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Bộ mẫu vòng đời tài trợ phi lợi nhuận

Từ ý tưởng đến báo cáo cho nhà tài trợ: lý thuyết thay đổi, kế hoạch MEL, case for support, đề xuất tài trợ, báo cáo tài trợ và báo cáo tác động.

8 mẫu trong 3 bước, theo thứ tự sử dụng. Mở mẫu bất kỳ trong trình soạn thảo, điền nội dung rồi xuất ra PDF, DOCX hoặc HTML.

Bước 1

Thiết kế

  1. Theory of Change Template

    Chuẩn

    Theory of change: problem, long-term goal, outcomes pathway diagram, interventions, assumptions, indicators, evidence

  2. Monitoring and Evaluation Plan Template (MEL, OECD DAC Criteria)

    Đầy đủ

    MEL plan: results chain, evaluation questions by OECD DAC criteria, indicator framework and reference sheets, calendar, sampling, data quality, ethics, budget

    OECD DAC evaluation criteria (Better Criteria for Better Evaluation, 2019)

  3. Nonprofit Strategic Plan Template

    Chuẩn

    Mission, vision, baseline, theory of change link, goals and objectives with targets, financial plan with reserves range, people, risks, monitoring

Bước 2

Hồ sơ

  1. Fundraising Case for Support and Plan Template

    Chuẩn

    Need, response, claim register with evidence, use of funds, ask, goal, gift range chart, prospect pipeline, channels and budget, compliance checks, stewardship

    Fundraising practice; Charity Commission CC20 (2026); IRS donor acknowledgment rules

  2. Grant Proposal Template

    Đầy đủ

    Full grant application: cover letter, need, SMART objectives, gantt, logic model, evaluation, sustainability, budget

    Common grant-writing practice; US: SF-424 family, 2 CFR 200.414(f) (eCFR 2026-10-01)

  3. Nonprofit Conflict of Interest Policy Template

    Chuẩn

    Covered persons, financial and loyalty conflicts, annual disclosure and register, recusal procedure, records, compensation, breaches, declaration form

    IRS Form 990 Part VI lines 12a-c (2025); Form 1023 sample policy; Charity Commission conflicts guidance
Bước 3

Triển khai và báo cáo

  1. Grant Report Template (Interim and Final, Funder Report)

    Đầy đủ

    Interim or final funder report: summary, progress vs indicators, outputs, changes, safeguarding, budget-to-actual with variance notes, transfers, declarations

    Funder reporting practice; 2 CFR 200.308, 200.328, 200.329, 200.344 (eCFR 2026-10-01)

  2. Nonprofit Annual Impact Report Template

    Đầy đủ

    Annual report for nonprofits: leadership letter, year in numbers, outcomes vs baseline and target, consented stories, finances, governance, board and staff, how to help