9+ Strategic Fundraising Plan Templates – PDF

The start of the year makes most of us excited for a brand new start. We waved goodbye to 2017 and once again got out our pens and papers for our yearly plans and New Year’s resolutions because even the best of us can use a fresh, clean slate. New year, new smart goals, new plans, new projects. All of them sound really nice until our excitement fades not even halfway through the year and then we realize we haven’t been able to fulfill even half of the goals, plans and strategies we have set. Not even half was implemented. You may also see Free Plan Templates.

Sample Fundraising Plan Template

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Strategic Annual Fundraising Plan Template

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Fundraising Strategy Template 2016-2019

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The Nonprofit Story

For organizations like nonprofits, the same old story goes. Plans are set in January and what good plans they are, but when the leaders fail to manage these plans well enough to have them implemented, come April and they’re back to square one or not even close to getting their projects completed. You may also see School Fundraising Plan Templates

The promise of a new start is always good for nonprofit organizations especially because this also means they have another chance just like other businesses, to plan ahead and set better strategies since they also have promises to keep for their stakeholders. Yet how do you make sure that the blunders of your fundraising strategies will be fixed this year? That you don’t make the same mistakes or maintain the success of last year, or maybe even just do better? You may also see Financial Plan Templates

Simple Fundraising Plan Template

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Fundraising Plan 2017 Draft Template

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Importance of Planning in Nonprofit and Fundraisers

You’ll be surprised to find that a lot of nonprofits, especially those focusing on charities and smaller organizations mange to operate without setting strategies or without a robust plan in place to guide them through the year. Most of the time, they just form committees or put a team in charge of a project, a drive, event or activity then hope for the best or call already call it strategic planning. They could produce campaign ad materials in the form of flyers, a magazine ad for a local benefit concert, meet with government affiliates and sponsoring companies at one point and that’s it. Until they find themselves hit by issues in funding and bank accounts not going right, allocated budget not properly met. They’d scratch their heads in panic and confusion and then race to write funding proposals to foundations and corporations without a solid purpose and their strategies or lack thereof, falling down the drain. If you’re managing a nonprofit, you’re asking for a bad headache and anxiety if you fail to plan strategically especially when there are people in the community depending on you to deliver.You may also check out here Non Profit Marketing Plan Templates

1. Plan to Avoid Setbacks

Even if your organization have a decent bank account and funds to get by through the year, running your annual fundraiser without strategies would result in conflicts, stress you can do without and in worst cases, financial disaster. You may also see Free Strategic Plan Templates

Avoiding the same fate would be challenging, especially if this is all new to you, but you’ll do just fine if you know how to plan well, and planning well, is exactly what you need to do. Planning well also calls for strategies that are focused on what the organization is about and who its beneficiaries are. There’s no cause larger or smaller than another if you believe it’s worth fighting and working for, so no matter how small, or how new your school, charity foundation, church or organization is, or how far along you are in developing it, your team would do better with a structured and strategic fundraising plan that all of you can commit to, towards their implementation. You may also see Sample IT Strategy Plan Templates

2. Making Your Case

What doe it take to have a strong fundraising plan? It should be written with purposeful action geared towards achieving targeted goals from different sources and be as detailed as possible from beginning to end. The best fundraising strategic starts off with a solid base statement of a case. In other words, stating your case means describing who you are as an organization, what you stand for, your fundraising campaign vision and how you intent to achieve it and how this plan supports your organization’s mission. The good news is, there’s a good chance that majority of the information you need is easily found in the organization’s website, recent requests for proposals, for you to have a guide on what language to use in your plan or how you’re going to approach it. By doing so, you’ll be able to avoid spending extra time and effort needed to do this work again and make sure that the communication part of your organization and how it positions its messages remain consistent.You may also check out here Sample School Strategic Plan Templates

3. Mission + History

It’s important to start with who you are. Begin to plan by showing the scope within which your nonprofit is preparing for its fundraising task. Discuss your mission, who your beneficiaries, intended audience or who you serve and the part that your organization plays in the community at large. You can also include any type of recognition or defining moments in your nonprofit’s history, notable changes in its structure, vision and mission, stakeholders and other key information you think are important to the campaign. You may also see Simple Strategic Plan Templates

4. Fundraising Plan Summary

This would serve as your “elevator pitch” for the fundraising proposal you need to write. Start with a few sentences explaining how the fundraising campaign you have planned will help your nonprofit achieve or reach its increasing standards of mission-oriented objectives.

5. Goals + Objectives

State your goals to help your team create a good and competitive approach to reaching them.

6. Resources

These are the things you currently have available to make the achieving of your goals more possible which would be likely a combination of specific and intangible, fixed and flexible, reliable and risky assets. You may also see One Page Strategic Plan Templates

7. Supporters

This is the part where you pinpoint the key players in making your fundraising strategy an effective one. Identify your most loyal supporters that you know you can depend on to help further your campaign towards success. These people and entities are your longtime partners in the nonprofit industry, organizations who support the same causes as the ones you support, corporations who have always believed in your cause and mission, affiliates in the government, social media evangelists of your campaigns and especially your most dedicated volunteers. Not only can your rely on them to help your fundraising strategy ship sail as they lead others to the same and support your cause too, the would also be your number one donors and believers. You may also see Plan Templates in PDF

8. Communication

Remember that regularly communicating personally with these individuals and groups is important throughout the campaign. You need to touch base with them and so to make your individual efforts manageable, break the whole team to groups of about 10-15 people because having too many of them in one tier will cause you to lose track of most of them so the goal is to reach them in a more personal level. You may also see Community Strategic Plan Templates

Now that you have established your campaign messaging, identified your supporters and targeted sponsors or donors, the next step is to figure out the implementation of your strategic plan.

Make sure you document how you will execute every part of your campaign. You’ll have a lot of details to chisel out, but make sure to hit these points: You may also check out here Strategic Business Plan Templates

CAMPAIGN SETUP:

Start date and end date – Plan start and end dates internally to account for the preparation of campaign outreach, post campaign efforts which could extend further out than the campaign’s actual, public dates

The fundraising goal – Set the goal of your fundraiser in figures which you should release 2 versions of public and internal For example, everybody in the community knows your target figure might be $50,000, but you may have internal stretch goal of $75,000. You may also see Marketing Strategy Templates

COMMUNICATIONS:

Soft launch – Decide when and how your sponsors donors, volunteers, funders and other stakeholders will be contacted. Set a schedule for any personal phone calls or emails tailored to specific people who should be informed in advance before the official launch of your campaign so they can help boost the support you get.

Communication channels – Determine which media or campaign channels you will use, and how. Is it going to be solely email-based? If so, when will you send your emails? What about print ads? Are you supposed to make any phone calls? Are you going to write a blog about the campaign on your online channels? You may also see Plan Templates in Word

Communication calendar – It is important to have schedules set for your email and social media campaigns

Assets – Decide what content and materials you will need to tell your story and make it a compelling one. Use your resources to their advantage because you would have a lot of them o choose from: visuals, infographics, impact stories, photos, videos, etc.

Fundraising Strategy Plan Template 2016-2019

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3-Year Strategic Fundraising Business Plan

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Printable Strategic Fundraising Plan

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Strategic Fundraising Plan Sample

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Strategic Fundraising Plan Template

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Plan to set your focus right where it needs to be

Writing a plan could give you more focus on your fundraising efforts and create your nonprofit calendar for the following year, serve as a guide for your team to come up with the right strategies especially when you are at the middle of your events or when busy trying to get sponsorship and funding from corporations. In other words, your fundraising strategic plan will keep your sanity through the madness of everyday management of your nonprofit office and organization. You may also see Nonprofit Project Plan Templates

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