Is the fundraising summary template free to use?

Yes. Xtensio's fundraising summary template is free to use. Create your document, customize it with your brand, and share it as a live link that stays current.

Can I share my fundraising summary as a live link?

Yes. Every Xtensio document gets a unique live link. Share it with clients or teammates and any edits you make update instantly — no need to re-send files.

Can I reuse the fundraising summary for different projects?

Absolutely. Duplicate your fundraising summary, swap in new details, and your live link stays the same. One template, unlimited use across every client and project.

BONUS: Read the fundraising summary how-to guide.

Investor Relations

Fundraising Summary Template

Used 1619 times | Updated August 22, 2026

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.

Use This Template

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Fundraising Summary Template | Xtensio | 2026

Organize every deliverable
Keep strategy, sales, marketing, and client docs together by workspace.

Create fast, stay consistent
Start from 200+ templates or AI drafts, then apply your brand kit.

Collaborate in the doc
No more “final_v7.pdf” loop.

Standardize across deliverables
Apply your brand kit + reusable modules so every deliverable matches.

Improve what you send
See engagement, iterate, and reuse what works across projects.

Fundraising summary example templates

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.

Follow along step-by-step with the fundraising summary how-to guide.

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. Startups, non-profits, charities, educational institutions, and other entities trying to raise funding use the fundraising plan. The funding report should provide present and potential investors with a concise and persuasive outline of your fundraising requirements.