Sample Fundraising Plan Non Profit - With our fundraising plan template, we'll walk you through everything you need to know about creating your own campaign fundraising plan.
What do all organizations and charities have in common? They all need a fundraising plan for every campaign!
Sample Fundraising Plan Non Profit
A fundraising plan template will help you organize and maximize the success of your campaign. It doesn't matter what your organization does or who or what you're raising money for. Without a strategic plan, you are leaving money on the table.
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Fortunately, whether you're planning a peer-to-peer fundraising campaign or an active fundraising event like a 5k race, most fundraising plans follow a similar formula:
Let's explore each step of a typical fundraising plan template as an example of a peer-to-peer campaign. Remember, this applies to a single campaign, not your organization's overall fundraising strategy.
The goals of your fundraising campaign are really the core of your efforts. In fact, you should think of them as the foundation of your entire plan from design to completion.
Before you set your budget, audience, or fundraising goals, think about what you want to get out of your fundraising campaign. What do you hope to do and achieve with the money you raise? Do you want to increase the awareness and engagement of your supporters? Who benefits from your promotion? Which fundraisers and donors are you targeting your target audience?
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Your desired end result acts as the north star of your campaign and helps guide your other decisions.
Let's say you've selected a peer-to-peer campaign. If you are doing a specific annual fundraising campaign, you can look at the previous year's statistics to get an idea of ββwhat your goals should be. If this is your first peer-to-peer campaign, don't worry! As long as your goals are clearly defined, your chances of running a successful fundraising campaign increase significantly.
Let's say your nonprofit is a breast cancer foundation. You founded it after surviving breast cancer, and you hold a walk-a-thon every year to raise money for cancer research. Last year, your nonprofit raised $22,000 and acquired 50 new donors.
π Achievable: Your nonprofit raised $22,000 last year. Raising fundraising income to $25,000 this year seems possible.
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Time to crunch the numbers. As we just mentioned, it's helpful to first review your budget and expenses from last year.
Create a spreadsheet that lists the items and costs of everything you need to budget for. Here are some lines to consider:
If this is your first campaign like this, do some research to estimate how much each of these products might cost. Fortunately, in a peer-to-peer fundraising campaign, you may find that a small budget can go a long way
Here are some questions to ask yourself, your staff, and maybe even your active board members:
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β What is the message of your fundraising campaign? It should be concrete, clear, concise and represent the work of your organization.
β What kind of fundraising campaign do you want to do? Planning a Facebook birthday fundraiser, social media challenge, grassroots effort, etc.?
β Do you only focus on individual donors or groups? Corporate sponsorship? Public figures or influencers? Some combination of the three?
β How do you encourage big donors to give more? Do you gamify your fundraising by encouraging team members to compete against each other?
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The questions may seem endless at first, but they are the key to settling on a fundraising idea and starting planning. In the end, you'll be glad you took the time to prepare ahead of time.
You may find yourself going back to your basic plan and updating it as you go, and that's okay! Your answers to these questions are meant to guide you - they are not set in stone...yet.
If you feel like you need a little help, we have several free campaign templates that you can use.
Now that you've determined your goals, budget estimate, and approach, it's time to put it all together. Create a timeline for your fundraising campaign and fill it out carefully at each step of the process to launch your campaign - remember, the details matter!
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Your timeline acts as your team's road map throughout your campaign, keeping everything on track. Think of it as a checklist you complete to complete your fundraising efforts. This may include creating a campaign website, scheduling social media posts, sending emails, and obtaining donor rewards.
Review it with your team to make sure you've covered all your bases and your timeline is realistic, then assign tasks accordingly.
Check your campaign before launching it to find any errors. If something isn't working, it's better to fix it before than during it.
Review your event timeline, decide when you will engage with donors and what you will say. Ask your team for feedback and make corrections as you go.
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You should also test your idea with regular, long-term donors and supporters to get feedback. For a peer-to-peer campaign, they can offer insights such as what engages their followers or how to clarify your overall message.
Once your nonprofit fundraising campaign is up and running, it's time to start marketing! There are literally hundreds of ways to market to your existing donors. For example, if you're running a peer-to-peer fundraising campaign, here are some marketing tactics to consider:
π’ Create a landing page on your website that highlights your campaign with an effective call to action and a user-friendly donation form.
π Create plenty of organic content (copy, photos, videos, charts, graphs, etc.) to share on your website and social media.
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π² Republish your campaign on social media and encourage your donors to inspire their peers.
π Create a petition, manifesto or proclamation online to generate a list of potential donors before launching your campaign.
π§π½βπ» Start an email marketing campaign. The average open rate for non-profit emails is 25.17% compared to the average open rate for many industries which is only 21.33%.
π Reach out to media partners - such as local newspapers, radio and other relevant sources - who may be inclined to amplify your message.
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The final step in building your fundraising plan is thanking your donors. Thank donors throughout the event, not just when they donate to your cause. After your fundraiser is over, thank them again for their participation and share the impact and success of the campaign. Tell donors what you can do with the funds raised and stay hopeful, optimistic and grateful even if you don't reach your goal (now you have a goal for next year!).
In addition to thanking donors, meet with your team and analyze the results of your fundraising efforts. Now that you have the data, you can review each step of the campaign and decide what went well and what you can improve next time. The more you learn, the better your chances of succeeding in campaigns in the future.
Not every campaign will highlight all of the steps listed in this fundraising plan template, but it's a general format that you can use to map out your ideas. We know that planning a fundraising campaign can be a challenge. On the site, we simplify the process with an all-in-one fundraising platform that offers plenty of tools to start your next campaign, including easy website creation, a signature form for three-step donations, and more.
Anthony Greer is a freelance content writer who creates consistent, engaging, on-brand copy for nonprofits, real estate and digital marketing agencies. Fundraising is hard work. Even with the most dedicated group of supporters and a compelling mission, it takes time and careful strategy to craft a fundraising plan that meets (and exceeds!) its goals.
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For non-profits, fundraising is critical to continuing to make a difference and increasing their impact over time. Since the goals of nonprofit organizations vary greatly depending on a number of factors, fundraising campaigns naturally come in all shapes and sizes. But as fundraising professionals will tell you, a concrete fundraising plan or road map is the common denominator
Simply put, without a solid strategy, setting fundraising goals, identifying donors, and developing outreach tactics become infinitely more difficult.
Our mission is to help growing non-profit organizations raise more money than their size. Planning, launching and executing strategic fundraising campaigns plays a key role in helping nonprofits scale their work in a sustainable way, and we're proud to have helped countless organizations do just that. So what have we learned along the way? This fundraising plan template summarizes our years of experience on the front lines of fundraising. We cover the following:
The examples described in the model are the most immediate in terms of capital campaigns or other large development projects. However, the entire template can easily be adapted to other situations, including annual fundraisers, temporary campaigns, and general planning. Design your own strategy and planning process using the key steps outlined in this template:
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Part of your strategy from start to finish. Without concrete goals, you won't be able to correct course over time or even accurately assess your success after the campaign
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