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Use this template to create a description of funds available for discretionary use. For example, this page might outline an amount set aside for a company or individual investor to make use of as they see fit without needing prior approval.
Don’t let the ’Proposal Pack’ title fool you, this is one of the most comprehensive kits of its kind that I’ve seen and it includes a lot more than just proposals. You get some great templates to help you write business plans, invoices, quotes and more. It served as a useful starting point when putting together complex documents."
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Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.Related Chapters:
A proper business proposal will include multiple chapters. This is just one of many chapters that may be included in your proposal. The complete fill-in-the-blank template is included in our Proposal Pack template collections. A variety of sample proposals illustrating how companies in different industries both large and small have written proposals using our Proposal Packs are also included. This template will show you how to write the Discretionary Funds.
A wide variety of chapters are included and are intended to be picked based on your needs. All proposals are different and have different needs and goals. Pick the collection of chapters from our collection and organize them as needed for your proposal. Recommendations and samples provided are only intended as general guidelines.
Using the Proposal Pack template library you can create any kind of business proposal, report, study, plan or document such as these
How do you write a Discretionary Funds document?
Use this template to create description of funds available for discretionary use. For example this page might outline an amount set aside for company or individual investor to make use of as they see fit without needing prior approval. Define what you mean by discretionary use. Provide background as needed to explain to your readers the purpose of this page. You may want to explain who is authorized to draw money from the fund describe when and how monies are brought into the fund and describe any limitations on usage. Current Account Balance Explain the current balance of the discretionary fund. Anticipated Changes
Describe any expected income or reductions to the discretionary fund in the future. Usage Write an introduction to the list of currently funded or past funded uses. Use #1 e. g. " Donation to Local Kids Club" or " Award Dinner for Team" Describe any important details about this use. Use #2 Describe any important details about this use.
Use #3 Describe any important details about this use. Use #4 Describe any important details about this use. Summary Insert an optional statement that summarizes the discussion presented above.
A Document from Proposal Pack
The editable Discretionary Funds template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.