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How to Write an Executive Summary

The executive summary (or cover sheet) introduces your proposal to the funder.  This is where you state your case and summarize your proposal. It is also your chance to make a  great first impression and set your project apart from other applicants.  Be organized, write clearly and concisely (but passionately!) and provide all of the requested information.  Note: the format will vary depending on the funder.  Be sure to follow specific guidelines.

Elements to include:

  • Date of application
  • Name of your organization
  • Address and contact information for your organization
  • Your tax-exempt status (If your organization is a 501(c)(3) give your IRS tax exempt number.)
  • A one-sentence summary of the purpose of your request
  • The nature of the request: project support or general operating support
  • Project name (if requesting project support)
  • The project/budget period (Provide specific dates the project will begin and end.)
  • Total project budget and amount requested from this particular funder

Some executive summaries may include more detailed information as follows:

  • A summary of the problem or need that you hope to address and the proposed solution
  • Information about the population (characteristics and number) that will benefit from the project, where it will operate, and how long the project will take
  • A description of how your request fits the funder’s priorities
  • A summary of staffing and funding requirements
  • Explanation of why your organization is qualified to conduct this project
  • Specific project outcomes
  • An explanation of how you will evaluate the project and how you will sustain it after the funding period ends

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