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The Funder File
Canada

Canada Foundation Grant Kit

Apply to Canadian foundations with confidence: the CRA rules that shape who they can fund, a proposal template built for Canadian charities and non-profits, and a budget that handles benefits and net HST.

8 files · Word and Excel · $39

$39

Secure payment with Stripe. Instant download. Your link works 5 times over 30 days.

What's inside

Word files

  • CA_Foundations_User_Guide.docx

    Your step-by-step guide to this kit, with official sources and the final checklist.

  • CA_Foundations_Boilerplate_Library_TEMPLATE.docx

    Your organization's facts and standard wording, in three lengths, with sources.

  • CA_Foundations_Proposal_TEMPLATE.docx

    Letter of inquiry and full proposal for Canadian foundations, with status and accountability sections, a budget summary and an attachments checklist.

  • CA_Foundations_Final_Report_TEMPLATE.docx

    Final report structure that compares what you promised with what you delivered, including the financial summary.

  • CA_Foundations_AI_Prompts_TEMPLATE.docx

    Copy-ready prompts that make any AI tool work from your own facts, with ground rules.

Excel files

  • CA_Foundations_Budget_TRACKER.xlsx

    Budget workbook with formulas: budget lines, totals, checks, a draft justification for every line, and budget vs actual.

  • CA_Foundations_Logic_Model_TRACKER.xlsx

    Logic model, indicators, evaluation plan and reporting log, with example indicators.

  • CA_Foundations_Grant_Calendar_TRACKER.xlsx

    Funder research, application pipeline, deadlines with alerts, reports due and a dashboard.

Who it's for

  • Registered charities and non-profits across Canada
  • Non-profits that are not registered charities and need to understand qualifying disbursements
  • Small teams applying to private, public and community foundations

How the documents work together

  1. The Boilerplate Library holds your facts, including your charity registration number or business number.
  2. The budget workbook and logic model give your costs and outcomes in Canadian terms.
  3. The proposal template assembles them; the calendar tracks funders, deadlines and reports.

Is this the right kit?

Applying to the Ontario Trillium Foundation? See the Ontario Community Grant Kit.

General information

Templates and general information only, not legal, tax or fundraising advice. No template can guarantee funding: each funder decides on its own priorities and budget. Always follow each funder's own guidelines.

What's not included

  • Writing, reviewing or submitting your application for you
  • Legal, tax or accounting advice for your situation
  • A list of funders or a database subscription
  • Any promise of funding

Format & delivery

Instant download after payment: one ZIP with editable Word (.docx) and Excel (.xlsx) files, personalized with your order details. Made for Microsoft Word and Excel; the files also open in Google Docs, Google Sheets, LibreOffice and Apple Pages or Numbers, where some formatting, drop-downs or checkboxes may behave differently. Your download link works 5 times over 30 days.

Questions about this kit

Can a non-profit that is not a registered charity receive foundation grants?

Yes, in some cases. Since 2022 registered charities can make qualifying disbursements to grantee organizations under accountability requirements. The guide explains what CRA guidance CG-032 says grantees should expect to provide.

How does the budget handle HST?

It has a line for net HST or GST after the public service bodies' rebate. The guide gives the CRA rebate rates for charities resident only in Ontario and tells you where to check yours.

Does it include a list of foundations?

No list is included. The guide shows free and paid places to research funders and how to record them in the calendar workbook.

Helpful guides

Bundles that include this kit

Bundle of 6 kits

Canada Bundle

For Canadian charities and non-profits: foundation applications, preparation for Ontario Trillium Foundation applications, and the Essentials tools for budgets, reports, calendars and boilerplate.

Kits bought separately: $174. You save $95 (55%).

$79View bundle
Bundle of 20 kits

All-Access Bundle

All 20 kits: Essentials, US funders, UK, Canada and the six sectors. For organizations working across borders and for teams that want every tool.

Kits bought separately: $700. You save $521 (74%).

$179View bundle

The Funder File is not affiliated with, endorsed by or connected to any funder or government agency named on this site. All trademarks belong to their owners.

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