How To Build A Solid Fundraising Plan In 10 Steps

It all starts with a plan. Success in fundraising requires discipline and focus, and these attributes are best achieved through careful planning. A Fundraising Plan is an essential tool for any organisation aiming to secure long-term funding for its programmes and operations. It is equally valuable for fundraisers seeking to enhance their effectiveness and success while engaging the Board, the fundraising team, and colleagues in fundraising activities.

A well-crafted Fundraising Plan is vital for your organisation’s growth, enabling you to improve your fundraising performance and align expectations within the organisation. In this session, you will learn how to create a Fundraising Plan step by step, supported by practical examples and a structured process that has been tested and proven effective. You will also gain insights into common pitfalls in fundraising planning and strategies to avoid them, along with practical tips drawn from real-world experience.

Most importantly, this session will empower you to take a proactive approach to fundraising and instil confidence in your fundraising programme.

Learning outcomes:

• How to set realistic and ambitious fundraising goals.
• How to build proposal submission tables & fundraising calendars.
• How to create credible income projections spanning a three-year period.
• How to define your fundraising strategies and tactics that will help you reach your goals.
• How to monitor and evaluate your plan.

Who Should Attend:

• Fundraisers,
• Development officers and managers,
• Directors and Deputy Directors,
• Anyone engaged in fundraising activities.

Suggested Audience Level:

• This session is tailored to fundraisers at all levels of experience.