Donor and Grants Fundraising Templates

They're free. (Download in editable .xlsx / .docx formats)

Download a .zip file with these 3 essential fundraising templates

to grow major gifts and grants:

  1. IMPACT 2-PAGER (.docx) to guide messaging for your Major Gift conversations (or Master Grant Proposals). Use it to define your impact and who benefits, the cost of that impact, and then invite funders to join you in making it possible!
  2. SIMPLE PROGRAM BUDGET (.xls) to outline program or organizational expenses that align with your Impact 2-Pager. Use this for your grant applications and major donor conversations. Don’t forget to include an amount (15% of the total expense is a good place to start) to cover operating expenses!
  3. DONOR PROSPECT LIST (.xls) to keep track of funders you think may be good prospects for major gifts or grants. This template has two tabs: one tab to track foundation prospects, and another for individuals.

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