fundraising plan template - get fully...

©2015 Sandy Rees, www.GetFullyFunded.com

Fundraising Blueprint Annual Fundraising Plan template 1

Fundraising Plan Template

FY:

Impact goal:

Targets:

1.

2.

3.

Fundraising Plan Summary

Strategy SMART Goal Projected

dollars raised

# renewed

donors

# new

donors

Grants

Events

Individual

donors

Major gifts

Other

fundraising

Marketing

Communications

Total



Area: Infrastructure and internal operations Goal: Increase our ability to efficiently run our organization.

Objective:

Action steps:

Area: Grants Goal: Identify, submit, and get grants from private foundations and civic clubs, for a total

of $xxx in 2015-2016.

Grant Targets

Organization Deadline Ask amount Program/Project Notes

Action steps for grants:



Area: Special events Goal: Raise $xxx through a (type) event.

Event description:

Action steps for event:

Area: Individuals Goal: Raise $40,000 from individual donors through appeals sent in (name the months)

while renewing xxx donors.

Appeals:

Month Theme Number to send Avg gift Projected $

Action steps for appeals:



Area: Major Gifts Goal: Raise $xxx from xxx major donors

Top 10 prospects:

Name Linkage Interest Ability Notes

Action steps for major gifts:



Area: Other fundraising Goal: Generate $xxxx from other sources including (list sources)

Objective: Raise $xx from (name source)

Description of activity:

Action steps for activity:









Area: Marketing Goal: Give at least 1 presentation each month to church groups, civic clubs, or other

gatherings of potential supporters.

We will find civic clubs, garden clubs, church groups and other places where we can give a

presentation on our work each month. We’ll make sure to include a “How You Can Help” sheet

for every attendee.

Action steps for lining up presentations:

Goal: Get at least 4 stories in the local news this year.

We will send a press release of pertinent stories regularly to the local news media. We’ll also

work to develop relationships with reporters and news managers.

Action steps for lining up presentations:



Area: Communications Goal: Maintain donor communications and strengthen relationships through a monthly

email newsletter.

Each newsletter will have a theme and will feature a story about an animal we’ve saved.

Themes and Schedule

Send date Theme Writers Notes

Goal: Maintain donor relationships by sending a tax letter summarizing the donor’s gifts.

We’ll prepare and send a letter in January 2016 summarizing the donor’s giving in 2015.

There will be no Ask in this letter.

Action steps for tax letters:



Goal: Maintain donor relationships by sending an annual report.

We’ll prepare and send an annual report early in January 2016 summarizing our nonprofit’s

activities in 2015. There will be no Ask with the annual report.

Action steps for annual report:



Summary Calendar

Year:

Grants Special Events Individual donors Major gifts

Marketing Communications Other (vacations, training,

etc.)

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

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