Community foundations, corporate CSR teams, and parish councils still accept Word documents by email. A first-round grant request should collect the same outline from US 501(c)(3) applicants and UK CIOs: organisation, amount narrative, and a link to a budget sheet.
Do not reuse last year’s form if you need a clean export.
No retrospective costs, no individuals—whatever your rules are—above the form.
Link from newsletters. Do not rely on Google alone for a two-week window.
Dashboard plus a scoring sheet. This tool does not rank applications.
A grant application is a structured ask for restricted or unrestricted funding. US private foundations often want a letter of inquiry before a full proposal. UK funders (local authority, lottery, trust) often want a project summary, beneficiaries, and a spreadsheet budget. Neither should start with a 30-field portal login.
This page is for the letter-of-inquiry or small-grant stage. Multi-year federal or central-government programmes belong in the systems those agencies already mandate.
If the first screen asks for audited accounts, small community groups bounce. Ask for a budget link and a narrative first.
Do not collect bank details, charity commission passwords, or EIN/charity numbers you will paste into a public dashboard. Confirm legal status in a second, access-controlled step.
Fluxx and Salesforce Grants exist. A town trust with one round a year does not need them.
Criteria, exclusions, and the form in one place. Best conversion for community applicants.
Right when you have reviewers, eligibility quizzes, and multi-stage scoring.
Version chaos. Someone always submits the 2019 file.
Still required by some UK parish processes. Offer HTML as the default.
Corporate giving pages are often a brand site with no CMS workflow. Put the form for the six weeks the round is open.
Export CSV for trustees. Spell out retention: unsuccessful US and UK applications should not live in a shared inbox for a decade.
Prefer a Drive/Dropbox link on round one. Large public uploads fail on charity broadband.
No. Use the mandated portal. This is for foundations, CSR, and local trusts.
Ask them to state currency in the narrative. You can add a select on the form.
Batch email from your process. The form only captures the ask.