CJM Consulting Group
Client Document Portal
Secure document submission for your engagement
Your Information
Recommended Documents
The following documents help us produce the strongest possible assessment for your organization. Provide what you have. Do not worry if some do not exist yet. Understanding what is missing is just as valuable as reviewing what exists.
Institutional and Organizational Documents
Strategic plan or vision document ·
Financial statements or annual report (most recent 2 years) ·
Annual operating budget ·
Organizational chart or leadership structure ·
Board of Directors or Trustees roster ·
Bylaws, constitution, or governance documents ·
Accreditation report or self study (if applicable) ·
Fact sheet or institutional profile
Fundraising and Donor Information
Donor database or CRM export ·
Giving records or contribution history ·
Annual fund results ·
Top donor list with giving history ·
Endowment balance and investment policy ·
Prior campaign summaries or feasibility studies ·
Pending grant applications
Facilities, Property, and Capital Plans
Campus or facility master plan ·
Capital project plans, renderings, or estimates ·
Property or building appraisals ·
Deferred maintenance assessments ·
Mortgage or loan documents
Communications and Marketing
Brand guidelines and logo files ·
Website and social media links ·
Newsletters, annual reports, or recent publications ·
Press coverage or media mentions
Anything Else
Board binders, meeting minutes, internal reports, denominational documents, partnership agreements, program descriptions, enrollment data, membership directories, event materials, photographs, or any other document that gives us a fuller picture of your organization. The more context we have, the better our work will be.
Upload Your Documents
Drag and drop your files below or click to browse. You may upload as many files as you need. There is no limit.
Click to browse or drag files here
PDF, Word, Excel, images, and all common file types accepted
Uploading...
🔒
All documents are transmitted securely and stored in a confidential client folder accessible only to CJM Consulting Group. Your information is protected under the terms of your Non-Disclosure Agreement.