Work & business

Fundraising Notion templates

Keep fundraising preparation and conversations connected. Find Notion trackers for potential investors or supporters, materials, outreach history, questions, next steps, and commitments that still need confirmation.

6 templates to exploreOriginal creator linksBrowse all categories
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Showing 1–6 of 6 templates

A little structure goes a long way.
Grant Application Pipeline Notion template previewFree

Grant Application Pipeline

A grant-application workspace covering opportunity qualification, preparation, review, submission, and results, with deadline signals, funding summaries, and a fit scorecard.

Grant Tracker for Nonprofits Notion template previewPaid

Grant Tracker for Nonprofits

A paid grant workspace emphasizing post-award reporting, with linked funders, applications, awards, reports, and spending, plus lead-time deadlines and award document checklists.

Investor CRM Notion template previewFree

Investor CRM

An investor CRM for startup deal flow, founder contacts, due diligence, investment memos, portfolio records, and follow-ups.

A closer look at the collection

Which template fits your work?

Compare the purpose and included features before choosing a workspace.

Free

Grant Application Pipeline

Nonprofits and funding teams deciding which grants deserve application effort and tracking what was submitted.

  • Grant Pipeline with nine stages and deadline views
  • Funding Snapshot
  • Qualification scorecard and application working context
Read the details
$15

Grant Tracker for Nonprofits

Nonprofit teams managing grant reporting and restricted-fund context after an award is accepted.

  • Five linked grant databases
  • Reporting calendar with configurable lead times
  • Restricted-spend records, award document checklists, and dashboard
Read the details
Choose something that fits

How to compare fundraising templates

Record why a contact is relevant and what stage the conversation has reached. Keep the current deck and supporting information linked from the record, with clear access boundaries for confidential material. Distinguish interest from a confirmed commitment and agree who owns the next follow-up. Use the appropriate professional process for agreements and disclosures; the tracker organizes the work around them.

A few things to look for

Conversation stage and fit

Current fundraising materials

Confirmed versus proposed commitments

About the directory
Before you choose

Questions about
this collection

Are there free templates in the fundraising collection?+

Yes. This collection currently includes 5 listings with a confirmed free creator offer, alongside 1 paid or freemium option. Use the Free filter to compare them. A free version can have different features from a creator’s paid upgrade, so check the original listing and current access terms before adding it to your workspace.