Your Form 990 is already telling a story—whether you’ve shaped it or not. Major donors, foundations, corporate partners, and journalists often read the 990 first. Treat it like a public-facing asset that can reinforce your brand narrative, showcase outcomes, and signal the transparency today’s funders expect.
This practical checklist helps your communications and development team align the 990 with your brand story, surface impact stats, and plan simple post-filing outreach.
What’s inside
- Ownership & timing so Comms is in the loop before filing
- Brand/message alignment for mission, voice, and consistency
- Program accomplishments that highlight outcomes (not just activities)
- Fundraising/event notes and how to frame changes clearly
- Post-filing digital steps (website, Candid/GuideStar, donor email, social)
- Red-flag scan and final QA so everyone is prepared for FAQs
(From the Crosstribe Advisory Form 990 Marketing Checklist PDF.) Crosstribe Advisory Form 990 Ma…
Who it’s for
Nonprofit marketing/comms teams, development leaders, and executive directors who want transparency to work for them.
Download the checklist below!
Have questions or want help tailoring your 990 narrative?
Email info@crosstribeadvisory.com or call 937-234-7780.