NGOGrant guide
CSR Proposal and Due Diligence Pack
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Corporate social responsibility funding involves more than sending a generic proposal. This NGO CSR document pack helps a team prepare for company due diligence, tailor its project narrative, organise supporting records, describe financial and delivery milestones and retain a review trail.
Editable digital document pack
Create an evidence-led CSR proposal workflow with corporate due diligence, budgets, milestone controls and submission records. Includes 6 DOCX, 1 XLSX and 3 PDF files.
Digital files for one organisation. Review the contents, previews and licence below.
Who this digital pack is for
NGOs approaching corporate CSR teams, fundraising officers, programme leads and staff responsible for organisation due-diligence documents.
When this pack is useful
Use this pack for a company-specific CSR approach and the evidence that may follow it. It combines preparation records, a due-diligence document structure, corporate communications, milestone controls and review records. Check each company’s published priorities and submission route before preparing an approach.
Exactly what is included
6 editable DOCX resources, 1 XLSX workbook and 3 supporting PDF documents, plus support and metadata files.
Six editable Word modules:
| Word module | Examples inside the real file |
|---|---|
| CSR Readiness and Route Controls | Choose the CSR engagement route; Prepare the implementing-agency eligibility question |
| Corporate Due Diligence Data Room | Create the company data room index; Prepare the legal identity evidence note |
| CSR Pitch and Corporate Communications | Corporate approach email; CSR concept note opening |
| CSR Budget Milestone and Agreement Controls | Classify the CSR project cost schedule; Negotiate the project funding share |
| Corporate Review and Delivery Records | Maintain the corporate relationship pipeline; Record a company clarification meeting |
| Illustrative CSR Proposal and Control Case | Example CSR opportunity and route; Example corporate fit and concept opening |
The included workbook
CSR-Due-Diligence-and-Milestone-Control-v1.0.0.xlsx contains 7 sheets: Costs, Milestones, Receipts, Documents, Pipeline, Dashboard, Instructions.
Read the Instructions sheet before entering data. Use the prepared input areas, keep a clean original and check results against your supporting records. Recheck any formulas and prepared ranges after changing or extending the workbook. This is an independent file, not a connected software service.
Guidance, licence and supporting records
The three PDFs are 00-START-HERE.pdf, LICENSE.pdf and Source-and-Applicability-Notes.pdf. README and version, resource-index, validation and manifest records are also supplied. These support files are not additional editable templates.
Preview the included files
These previews come from the included version 1.0.0 files. Select an image to view it at full size. They show template layouts, not completed records.
Word document preview
Excel workbook preview
How your NGO can use the pack
- Check the company’s published CSR focus, preferred route and any current intake instructions.
- Verify organisational eligibility and assemble actual registrations, governance, financial and programme evidence.
- Tailor the proposed activity, expected outcomes, delivery schedule and itemised budget to the company’s stated interests.
- Record the approach, feedback, revisions, document handovers and any resulting agreement conditions.
Illustrative office-use scenario
Example only, not a claimed customer project or field result: When approaching a company for an education project, prepare a company-fit concept, available school evidence, costed activities and a document checklist for the CSR team.
Frequently asked questions
Does the pack include CSR-1 registration or guarantee implementing-agency eligibility?
No. CSR-1 registration and eligibility are separate matters. Verify them against applicable law and the company’s due-diligence requirements.
Does NGOGrant arrange CSR funding with this purchase?
No. This is an editable document resource, not a placement, consultancy engagement or promise of a corporate grant.
Can we send exactly the same proposal to every company?
That is not recommended. Adapt the proposal to each company’s programme priorities, eligibility rules and current submission process.
Working on a CSR bid with a long due-diligence list, such as the SBI Foundation NGO Capacity Building RFP 2026? Use the pack to put the proposal and documents in order. It does not guarantee selection.
Important scope and limitations
Do not claim CSR eligibility, corporate approval, signed partnerships or verified impacts that cannot be evidenced. Specialist routes may impose additional requirements.
Editing, delivery and licence
A non-exclusive, perpetual licence permits editing and use of the supplied version within one organisation. Its employees, governing-body members and appointed advisers may use working copies for that organisation. You may submit genuine completed outputs to donors, banks, regulators and auditors. Raw-template resale or public redistribution of the source pack is not permitted. Consultants serving multiple organisations need a licence for each client or a separately agreed licence.
Use compatible DOCX/XLSX software and check layout after editing. Keep illustrative training data separate from real records. Future updates, filing, certification and professional services are included only if expressly offered; none is promised here. This is a digital file collection, with no printed book.
Review the included resources and licence before adding this digital pack to your cart. No physical item is shipped.
Related free NGOGrant guides
CSR proposal guide, CSR funding routes, how to get CSR funding, NGO due diligence checklist. These guides remain free. Choose a paid pack when you need the wider editable resources and working records.
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Disclaimer
This is general information only. It is not legal or tax advice. Please consult a Chartered Accountant or advocate about your organisation’s own facts.
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Buying or using this pack does not create a professional relationship and does not guarantee any registration, permission, renewal, grant or funding. You are responsible for the information you submit to any authority.