CAUSES | Support Meaningful Causes Today

Deck 1 — Proposal Intake

Client Discovery Debrief

Complete after discovery call · Builds the Giving Reel proposal deck

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How to use this form: Complete after your discovery call with the nonprofit, before the proposal meeting. Your answers feed directly into the Giving Reel proposal deck. Be specific — the more detail here, the stronger the proposal.

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The Client Organization

Feeds → "Who is this nonprofit?" in the proposal

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Organization name

Primary contact name & title

Website

Location(s)

Mission in their own words

What they said on the call — not their website copy

Years operating

Annual budget (approx.)

Sector(s) they work in

Their Video Problem

Feeds → "The Problem" — why they need Giving Reel

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What problem are they trying to solve?

In their words — fundraising, awareness, donor retention, program visibility?

Have they worked with video before?

Yes — in-house Yes — agency Minimal No video yet

What hasn't worked in the past?

What does success look like for them?

Proposed Video Package

Feeds → "What Giving Reel is proposing"

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Package type

Single Video

One focused film — ideal for a gala, campaign launch, or program spotlight.

2–3 Video Package

A suite of assets — hero film + social cuts + donor thank-you.

Ongoing Series

Recurring video content — quarterly stories, annual campaign films.

Video types to include

Impact / fundraising film Donor stewardship video Event / gala film Program overview / explainer Social media series / cuts Beneficiary / testimonial story

Proposed creative approach

Style, tone, angle that fits this client

Proposed deliverables

Proposed timeline

Investment & Funding Plan

Feeds → "The Investment" + donor funding strategy

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Proposed project fee

Nonprofit rate (if different)

What's included in the fee

Donor funding strategy

Existing org budget Single donor pitch Multiple donors TBD

GR's role in donor pitch

GR builds donor pitch deck GR advises, client builds Not needed

Why Giving Reel

Feeds → credibility + differentiation in the proposal

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What resonated with them on the call?

What did they respond to — nonprofit focus, storytelling approach, pricing, process?

GR differentiators to highlight

Nonprofit-only focus Nonprofit rate pricing Donor pitch deck support (Deck 2) Experience with sensitive / international stories Local + international production capability Strategic media — not just production

Next Steps & Internal Notes

Internal use only — does not appear in proposal deck

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Proposal presentation date

Decision expected by

🔒 Internal notes

Observations that should inform the proposal but not appear in it

🔒 Objections to prepare for

What pushback might come up at the proposal meeting?