Developing a Fundraising Plan – Raising Money is Always About Your Next Move!

The fundraising plan is first and foremost, the most NECESSARY document needed to raise money. Get a team together to discuss short and long term goals. Then, take small steps to open the right doors.  

  • Team

__________________________

__________________________


  • How much money by when?

____________________6 months

____________________12 months

____________________24 months

____________________36 months

____________________48 months

____________________60 months


  • Methods for raising money

Past 

____________________

____________________

Present

____________________

____________________

Future

____________________

____________________

  • Timeline for each method (each fundraiser has its own schedule)

Name of fundraiser: _____________________________________

11 months out: _________10, 9, 8, 7, 6, 5, 4, 3, 2, 1 month out…three weeks…two weeks…one week…three days…two days…one day…day of…day after…week following…two weeks following…three weeks following & start over again!

  • Participants (fundraising team, volunteers, invitations to activity)

Past:                                             Future:

___________                           ___________

___________                           ___________

  • Resources (location, activities, marketing, door prizes, etc)

Have:                                                                               What’s needed

_____________                                                          _____________

_____________                                                          _____________

  • Tracking mechanism (spreadsheet or donor management software)
  • Maintain focus with your team

Monthly meetings, contact via email and calls, keep the goals visual, provide task-oriented participation to be checked off upon completion and follow the timeline to a T!

SOAR coaches organizations through the development of a fundraising plan during a 10-day process. Cost is $199 for a one-year plan. Learn more – click here!