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BONUS: Read the fundraising summary how-to-guide.

Fundraising summary template

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Trying to raise funds? If your goal is to raise funds – whether you’re a startup, nonprofit or charity – your fundraising report should be comprehensible, easy-to-share and attractive. The fundraising summary template will help you create an easily digestible overview of your funding goals, describe the product or service you’re raising funds for and show your company’s potential for growth.

  • Highlight your product or service by explaining what it is and what value it brings to the customer.
  • Define and visualize your financial plan and budget allocations.
  • Give your investors and donors a quick and powerful overview of your fundraising needs.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,811 changemakers.

Used 545 times     Share  

User Persona

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,811 changemakers.

BONUS: Read the fundraising summary how-to-guide.

Trying to raise funds? If your goal is to raise funds – whether you’re a startup, nonprofit or charity – your fundraising report should be comprehensible, easy-to-share and attractive. The fundraising summary template will help you create an easily digestible overview of your funding goals, describe the product or service you’re raising funds for and show your company’s potential for growth.

  • Highlight your product or service by explaining what it is and what value it brings to the customer.
  • Define and visualize your financial plan and budget allocations.
  • Give your investors and donors a quick and powerful overview of your fundraising needs.

How to create a fundraising summary with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional fundraising summary template details. Add charts, graphs, images, and videos to customize the template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.

2

Customize everything in the fundraising summary template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your fundraising reports and more.

3

Work on the fundraising summary together on the cloud.

Add colleagues (or clients) to collaborate on the fundraising summary. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The fundraising summary seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own templates. Or copy and merge pieces of your fundraising report into other documents.

What is a fundraising summary?

Whether you call it a fundraising summary, plan or a fundraising story, you need a well-written overview of your fundraising goals to describe the product or service you’re raising funds for, show your company’s potential and explain how much you plan to raise. The fundraising plan is used by startups, non-profits, charities, educational institutions and other groups looking to raise funds. The funding report should give both existing and potential investors a quick and powerful overview of your fundraising needs.

How do you write a fundraising summary?

The layout and style of your fundraising report will depend on why you’re creating this document and who you’re sharing it with.

1

Describe your product or service.

2

Outline your company’s growth so far.

3

Tell investors about your funding goals.

4

Introduce your core team.

The fundraising summary is part of these toolboxes:

Check out related templates, examples and resources.

More templates related to the fundraising summary

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Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

What's a folio?

A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.

Start from an instructional templateeditable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

How is Xtensio different from PPT, Illustrator or Word

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Can I create free fundraising summary report?

Yes. You can try out Xtensio’s simple editor and any template, including the fundraising report template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the fundraising report for?

Creating a fundraising report helps you define and visualize your financial plan and budget allocations. This is especially useful for startups trying to raise capital for operations and non-profits trying to raise funds for the greater good. It can also be used to outline a financial summary at larger companies, within individual departments or even your own personal expenses.

What should be included in the fundraising report?

A description of your product or service, an outline of your growth, introduction to your team and funding goals.

What is a living document?

The living fundraising report template allows you to instantly sync with your team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.

Can I add colleagues to edit the fundraising report template?

Yes! You can invite as many people as you’d like to collaborate on your fundraising plan. As a platform, Xtensio helps improve the way your team works.

How do I share my fundraising plan?

Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

Do you have other tools for business development?

We do! There are a number of different templates, examples and resources to guide you through navigating the market and raising capital. Check out our Business Development toolbox and our Investor Relations toolbox to find more tools and resources.

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