Free Template

Fundraising Plan Template

Develop a successful fundraising plan to reach your goals using our Google Sheets template! Create your plan, track your progress, and see results faster.

Free Template

Fundraising Plan Template

Develop a successful fundraising plan to reach your goals using our Google Sheets template! Create your plan, track your progress, and see results faster.

What is a Fundraising Plan?


A fundraising plan outlines the strategy and tactics needed to successfully reach a fundraising goal. It includes a detailed analysis of the fundraising environment, identifying potential donors, and outlining a timeline for achieving the goal. It also helps to identify any potential obstacles and solutions to them.

What's included in this Fundraising Plan template?

 

  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

 

Who is the Fundraising Plan template for?


The fundraising plan template is designed for nonprofit organizations, charities, and social enterprises to plan and execute fundraising campaigns and initiatives. It provides a comprehensive framework to help you create a well-structured and effective plan that will help you reach your fundraising goals.

1. Define clear examples of your focus areas


A focus area is a broad category that contains the objectives, actions, measures, and targets that you need to reach your fundraising goal. Examples of focus areas for fundraising plans include Fundraising Campaigns, Events, and Online Fundraising.

2. Think about the objectives that could fall under that focus area


An objective is a specific goal or outcome that you want to achieve within a focus area. Examples of some objectives for the focus area of Fundraising Campaigns could be: Increase Donor Engagement, and Increase Donor Retention.

3. Set measurable targets (KPIs) to tackle the objective


KPIs, or key performance indicators, are measures that help you track and assess the progress of your objectives. Examples of KPIs for a fundraising plan include increasing donations by a certain percentage, retaining a certain percentage of donors, and increasing event attendance by a certain percentage.

4. Implement related projects to achieve the KPIs


Projects, or actions, are the specific initiatives that need to be completed in order to reach the KPIs. Examples of projects for a fundraising plan include creating a multi-channel marketing campaign, creating a donor retention plan, and implementing a targeted promotional strategy.

5. Move forward faster with Cascade Strategy Execution Software


If you're looking to accelerate your strategy and see faster results, try Cascade Strategy Execution Software. This powerful platform is designed to streamline operational steps, eliminating the need for cumbersome spreadsheets, and enhancing strategic execution. With Cascade, you gain a central place for planning, execution, and tracking, with real-time updates, automated reporting, and centralized collaboration. This allows your team to adapt quickly, remain aligned with strategic goals, and thus, achieve superior organizational success more efficiently. Sign-up for free or book a demo with one of our strategy experts today!

Fundraising Plan Template

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