10+ Fundraising Meeting Agenda Templates

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An agenda is generally created to make those attending the meeting aware of the issues that need to be addressed so that there is no unnecessary deviation from the main points of discussion. A well-planned fundraising meeting agenda will keep the focus on your mission and strategic planning to increase the fundraising activities in various different ways.

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5 Steps to Create a Fundraising Meeting Agenda

Step 1: State the Date, Time, Location and Objective of the Meeting

First mention the complete name, address and contact details of the fundraising organization at the top of the page. Then specify the date, time and location of the meeting. The objective for which you have arranged for the meeting should be clearly mentioned as that is the focal point of your agenda.

Step 2: Attendee List and Items for Discussion

The list of members in attendance with their designations and contact details should be mentioned. Arrange the points for discussion in the order in which they will be discussed, which means they should normally be in the order of their importance to ensure that you have enough time for discussion of important issues even if you run out of time later in the day.

Step 3: Current Fundraising Budget and Allocation

The fundraising amount and its allocation will be discussed in detail for the approval of the members present. Each member will also be provided with a copy of the budget for their consideration. If additional discussion regarding funds is required, it can be done at a different time with due consent of the Board.

Step 4: Discussion On Strategic Initiatives

The next topic for discussion on the agenda would be a review of the current fundraising activities and drawing up new strategies for lengthening your current donor list by approaching new potential donors. You can also include different incentives to attract sponsors for fundraising events held throughout the year.

Step 5: Delegation of Responsibility

Along with plans for expansion of your fundraising activities also comes the need to delegate responsibility by appointing responsible heads to oversee the assigned work. Having different people in charge at all levels will ensure a smooth transition and gradual increase in your fundraising business.

10+ Fundraising Meeting Agenda Templates

1. Non-Profit Board Meeting Agenda Template

free non profit board meeting agenda template
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File Format
  • Word
  • Pages
  • PDF

Size: A4, US

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This is a simple ready-made template which can be used for a non-profit company’s board meeting. It has a basic layout with highlighted headings which you can easily customize at your convenience from any device. It is a free template that comes in a standard size which is ready to print or share.

2. Standard Meeting Agenda for Fundraising

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File Format
  • PDF

Size: 29 KB

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Go ahead and use this sample meeting agenda to create an impressive meeting agenda which will cover all the necessary details in an organized manner. This template can be used directly after download by just adding the relevant details under the appropriate headings provided in the format.

3. Sample Committee Meeting Agenda

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File Format
  • PDF

Size: 308 KB

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Are you trying to create a well-drafted sample committee meeting agenda but have no idea about how to start? If yes, then this template is the right document for you. It is a sample template which will guide you through the process of creating your fundraising meeting agenda. It gives you an outline and the main points which need to be included in your agenda.

4. Non-Profit Board Meeting Agenda Example

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File Format
  • PDF

Size: 64 KB

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Be prepared for your board meeting by using this well designed and attractive fundraising non-profit agenda template. It gives you pre-written sample agendas of three different types. You can download, customize and edit the contents according to the needs of your organization in just a few minutes.

5. Simple Fundraising Committee Meeting Agenda

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File Format
  • PDF

Size: 114 KB

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This fundraising meeting template is a very basic one which gives you the outline and order of a fundraising committee meeting agenda. You can download this template and expand on the main points available. This will help you to successfully create a great agenda in less time and with minimum effort.

6. Editable Meeting Agenda Template

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File Format
  • PDF

Size: 82 KB

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This meeting agenda template is created by a nonprofit organization to discuss different issues during a particular fundraising period. The template is very well formatted in a tabular form with highlighted points. You can use this template after making the necessary changes if you are working with a similar organization.

7. Basic Committee Meeting Agenda

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File Format
  • PDF

Size: 29 KB

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If you are confused about the basic essentials needed to write the agenda of a nonprofit organization, you can use this template for reference and get an idea about the order of the meeting. The focus of this sample committee agenda is on the spiritual growth of the youth of a particular locality.

8. Modern Fundraising Committee Agenda

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File Format
  • Docx

Size: 126 KB

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This is a fully customizable and professionally designed fundraising committee agenda template that can be used for any nonprofit organization. It takes you through all the important points that need to be covered in the agenda. Just download this template and edit the contents in MS Word.

9. Printable Fundraising Society Meeting Agenda

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File Format
  • PDF

Size: 52 KB

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This printable board meeting agenda is prepared for the meeting of a school organization which is involved in fundraising for the purpose of development of the premises and implementation of new ideas for future growth. It is a good idea to use this pre-written agenda as a draft to make your work simpler.

10. Corporate Board of Directors Meeting for Fundraising

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File Format
  • PDF

Size: 249 KB

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Use this simple but professional corporate board meeting agenda template if you are writing an agenda and looking for the right format to follow. It is available in PDF pages which can be easily edited to include all important information about your organization. Thus you save time and can focus on other issues of the meeting.

11. Elegant Agenda for Development Committee Meeting

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File Format
  • PDF

Size: 138 KB

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This development agenda template is designed by a nonprofit organization which is involved in fundraising along with other business activities. The agenda has an elegant, neat and organized look. The headings of the tables and important points are highlighted so anyone can easily go through all the points at a glance.

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