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Annual grants portfolio summary with every grant's funder, ask and status, a prospect funnel and awards by program

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About this Grant Summary: Annual Grants Portfolio one pager template

A grant summary for a nonprofit's board that shows every grant at once rather than one proposal. Four numbers give the applications sent, the money awarded, the win rate and the reports due. A table lists each grant with its funder, program, ask, status and next date, a funnel shows how prospects became awards, and a bar chart shows the money awarded to each program. Report deadlines close the sheet. Change the funders, programs and amounts to fit your organization.

Grant Summary: Annual Grants Portfolio One-Pager Template

A grant summary for a nonprofit's board that shows every grant at once rather than one proposal. Four numbers give the applications sent, the money awarded, the win rate and the reports due. A table lists each grant with its funder, program, ask, status and next date, a funnel shows how prospects became awards, and a bar chart shows the money awarded to each program. Report deadlines close the sheet. Change the funders, programs and amounts to fit your organization.

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What’s on it

  • Headline numbersThe Year So Far
  • TableEvery Grant
  • Funnel chartProspect to Award
  • Ranked bar chartAwarded by Program, $K
  • MilestonesReports and Deadlines
  • Closing line

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