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Jul 25, 2023 · Use this fundraising plan template to cover all the essentials, including goal-setting, budgeting, and more.
Free downloadable fundraising goal tracker templates help you visualize progress and keep donors engaged. Track donations, set milestones, and motivate your team to reach your campaign goals. Solutions
- ClickUp Fundraising Event Planning Template. Are you planning an event to increase awareness and raise funds for a specific cause? Whether organizing a large-scale concert, auction, or neighborhood barbecue, the ClickUp Fundraising Event Planning Template can be your personal planning assistant! ✅
- ClickUp Fundraising Action Plan Template. Without a clear plan and meticulous organization, the fundraising process can quickly turn into chaos. Luckily, you can prevent such scenarios with the ClickUp Fundraising Action Plan Template!
- ClickUp Fundraising Project Plan Template. No matter the size, fundraising projects often entail a lot of stress. A solid plan can alleviate the tension and help you keep your eyes on the goal—ensuring your campaign goes smoothly.
- ClickUp Charity Project Plan Template. Wait, is this a mistake? This template is the same as the previous one! True, but one template can have more than one purpose.
- Determine Your Desired Outcome
- Set Fundraising Goals and Benchmarks
- Define A Fundraising Budget
- Decide on A Fundraising Tactic
- Create A Timeline
- Give Your Campaign A Test Run
- Market Your Campaign
- Launch Your Campaign
- Send Out Thank-You Notes and Analyse Your Results
- A Fundraising Plan Template Can Organise Your Campaign
Your fundraising campaign’s goals are really the heart of what your efforts are all about. In fact, you should consider them the foundation of your entire plan, from conception to completion. Before you define your budget, audience, or fundraising goal, you should think about what you want to get out of your fundraising campaign. What are you hopin...
Let’s assume you’ve decided on a peer-to-peer campaign. If you do a specific annual fundraising campaign, you can look to your previous year’s metrics to get an idea of what your goals should be. If this is your first peer-to-peer campaign, no worries! As long as your goals are clearly defined, your chances of hosting a successful fundraising campa...
It’s time to crunch the numbers. As we just mentioned, it’ll come in handy to first review your budget and expenses from last year. Create a spreadsheet that lists the items and costs of everything you need to budget for. Here are a few line items to consider: 1. Fundraising platform costs (unless the platform is free) 2. Personnel and administrati...
Here are a few questions you should ask yourself, your staff, and maybe even your active board members: ❓ What is your fundraising campaign’s message? It should be tangible, clear, concise, and emblematic of your organisation’s work. ❓ What type of fundraising campaign do you want to do? Are you planning a Facebook birthday fundraiser, social media...
Now that you’ve identified your goals, budget estimates, and approach, it’s time to put everything together. Create a fundraising campaign timeline, and fill it out thoroughly with each step of the process to launch your campaign — remember, details matter! Your timeline will serve as your team’s roadmap throughout your campaign and keep everything...
Go over your campaign before launching it to identify any potential errors. If something isn’t working, it’s better to fix it before, rather than during. Review your event’s timeline, determine when you’ll engage with your donors, and what you’ll say. Ask your team for feedback, and make corrections as you go. You should also test your idea with yo...
With your nonprofit fundraising campaign in place, it’s time to start marketing! There are literally hundreds of ways to market to your current donors. For example, if you’re running a peer-to-peer fundraising campaign, here are a few marketing tactics to consider: 📢 Create a landing page on your website highlighting your campaign, complete with a...
You’re ready to launch! Congratulations! All your planning and hard work has led you to this point. There are three key things you need to focus on at this point: 1. Engage with your donors.This will help you leave a memorable impression and improve your donor retention rates. 2. Have fun!If you’re enjoying yourself, your donors will, too — and in ...
The final step to build into your fundraising plan is to thank donors. Thank your donors throughout the entire event, not just when they’re donating to your cause. After your fundraising event ends, thank them again for participating and share your campaign’s impact and success. Tell donors what you’ll be able to do with the funds raised, and stay ...
Not every campaign will emphasise each of the steps we’ve mentioned in this fundraising plan template, but it’s a general format that can help you map out your ideas. We know that planning a fundraising campaign can be a challenge. At Raisely, we’re simplifying the process with an all-in-one fundraising platform that provides plenty of tools to get...
- Anthony Greer
Ready to get started? Download a free prospect list template today! Essential Steps for Creating a Fundraising Plan. #1. Determine your nonprofit’s goals. When crafting your nonprofit’s fundraising plan, identify specific, tangible goals that will help your organization succeed in its mission.
Download your annual fundraising plan template. Need a sample fundraising plan to get started? Bring all your ideas to life with this easy template.
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What are your fundraising goals?
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What makes a good fundraising plan?
Fundraising macro + micro goal examples in the SMART Fundraising Goal Worksheet. By starting big (your organizational goal) and working your way down (to your fundraising strategies), you now have a great understanding of what you need to accomplish throughout the year to be successful.
