Budget Forms

KaitlynRichardson

We are looking for a new budget form for our applicants to use to upload in their application. Preferably a budget that contains a spreadsheet for the project budget as well as a spreadsheet for the applicant's full organizational budget. Does anyone have one they would like to share with us?

Thanks so much!

Kaitlyn

JamesPatterson

Hi Kaitlyn,

I've attached the one that we use. It's worked pretty well for us. Good luck!

CFNIL-Budget-Template-FA20.xlsx

JamesPatterson

Hi Kaitlyn,

I've attached the one that we use. It's worked pretty well for us. Good luck!

CFNIL-Budget-Template-FA20.xlsx

KaitlynRichardson

Thanks so much James!

MichelleParrish

Hi Kaitlyn,

Our forms are separate, but I'm happy to share both templates. We also offer the option for applicants to upload an annual budget in their preferred format (in addition to completing our form).  

Project Budget Form 2017.xls

Financial Report Form 2017.xls

TiffanyCaron

Smart-Grant-Budget-Form-Template-10.29.2020.xlsx

Hi Kaitlyn, I've attached our newest Grant Budget & Cost Form in case it helps :-)

TomWickersham

Kaitlyn,

Looks like you've been getting some sample templates, which is great. I'm pleased with how responsive this online community is.

I do want to take this moment to suggest that there's a growing voice (and body of evidence) in the foundation world that budget templates are not best practice, especially when focused on equitable outcomes.

Unfortunately, I don't have a lot of sources to suggest at this moment, but I'm sure many of our colleagues here could probably help. You might start with Trust-Based Philanthropy Project or with Peak Grantmaking's 5 Principles. I'm also attaching a good worksheet on equitable grantmaking.

I wish you the best in your grant practices, and look forward to more collective learning (in this forum and elsewhere) about addressing equity through grantmaking.

All my best,

Tom

Equitable-Grantmaking-Continuum-Full-Version-Updated-March-2021.pdf

PallaviBharadwaj

Hi Kaitlyn,

We do not ask for an organization budget. Only project budget and any cost sharing.

Please see the attached template. Hope that it is helpful.

Best,

Pallavi

GWB Budget Template.xlsx

AllisonFindley

2021 Field of Interest Grant Project Budget.xlsx

This is our simplified project budget sheet.

TomWickersham

@KaitlynRichardson and others,

Check out this other thread for details on #FixTheForm, which includes an effort to stop using budget templates:

https://community.foundant.com/funders_community_foundations/discussion/1149/example-language-from-fixtheform-expert-training-webinar