pay the speaker deposit (approximately ½ to ¾ of the speaker fee), which is typically due upon contract execution.

50.           Please tell us whether your organization is willing and able to pay the initial deposit to secure the hotel reservation and audio/visual services for the luncheon (approximately $15,000), which is typically due upon contract execution.

 51.           Please identify with particularity any contacts your organization has for donated and/or discounted goods and services that would assist in a successful luncheon (e.g., marketing contacts, public relations contacts, mailing services, printers, graphic artists, copy services, video production services, florists, etc.).

 52.           Please identify any possible honorary luncheon chairpersons and describe each such person’s connection to your organization or disclose your contacts and their relationships with such persons.

53.           The ASC luncheon requires substantial staff and board involvement. Please describe in detail your administrative and staffing capabilities for an ASC luncheon (including telephone coverage, bookkeeping, generation of letters, availability of executive director's time, etc.), and indicate whether your Board and staff are willing to spend the significant time required to put on an ASC-sponsored luncheon.

 54.           Does your organization have a professional videotape explaining the purposes of the services provided by your organization that would be appropriate to show at the 2017 ASC luncheon?

 55.           If not, is your organization and staff willing to spend the significant time and money required to produce a high quality professional video to be shown at the 2017 luncheon? Is your organization willing and able to involve clients in the video?

 56.           If you are selected as the 2017 beneficiary, ASC expects your organization, its Board and/or Auxiliary to both purchase tables and solicit others to purchase tables at the luncheon. Is your organization willing to do that?

 

 

 

  1. 57.           If so, how many tables will your organization, Board and/or Auxiliary commit to purchase?

 

 

 

  1. 58.           How many table purchases may we expect from Board and/or Auxiliary solicitations and contacts?

 

 

 

GENERAL INQUIRIES

 

  1. 59.           In the past ten years, has your organization or anyone involved in its leadership, including board members, officers and executive director, ever been involved in a civil or criminal suit, or a criminal investigation, either as a defendant or plaintiff or otherwise? If yes, please describe.

 

 

 

  1. 60.           Has your current or immediately former executive director, president, or CEO ever been terminated from any organization, asked to leave any organization, or asked to submit their resignation at any organization? If yes, please describe.

 

 

 

  1. 61.           How long has your current executive director, president, or CEO been in that role with your organization? Do you expect that person to change within the next eighteen months?

 

 

 

  1. 62.           Do you produce a newsletter? ______ If yes, how often and approximately how long has it been in existence?

 

 

 

  1. 63.           Please describe generally the persons and entities included on the distribution list for your newsletter.

 

 

 

  1. 64.           What is your website address? How often is it updated? How quickly can you update your website with information and news about the 2017 Luncheon?

 

 

 

  1. 65.           Do you send out routine emails to supporters and donors? Are you willing to help us publicize the 2017 luncheon on a regular basis to such supporters and donors?

 

 

 

  1. 66.           Do you have the capability to accept sponsorships and donations and sell luncheon tickets on line?

 

 

 

  1. 67.           Do you have access to auction software for use at a silent auction? If not, do you have a regular event where you have a silent auction?

 

 

 

  1. 68.           Please provide the following financial information with this application:

(a)       Identify your fiscal year end;

 

(b)       Include audited financial statements for the most recent complete fiscal year. If audited financial statements are unavailable, then submit an unaudited Balance Sheet and Statement of Support, Revenue and Expense for the most recent complete fiscal year (a statement signed by your organization’s Executive Director, CEO or President certifying the unaudited statements are true and accurate must be included);

 

(c)       Include the following unaudited financial statements for the current fiscal year:

            (1) Balance Sheet; and

            (2) Statement of Support, Revenue and Expenses.

 

            These unaudited statements are intended to supplement the financial statements for your most recent complete fiscal year as required above, and should include the period from your most recent year-end to the most recent month-end. These unaudited statements must be certified to be true and accurate by the Executive Director, CEO or President;

 

(d)       Provide a copy of your executed IRS Form 990 for the most recent fiscal year-end. If you are not required to file a Form 990, attach an explanation as to why you are exempt from the filing requirement; and

 

(e)       Provide your 2013, 2014 and 2015 Budgets.

 

 

 

  1. 69.           Please also attach:

(a)       IRS letter of tax-exempt status for your agency/organization;

 

(b)       List of your Board of Directors, Executive Board, Board of Trustees (if applicable), Advisory Board/Committee and Auxiliary;

 

(c)       Copy of your Mission Statement in any printed promotional materials;

 

(d)       Copy of your Bylaws;

 

(e)       Copies of the Minutes of the last four Board meetings;

 

(f)        Any recent articles regarding your organization; and

 

(g)       Last two newsletters to members/volunteers.

 

 

 

  1. 70.           How are you familiar with Attorneys Serving the Community?

 

 

 

  1. 71.           Have members of your Board, Auxiliary, or Staff attended an ASC Luncheon in the past? If so, which Luncheon(s)?

 

 

 

  1. 72.           Is there anything else you would like for us to know about your organization that has not been covered in this application?

 

 

 

 

 

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