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Sevastack

CSR proposal software

CSR proposals drafted by AI, tracked to approval

Sevastack drafts the proposal from your own project data, attaches your compliance papers, and tracks every ask from draft to approval.

Free to open an account · CSR proposals on the Growth plan

  • AI first draft
  • Schedule VII mapped
  • Compliance papers attached
  • Corporate portal

CSR partnership proposal

CSR/2027/014 · ₹18,00,000

Under review

Schedule VII (II)

Promoting education, employment-enhancing vocational skills, livelihood enhancement

Budget split

Programme delivery
62%
Capacity & training
22%
Monitoring & admin
16%

Document outline

  1. 1Executive summary
  2. 2Need & context
  3. 3Programme design
  4. 4Budget
  5. 5Impact metrics

Attached

80G12ACSR-1Audited financialsAnnual report
Sent 4 Mar · reminder scheduledPartner portal invited

Illustrative. The PDF, the Schedule VII line and the attachments come from your own records.

Sevastack TeamLast updated: 21 Aug 2026

A corporate CSR head remembers the proposals that arrive complete — budget, impact numbers, Schedule VII category, and the 80G, 12A and CSR-1 papers, in one email. Sevastack drafts that proposal with AI from your own project data and tracks every ask through a pipeline to approval.

CSR (corporate social responsibility) is the money larger Indian companies must spend on social causes under Section 135 of the Companies Act. Schedule VII is the list of activities that money may fund. CSR-1 is your NGO's registration with the Ministry of Corporate Affairs, needed before a company can fund you. A utilization certificate (UC) shows the company how its money was spent.

How do NGOs win and manage corporate CSR funding?

Writing the ask, chasing the answer, proving the money was well spent — where CSR fundraising breaks.

AI-drafted proposals

Give Sevastack a project, a budget and a beneficiary count, and its AI returns an executive summary, a full proposal body and impact metrics drawn from your own data.

AI budget suggestions

AI suggests budget line items against the scope you described, so the numbers read as costed work rather than a round figure picked the night before the deadline.

Your outline, not a fixed form

Rearrange, rename or drop the body sections and the proposal PDF follows. Leave the outline alone and you get the sensible default most asks need.

Pipeline tracker

Every ask sits in a stage — draft, sent, under review, approved, rejected — so twelve proposals with twelve companies stop depending on anyone's memory.

Reusable proposal templates

Save a winning proposal as a template, duplicate it for the next company, and change only what differs — the outline and SDG mapping come across intact.

Automated reminders

Schedule the follow-up when you send the proposal and Sevastack sends it — rate-limited to one reminder every three days, so a nudge never becomes pestering.

Not only corporate CSR: 6 kinds of ask, one pipeline

Pick the funder type and the form fields, the PDF title and the AI draft all follow.

Corporate CSR

Schedule VII

Section 135 CSR funding from a company. Schedule VII mapping applies.

Document: CSR Partnership Proposal

Foundation grant

Domestic philanthropy or a private foundation's grant programme.

Document: Grant Proposal

Government scheme

Central or state scheme, or a PSU's community budget.

Document: Project Proposal

Foreign / FCRA

International donor. Requires a valid FCRA registration and an FCRA-designated account.

Document: Grant Proposal

Individual / HNI

High-net-worth individual or a family office.

Document: Funding Proposal

Sponsorship

Event, award or programme sponsorship — usually with branding deliverables.

Document: Sponsorship Proposal

What happens between a CSR proposal and a utilization certificate?

Six steps, one place — never four different inboxes.

  1. Draft
  2. Sent
  3. Under review
  4. Approved
  5. 5Disbursed
  1. Draft with AI assist

    Executive summary, body, and impact metrics generated from project details

  2. Send to corporate contact

    Proposal PDF plus the compliance documents you tick, in one email

  3. Track through pipeline

    Draft → Sent → Under review → Approved/Rejected, all visible

  4. Corporate reviews via portal

    Partner logs into their own portal to review and respond

  5. Disbursement order created

    Once approved, funds are tracked against the specific project

  6. Utilization certificate issued

    UC generated and shared with the corporate partner automatically

All 13 Schedule VII categories

CSR spend under Section 135 is only permitted for the activities listed in Schedule VII of the Companies Act 2013, and the category has to hold up in the company's CSR-2 reporting (the yearly CSR return a company files with the Ministry of Corporate Affairs). Pick it once — it prints on the proposal and steers the AI draft.

  • I
  • II
  • III
  • IV
  • V
  • VI
  • VII
  • VIII
  • IX
  • X
  • XI
  • XII
  • XIII

Schedule VII governs CSR spend only — it is not asked for on grant, government, FCRA, HNI or sponsorship proposals.

The paperwork goes with the proposal

The week between "we like this" and "send us your 12A" is where CSR asks go cold. Tick the documents when you send, and they leave with the proposal PDF in one email.

  • 80G certificate
  • 12A registration
  • CSR-1 registration
  • FCRA certificate
  • Trust / society registration
  • NGO Darpan certificate
  • PAN card
  • Cancelled cheque
  • Audited financials (3 years)
  • Annual reports (3 years)
  • CA certificate

Uploaded once in your compliance vault, reused on every ask — and a document that fails to attach is reported, never silently dropped.

CSR proposal software: FAQs

What is the best CSR proposal software for NGOs in India?

Sevastack is a CSR proposal platform built for Indian non-profits. It drafts proposals with AI (executive summary, body, and suggested impact metrics), maps each ask to a Schedule VII category (the list of activities a company is allowed to spend CSR money on), attaches your 80G, 12A, CSR-1 (your registration with the Ministry of Corporate Affairs to receive CSR funds) and audited financials to the same email, tracks every proposal through a pipeline from draft to approval, and gives your corporate CSR partners their own portal to view disbursements and utilization certificates. Opening an account is free; the CSR proposal suite is included from the Growth plan, and utilization certificates from the Growth plan.

Can AI actually draft a CSR proposal?

Yes. Give Sevastack a project, budget, and beneficiary count, and its AI drafts an executive summary, full proposal body, and suggested impact metrics — which you review and edit before sending. This is an AI-heavy feature available on the Growth plan and above.

Does Sevastack only handle corporate CSR, or other funders too?

Six funder types, not one. Alongside corporate CSR under Section 135, the same pipeline handles foundation grants, central and state government schemes, foreign donors under FCRA, high-net-worth individuals and family offices, and event or programme sponsorships. Each type asks for the fields that type actually needs — a grant programme name, a sanctioning authority, an FCRA purpose category, a sponsorship tier — and the PDF is titled accordingly.

What is Schedule VII and does the proposal have to map to it?

Schedule VII of the Companies Act 2013 lists the thirteen activity categories that CSR spending is permitted for, and every CSR-funded project must map to one of them for MCA reporting. Sevastack asks you to pick the category on a corporate CSR proposal, prints it on the proposal PDF, and passes it to the AI draft so the narrative is written against the right category. Schedule VII governs CSR spend only, so it is not asked for on grant, government, FCRA, HNI or sponsorship proposals.

Which compliance documents can be attached to a proposal?

Whichever ones you tick when sending: 80G certificate, 12A registration, CSR-1 registration, FCRA certificate, trust or society registration, NGO Darpan certificate, PAN card, cancelled cheque, up to three years of audited financials, up to three years of annual reports, and a CA certificate. They go out with the proposal PDF in a single email, so the CSR head is not chasing paperwork a week later.

How do I track CSR proposals sent to multiple companies?

Every proposal moves through a pipeline — draft, sent, under review, approved, or rejected — so you can see at a glance which corporate asks need follow-up, without a separate tracking spreadsheet.

Do corporate CSR partners get their own login?

Yes. You invite each corporate partner to a dedicated portal where they can review proposals, see disbursement orders for projects they've funded, and access utilization certificates and quarterly progress reports.

What is a utilization certificate and does Sevastack generate one?

A utilization certificate (UC) confirms how CSR funds were spent against an approved project. Sevastack generates UCs and notifies the corporate partner automatically through their portal once funds are utilized and reported.

Can I reuse a proposal for a different corporate partner?

Yes. Any proposal can be duplicated or saved as a reusable template, so your next corporate pitch starts from a proven draft instead of a blank page. A template keeps the document outline and the SDG mapping, which is the part worth reusing.

Create free account

No credit card required to open an account. The proposal pipeline and AI drafting are included from the Growth plan, utilization certificates from the Growth plan.

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Compliance filing reminder

Income tax return

ITR-7

Due on31/10/2026