Receipt classification and tax review
Complete before accepting or promising treatment of support.
Download blank formatPrepare the funding file.
Fifteen editable HTML formats, with usable draft wording and fields. Download the kit for offline use; save each completed copy before closing it.
Donor and source due-diligence record
Use proportionate evidence; do not publish completed personal or bank information.
Download blank formatBoard resolution: conditional acceptance
Draft for adaptation to the Articles, authority and actual Board proceedings.
Download blank formatGrant acceptance and ordinary acknowledgement
Use after authority and terms are settled; not an 80G certificate or tax invoice.
Download blank formatGrant agreement review checklist
Record the clause and agreed solution, not just a tick.
Download blank formatCSR concept note
Describe a qualifying project; do not claim implementing-agency status without eligibility.
Download blank formatDetailed farmer-development project proposal
Build evidence and a measurable plan before asking for funding.
Download blank formatProject budget and funding plan
Manual worksheet: distinguish cash, in-kind support, taxes and contingent funding.
Download blank formatBeneficiary selection and support record
Use a confidential identifier where possible; retain only necessary personal information.
Download blank formatMilestone, report and change tracker
One entry per milestone; preserve original and revised dates.
Download blank formatProject expenditure and allocation statement
State cash or accrual basis and separate advances and ineligible costs.
Download blank formatFunded asset ownership and usage record
Complete before acquisition and update for the asset’s life.
Download blank formatUnspent balance, interest and refund reconciliation
Reconcile eligible utilisation to cash; show advances and liabilities separately.
Download blank formatManagement utilisation statement
Management statement only. Obtain a separate CA certificate or prescribed form if required.
Download blank formatAudit evidence and project closure checklist
Track actual evidence and unresolved findings through closure.
Download blank format