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Jul 25, 2023 · What is a Fundraising Plan & Why Do You Need a Template? Simply put, a fundraising plan outlines all the tasks your nonprofit needs to accomplish in order to run a successful campaign. These include setting goals, identifying target donors, developing outreach tactics, and more.
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Follow these seven steps to create a comprehensive fundraising plan that works for your organization: Determine your nonprofit’s fundraising goals. Outline your nonprofit’s budget. Create a fundraising plan calendar. Construct a gift range chart for your fundraising plan. Build your case for support.
- The Cover Page. This may not seem like an incredibly important component to your plan, but there is one important thing to mention about your plan’s cover page: always include both a plan year and a revision date on the front cover.
- Background Information. Next, include a background that briefly explains what is currently going on at your non-profit that will influence the plan.
- Goals and Objectives. This is the section where you state what your organization hopes to achieve in fundraising during the time period covered by the plan.
- Assumptions. This section lists the assumptions you are making in formulating the plan. Every non-profit makes assumptions as it plans out its fundraising for the coming year.
- Reflect on Your Past Finances
- Define Your Vision
- Consider New Trends For Your Fundraising Plan
- Set Your Fundraising Plan Goals
- Align with Your Mission
- Detail Your Methods
- Look at The Big Picture
- Bust Out Your Fundraising Plan Calendar
- Assemble The Troops
- Determine & Delegate Activities
Before you start putting together a fundraising plan for the upcoming year, it’s best to look at last year’s finances. At minimum, take a note of your total revenue and expenses. What’s going to carry over to this year? Which fundraising initiatives were successful? Which ones didn’t go as planned and either need more attention or should be scrappe...
Any successful fundraising plan will have a vision. A vision statement acts as an anchor for your organization but outlines the direction going forward. There’s only so many hours in a day, and only so many days in a year. Being able to articulate your organization’s vision allows you to strategically set priorities rather than attempting to tackle...
Through the pandemic, nonprofits have demonstrated their resiliency by rolling with the punches and reimagining the way they market their fundraising. It’s no surprise that how we market and fundraise is constantly changing, especially with new technology. Keeping up to date with emerging fundraising trendscan help you market and engage more effect...
Your fundraising goalsshould be based on what funds you need to keep the organization operating. Your goals are also the catalyst and “North Star” for all your fundraising activities. It is best to start with what your costs were during the last three fiscal years. If that data isn’t available or you are a start-up, look to your estimated budget or...
You’ve got the right team in place and a basic idea of the goals you need to meet. Now it is time to make sure these goals align with your nonprofit’s fundraising objectives. Bust out that organizational mission statement. This statement should answer these questions: 1. Why is your organization in operation? 2. What types of change are you making ...
After you’ve aligned your goals and mission, it is time to describe exactly how you will be raising those funds. You want your fundraising plan to be so detailed that even those outside of the organization will be able to understand it! List the types of fundraising techniques you will be using. Include strategiessuch as: 1. Crowdfunding campaigns ...
Does your organization have a strategic plan? If so, you’ll want to make sure that your fundraising plan aligns with it. Creating 1-year, 3-year, and 5-year plans is a best practice in the nonprofit world, and you can do this with your fundraising plan as well. Your 1-year fundraising plan should be very specific. Detail every fundraising activity ...
You’ve written down all of your fundraising plan information in a document. Your team has come to an agreement on appropriate financial goals, aligned those with your mission, described your fundraising techniques in detail, and then put this information into 1, 3, and 5-year plans. Phew! Now, it’s time to get out your calendar which will supplemen...
When it comes to planning, you definitely need all hands on deck, so figure out who needs to be involved in the process. After all, your development team may be in charge of fundraising, but it takes the entire organization to produce consistent results. So, let’s get the right people sitting around the table. First, make sure that your board of di...
At this stage, it might seem like there’s so much to do and only so much time to do it in. Once you’ve got your team assembled, create a timeline to determine who’s doing what and when. Your timeline will be a roadmap for all your fundraising efforts and can include things like when to launch a campaign or when to schedule out social media posts. M...
- Evaluate Your Past Goals and Previous Fundraising Plan. The new year is a time to focus on evaluating what fundraising approaches from 2023 worked and to be honest about what didn’t go as planned.
- Revisit Your Mission and Vision. Your mission and values should guide everything your organization is doing. When we’re spending time swimming through spreadsheets and numbers, it’s easy to lose sight of why we’re doing this hard work.
- Determine Your Budget. Step one in your budget is determining your big, year-long fundraising goal. What number do you need to hit to have a successful fundraising year?
- Set New Goals. Now that you have the big goal you’ll be working towards, you can start to create smaller goals that will help you achieve that final year-end number.
With our fundraising plan template, we’ll walk you through everything you need to know about drafting your own campaign fundraising plan. What does every nonprofit and charity have in common? They all need a fundraising plan for each campaign!
People also ask
How do you create a fundraising plan for a nonprofit?
How do I get a sample fundraising plan?
What is a fundraising plan template?
How do you plan a successful fundraising year?
You might make it to your destination, but not without many wrong turns, distractions, and missed opportunities along the way. In this article, we’ll walk through nine steps for creating a fundraising plan—and get you started with a free fundraising plan template to help bring your ideas to life.
