| A - Explain who they are and what their mission is. | | | | | |
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| B - Explain what they do for donors and nonprofit organization fund holders. | | | | | |
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| C - Explain what they do for professional advisors and their clients. | | | | | |
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| D - Explain their grantmaking programs. | | | | | |
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| E - Explain the process of applying for a grant. | | | | | |
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| F - Explain the criteria and process for decisions to award grants. | | | | | |
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| G - Explain the process of applying for a scholarship. | | | | | |
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| H - Explain the criteria and process for decisions to award scholarships. | | | | | |
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| I - Report outcomes and evaluations of their grants. | | | | | |
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| J - Highlight the successes of grantee organizations. | | | | | |
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| K - Explain their geographical Affiliates and Supporting Organizations. | | | | | |
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| L - Explain why they focus on specific issues and what their strategies are. | | | | | |
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| M - Increase awareness or influence opinions about issues their programs focus on. | | | | | |
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| N - Share the results of their work. | | | | | |
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