AI fundraising (Template)

To get the best results from using AI in fundraising it is highly advisable to provide the information in a clear format which will reduce the likelihood of AI making up/misinterpreting the information you provide.

1. Organisation details

• Concise but informative (2–3 sentences per section).
• Clearly state your organisation name and status, what your organisation does and why it’s credible.
• If the funder is unfamiliar with your work, provide a brief history and highlight major achievements. This may also include any quality marks

2. Project summary

• Short and direct (4–6 sentences)—like an elevator pitch.
• Cover who, what, where, when, and why in one paragraph.

3. Need for the project

• Detailed and evidence-based (1–2 paragraphs).
• State who the beneficiaries will be
• Include statistics, case studies, or testimonials to prove the problem exists.
• Explain why existing services aren’t enough and how your project fills the gap.
• How has the community been involved in identifying the need for the work?
• Why is the project needed now?
• Is there learning from past work or your monitoring you can provide?

4. Project activities

• More detail (bullet points or 1–2 paragraphs per key activity).
• Outline exactly what will happen, how often, and who will deliver it.
• Funders want a clear picture of how their money will be used.
• What are the timescales for delivery

5. Expected outcomes and impact

• Clear and measurable (1–2 paragraphs + bullet points if needed).
• What will improve for beneficiaries?
• Use SMART outcomes (Specific, Measurable, Achievable, Relevant, Time-bound).
• Example: “100 refugees will receive legal support, with 70% successfully securing asylum status within 12 months.”

6. How will outcomes be recorded and reported

• How will the outcomes be recorded, and any project indicators.
• How will information be reported and used to support future learning

7. What are the skills of the people running the organisation 

• A brief overview of the key people running the organisation(1–2 paragraphs + bullet points if needed).
• Include for example the fact that you are led by people who benefit from the service

8. What make the project and/or organisations special 

• Anything that sets you apart from or stand out from similar organisations (1-2 sentence or bullet points)

9. Budget breakdown

• Exact figures are required.
• Tables work best to show a clear cost breakdown.
• Make sure to make clear what sections of the budget will be paid for with match funding (if any).
• Some funders also require justification for large costs (e.g., why a £40,000 staff salary is essential).

10. Sustainability and future plans

• 1–2 paragraphs explaining how the project will last beyond the grant.
• Funders like to see that their investment won’t be wasted after funding runs out.
• Show plans for further funding, partnerships, or income generation.