Community · free template

Grant Application Form

Structured grant applications: organisation, project, budget, outcomes and attachments.

A ready-to-use non-profit & community form for charities, foundations and community groups: 24 questions, 4 pages, 4 conditional rules.

Questions
24
Pages
4
Layouts
classic · card
Conditional rules
4
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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 4Organisation

Grant application

Include your country code.

Every question on this page is currently visible.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Grant Application Form is built for charities, foundations and community groups who need to sign people up and record consent and eligibility.

  • Charities, foundations and community groups working in non-profit & community.
  • Teams who need to sign people up and record consent and eligibility without writing code or paying for a custom build.
  • Anyone replacing volunteer and donor records living in spreadsheets with one structured record per enquiry.
  • Respondents are donors, volunteers and beneficiaries — the form asks them 24 questions across 4 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of volunteer and donor records living in spreadsheets and turns each submission into a record your team can act on immediately.

  • 18 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It accepts a document or photo upload as evidence.
  • It records a signature you can keep as proof of agreement.
  • It pins the request to a specific date.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Grant Application Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features advanced show logic: if “Amount requested” is greater than 10000, the form dynamically exposes “Most recent annual accounts”. Otherwise that question never appears.
  • Features conditional validation: if “Amount requested” is greater than 10000, “Most recent annual accounts” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Amount requested” is greater than 10000, the form dynamically exposes “Trustee approval confirmation”. Otherwise that question never appears.
  • Features advanced show logic: if “Other funding secured” is answered, the form dynamically exposes “Funding partners”. Otherwise that question never appears.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

A grant panel can only assess what it can compare, which is why this application moves through four fixed stages instead of one long narrative. Page one confirms who is asking, including registration numbers, so eligibility can be screened before anyone reads the project detail. Page two is the project itself: summary, evidence of need, beneficiaries and timing, ordered so the case for funding is made before the number is scrutinised. Page three turns to money, and any request above ten thousand automatically asks for the applicant's most recent annual accounts and a trustee approval confirmation, because larger sums carry governance expectations that smaller ones do not. Answering the other-funding question opens a field for funding partners, since panels want to see the whole financial picture rather than a single source in isolation. The final page holds the declarations, including a safeguarding confirmation and a signature, kept separate from the narrative so a reviewer can check compliance without wading back through the whole application.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Organisation

  • Organisation namerequired
  • Charity or company numberrequired
  • Website
  • Contact namerequired
  • Rolerequired
  • Email addressrequired
  • Phonerequired

Page 2 — Project

  • Project titlerequired
  • Amount requestedrequired
  • Project summaryrequired
  • Need and evidencerequired
  • Beneficiaries and numbersrequired
  • Start daterequired
  • Duration

Page 3 — Budget & outcomes

  • Total project costrequired
  • Other funding secured
  • Funding partners
  • Budget breakdown uploadrequired
  • Outcomes and how you will measure themrequired

Page 4 — Declarations

  • Most recent annual accounts
  • Trustee approval confirmation
  • Safeguarding policy in place?required
  • Declaration of accuracyrequired
  • Signaturerequired

24 questions in total.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Amount requested

  • Reveals questions

    If “Amount requested” is greater than 10000, the form reveals “Most recent annual accounts” and “Trustee approval confirmation”.

  • Makes answers required

    If “Amount requested” is greater than 10000, “Most recent annual accounts” becomes required before the form can be submitted.

Driven by “Other funding secured

  • Reveals questions

    If “Other funding secured” is answered, the form reveals “Funding partners”.

Set it up step by step

  1. 1

    Screen eligibility before reading the project

    Registration numbers and organisation type on page one filter out ineligible applications early.

  2. 2

    Set a firm threshold for extra scrutiny

    Requests above your chosen amount should always trigger the accounts and trustee approval questions.

  3. 3

    Ask for measurable outcomes, not intentions

    A vague outcomes answer is the strongest predictor of a difficult grant report later.

  4. 4

    Keep declarations on their own page

    It lets a compliance reviewer check signatures and policies without re-reading the whole narrative.

Mistakes to avoid

  • Approving a large grant without ever seeing the applicant's annual accounts.
  • Accepting a budget breakdown as a single vague figure instead of an itemised upload.
  • Funding a project with no stated method for measuring its outcomes.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Screen for eligibility, verify accounts on larger requests, then route the application to the panel with a recommendation.

Works in both layouts

These pages cover the same subject ground as the grant application form, matched on the words people actually search for.

Privacy & compliance

This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.

Frequently asked questions

What size request needs annual accounts?

This form asks for them automatically above ten thousand, but set your own threshold to match your policy.

Can an application be resubmitted after rejection?

Most funders allow this after a stated gap, often with a note on what has changed since the last attempt.

Do we need a signature on every application?

Yes, it confirms accuracy and accountability for the declarations made.

What if the organisation has no charity number?

Some funders accept unregistered community groups; state your eligibility rules clearly on the form itself.

Is the Grant Application Form template free to use?

Yes. You can preview and test Grant Application Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Grant Application Form template ask for?

It asks 24 questions across 4 pages, 18 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Grant Application Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this non-profit & community form work?

4 conditional rules ship with the template: Features advanced show logic: if “Amount requested” is greater than 10000, the form dynamically exposes “Most recent annual accounts”. Otherwise that question never appears. Features conditional validation: if “Amount requested” is greater than 10000, “Most recent annual accounts” becomes mandatory before the form can be sent. Features advanced show logic: if “Amount requested” is greater than 10000, the form dynamically exposes “Trustee approval confirmation”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Grant Application Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Grant Application Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.

Is the signature on this form legally usable?

The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.

More forms teams pair with the grant application form.

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