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The Funder File
Essentials

Grant Calendar & Pipeline Kit

Every funder, deadline and report in one workbook. Dates change color as they approach, the dashboard shows what is due, and seven short letters cover each step of a funder relationship.

4 files · Word and Excel · $19

$19

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

What's inside

Word files

  • Essentials_GrantCalendar_User_Guide.docx

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

  • Essentials_GrantCalendar_Funder_Communications_TEMPLATE.docx

    Seven letters and emails: introduction, submission confirmation, thank-you after an award, thank-you after a decline, change request, report cover letter and site visit invitation.

  • Essentials_GrantCalendar_AI_Prompts_TEMPLATE.docx

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

Excel files

  • Essentials_GrantCalendar_Grant_Calendar_TRACKER.xlsx

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

Who it's for

  • Small teams applying to several funders a year
  • Executive directors who keep deadlines in their heads
  • Organizations that have missed a report or a deadline before

How the documents work together

  1. Record prospects with their source and date checked on the Funder Research tab.
  2. Move strong fits to the Pipeline; deadlines and reports get color alerts.
  3. Use the communications template at each stage: introduction, thank-you, change request, report cover.

Is this the right kit?

Need application templates too? The Private Foundation Grant Kit includes this calendar.

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
  • Funder names or deadlines: you record those from each funder's current guidelines

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

Does it include a list of funders?

No. It is your own research and tracking tool; the guide shows free public sources to find funders, such as foundation websites and Form 990-PF filings.

Can I change the alert windows?

Yes. The defaults are 30 and 14 days; change them in Settings.

Does it track unsolicited applications separately?

Yes. Each application has an Access field: open call, invitation only, unsolicited, or existing relationship.

Helpful guides

Bundles that include this kit

Bundle of 6 kits

US Foundation Bundle

Everything a small US nonprofit needs to approach private foundations, community foundations and companies, and to report afterwards.

Kits bought separately: $189. You save $100 (53%).

$89View bundle
Bundle of 6 kits

UK Bundle

For UK charities and community groups: preparation for National Lottery Community Fund applications, trust and foundation applications, and the Essentials tools for budgets, reports, calendars and boilerplate.

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

$79View bundle
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 16 kits

US Complete Bundle

Every US kit: the six Essentials, the four US funder kits (private foundations, community foundations, companies, government) and the six sector kits.

Kits bought separately: $544. You save $395 (73%).

$149View 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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