How to Create and Manage Funding Requests

Funding Requests allow you to specify exactly what funding you're seeking and why. Think of them as a project overview that our system uses to find matching opportunities. You can add as many funding requests as you like. 

Creating and managing your requests

Step 1: Navigate to the Funding Requests page

Click "Funding Requests" in the main navigation menu, then click 'Add a Funding Request'.

Step 2: Complete the required fields

Title

Give your request a clear, descriptive name. This name is your internal reference only, it doesn’t get added into your application.

Amount needed

• The minimum amount of funding you would accept from one funder
• The full amount you need for the funding request

Region(s)

Select the region(s) where the funding will be used. This is helpful when, for example, your organisation delivers services to a wide area but you’re seeking funding to deliver services in just a specific area. Some highly targeted funding opportunities will only match if you serve their specific area, so enter all the locations you work in to see all potential matches.

Funding filters

The system defaults to using the funding filter settings from the Charity Profile. Use the filters to change the funding requirements just for this Funding Request. 

Timing

State when you need the funding by.

Description

Provide a comprehensive explanation in the fields provided. Be sure to cover:

• What is the funding for?
• What problem does it solve or needs does it address?
• What impact or change will this create for your community or your organisation?
• Who benefits from this work/mahi?
• Anything else you think is important for funders to know (optional)

If you already have this information documented, use the Supporting Documents function below. Here you can upload documents and websites that support this Funding Request.

Supporting documents

If you have resources specific to this funding request, you have the option to upload them here. Examples may be previous funding requests or accountability reports from similar initiatives your organisation has previously delivered.

Step 3: Save your request

Click "Save & Continue" to finalise your Funding Request.

Step 4: Edit or archive

From the main Funding Requests page, you can update any aspect of your request as circumstances change, or archive it if it's no longer relevant.

Tips for an effective request

Address the key questions

In your description, be sure to explain what the funding is for, why it matters, what impact it will have, and who will benefit.

Be specific

Clear, detailed requests lead to better funding matches.

Create separate requests

If you have multiple distinct funding needs, create separate requests for each.

Update regularly

Keep your requests current, especially timings and funding amounts.