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9+ Fundraising Business Plan Templates

A non profit organization requires a thoughtful business plan to clearly define it’s goals and mission, the activities which are conducted to raise funds and the marketing strategies of the organization. The plan should be made keeping in mind that there should be scope for future growth, to achieve both social and financial returns.

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 Business Plan

Step 1: Give Details about Your Organization

There are many people who have just a faint idea about the activities conducted by a non profit organization. Therefore you should give details about the inception of the organization, it’s history, vision and mission, the trustees and the supporting staff. Summarize the activities and fundraising events which were successfully held till date.

Step 2: Create an Operational Budget Plan

Create an estimate of the regular operations conducted on a daily basis and the necessary resources you need to conduct day to day activities; like rented premises, parking space, equipment like telephones, computers and internet connectivity. It will also include licences to conduct fundraising activities and insurance cover for the same.

Step 3: Mention How You Plan to Make a Difference

Being a charitable organization you have to describe how you plan to make a positive impact on peoples lives and society in general. Describe how you plan to measure your social impact by setting benchmarks for yourself, and the ways in which you will let other people know about it.

Step 4: Include Information about Your Staff and Supporters

Give required details about your entire staff, volunteers and all those who contribute their time and effort. If there are changes in the staff, mention those with a reason. You may also include statements given by your trustees and management, and their positive views regarding the business plan and its successful implementation.

Step 5: Include Possible Risks

Every business plan is faced with possible risks. Therefore have a clear idea about the risks that you can face on a daily basis. These may include external risks, daily operational risks, non compliance and financial risks. You may have to explain each one of these in detail, their impact your organization and how you plan to manage them.

9+ Fundraising Business Plan Templates

1. Sample Fundraising Plan Template

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File Format
  • Word
  • Pages

Size: US, A4

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This is a sample fundraising plan template designed and formatted to make your reporting task easier and smoother. All you need to do is download this report template and edit the contents according to your specifications. You can also customize the layout in all file formats effortlessly.

2. Fundraising Business Plan Layout

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File Format
  • PDF

Size: 853 KB

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This is a fully fledged fundraising plan template with complete details, which will make it very easy for a charitable organization to work towards future growth. It gives all details about the organization right from the beginning and gives you four strategic plans as well. The template can be used by replacing the contents with your organization details.

3. Charity Business Plan Sample

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File Format
  • PDF

Size: 2.67 MB

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Use this elegant and professionally designed strategic fundraising plan template to improve the future performance and social impact of your charitable organization. It gives a complete plan including marketing analysis and performance indicators complete with graphs and highlighted tables. You can make any kind of changes to include your organization details.

4. Editable Charity Business Plan Template

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File Format
  • PDF

Size: 187 KB

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This nonprofit fundraising plan template gives you the perfect format of a charity business plan. All you need to do is just add the necessary details and drop your text into the relevant blank spaces provided in the various tables and placeholders. This template can be used to set up a business plan for almost any charitable non profit organization.

5. Printable Fundraising Business Plan Template

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File Format
  • Word

Size: 168 KB

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This is again a well presented and organized fundraising business plan sample created in MS word, hence it is easy to edit and customize by anyone with basic computing knowledge. The template is ready made and versatile, so you can just fill in your details in the empty spaces to complete the business plan.

6. Professional Non-Profit Business Plan

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File Format
  • PDF

Size: 472 KB

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This annual fundraising plan template is developed by a non profit organization working for the purpose of cultural evolution. It gives complete information about it’s renowned founders and members, details of the funds raised in the current year, and the plan for developing funds by influencing the target audience. This template can be used as a guideline to give you an idea about how to go about developing your own business plan.

7. Fundraising Business Plan Example

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File Format
  • Word

Size: 224 KB

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This fundraising strategic template is developed to use the power of a sport in the fight against a fatal disease. The template is complete with a future expansion plans and objectives, organizational chart and partner list. You can use this template as a good reference to create your fundraising budget plan.

8. Basic Fundraising Business Plan Template

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File Format
  • PDF

Size: 628 KB

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This comprehensive fundraising plan format is sure to make your work much more easier than ever. It is complete with an organizational structure chart, strategic plan and implementation chart. You will just need to fill the required details in the appropriate blanks and tables to complete your business plan.

9. Charitable Business Plan Template

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File Format
  • PDF

Size: 1.88 MB

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This nonprofit project plan template is very well designed and formatted for the purpose of developing a plan to increase the business impact of a charitable organization, working towards the better future of underprivileged children exposed to the vices in society. The template can be used after minor edits if your organization is working for a similar social cause.

10. Fundraising Business Plan Format

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File Format
  • PDF

Size: 485 KB

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This is a non-profit strategic plan template designed for a fundraising organization which works for the well being of the youth, thereby enabling them to develop to their full potential. The template is complete with smart objects and tables, showing an operational budget, beneficiary profile and risk assessment. It can be customized as per your needs to save time and still have the best budget plan by all standards.

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