Free · 12-page workbook
Twenty-two questions funders ask, each answered three ways, so your team agrees what the project is before anyone writes an application.
For each question you write three answers. That way the same workbook gives you your core case, a costed project and the long-term vision, and you can see where each funder fits.
Core
The basics: the work you are probably already doing. This is also where you make the case for your core costs.
Project
A fixed project you could run as soon as the funding is in place.
Visionary
How you would achieve your charity's vision if money were no object. Think big, think long term.
Need and Urgency
- Why are you doing this, and what is the evidence it is needed?
- Why does it have to happen now?
- What would happen if you did nothing, or did not exist?
Results
- What does success look like, and what difference will it make?
- What are the short, medium and long-term benefits?
- Your SMART objectives, and how you will monitor, evidence and evaluate them
Who benefits
- Who will benefit directly, and who indirectly?
- How many people, and over what period?
- How do you know they want this support?
You
- What makes your approach different?
- What are your organisation's key strengths and track record?
Delivery
- What will the project deliver?
- Who will deliver it, and why are they the right people?
- What is the timescale?
The questions are not ones a fundraiser can answer alone. Share the relevant pages with the people who deliver the work, your senior team and, where it helps, your trustees, before your next deadline. The strongest lines in an application often come from those conversations.
"Money Tree Fundraising helped me collate the variety of input from the team to prepare a concise document that clearly reflected the organisation's core mission, urgency, and aspirations."
European Leadership Network
It arrives by email as a PDF, ready to print or share with your colleagues.
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