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Free download

The Internal Business Case Template for Your CSR Program

A 10-slide presentation template that makes the case for switching your CSR platform. Fill in your numbers. Present to your CFO or CHRO.
The Internal Business Case Template for Your CSR Program

Built for the Conversation That Happens Before the Demo

Every platform switch needs two approvals. One from the vendor (easy). One from your CFO, CHRO, or executive team (harder).

This template does the internal selling for you.

It's 10 slides. The teal-highlighted fields are yours to fill in.

The rest is pre-built: proof points, risk answers, the 5-step migration timeline, and an ROI table that shows what participation improvement looks like in dollars.

Get access below. Open it in Google Slides. Make a copy. Fill in your numbers.

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Want Us to Pre-Populate the Numbers?

Book a 30-minute demo and we'll fill in the cost comparison and ROI slides with your actual giving volume, fee structure, and participation rate. You present it. We do the math.

Book a Demo

The Internal Business Case Template for Your CSR Program

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