10+ Fundraising Strategy Templates

Undertaking a fundraising strategy campaign for a cause or project is a lengthy and complex process. That’s why, it’s essential to have a clear plan in mind outlining your goals, current resources, requirements and timeline. Such a strategy will help you to stay on track and raise sufficient funds for the project. This is where fundraising strategy templates prove crucial, and that’s what we’ll help you with.

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Table of Content

5 Steps to Write a Fundraising Strategy

Step 1: Explain the Main Aims of the Project

In the first part of your strategy, put down what the fundraising campaign exactly aims to serve and what the end goal is. Since all your efforts would be directed towards this goal, it would be helpful to elucidate about it in the strategy.

Step 2: What Are the Available Resources?

You should be aware of the current status of funds and resources available at your disposal. Make a clear and comprehensive analysis of how much you have and how it can be put to use. This analysis includes all assets that can be harnessed by your organization for the effort.

Step 3: What All Do You Need?

In the next part, make a lucid and detailed report of the exact requirements needed on top of the existing resources. Make sure that you create proper classifications of how much funds are needed to fulfil specific aspects of the project at hand.

Step 4: How Will You Get the Resources?

This is the crucial part of the fundraising strategy – it details your entire plan of raising the amount which you arrived at in the previous section. This is your plan, so make sure that you explore all viable options to maximize your collections.

Step 5: Make an Elaborate Timeline

Putting a comprehensive and all-inclusive timeline down on paper is very helpful since it will help you to go about the process of fundraising in a logical and smart manner. Put specific time-bound deadlines that you have to follow for each step of your strategy here in the timeline.

10+ Fundraising Strategy Templates

1. Corporate Fundraising Strategic Plan Template

corporate fundraising strategic plan template
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Size: US & A4

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To run a successful business fundraising campaign, you must have a detailed and exhaustive strategy to follow. This template will help you create your own using smart business fundraising plans, special events, market surveys, donor tracking, graphical timelines, campaign strategies and much more.

2. Annual Fundraising Strategy Template

annual fundraising strategy downloadable template
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Size: US & A4

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If you’re looking for a long-term fundraising plan template for your company or project, this template is just the one for you. It has a detailed outline of a year-long vision to acquire and collect resources, and a comprehensive timeline that complements this plan.

3. Simple Fundraising Plan Template

simple fundraising plan template
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Size: US & A4

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Are you organizing a fundraiser and feel at a loss for a clear plan to go about it? Fret not for this basic document will help you to categorize your work and plan it well in advance. You can also customize it according your specific requirements and fundraising plan.

4. Editable Non-Profit Fundraising Strategy Template

editable non profit fundraising strategy template
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  • Google Docs
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Size: US & A4

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For all your charitable and philanthropic activities, it’s very important to have a clear and long-term plan in mind. This strategy template will help you organize a successful fundraising campaign for your projects through its easily editable prompts and suggested categorization and timelines.

5. Charity Fundraising Plan Sample Template

charity fundraising plan sample template
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Size: US & A4

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This school fundraising plan template is professionally designed by experts to optimize a coherent and comprehensive strategy for meeting the goals of raising funds for a charity project. It includes clear guidelines as well as open ended well-proven suggestions that you can benefit from implementing in your organization.

6. Easy Fundraising Strategy Template

easy fundraising strategy template
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  • Word
  • Pages

Size: US & A4

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Are you trying to consolidate a proper plan to stick to for raising funds for your business or charity project? Then look no further, for this non profit project plan template is all-encompassing in its scope and details. You can easily mould it to fit the specification of your project.

7. Fundraiser Strategy Example

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  • PDF

Size: 206 KB

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This non profit fundraising template of a fundraising strategy is great if you’re looking for tips to create a successful short-term fundraising campaign. It explores multiple options and has suggestions to overcome commonly faced roadblocks and other issues. You can mould your strategy along the same lines.

8. Simple and Concise Fundraising Strategy Template

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  • PDF

Size: 141 KB

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If you’re looking for an easily workable and condensed template to develop your fundraising plan, this non profit marketing plan template is just the one for you. The headings and breakdown of the plan are logical and coherent, and exceptionally easy to navigate and customize.

9. Detailed Fundraising Strategy Example

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Size: 231 KB

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This simple fundraiser order template is a highly detailed and exhaustive document which outlines important aspects of the plan such as available resources, sources of funds, grants, expenditure, fundraising policy etc. in a highly descriptive manner. It is an official document that will definitely lend a formal air to your own strategy.

10. Sample Fundraising Plan Template

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Size: 120 KB

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This fundraising strategy will guide you along writing up your own non profit business plan to raise funds for your community, school, business, charity etc. There are examples given under each head to help you to assess your resources and chart a proper direction for collecting financial and non-financial aid for the same.

11. Example Fundraising Plan Template

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  • PDF

Size: 187 KB

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If you are concerned about creating a meaningful and successful strategy to run a fundraising campaign, this annual fundraising plan template will certainly help you to take stock of your sources and stick to a timeline. You can use the examples and prompts in it to customize the plan for your specific needs.

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8+ Annual Fundraising Plan Templates 7 Fundraising Budget Template
5+ How to Write a Fundraising Plans Fundraising Strategic Plan Template