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非营利资助全周期套件

从构想到资助方报告：变革理论、MEL 计划、募款陈述、资助申请书、资助报告与影响力报告。

8 个模板，按使用顺序分为 3 步。在编辑器中打开任一模板，填写后可导出为 PDF、DOCX 或 HTML。

第 1 步

设计

  1. Theory of Change Template

    标准

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

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

    完整

    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

    标准

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

第 2 步

申请材料

  1. Fundraising Case for Support and Plan Template

    标准

    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

    完整

    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

    标准

    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
第 3 步

交付与报告

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

    完整

    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

    完整

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