Funder Collaboration Toolkit

Use our practical tools, resources and templates to help you plan, build and steward your funder collaboration.

How to use this toolkit

1
The toolkit is built around key steps for developing a collaboration, but doesn’t have to be followed in strict linear order
2
Each tool can be downloaded and edited, so you can complete it or adapt it to suit your needs.
3
For a more in-depth guide to using the toolkit, read this blog.

1. Clarify the case for collaboration

Foundation stage

Foundation stage

Foundation stage

The Advantage Articulator can help you decide if collaboration is worthwhile.

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2. Map the funding landscape

Foundation stage

Foundation stage

Foundation stage

The Landscape Mapper helps you identify other funders you might want to work with.

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3. Engage other funders

Foundation stage

Foundation stage

Foundation stage

The Engagement Pack helps you to reach out to funders beyond your existing networks.

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4. Plan your meeting

Building stage

Building stage

Building stage

The Meeting Planner is designed to help guide your early group discussions.

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5. Develop a shared purpose

Building stage

Building stage

Building stage

The Purpose Crafter will help you define your collaboration's purpose and scope.

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6. Define your roles

Building stage

Building stage

Building stage

The Role Definer helps you explore how each funder can best contribute.

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7. Create a written agreement

Building stage

Building stage

Building stage

Our template will help you develop a bespoke agreement for your collaboration.

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8. Health-check your collaboration

Stewarding stage

Stewarding stage

Stewarding stage

The Health Check helps you assess how you are doing as a collaboration.

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9. Collaboration resource library

Stewarding stage

Stewarding stage

Stewarding stage

The Library contains links to additional resources and reading about funder collaboration.

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