What is a financial proposal?

<span data-sheets-value="{"1":2,"2":"A financial proposal is a document that outlines the economic situation of a company. It provides insights on how much capital the company currently has, how much money they expect to make in the future, and where they plan to allocate the finances they have. It has an itemized summary of all possible expenses."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":5}">A financial proposal is a document that outlines the economic situation of a company. It provides insights on how much capital the company currently has, how much money they expect to make in the future, and where they plan to allocate the finances they have. It has an itemized summary of all possible expenses.

How do you request funding for a project?

<span data-sheets-value="{"1":2,"2":"To request funding, you will need to write a funding request proposal (which consists of details such as the company overview, business plan, expected future returns, amount required, etc.) The key to a good funding request is to be as accurate and thorough as possible."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":5}">To request funding, you will need to write a funding request proposal (which consists of details such as the company overview, business plan, expected future returns, amount required, etc.) The key to a good funding request is to be as accurate and thorough as possible.

Is there a template for writing grants?

<span data-sheets-value="{"1":2,"2":"Yes! Most grants follow a template, which usually follows the structure of beginning with a cover page, and moving on to other details like an overview of the company, its history, statement of need, valuation, funding management, budget information, and list of expenses. You can end the grant proposal with space for signatures."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":5}">Yes! Most grants follow a template, which usually follows the structure of beginning with a cover page, and moving on to other details like an overview of the company, its history, statement of need, valuation, funding management, budget information, and list of expenses. You can end the grant proposal with space for signatures.

Financial Funding Proposal Template

Prepared for:
[Client.FirstName][Client.LastName]
[Client.Company]

Prepared by:
[Sender.FirstName][Sender.LastName]
[Sender.Company]

Mission statement

Clarify within this financial funding proposal your organization’s mission statement, and specify its main goal in operating. Include a simple structure of words that embody, embrace and define the goal of the organization, an entity, as a whole, both for employees, volunteers, partners and clients.

History

Define in a summary the history of the organization and its cause. Provide important historical dates, names, and events from the beginning to the current status of the organization.

Population servicing

Described whom the organization will be servicing, whether it be a state level or town level, cultural background, religious background, race, gender, age group ranges, income etc…

Overview of current programs

Provide an outline of current organizational programs. Include details of each program such as the purpose and goal, population it has aided, current outcome, and financial cost. The more detail provided allows the recipient of this proposal a chance to current organizational progress prior to the proposal.

Grant history

Define each financial grant the organization has received, the amount received, and name of financial source.

Statement of need

Describe the financial concern and explain why the organization requires a grant to address the issue. Use this section of the funding proposal to be specific in respect to the organizational needs.

Objectives

Refine your idea and tell exactly what you expect to accomplish in response to the need.

Evaluation, funding management and planning

Use this section to explain how the organization shall prove continuous progress, objectives within a stated time frame, and ensure those objective targets are being met within that time frame. This measures your results and effectiveness, and needs to correspond to your objectives.

Board of directors

Name

Occupation

Name

Occupation

Name each member of the Board of Directors, titles, and contact information.

Budget

Using the chart below, itemized a list expenses that reflect an estimate of financial need; including the intent on spending to accomplish the objective goals.

List of expenses and costs for funding proposal

Expenses	Estimated Amount
Operations
Travel
Supplies
Technology
Utilizes
Rent
Shipping/Delivery

[Sender.Company]

Signature

MM / DD / YYYY

[Client.Company]

Signature

MM / DD / YYYY

FAQ

A financial proposal is a document that outlines the economic situation of a company. It provides insights on how much capital the company currently has, how much money they expect to make in the future, and where they plan to allocate the finances they have. It has an itemized summary of all possible expenses.

To request funding, you will need to write a funding request proposal (which consists of details such as the company overview, business plan, expected future returns, amount required, etc.) The key to a good funding request is to be as accurate and thorough as possible.

Yes! Most grants follow a template, which usually follows the structure of beginning with a cover page, and moving on to other details like an overview of the company, its history, statement of need, valuation, funding management, budget information, and list of expenses. You can end the grant proposal with space for signatures.

Related templates

Cooperative Agreement Template

Use this cooperative agreement or memorandum of agreement can be used to legally lay out the steps toward an agreed upon result.

Financial Consulting Agreement Template

Due to the nature of financial consulting services, it’s important to have a detailed agreement in place between you and your clients. This financial consulting agreement template includes language specific to financial services, and works well for freelancers and financial consulting agencies.

POPULAR

Exclusivity Agreement Template

This exclusivity agreement template can be used by a vendor to secure exclusive rights to provide goods or services to another organization.

Clinical Trial Agreement Template

Finding sponsors for your clinical trial can be a tedious process. This clinical trial agreement template makes that process easier by streamlining the process of creating a contract between a sponsor and institution.