Charity Fundraising Templates

It’s frustrating when you can’t lay your hands on the right fundraising template at the right moment.

The main aim behind this resource is to gather a wide variety of fundraising tools into one place so that you do not have to spend time building resources and can instead devote that time to developing your own unique fundraising approach.

The templates are contained in an Excel workbook and Word file (in a Zip folder), and are intended to be adapted and tailored to your organisation and its specific circumstances. There is an introduction, and explanatory notes have been added where appropriate.

What does it cover

This resource contains 80 downloadable templates together with an introductory document and explanatory notes designed to help you plan, implement and monitor your fundraising. The templates range from those that will help with strategy and budgeting to those that are related to specific income streams.

There are sections on:

Fundraising strategy development (31 templates) including planning, audit and competitor analysis templates
Finance and fundraising management (5 templates) including return on investment, and forecasting templates
Specific income streams (44 templates) including e-mail metrics, prospect ranking and lifetime value calculator templates

It’s deliberately low on formatting and design to make adapting them as easy as possible. Entering your own data and adapting the templates to suit your needs should be easy. We hope that these templates help you save time so you can focus on your core activities as a fundraiser.

NB: Our standard terms and conditions for digital downloads do not allow changes to our documents, but this product is one of our exceptions. It is expected that these templates will be amended and personalised to suit your organisation.

Who is this book for?

This publication is aimed at both new and experienced fundraisers.

‘There is nothing worse as a fundraiser than staring at a blank sheet of paper and not knowing where to start. This valuable resource is the answer for so many and is an excellent companion to the books in the Fundraising Series by the Directory of Social Change.’
Damian Chapman, Director of Fundraising and Communications, Charity for Civil Servants

‘This is another excellent and incredibly helpful publication from DSC, underpinned by the brilliant knowledge and expertise of Richard Sved. Fundraising remains a challenge for charities, and to have such a practical resource, packed full of useful tips and tools, is very welcome. I only wish I’d had access to this years ago when I started my career in fundraising!’
Deepa Korea, RCN Foundation Director, RCN Foundation

‘This handy resource is a must for anyone managing fundraising or developing fundraising strategy, especially in a smaller charity. It provides a clear and accessible toolkit of templates that has everything you might need in one place.’
Luke Mallett, Consultant and interim Leader

‘A superb resource for organisations of all sizes, but particularly smaller ones in all parts of the UK that don’t have access to resources as readily as their larger peers do. Fundraisers outside the London third-sector “bubble” often feel excluded from events and training, and this collection of templates will go a long way to ensuring they have access to the tools that can help them be more successful.’
Rachal Minchinton, Business Development Manager, Money Tree Fundraising

‘Richard Sved has put together an invaluable practical resource for charities planning their fundraising development. It’s wonderful to have such clear templates and tools in one place to get your fundraising planning going. Whether your financial target is thousands or millions, these tools will help you think and plan strategically.’
Della Weight, Director, Della Weight & Associates Consulting

Look inside

Have a look inside Charity Fundraising Templates.

About the author

Richard Sved

Richard is Director of 3rd Sector Mission Control. He is an experienced senior manager, having led the fundraising teams at nine national charities including Girlguiding, Epilepsy Society and The National Literacy Trust. Richard specialises in income generation, strategic planning and charity governance.