How to Write a Fundraising Plan [5+ Templates to Download]

Throughout the world, nonprofit organizations hold fundraising drives for many reasons including humanitarian causes as well as research and development. Nonprofits need funding and support from the government and profit or business organizations to survive and keep serving their audience. However, many still fail to plan, specifically startups and smaller charities without realizing that effective fundraising planning makes a lot of difference in the success of campaigns and the success of the organization as a whole.

5 Steps to Write a Fundraising Plan

Step 1: Define Your Goals

What could be a better starting point for a plan than knowing your end goal? What does your organization want to achieve this year? It’s important to have a purpose. You may want to take it one step at a time and cover one aspect of your fundraiser depending on what your priorities are and then go from there.

Step 2: Don’t Follow Hunches

Raising funds and winning grants aren’t about hunches because when it comes to asking support from donors, you need facts and figures. If you’re new to the nonprofit industry, you should learn to focus on major donations and touching base with your potential sponsors through letters and phone calls. You have to work for it, one way or another.

Step 3: Identify Your Strongest Supporters

If you’ve been working in nonprofit for quite some time, try to evaluate your supporters, your team, your volunteers and your base as a whole. Identify the people or groups that you know you can always depend on to help you lead a successful campaign. Who are your repeat donors and most dedicated volunteers? 

Step 4: Create A Timeline

Develop a fundraiser calendar to help you set dates and timeline for activities. A calendar is especially helpful to monitor how much time you still have before your major fundraising events and whether or not you’ve already got everything covered from promotions to sponsorship. Your timeline will likely change but having one will ensure you’ll be productive.

Step 5: Finalize Your Plan and Document It

There are going to be situations that would call for change of plans but you can’t just jump from one fundraising scheme to another. The best way to avoid this is to document your plan and get it written down with information on how much funds you need to raise, a list of major and potential donors, sponsors and upcoming activities this year.

6+ Fundraising Plan Templates

1. Annual Fundraising Plan Template

annual fundraising plan mockup
Details
File Format
  • MS Word
  • Pages

Size: A4, US

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Every nonprofit needs a plan that outlines their goals and strategies for achieving them. Not sure how to get started? You’ve come to the right place online because this high-quality Annual Fundraising Plan Template is available for download now, in all versions of MS Word and Pages! Just edit and customize as you see fit!

2. Non Profit Fundraising Plan Template

non profit fundraising plan mockup
Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

Set out different objectives and plan properly so that you can accomplish the goals your organization is aiming for. Get this non-profit fundraising plan template to organize your plan with relative ease by clicking on the download button. Customize and print in any or all of the available formats!

3. Sample Fundraising Plan Template

sample fundraising plan mockup
Details
File Format
  • MS Word
  • Pages

Size: US, A4

Download

Need to finalize your fundraising strategies and map out a tangible plan? We’ve got you covered! You only have to check and download this sample fundraising plan in MS Word and Pages. This is just one of the premium plan templates you can easily access in our website to help you document and put your plan to action!

4. Development Fundraising Plan

Details
File Format
  • PDF

Size: 44KB

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Steer your fundraising campaign in the right direction by making sure you’ve got a good plan this year. You don’t think it’s easy? Maybe not, but a fundraising plan can make a big difference. What are you waiting for? Waste no time and download this fundraising plan sample now so that you can get started!

5. Fundraising Plan Model

Details
File Format
  • PDF

Size: 736KB

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Are you not getting the amount of funding and support you’ve expected from both your past and potential donors? Maybe it’s time to have a real plan that can boost your fundraising campaign. You only have to download this fundraising plan template and modify it to fit your organization’s objectives!

6. Fundraising Strategic Plan

Details
File Format
  • PDF

Size: 783KB

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Say goodbye to campaigns and charity drives that don’t get much response by taking advantage of this fundraising plan template. This template comes with a comprehensive content that you can just modify to the specific needs of your fundraiser. Download this template and print on any compatible device!

7. Sample Fundraising Plan

Details
File Format
  • PDF

Size: 62KB

Download

Worried about not getting enough support and visibility for this year’s fundraising campaigns? Your organization can use all the help it can get to convince donors, sponsors and stakeholders that your cause is worth all their support. Download this sample fundraising plan and make your leaders proud by leading your fundraising campaign towards a successful year!

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