How to write a fundraising plan
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How to write a fundraising plan

Many non-profits, particularly smaller chart-ups or charities, operate without a fundraising plan and make a considerable mistake. A fundraising plan is a critical component of fundraising operation, which is like having a roadmap for your organization’s goals, plans, and timelines. Whatever goal you’ve created, a flexible fundraising plan will help you to get desired $10,000 or $100,000 by specific strategies.

The best way is to create a fundraising plan in PowerPoint by hiring a presentation design company that knows how to draw to your story with appropriate visual strategies.

Purpose of Fundraising Campaign Plan

For many nonprofit organizations raising money can be one of the most challenging issues they face. Finding the donors and the dollars to advance your mission and grow your organization requires planning and follow-through. Having a fundraising development plan, you will always be able to answer “how are we doing this month/quarter?”.

  • A solid fundraising plan is like Google Maps – getting from point A to B.
  • A fundraising plan helps you to move from reactive to proactive.
  • It gets everyone on the same page: directors, staff, volunteers, board, etc.
  • It helps with detailed tracking which is useful for evaluation and improvements.

how to write a fundraising plan

Step by Step Fundraising Plan

Review and evaluate

Before you begin to write a good fundraising plan, it is important to review and evaluate what is working and what needs to go:

  • How did it go last year?
  • What about the previous years?
  • What worked well?
  • What did not?

Components of Fundraising Plan

The best starting point is with the endpoint in mind: what is your overall fundraising goal? Set your goals:

  • Number of dollars to raise.
  • Number of current donors to renew.
  • Number of new donors to acquire.

This number has to be real and based on the needs of the organization. For instance, how much money will your group need to raise to carry out the activities that you want to carry out? If the goal answers the question, “How much money do you need”, then the mission answers questions:

  • Why do you need it?
  • What is your organization’s mission?
  • What do you plan to do with the raised money?
  • What is your operating budget, and why is it the amount it is?
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Decide on Your Strategies

You will need a fundraising plan template sheet to list here possible strategies:

  1. Grants
  2. Special events
  3. Direct mail
  4. Major gits
  5. Monthly giving
  6. Lapsed donors
  7. Online giving
  8. Memberships
  9. Corporate sponsorships
  10. Product sales

Start Putting It Together

Fundraising Targets  →  Fundraising Strategies  →  Action Plans

After you’ve put everything together, your annual fundraising plan template will look like this:

1. Raise $125,000                            1. Raise $25,000 – Grants
2. Renew 65% Donors            →     2. Raise $50,000 – Major Gifts         →  Action Plans
3. Acquire 200 new Donors            3. Raise $50,000 – Special Events

Build a Timeline

Numerous associations stagger here – they think of a strong plan, have an incredible mission, and draw up an arrangement that incorporates a strong collection of raising money strategies, yet neglect to set timetables, and hence never appear to finish things.

Some develop only basic timelines, but we recommend detailed timelines that rundown higher perspective objectives, yet additionally all of the little objectives that go into making that enormous objective a reality.

Create Budget for Each Strategy

Just like a program or organizational budget, each strategy needs a budget and goal.

Who is your team?

Decide and assign everyone who is going to help implement. This includes board members, program staff, stakeholders, etc.

Monitor Your Plan

Make sure you conduct regular reviews either planned or actual. Review compliance of each strategy and goal by asking questions like “how are we doing versus what we planned?” or “where do we need to adjust?”.

How to Create a Fundraising Strategy in PowerPoint?

Public speaking is obligatory for your fundraising strategy. Make sure you create compelling fundraising ppt by yourself or using pitch deck services. If you decide to make a presentation yourself, ensure using decent quality photos and graphics (since you have to be visual). Avoid a lot of text on your slides to read, and try to speak naturally, being prepared well.

To inspire people and get support for your startup or organization, consider the sections and include them slide-by-slide:

  1. Grab attention with a story;
  2. Share who you are;
  3. Show the problem scale;
  4. Show how your organization is helping;
  5. State goal;
  6. Call action;
  7. End with how to take action.

A fundraising plan is an internal document for yourself or your company to use internally. It should cover questions like “how much money do I need to raise?”. A fundraising plan is your road to success, but the absence of control over your money leads to financial ruin inevitably. It answers uncomfortable questions like “why are we doing it this way?” and simply ‘legitimizes’ money conversations. We highly recommend developing a plan to protect your money, raise them constantly, and have a smoother life generally.


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