NGO Document Templates & Editable Packs
Editable documents for NGO work
Editable NGO document templates and coordinated office packs for meeting minutes, donor records, project proposals, grant reporting, finance and registration preparation.
Choose a pack for a specific task, or compare the complete toolkit if your team needs several workflows. The free document guides remain available for basic formats and explanations.
Important: NGOGrant.in does not award or guarantee grants. Our guides and the official portal links are open to read at no charge. Our document packs are paid products (prices shown below) and are separate from any grant or approval; buying one never “sanctions” a grant. Beware anyone who takes money to guarantee funding.
CSR funding handbook and workbook
2027 reference edition
CSR Funding Handbook for Indian NGOs 2027
Research 100 CSR companies, check official application routes and prepare your proposal, budget and due-diligence file.
384-page handbook + protected Excel workbook + 30 companion workflows.
₹599 (inclusive of GST)Add to cart
Digital ZIP download. Excel files are protected reference copies; Word templates are adaptable. Company research checked through 19 October 2026.
One toolkit for the NGO office
Complete collection
Complete NGO Documentation Toolkit
Use one coordinated collection for governance, donations, grants, proposals, reporting, finance, registration preparation and tax evidence.
Includes all nine standalone packs plus integration resources. Avoid buying the same material twice.
₹1,99960 DOCX · 10 XLSX · 30 PDF. The complete archive contains 150 files including support and metadata records. The workbooks are independent; reconciliation is manual.
View toolkit contents and licence
Who this is for
NGO leadership and office teams seeking the complete document library and a coordinated way to use its systems.
Additional integration modules
- Organisation System Architecture
- Cross System Reconciliation Records
- Integrated Month and Year Close
- Funding and Publication Handoffs
- Change Incidents and Continuity
- Illustrative Integrated Office Cycle
Scope and limits
Workbooks are independent. Cross-system reconciliation is manual and supported by the integration records; this is not an automatically synchronised software system. No professional filing, audit opinion or funding outcome is included.
Use and licence
Read 00-START-HERE.pdf, choose the workflows your organisation needs and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase.
Digital files for one organisation. No printed book, filing service, audit opinion or funding award is included.
Choose a pack for your next task
Each individual pack contains six editable DOCX resources, one XLSX workbook and three PDFs: a start guide, a licence and source/applicability notes, plus support and metadata files.
NGO Governance Meeting and Resolution System
Keep notice, agenda, attendance, minutes, resolutions and follow-up connected, so decisions can be traced to authority and action.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
Secretaries, trustees, directors and office teams preparing meetings and maintaining decision records.
Included modules
- Governance Setup
- Meeting Preparation
- Minutes and Decision Records
- Resolution Library
- Registers and Control Forms
- Illustrative Meeting Case
Scope and limits
Adapt notice, quorum, voting and authority to the actual instrument and applicable entity/State law. No universal legal threshold is supplied.
Use and licence
Read 00-START-HERE.pdf, work in copies and replace placeholders with genuine information. Compatible DOCX/XLSX software is required; layout may reflow after editing. One-organisation perpetual licence to edit and use this version. No resale or public distribution of the raw source pack. Future updates are included only when expressly offered at purchase. Qualified review remains separate.
Donation and Donor Records System
Connect donor intake, receipts, settlements, refunds and corrections, reducing gaps between donor communications and financial records.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
Donation desk staff, treasurers and accounts teams handling domestic donor records and reconciliation.
Included modules
- Donation System Setup
- Donor Intake and Acceptance
- Receipts and Donor Communications
- Reconciliation and Corrections
- Reporting Preparation and Handover
- Illustrative Donation Case
Scope and limits
An ordinary receipt is distinct from an official donation certificate. Source classification, tax reportability and foreign-contribution questions need the appropriate review.
Use and licence
Read 00-START-HERE.pdf and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase. This product does not include tax filing or professional certification.
Grant Utilisation and Reporting System
Organise agreement conditions, advances, expenditure and programme evidence before the next report is due.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
Programme managers and finance teams preparing funder reports, utilisation evidence and grant closeout.
Included modules
- Grant Setup and Conditions
- Financial Evidence and Advances
- Delivery and Results Evidence
- Progress and Financial Report
- Utilisation Review and Closeout
- Illustrative Grant Reconciliation
Scope and limits
Use the actual sanction, scheme or agreement. GFR 12-A applies only where the relevant Government-grant framework requires it; it is not a universal CSR or private-grant form. Audit and certification are not included.
Use and licence
Read 00-START-HERE.pdf and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase.
NGO Project Proposal and Budget Pack
Develop the problem statement, results, delivery plan and budget together, then test the funding and cash-timing assumptions.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
NGO programme and funding teams turning a documented need into a costed, reviewable project proposal.
Included modules
- Problem Evidence and Project Design
- Editable Project Proposal Sections
- Budget Design and Review
- Implementation and Monitoring Resources
- Proposal Review and Submission
- Illustrative Proposal and Budget Case
Scope and limits
Examples are fictional. The pack does not supply a grant award, verified beneficiary data or a promise that a proposal will be selected.
Use and licence
Read 00-START-HERE.pdf and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase. Funder-prescribed formats take precedence.
CSR Proposal and Due Diligence Pack
Present a tailored corporate case with a controlled evidence room, budget, milestones and review trail.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
NGOs preparing corporate approaches, CSR proposals and company due-diligence evidence.
Included modules
- CSR Readiness and Route Controls
- Corporate Due Diligence Data Room
- CSR Pitch and Corporate Communications
- CSR Budget Milestone and Agreement Controls
- Corporate Review and Delivery Records
- Illustrative CSR Proposal and Control Case
Scope and limits
CSR-1 registration, implementing-agency eligibility, company due diligence and actual funding are distinct. Specialist Social Stock Exchange routes are outside the ordinary proposal workflow. No funding or approval is guaranteed.
Use and licence
Read 00-START-HERE.pdf and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase. Professional advice and certification are separate.
NGO Profile and Annual Report Pack
Turn verified programme and financial records into clear narratives, responsible stories and a controlled publication.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
Communications and programme teams preparing an evidence-based organisation profile and annual report.
Included modules
- Editable Organisation Profile Resources
- Editable Annual Report Narrative
- Results Financial and Disclosure Schedules
- Stories Images and Responsible Publication
- Editorial Production and Release System
- Illustrative Profile and Annual Report Case
Scope and limits
Verify every claim and permission. This is a reporting resource, not audited financial statements, a statutory return or evidence of impact by itself.
Use and licence
Read 00-START-HERE.pdf and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase.
NGO Finance Controls and Audit Readiness Pack
Make bank, cash, advance, asset and audit-preparation records easier to review and hand over.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
Treasurers, accounts staff and managers establishing finance controls and preparing audit evidence.
Included modules
- Editable Finance Policy Clauses
- Procurement and Payment Resources
- Bank and Cash Control Resources
- Month End Advances and Asset Resources
- Audit Preparation and Follow Up
- Illustrative Finance Close and Audit Case
Scope and limits
This is an internal control and evidence pack. It does not provide an audit opinion, a complete accounting system or automated tax/depreciation treatment.
Use and licence
Read 00-START-HERE.pdf and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase. Audit and professional certification are separate.
NGO Registration Preparation and First 90 Days
Assemble factual preparation briefs for a society, public charitable trust or Section 8 company, then plan the first 90 days.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
Founders comparing NGO legal forms and organising professional registration preparation and early operations.
Included modules
- Founder Decisions and Preparation Briefs
- Society Registration Preparation
- Public Charitable Trust Preparation
- Section 8 Incorporation Preparation
- First 90 Days Operating System
- Illustrative Registration and Startup Case
Scope and limits
This is preparation support, not an execution-ready universal deed, incorporation filing service or guaranteed registration. State/entity requirements and professional review control.
Use and licence
Read 00-START-HERE.pdf and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase.
NGO Tax Compliance Evidence System
Separate periods and form routes, organise registration/approval evidence, and reconcile books, reporting and certificates.
6 DOCX · 1 XLSX · 3 PDF
View included resources
Who this is for
NGO accounts and secretarial teams coordinating tax professionals, source records and donation reporting evidence.
Included modules
- Tax Period and Professional Handover
- Registration and Approval Evidence
- Donation Statement and Certificate Controls
- Audit and Financial Evidence
- Recurring Compliance and Change Controls
- Illustrative Tax Evidence and Reconciliation Case
Scope and limits
This is an evidence-preparation system, not tax computation, an official upload CSV or a filing service. Use the framework applicable to the actual reporting period. Official forms and notified Rules prevail; professional review is required where applicable.
Use and licence
Read 00-START-HERE.pdf and work in copies using genuine records. A compatible DOCX/XLSX editor is required. One-organisation perpetual licence to edit and use this version; no resale or public source-pack distribution. Future updates are included only when expressly offered at purchase.
12A and 80G Registration Kit (Sections 332 and 354, Income-tax Act 2025)
Step-by-step kit for 12A and 80G registration under the Income-tax Act, 2025: registration under section 332 and approval under section 354, with Forms 104 and 105 (earlier Forms 10A and 10AB), renewals and donor reporting.
22-page guide (PDF + DOCX) · 1 XLSX · 7 DOCX templates
₹399Add to cart
Digital ZIP download. Last verified: 22 October 2026. General information only; not legal or tax advice. No approval is guaranteed.
FCRA Readiness Checklist & Document Pack
Prepare for FCRA registration (FC-3A), prior permission (FC-3B) or renewal (FC-3C): eligibility self-check, decision sheet, document and bank account checklists, key functionary data and a compliance calendar.
17-page guide (PDF + DOCX) · 3 XLSX · 2 DOCX templates
₹399Add to cart
Digital ZIP download. Last verified: 21 October 2026. General information only; not legal or tax advice. No approval is guaranteed.
NGO Darpan Registration Document Kit
Get your papers and data ready for the NPO DARPAN portal: document checklist, every portal field screen by screen, on-screen messages and fixes, and ready-to-use templates.
20-page guide (PDF + DOCX) · 1 XLSX · 5 DOCX templates
₹299Add to cart
Digital ZIP download. Last verified: 21 October 2026. Not affiliated with or endorsed by NITI Aayog. General information only; not legal or tax advice. No approval is guaranteed.
NGO Annual Compliance Kit
Form 112, ITR-7, Forms 113/114, FC-4, AOC-4/MGT-7 and State filings on one dated calendar – with a Form 113 donor-data template and 8 Word templates. Companion to the Section 332/354 Kit and Tax Compliance Evidence System. Last verified 21 Oct 2026.
22-page guide (PDF + DOCX) · 2 XLSX + 1 CSV · 8 DOCX templates
₹299Add to cart
Digital ZIP download. Last verified: 21 October 2026. General information only; not legal or tax advice.
Compare our document packs
Each card is one product. A filled topic chip means full coverage (the main subject of the pack). An outline chip marked “partial” means covered in part or as a cross-reference. Badges show whether the pack is in the Complete Toolkit. Prices are inclusive of GST. Digital downloads; nothing is posted.
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Contains all nine packs marked “In Toolkit” below, plus integration modules and an integration workbook. Does not include the CSR Funding Handbook or the 12A/80G, FCRA, Darpan or Annual Compliance kits.
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In Toolkit
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In Toolkit
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In Toolkit
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In Toolkit · budget work overlaps with the CSR Proposal pack and the Handbook’s budget guidance
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In Toolkit · proposal, budget and due-diligence guidance overlaps with the CSR Funding Handbook
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In Toolkit
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In Toolkit · audit preparation overlaps with the Annual Compliance Kit (Form 112)
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In Toolkit
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In Toolkit · overlaps with the Annual Compliance Kit and the 12A/80G Kit (registration evidence, donation statements)
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Not in Toolkit · overlaps with the CSR Proposal and Due Diligence Pack
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Not in Toolkit · Forms 113/114 also covered by the Annual Compliance Kit
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Not in Toolkit · FC-4 annual return also in the Annual Compliance Kit
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Not in Toolkit · annual Darpan profile review also in the Annual Compliance Kit
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Not in Toolkit · companion to the 12A/80G Kit and the Tax Compliance Evidence System (sold separately)
The Complete NGO Documentation Toolkit (₹1,999) includes these nine packs: NGO Governance Meeting and Resolution System; Donation and Donor Records System; Grant Utilisation and Reporting System; NGO Project Proposal and Budget Pack; CSR Proposal and Due Diligence Pack; NGO Profile and Annual Report Pack; NGO Finance Controls and Audit Readiness Pack; NGO Registration Preparation and First 90 Days; NGO Tax Compliance Evidence System. It also adds six integration Word modules, an integration workbook and three integration PDFs (60 DOCX, 10 XLSX and 30 PDF files in all).
Check each product page for the full contents and the last-verified date. General information only, not legal advice.