The more complete and accurate your profile is, the better your matches and your AI-generated drafts will be. Fifteen focused minutes here improves every search and every application that follows.

To open it, go to Organizations in the left navigation and select your organization, or visit app.greatgrants.ai/organizations.

How the profile is organized

The profile is divided into six tabs. Each tab tracks its own completion, and your overall completion percentage is shown alongside the profile — so you can see at a glance what’s left. You can complete the tabs in any order and return to update them any time, but they’re arranged in a sensible sequence, and Legal Info opens first by default.

A note on how completion works: for the assessment-style tabs (Financial Readiness and Programs & Policies), the sidebar registers an item as complete when you’ve confirmed it affirmatively — so treat those tabs as a readiness checklist, not just a form to fill.

Before you start, gather: your IRS EIN letter, your UEI (if you have one), your latest budget, your mission and vision statements, and contact details for your key people.

Tab 1: Legal Info

What it captures: EIN, UEI, legal name, headquarters address, and website.

This tab establishes your organization’s official identity — the details that appear on applications and that funders verify.

• Legal name. Enter your name exactly as it appears on your IRS records — not your “doing business as” name or logo treatment. Consistency matters everywhere in grants: even a difference like “St.” versus “Saint” between systems can cause verification headaches with federal registrations.
• EIN. Your 9-digit federal Employer Identification Number, from your IRS correspondence.
• UEI. Your 12-character Unique Entity Identifier from SAM.gov. If you don’t have one yet, you can leave it for now — but you’ll need it for any federal application, so see our guide How to Register on SAM.gov and Get Your UEI and come back to fill it in.
• Headquarters address. Use your physical street address. Location influences your search results, since many grants are geographically restricted.
• Website. Funders will look you up; make sure the link works.

Tab 2: Organization Details

What it captures: Annual budget, mission statement, and vision statement.

This tab is where your organization’s story and scale live — and it does heavy lifting in both search matching and drafting.

• Annual budget. Your current operating budget. Funders use organizational budget size to gauge capacity and right-size awards; the platform uses it to qualify matches.
• Mission statement. One of the three highest-impact fields in the entire profile (with focus areas and headquarters location). Write it the way you’d want a funder to read it: who you serve, what you do, and to what end. Specific beats lofty — “church-led reentry services for formerly incarcerated individuals in underserved communities” tells a funder far more than “serving our community.”
• Vision statement. The longer-term change you’re working toward. The AI draws on this for narrative questions about your organization’s direction.

Tab 3: Focus Areas

What it captures: Your primary and secondary focus areas / sectors.

Focus areas anchor your search results to your field of work. Choose the primary focus area that best describes the core of what you do, then add secondary areas for other genuine lines of work. Be honest rather than aspirational: selecting areas you don’t actually work in will pull irrelevant grants into your results and dilute the relevance of everything else.

Along with your mission statement and headquarters location, this is one of the fields to prioritize on day one — the three of them together drive most of the improvement in search relevance.

Tab 4: Key Contacts

What it captures: Name, title, email, and phone for your organization’s key contacts.

Applications routinely ask for an executive director, board chair, financial officer, or project lead. Recording your key people once means the AI can pre-fill contact blocks on every application instead of leaving them for you to chase down. Include at minimum your executive leader and the person who will manage grant applications day to day, and keep this current when staff change — an application that goes out with a departed employee’s contact info creates real problems at award time.

Tab 5: Financial Readiness

What it captures: A short self-assessment of your organization’s financial health and readiness.

Funders ask about financial management on nearly every substantial application — budgets, audits, controls, reporting capability. This tab walks you through a short set of questions about your organization’s financial position and practices.

Answer candidly. The purpose of this self-assessment isn’t to gatekeep — it’s to give you an accurate picture of where you stand and what to strengthen. A “no” or “not sure” answer is information, not failure: it tells you exactly what a funder may ask about, and what to shore up before applying for larger awards. If you’re unsure about a question, your treasurer, bookkeeper, or accountant can usually answer it in minutes.

Remember that on assessment tabs, the sidebar registers items as complete when they’re affirmatively confirmed — so revisit this tab as you strengthen your financial practices and turn “not sure” into “yes.”

Tab 6: Programs & Policies

What it captures: Grant-management policies and data-use consent.

This final tab covers the governance side of grant readiness: whether your organization has grant-management policies in place, and your consent choices for how your data is used on the platform.

Grant-management policies — how you’ll track spending, maintain records, and report on funded work — are things funders (especially government funders) expect to exist before they hand over money. As with Financial Readiness, answer honestly and use any gaps as a to-do list. Read the data-use consent items and make your elections; these govern how the platform can use your organization’s information.

After the profile: your programs

The Organization Profile covers your organization as a whole. The project-level detail that powers strong application drafts lives in Programs — reusable records of each initiative you run. You need at least one complete program for medium-to-high-quality AI drafts, so once your profile is filled in, head to My Programs next. (See How to Build a Great Program Record for a full guide.)

Maintenance: a profile is never “done”

Set a habit of revisiting the profile at natural moments:

• Annually, when your new budget is approved — update Organization Details.
• Whenever staff change — update Key Contacts.
• When your SAM.gov/UEI status changes — update Legal Info.
• When you adopt new financial or grant-management policies — upgrade your answers in tabs 5 and 6.

The bottom line

Work through all six tabs — Legal Info, Organization Details, Focus Areas, Key Contacts, Financial Readiness, and Programs & Policies — and prioritize your mission statement, focus areas, and headquarters location first, because those three have the biggest immediate impact on search relevance. Answer the readiness assessments honestly, keep everything current, and your profile becomes what it’s designed to be: the foundation every search result and every application draft is built on.