- FUNDER GUIDELINES (.docx) — Use this document to fully vet a foundation, corporate, or government funder. It walks you through all the details to know if this grantmaker is a good fit for your work, and saves you from writing proposals to funders who just aren't worth your time. (Only 10-30% of grants are funded.)
- GRANT TRACKER (.xlsx) — We've formatted this spreadsheet with drop-down menus to help you prioritize your time for the funders who are the best fit. Custom fields track: funding cycle, how you hear about them, what's the current status, and important information about deadlines, next steps, and relevant details — all in one place. (Don't miss a deadline.)
- MULTI-YEAR CAMPAIGN BUDGET (.xlsx) — Use this spreadsheet to show funders your plan for growth over phases and years. Template includes columns for up to 9 years, and lists detailed categories of expenses broken out by leadership, outreach, and programs. (Inspire funders with your vision, and invite them to help fund it!)
- Plus the 3 free templates:
- 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!
- SIMPLE PROGRAM BUDGET (.xls) to outline program or organizational expenses that align with your Impact 2-Pager. Easily assemble a budget for your grant applications. Don’t forget to include an amount to cover operating expenses! (15% of the total expense is a good place to start.)
- 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. Use this for major donors and foundations prospects!