Fundraising Plan Template

A comprehensive fundraising plan is essential for any organization looking to secure funding and ensure long-term sustainability. This template provides a structured approach to planning your fundraising activities, setting goals, and tracking progress.

1. Executive Summary

Provide a brief overview of your organization, its mission, and the purpose of the fundraising plan. Include key objectives and the amount of funding you aim to raise.

2. Fundraising Goals

Outline specific, measurable, achievable, relevant, and time-bound (SMART) goals for your fundraising efforts. For example:

• Raise $50,000 in donations by the end of Q4.

• Secure 10 new corporate sponsors within six months.

3. Target Audience

Identify the key demographics and segments you will target for your fundraising efforts. Consider factors such as age, location, interests, and giving capacity.

4. Fundraising Strategies

Detail the methods and channels you will use to reach your fundraising goals. Examples include:

• Online crowdfunding campaigns

• Grant applications

• Corporate sponsorships

• Fundraising events

• Direct mail campaigns

5. Budget

Provide a detailed budget for your fundraising activities, including projected expenses and anticipated revenue. This section should include:

• Marketing and promotional costs

• Event expenses

• Staffing and administrative costs

• Technology and software expenses

6. Timeline

Create a timeline for your fundraising activities, outlining key milestones and deadlines. This will help you stay on track and ensure timely execution of your plan.

7. Evaluation and Adjustment

Describe how you will monitor and evaluate the success of your fundraising plan. Include metrics for tracking progress and methods for making adjustments as needed.

8. Appendices

Include any additional information that supports your fundraising plan, such as:

• Donor lists

• Sample fundraising materials

• Case studies or success stories