This financial funding proposal template helped thousands of our customers to reach their funding goals

Funding Proposal Template

This financial funding proposal template helped thousands of our customers to reach their funding goals! Make sure your application and all necessary documents look flawless by simply using this completely customizable template. You can change the text, images, colors, your logo - it's all 100% editable.

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EVERYTHING YOU NEED IS INCLUDED

What's in this funding proposal template

Visually Attractive Cover

As every business expert knows, the key to grabbing a funder's attention is to make a great first impression. That's why it's a good idea to start your proposal for funding with a visually attractive cover. Our team included a carefully designed cover in this sample proposal to ensure you have everything you need to wow the funders the second they open your email. You can change everything from the text, logo, and background image to make it more in line with your grant proposals.

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Summary

The executive summary or a cover letter is the best way to start your business proposal and show your passion and knowledge to financial institutions or other donors. In short, it is a request for an investment for a nonprofit or for-profit organization. Use this page to clearly and briefly describe who you are, the nature of your business, and how the requested amount of money will be used to reach your goals and objectives.

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Business profile

It's time to describe in detail what your business model or business profile looks like. Think of this page as a 'body' of your funding proposal. Include your business track record (success stories), prospective clients, company goals, and philosophy; essentially, why your company should be selected. Like everything else in this free proposal template, this page is completely editable - the colors, the text, images, layout - everything.

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Management experience

Another great way to show how serious you are about your business is through management experience. That's why we created a perfect page that allows you to itemize your company's management structure, provide an organizational chart, a structure description, and salary forecasts. In this funding project proposal template, we've dedicated a whole section to management experience. All you need to do is fill it in!

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Funding request and project objectives

It's time to highlight exactly what you would like the donor to fund, as this section of your proposal is all about the numbers! It's a perfect reminder to include quotes for equipment or supplies, building costs, etc. In short, this completely customizable page is all about answering the question: 'Why do you need that amount of money?'�

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Financial statements

Are there any negative marks on your financial statement? Is there anything about your finances that you need to explain? These are the questions your funders will be very interested in. For that reason, we've dedicated an entire section of this proposal to a personal budget and other financial statements. From the text, logo, and background image, you can change everything to make it a better fit for your needs.

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Next steps and supporting documents

It's no secret the funders often ask for lots of other financial documents during your application process. That's why we created a dedicated page for supporting documents. If you're feeling optimistic, you can even add a digital signature box that will allow your funders to sign the request right away!

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Get Paid Straight from the Proposal

No more messing around with invoices, no more waiting for checks to clear. This proposal template lets you take payments directly from the proposal, using the integrations with PayPal, Stripe and GoCardless.

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry...what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

Funding Proposal Template

What's in this funding proposal template

Visually Attractive Cover

Summary

Business profile

Management experience

Funding request and project objectives

Financial statements

Next steps and supporting documents

Get Paid Straight from the Proposal

Don't take just our word for it

150+ other free proposal templates just like these are also available inside Better Proposals

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Your questions, answered

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