Top Free Fundraising Templates

Fundraising is a vital process for supporting various causes, projects, and organizations. It enables the collection of necessary funds to drive social change, support innovation, or aid those in need. A Fundraising Notion template can streamline the organization and tracking of fundraising efforts, making it easier to manage campaigns, communicate with donors, and measure progress towards financial goals.

Before you dive into creating your own fundraising campaign, take a look at these Fundraising Notion templates to simplify the process and enhance your efficiency.

What Should Fundraising Templates Include?

Choosing the right fundraising template can streamline your campaign and enhance your team's efficiency. Here are key components to look for in a Notion fundraising template:

  1. Goal Tracking: A good template should have a clear and easy-to-use goal tracking system that allows you to set, monitor, and update your fundraising targets.

  2. Donor Management: It should include features for managing donor information such as contact details, donation amounts, and engagement history to help personalize interactions.

  3. Financial Reporting: Look for templates that offer detailed financial reporting tools to track donations and expenses, ensuring transparency and accountability.

  4. Event Planning: If your fundraising involves events, ensure the template includes an event planning section to manage dates, venues, and attendee information.

Selecting a template with these components will help you organize and execute your fundraising efforts more effectively, ensuring better results and smoother operations.

What Should Fundraising Templates Avoid?

When selecting a fundraising template in Notion, it's essential to be aware of certain features that might hinder your campaign's effectiveness. Here are a few components to steer clear of:

  1. Overly Complex Layouts: Templates with complicated designs can confuse potential donors. Opt for simplicity to ensure users can navigate easily and focus on your message.

  2. Generic Content: Avoid templates that do not allow customization of content. Personalizing your message to reflect your cause and goals increases engagement and donations.

  3. Limited Data Fields: Ensure the template can capture all necessary donor information. Templates with too few data fields can limit your ability to follow up and build relationships with donors.

Choosing the right template involves more than just aesthetics; it's about functionality and how it aligns with your fundraising objectives. A well-chosen template can significantly boost your campaign's success.

1투자유치 데이터베이스

이 데이터베이스를 활용해 투자자와의 모든 커뮤니케이션 기록을 관리하세요. 담당자를 지정하고 진행 상태(미팅 예정, 조건 협의 중, 유치 등)와 최종 연락 일시를 확인하세요. 각 행을 자체 페이지로 열어 모든 회의록을 보관하고 후속 작업의 체크리스트를 만들거나 관련 VC가 출연한 동영상이나 팟캐스트를 임베드할 수 있습니다.

데이터베이스를 상태별로 그룹화하면 각 투자자가 어느 단계에 있는지 쉽게 확인하고 투자유치를 진행할 수 있습니다!

투자유치 데이터베이스님의 템플릿 미리보기

2AI 피칭 덱 작성

스타트업이나 제품의 피칭을 어떻게 준비할지 모르겠다면, Notion AI로 시작하세요.

투자자들에게 확신을 주고 다음 투자를 유치할 수 있는 완벽한 피칭 덱을 만들 수 있습니다.

AI 피칭 덱 작성님의 템플릿 미리보기

3The Ultimate Data Room

Embark on your entrepreneurial journey with confidence using my Startup Data Room Template. This all-encompassing toolkit is designed to get you in touch with what you need in your data room for a successful fundraising. You can use it as centralized hub for crucial information across three key domains: Investment, Legal, and Commercial. Yet, it's primarily made to inform you about what you need and aggregate all the information in a central spot.

🌐 Investment Round:
- Pitch Deck: Craft an irresistible presentation that captivates investors.
- Vision and Strat: Define your startup's vision and strategic objectives.
- Metrics Dashboard: Visualize your performance metrics with clarity.
- Financial Model: Build a robust financial model for insightful projections.
- Financial Plan: Develop a comprehensive plan for financial success.
- Market Size Analysis: Dive into detailed market size assessments.
- Cap Table: Manage and organize your capitalization table effortlessly.
- Competitive Analysis: Conduct a thorough analysis of your competitive landscape.
- Valuation Analysis: Dive into detailed valuation assessments.
- Term Sheet: Clearly outline the terms of your investment deal.
- Investors FAQ: Anticipate and address potential investor queries.

⚖️ Legal Cornerstones:
- Company Registration: Navigate the process of company registration seamlessly.
- Memorandum of Association: Formalize your company's structure.
- Articles of Association: Outline the articles governing your startup.
- SEIS/EIS Advance Assurance: Secure tax benefits with advance assurance.
- Employment Contracts: Establish clear and comprehensive employment terms.
- NED LoA: Formalize agreements with Non-Executive Directors.
- Advisors and Consultant Contracts: Structure agreements with key contributors.
- Sweat Equity: Define terms for contributors receiving equity.
- IP: Safeguard your intellectual property.
- Insurances: Ensure comprehensive insurance coverage.

📈 Commercial:
- Business Roadmap: Develop a clear roadmap for your business journey.
- Strategic Roadmap: Align your strategies with a well-defined roadmap.
- GTM Strategy: Nail your go-to-market strategy for success.
- Product Demo: Showcase your product with a compelling demo.
- Marketing Plan: Execute your marketing plans with precision.
- Sales Pipeline: Manage and optimize your sales pipeline effectively.
- Commercial Agreements: Document and streamline your commercial agreements.
- Commercial Contracts: Outline the details of your commercial contracts.
- Feasibility Reports: Prepare detailed reports outlining project feasibility.
- Employees and Hiring Plan: Plan for growth with a detailed hiring strategy.


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4Data room

A data room is a valuable tool for your startup during its fundraising process, giving potential investors a deep insight into your business. This template will get you up and running quickly and give you a central location to store your documents, business details, and important data.

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5Fundraising tracker

Accidentally emailing an investor you've already pitched, or showing up to a meeting unprepared is like the real-life version of that dream where you show up to a class in your underwear. So use this template as one place where you can track every contact and your communication history.

Track different kinds of data in the same database — whether it's average check size, emails, or warm contacts. View contacts by status to see which investors you've won or lost, and how much progress you're making. Then click into each investor's subpage to add meeting notes, links to their websites, or pitch prep.

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6Presentation Assistant w/ AI

Experience a new level of efficiency in presentation preparation with our meticulously crafted Notion template. Seamlessly integrate AI prompts that guide you through content creation, providing valuable insights and enhancing the overall structure of your presentation. Navigate the preparation process effortlessly with a comprehensive checklist included in the template, ensuring no crucial aspect is overlooked. Whether you're a seasoned presenter or just starting, this versatile template empowers you to create engaging and impactful presentations with ease, making your preparation journey both insightful and efficient.

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7스타트업 피칭 덱

Notion의 ‘스타트업 피칭 덱’ 템플릿으로 비즈니스 아이디어, 시장 분석, 전략 계획을 잠재 투자자나 파트너에게 설득력 있게 제시하세요.

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8투자자를 위한 업데이트

투자자에게 두서없는 이메일을 보내 새로운 소식을 알리기보다, 이 템플릿으로 회사의 전반적인 현황을 이해하기 쉽게 공유하세요.

투자자를 위한 업데이트님의 템플릿 미리보기

9피치 덱

이제 Powerpoint로 피치 덱을 만드는 시대는 저물었습니다. 상호작용이 가능한 Notion 페이지로 투자자들을 사로잡으세요. 일방적으로 정보만 전달하기보다는 투자자들의 예상 질문을 준비하세요.

Notion의 갤러리 보기를 활용해 주요 사용 사례, 고객, 팀을 소개하고, 하위 페이지에 텍스트, 이미지, 상세 정보를 추가해 투자자들이 선택해서 읽도록 하세요. 경쟁사 데이터베이스를 추가해 기능에 집중한 접근 방식을 보여줄 수도 있습니다.

피치 덱님의 템플릿 미리보기

10투자 유치 및 관리

이 템플릿은 창업가들의 투자 유치 및 관리를 위한 도구입니다. CRM과 비슷하지만, 투자 유치에 필요한 사항들을 다루죠. 5년간 직접 창업자들을 도와 투자를 유치한 경험을 바탕으로 이 템플릿을 제작했습니다.

투자 유치 및 관리님의 템플릿 미리보기

Closing Thoughts

Utilizing these templates streamlines the fundraising process, allowing you to focus more on outreach and less on administrative tasks. They are designed to enhance efficiency and organization.

Start implementing these tools today to see a significant improvement in your fundraising efforts. The ease of use and accessibility provided can make a substantial difference in achieving your goals.

What is a Seed Capital?

Seed capital refers to the initial funding used to start a business, often sourced from personal assets, friends, or family, before approaching larger investors.

What is an Angel Investor?

An angel investor is an individual who provides capital for a business start-up, usually in exchange for convertible debt or ownership equity.

What is a Pledge Drive?

A pledge drive is a fundraising event conducted over a period of time where individuals commit to donating a specific amount of money to an organization.

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