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10+ Fundraising Action Plan Templates

A well-developed fundraising action plan will help you to channel all the fundraising activities in the right direction. The action plan template will enable you to implement all the plans effectively and achieve actual growth. It is important to create a timeline for a specific work period so that you can regularly check whether things are on the right track.

95+ FREE PLAN Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Google Docs, Apple (MAC) Pages, Google Sheets (SPREADSHEETS), Apple (MAC) Numbers, Microsoft Publisher

5 Steps to Create a Fundraising Action Plan

Step 1: Define Your Goal/Mission

The first part of the fundraising action plan is to define your goal for a particular time period, say for a year or two years. This period should be decided first and foremost so that you can create an estimate to decide how much funds you will actually require to realize these goals.

Step 2: Decide How Much Funds You Need to Raise

Once you have decided your goal, think about how you are going to raise the necessary funds. Take a look at the finances of the current year and decide whether you need to raise more, and how much. Be realistic while deciding the operational budget so that you are prepared for some emergencies as well.

Step 3: Create Estimates for Your Fundraising Events

If you have decided to hold a fundraising event or activity, decide how much you will need to spend for it. These expenses will include postage and advertisement expenditure, payments for volunteers and staff who will be part of the fundraising campaign, etc. Be careful and see that you plan all this in a cost-effective way according to the budget.

Step 4: Set Timelines for Your Plan

Set timelines for each of the fundraising activities you will be performing throughout the year. Again, decide who will be in charge of handling each event and get them to plan their individual group activities. By breaking up the plan, it will be easier to handle, as you can check the progress at every stage of implementation.

Step 5: Discover New Sources of Funds

Think about your how you can expand your donor list. Check whether there are still untapped sources that you can explore so that you can reach them through online methods or through your existing donors. It is also necessary to retain old generous donors by keeping them on your priority list for events and functions.

10+ Fundraising Action Plan Templates

1. Professional Fundraising Action Plan

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File Format
  • PDF

Size: 181 KB

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This professional business action plan gives you a complete action plan on how to review your past budget and plan for future events by putting together a detailed budget and looking for new fundraising ideas. The template has a systematic timeline to check the progress of your plans and measure deviations if any.

2. Sample Sustainability Action Plan

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File Format
  • PDF

Size: 23 KB

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This is a highly detailed sustainability one-page action plan prepared for a newly formed non-profit organization, to help it in long term planning during the initial stages. This sample template gives you the complete plan for a whole year, with a timeline to check progress at each phase as per the planned schedule.

3. Fundraising Action Plan Example

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File Format
  • PDF

Size: 2 MB

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This fundraising action plan template is very dynamic and has a unique and attractive layout. It gives a complete plan for achieving the goal of educating and empowering deserving students in an attempt to improve lives. The template is designed in PDF pages which can be used as a useful guideline to plan and implement your fundraising efforts.

4. Fundraising Event Action Plan

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File Format
  • PDF

Size: 330 KB

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Here is a well drafted and formatted event action plan template with a complete and comprehensive action plan designed for a community which is planning fundraising activities to promote world peace. It gives in-depth details of all the schedules to ensure a proper implementation from the planning stage right up to the final event.

5. Action Plan for a Local Fundraising Event

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File Format
  • PDF

Size: 67 KB

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This fundraising event action plan template has a simple layout but it is very well presented. It gives a complete, detailed plan to raise funds for holding events and attracting donors to help for the upliftment of less privileged youth living in backward areas. The template can be used with minor changes for a similar cause.

6. Fundraising Planning Template Layout

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File Format
  • PDF

Size: 4 MB

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Here again, is a well organized tabular fundraising plan created to raise fund for the development of school infrastructure. It can be used to successfully rope in donors and volunteers, who will help in your efforts to hold fundraising events so that you can achieve the desired result in the set time frame.

7. Simple Action Plan for Fundraising

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File Format
  • PDF

Size: 32 KB

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This action plan is designed for those involved in fundraising for a school organization. The action plan is made in a tabular form with all activities having a time schedule. The responsibility to monitor the completion of each task is fixed at every stage. You can easily edit the contents and use the template to effectively plan your fundraising activities.

8. Modern Fundraising Event Action Plan

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File Format
  • Docx

Size: 24 KB

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Here is a fundraising plan template in document format which will help you to plan effectively right from scratch and succeed in your fundraising efforts. It gives you seven pages of detailed planning in tabular form which is very easy to edit and print after download.

9. Printable Fundraising Action Plan

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File Format
  • Doc

Size: 8 KB

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This is a simple action plan template to fundraise for the development of a library. It has divided the plan into four distinct parts which can be edited according to the organization you are planning for. It also has a detailed funding chart and cumulative table to help you to analyze your work status from time to time.

10. Editable Sample Fundraising Plan

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File Format
  • Doc

Size: 10 KB

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This action plan template gives you a complete fundraising action plan in tabular format. It also defines the role of each person involved in the implementation stages, and how much they will be paid for their services. The template is created in MS Word so it is easy to edit with minimal effort.

11. Standard Action Plan for Fundraisers

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File Format
  • PDF

Size: 89 KB

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This is a simple action plan format which will guide you through the entire action plan beginning three months prior to the event. The template design is very attractive to look at and the plan can be easily comprehended, customized and followed by any charitable organization.

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