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Fundraising Plan Template
FY:
Impact goal:
Targets:
1.
2.
3. Fundraising Plan Summary
Strategy SMART GoalProjected
# renewed
dollars raised donors# new
donorsGrantsEventsIndividual
donors
Major giftsOther
fundraising
MarketingCommunicationsTotal2015
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How to fill out fundraising plan template
01
Start by gathering all relevant information: Before filling out the fundraising plan template, you will need to collect essential information such as your organization's mission and goals, target audience, fundraising history, budget, and any other relevant data.
02
Define your fundraising goals: Think about what you want to achieve through your fundraising efforts. Are you aiming to raise a specific amount of money? Do you have a particular project or initiative that needs funding? Clearly articulate your goals in the fundraising plan template.
03
Determine your fundraising strategies: Consider the various fundraising methods available to your organization, such as grant applications, events, crowdfunding, direct mail campaigns, or corporate sponsorships. Evaluate which strategies align best with your goals and include them in the plan template.
04
Set a timeline: Establish a realistic timeline for your fundraising activities. Break down your goals into smaller milestones and allocate specific dates or deadlines for each task. This will help with organization and ensure that you stay on track.
05
Identify your target audience: Determine who your ideal donors or supporters are. This could be individuals, corporations, foundations, or specific demographics. Understand their motivations and tailor your fundraising strategies to appeal to their interests.
06
Develop a budget: Consider the financial resources needed for each fundraising activity and assign appropriate costs. Be realistic about potential expenses and estimate the amount of money you expect to raise from each strategy. The budget should align with your overall fundraising goals.
07
Delegate responsibilities: Assign specific tasks to individuals or teams within your organization. Clearly define who will be responsible for each aspect of the fundraising plan. This will help distribute the workload and ensure accountability.
08
Monitor and evaluate progress: Regularly review your fundraising plan and track your progress towards your goals. Make adjustments or modifications as needed based on your results. This will allow you to continuously improve your strategies and make informed decisions.
09
Who needs a fundraising plan template? Nonprofit organizations, community groups, schools, charities, or any other entity seeking to raise funds for a specific cause or project can benefit from a fundraising plan template. It provides a structured framework to guide and document their fundraising efforts, ensuring a more organized and strategic approach.
Remember, every organization's fundraising plan will differ based on their unique goals and circumstances. Customize the template to suit your needs and continuously adapt it as your fundraising efforts evolve.
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What is fundraising plan template?
The fundraising plan template is a document that outlines the strategies and goals for raising funds for a specific cause or organization.
Who is required to file fundraising plan template?
Nonprofit organizations and charities are usually required to file a fundraising plan template.
How to fill out fundraising plan template?
Filling out a fundraising plan template involves detailing the fundraising goals, strategies, target audience, budget, timeline, and evaluation methods.
What is the purpose of fundraising plan template?
The purpose of a fundraising plan template is to provide a roadmap for organizations to efficiently and effectively raise funds for their cause.
What information must be reported on fundraising plan template?
Information such as fundraising goals, strategies, target audience, budget, timeline, and evaluation methods must be reported on a fundraising plan template.
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