If you’re doing your fundraising in-house, you’ll know this feeling…
You sit down to apply for funding, open the form and suddenly realise you don’t quite have all the answers.
Not because your idea isn’t good but because the detail isn’t fully thought through yet.
That’s exactly what this planner is here to fix.
This workbook walks you through the key thinking behind a strong, fundable project, so you’re not trying to figure it all out while filling in an application form.
It gives you one place to capture everything funders are looking for, in a way that’s clear, structured, and easy to reuse.
Once it’s complete, you’ll have the core information you need to:
Complete funding applications with more confidence
Avoid vague or inconsistent answers
Save time by not starting from scratch each time
Brief an AI tool properly (if you’re using one)
Build stronger, more credible funding bids
Small charities
CICs and social enterprises
Founders, trustees, or small teams doing fundraising themselves
Especially helpful if:
You don’t have a dedicated fundraiser
You’re applying for grants alongside everything else
You want a clearer, more structured way to approach funding
If you’re doing your fundraising in-house, you’ll know this feeling…
You sit down to apply for funding, open the form and suddenly realise you don’t quite have all the answers.
Not because your idea isn’t good but because the detail isn’t fully thought through yet.
That’s exactly what this planner is here to fix.
This workbook walks you through the key thinking behind a strong, fundable project, so you’re not trying to figure it all out while filling in an application form.
It gives you one place to capture everything funders are looking for, in a way that’s clear, structured, and easy to reuse.
Once it’s complete, you’ll have the core information you need to:
Complete funding applications with more confidence
Avoid vague or inconsistent answers
Save time by not starting from scratch each time
Brief an AI tool properly (if you’re using one)
Build stronger, more credible funding bids
Small charities
CICs and social enterprises
Founders, trustees, or small teams doing fundraising themselves
Especially helpful if:
You don’t have a dedicated fundraiser
You’re applying for grants alongside everything else
You want a clearer, more structured way to approach funding
