The Fundraising  Essentials Toolkit
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The Fundraising Essentials Toolkit

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Proposal Planner
Free

A practical, ready-to-use proposal planning tool that helps your team organise every moving part of a funding opportunity—from understanding the opportunity and tracking key deadlines to assigning responsibilities, identifying key personnel and partners, developing win themes, and managing proposal requirements. Use it to turn a funding opportunity into a clear, structured action plan, keep your proposal team aligned, and ensure important requirements and deadlines don’t get missed. The template also includes sections for team members, key personnel, partners, win themes and important donor requirements.

1 Attached File
Grant Proposal Template
Free

A practical, easy-to-use template for developing a strong grant proposal from start to finish. It guides you through the essential sections—from the problem statement and target beneficiaries to project methodology, M&E, sustainability, management, work plan and budget. Ideal for NGOs, CBOs and other non-profits, particularly when a donor has not provided its own proposal template or when preparing an unsolicited proposal

1 Attached File
Grant Ready Assessment
Free

A practical self-assessment tool designed to help non-profits determine how ready they are to pursue grant funding. It helps you identify gaps in your organisational systems, fundraising capacity and overall preparedness—and understand what needs to be strengthened before investing time in grant applications. Ideal for NGOs, CBOs and grassroots organisations that want to assess their readiness, identify areas for improvement, and become more competitive for donor funding.

1 Attached File
Free

A practical set of three tools to help your organisation assess, plan and execute its fundraising:

  • Fundraising Planner – Organise your fundraising priorities, goals, activities, timelines and donor engagement in one place.
  • Grant Proposal Template – A structured template to help you develop clear, comprehensive grant proposals when a donor has not provided its own format.
  • Grant-Ready Assessment – Assess your organisation’s fundraising preparedness, identify key gaps and pinpoint areas that need strengthening before pursuing grants.


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