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The first pages of the Fundraising Appeal Brief template

Fundraising Appeal Brief

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 5, 2026

Every page (7)

Overview

This Google Docs campaign brief template helps charity fundraisers set out an appeal in seven designed pages. It covers the case for support, the donor segments you are asking, the ask amounts for each, the channels and roles, and a timeline with approval gates. Each section holds one idea, so an agency creative team can see the insight, the single-minded message and the mandatories at a glance, and approvers can judge the work against the same objective later.

The sample brief is written for Zephyrine Studio, a fictional organisation, and shows what a finished creative brief for an agency looks like: named owners, a £180k budget, dated approval gates and a measure for each objective. Make your own copy, then replace the business problem, segments, asks and dates with your approved figures. Delete any section you do not need, and keep the approval gates so the brief stays a fixed reference.

Useful for

  • A fundraising director briefing an appeal to the trustees for sign-off
  • A campaign manager handing a new appeal to an agency creative team
  • A supporter insight lead agreeing donor segments before media is booked

What's included

  • Case for support: who to contact and who decides each part of the brief
  • Donor segments: an income chart with two donor personas and their habits
  • Ask amounts: decisions by segment and a follow-up checklist with owners
  • Channels: a table of audiences, asks and owners with a send calendar
  • Timeline: milestone gates and a month plan with approval dates
  • Make it yours: five steps to replace the sample, then delete the guide

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the business problem and the objective with your own figures and an end date.

  3. 3

    Swap in your segments, personas and asks, and check every figure against your budget.

  4. 4

    Enter your approved budget and the date of each approval gate on the timeline.

  5. 5

    Delete the guide page, then share the brief with your team or present it to the approvers.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this appeal brief template free?

Yes. Make a copy in Google Docs and it is yours to edit, with no sign-up on this page and no cost for the template.

Can I change the layout and fonts?

Yes. The pages use standard Google Docs styles, so you can change fonts and layout as you would in any document, and the approval gates can move.

Are the organisation and figures real?

No. Zephyrine Studio, its people, the donor segments and every figure are fictional. Replace them with your own approved numbers before you share the brief.

  • #campaign-brief
  • #fundraising-appeal
  • #charity-marketing
  • #google-docs
  • #creative-brief
  • #donor-segments

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