Top 10 Free Fundraising Plans Templates in Notion

Accidentally emailing an investor you've already pitched, or showing up to a meeting unprepared is like the real-life version of that dream where you show up to a class in your underwear. So use this template as one place where you can track every contact and your communication history.

Track different kinds of data in the same database — whether it's average check size, emails, or warm contacts. View contacts by status to see which investors you've won or lost, and how much progress you're making. Then click into each investor's subpage to add meeting notes, links to their websites, or pitch prep.

The goal of this roughly 75-min workshop is to gather and document a team’s collective knowledge about a project’s purpose, background, and planned impact before the team starts working on a funding request. This document will serve as the project’ central knowledge hub.

Raising funds is an important activity for nonprofits. While they can be a great source of revenue for an organization, they can also be time-consuming. With this template, you and your team can keep track of every individual and foundation/corporation fundraising to ensure that everything is on track.

This template is designed to make the whole process simple. The perfect way to have a clear indication of the status of every fundraising, who is leading it, when the expected close date is, and a lot more.

Use this database to keep track of every interaction you have with investors. Designate and know the status of every conversation (i.e. meeting planned, term sheet, closed), and see when you last made contact. Each row opens up into its own page, where you can keep all your notes from meetings, make checklists of follow up items, embed videos or podcasts featuring the VCs in question, etc.

View this database as a board grouped by status so you can see which investors are at each stage of your process — and keep things moving!

It helps founders that want to start fundraising to prepare their answers for investors and identify gaps in their current business plan. Furthermore, it helps them to have the full picture of their business plan in one view and align their future plans & values with their co-founders early in the process.

Looking for a powerful tool to help you manage your fundraising campaign? Look no further than our Fundraising Notion Template! With everything you need to track donations, organize volunteers and more, this comprehensive solution is the perfect way to take your fundraising efforts to the next level. So why wait? Give it a try today and see just how easy it can be to make a real difference in the lives of those who need it most!

Funding OS is a tool that helps founders to acquire and manage fundraising. It works like a CRM but also covers requirements to fundraising. I created it based on my five years of experience working with business owners and supporting them in their funding rounds.

Keep track of details and notes on your nonprofit's donors in this shared database.

Entrepreneurs raising venture capital will use this to manage their investor relationships during a Seed or Series A/B fundraise. It contains tips, sample questions to ask, pipeline stages, and a link to a Data Room template

Manage your nonprofit's grant and gift pipelines in this donation management template.