Fundraising Summary Template
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.
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How to create a fundraising summary with Xtensio
- 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.
- 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.
- 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.
- 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.
- Reuse and repurpose.
Save your own templates. Or copy and merge pieces of your fundraising report into other documents.
Fundraising summary example templates
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Xtensio is much more than your standard fundraising summary builder.
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.
- Describe your product or service.
- Outline your company’s growth so far.
- Tell investors about your funding goals.
- 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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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.
A description of your product or service, an outline of your growth, introduction to your team and funding goals.
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.
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.
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.
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.
