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Funder Research & Pipeline Template

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Free starter pack available, with all other resources offered on a low-cost, pay what you can basis. If you can pay the suggested price, it helps support the creation of more resources for charities and social enterprises.

 

💰 £2 minimum

❤️ Pay what you can

⭐ Suggested £5


Once you start finding suitable funders you want to approach, you’ll need a way to log this information and keep track of it. I’ve attached a template that I created and that I use with all my clients.


Here, as best as possible, we’re going to try to fill in the following:

·       Funder

o  Name of funder with link to their website or Charity Commission entry

·       Types of organisations they support

o  Registered charities, CICs, not-for-profits with a turnover below a specific amount.

·       Relevant priorities

o  Funder's objectives that match yours

·       Geographical area

o  National, regional, local

·       Grant average

o  How much do they usually give?

·       Deadline

o  Grant round closing dates

·       How to apply

o  Online application/written proposal

·       Project fit

o  Which of your projects or services is the best fit with the funder's priorities?

·       Contact details

o  Contact name, email or telephone number


Watch the demo here.

You will get a XLSX (38KB) file