Fundraising Business Plan Template

Clearly stated and specific goals will help your team craft a thoughtful approach to achieving them (more on this later).These are the means at your disposal to make those goals achievable.Here's a brief description of the elements to include in your case statement: Start with who you are.

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Tip: Before looking at the different components you’ll share with the rest of the staff for this case statement, assemble your fundraising team to discuss internal project expectations.

Examples include goals for implementing new fundraising channels or techniques, top prospects you hope to engage, check-in points along your timeline, and any limitations that could keep you from adjusting the plan as necessary to account for challenges that arise.

For some things, spontaneity is highly desirable, but any fundraising professional will tell you that planning a campaign isn’t one of them.

Having a detailed strategic plan in place before embarking on a fundraising campaign can be a huge determinant of its success, even before the first dollar is raised.

Tip: You may find that nonprofit consultants can offer fundraising avenues that your team may not have explored.

For example, many consultants include fundraising appeals in emails to their mailing lists in support of their nonprofit clients. ” Rather than looking at this list like a “toolkit” for your campaign, consider it more like a body of proof that lends legitimacy to your nonprofit.

Still have questions about starting a nonprofit, finding grants or other fundraising and management queries?

Chat with or email Candid's experts to get answers. If you're thinking about starting a nonprofit, take Candid's course, Is Starting a Nonprofit Right for You?

You may find that some roles have particular “shining moments,” but don’t exactly come into play throughout the entirety of the campaign.

Resist the urge to include specialized team members only in those moments.


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