Fundraising Plan Template

Develop a successful fundraising plan to reach your goals! Create and manage your plan, track your progress, and see results faster.
Or import into an existing account
Fundraising Plan Template

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. Utilize Cascade Strategy Execution Platform to see faster results from your strategy


Cascade Strategy Execution Platform can help nonprofit organizations, charities, and social enterprises develop and execute effective fundraising plans. Cascade provides a comprehensive framework to help you create and manage your fundraising plan, track your progress, and see faster results from your strategy.

Getting started with your
Fundraising Plan Template
only takes 20 seconds.
Or import into an existing account