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TS-SFD-03 Trust & Stewardship Strategic Fundraising & Development CORE Excellence v2.9.7

Grant-Writing & Institutional Funding Process

Evaluates the systematic process for securing and managing institutional funds. This reflects *Kafāʾah* (competence) and *Riʿāyah* (stewardship), ensuring resources are acquired ethically and managed effectively to serve the community's *Maṣlaḥah* (public interest) and sustain vital services. Pursuing such funding aligns with *Ḥifẓ al-Māl* (preservation of wealth) by securing sustainable financial streams. Furthermore, upholding *Amānah* (trust) in grant-writing demands absolute truthfulness in proposals and rigorous accountability in reporting, fulfilling the covenant with benefactors.

Assessment Questions
  1. What are your documented acceptance/refusal criteria for institutional funders (including ethical/Shariah alignment, reputational risk, and restrictions feasibility)?
  2. Describe the documented process for developing, reviewing, and submitting grant proposals. How are roles, Delegation of Authority (DoA), and conflicts of interest managed?
  3. Show how you translate grant terms into operational controls (conditions register, compliance matrix, reporting calendar, budget codes) and how you evidence delivery for audits.
  4. How does the organization measure the performance and impact of its grant-funded projects (ROI, compliance, success rate) and overall institutional funding strategy?
  5. Provide examples of how the organization uses data, lessons learned, or stakeholder feedback to continuously improve its grant-seeking and management processes.
Evidence Requirements
  • Documented institutional funding strategy with ethical acceptance/refusal decision logs.
  • Bid 'Go/No-Go' assessment forms and Delegation of Authority (DoA) for sign-off.
  • Conflict of Interest register entries/minutes showing bid-related declarations.
  • Standard Operating Procedures (SOPs) for the grant lifecycle (prospecting, submission, mobilisation, reporting, closeout).
  • Grant conditions registers, compliance matrices, and reporting calendars.
  • Financial and narrative reports provided to funders with evidence of restricted fund reconciliation.
  • Meeting minutes or reports where grant performance and strategy are reviewed.
Scoring Guidelines
LevelRatingDescription
5 5/5 A highly proactive and successful grant fundraising program with excellent pipeline, process management, and stewardship controls
4 4/5 A good process for identifying, applying for, and managing grants is in place with strong internal controls (conditions registers, reporting calendars)
3 3/5 Grant applications are submitted; process covers lifecycle including mobilisation and closeout, but may lack advanced data strategy
2 2/5 Limited capacity or awareness of grant funding; ad-hoc approach
1 1/5 No engagement in grant fundraising.

Discussion (1)

Administrator 2026-03-07 11:07:53.195996

📋 **Version updated: 1.0.0 → 2.9.7** **Changes:** Updated islamic_references from mizan-297.json

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