12+ Fundraising Plan Examples – PDF

Paying back the community—for school children’s school supplies, for calamity victims, for those who suffer from illness—there are a lot of reasons why an individual or an organization would raise funds. You may also see weekly plan examples.

Organizing a fundraising event would seem difficult if you are handling the event alone, but with the help of your comrades and family, you can surely turn the stressful event into something fruitful and memorable. You may also check out risk plan examples.

In organizing big events such as this one, a fundraising event, there must be enough time for planning and preparation as these are the foundation for your plan. Without proper planning, you will find yourself sulked in a chaotic, unorganized event. Hence, planning is important to consider the different areas during the event and to have a smooth flow of the activities. You may also like work plan examples.

Not sure on how to plan your fundraising event? Below are several examples of fundraising plan that will give you an idea how to create your fundraising plan.

Sample Fundraising Plan Example

sample fundraising plan example

Charity Fundraising Plan Example

charity fundraising plan example

Non Profit Fundraising Plan Example

non profit fundraising plan example

Importance of a Fundraising Plan

As mentioned above, a fundraising plan is important since it outlines the preparation as well as execution of the plan to achieve a successful event. With proper planning, every task that should be accomplished during the event will be specified as well as its implementation. You may also see quality plan examples.

It also sets professional goals that promote growth and create teamwork among the entire team. It is tough to work alone especially when you are handling an event where a lot of people are expected to participate. You must have a team who must be assigned into various committees, each having specific roles for the goal, which is to raise funds.

When you are planning with the team, you create a teamwork among the members, and everyone will get excited to make things happen. It is believed that when one is present in the planning and preparation stage, the person would most likely be enthusiastic and passionate to put that plan into action.

A plan can also help the team to track progress in their tasks as well as to identify problems as they arise. You can easily compare your plans with that of your progress. If you think you are too slow than your planned schedule, you can immediately make changes and cope up with the general schedule. This is the reason why you must also put your plans into paper so you will have a basis in every step that you are taking to achieve your fundraising goal.

This would lead us to the next point that a plan will help the team set and balance their priorities and avoid competing timelines. You must set a schedule and deadline to specific tasks and see to it that they are implemented on time and without a delay. When you are laying down your plans, you will also know which tasks are needed to be done first before the other and which tasks are on top priority such as attractive invitations, elegant posters, perfect flyers, and advertisements.

Hence, take time to plan first before doing anything else with regard your fundraising as this can surely help you have a smooth flow in your event.

ABC River Organization Annual Fundraising Plan Example

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Annual Fundraising Plan Worksheet Example

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Annual Fundraising Strategic Plan Example

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Community Annual Fund Raising Plan Example

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Top Tips for Raising Funds

Here are some tips and ideas for raising funds that you might find useful when you are planning to have a fundraising event.

1. Know Your Potential Donors

Firstly, before doing anything else, you must determine who are your potential donors. Just like when you are into sales business where you need to determine first your target market, in fundraising events, you must also know first who your potential donors are. You may also see quality plan examples.

You may create a list and write the names of your family, coworkers, workout buddies, and anyone who you think might support you in your fundraising event. This will also serve as your list of the people who are on top of your priority when you send formal invitations and when you ask for some workforce during the planning as well as in execution stage.

2. Set a Goal

When you have already determined who your potential donors are, you can now set your goals. Usually, a fundraising is for a great cause; hence, be sure to specify what you wanted to achieve.

Make sure that you have goals that are SMART—specific, measurable, achievable, relevant, and time-bounded—so you will have a clear and specific small steps you need to take in order to achieve the goal. You can aim more than what you think you can do, but make sure that it is beyond what you and your future team can accomplish for you might get frustrated when you cannot achieve your planned goal.

3. Send Handwritten Invitations

Before sending out an professional email, it is better that you send first a traditional, tangible, snail mail to your potential donors for this will add a special touch in your invitation. You must also send the invitations early so that your potential donor will be informed ahead of time and be prepared in your event.

You need not send them through post offices; you can deliver or hand them personally. It is very unlikely that they will throw out your handwritten invitations before they read them, as handwritten letters are rare nowadays, thus making them feel special. You can send emails as a follow-up whenever they did not respond to your official letter.

4. Inspire Others

As much as you are inspired yourself in pursuing this fundraising event, you must bring the same inspiration and enthusiasm to inspire others in this event that you plan.

As you go on setting the goal of your fundraising activity and sending out invitations to the people in your list of potential donors, you can include a personal message containing an inspirational message, motivating the recipient and reminding him or her the reason to support the cause that you are working on and what the fundraising efforts mean to you. You may also like transition plan examples.

Comprehensive Annual Fundraising Plan Example

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Detailed Annual Fundraising Plan Example

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Good Land Trust Annual Fundraising Plan Example

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5. Utilize Online Fundraising Tools

Utilizing an online tool will indeed help you manage your fundraising efforts. There are a lot of applications, programs, or sites on the Web that can help you set your fundraising goal, write a personal message and inspirational message to your potential donors, and track your progress. In this way, you refrain the burden of doing the planning in a traditional way. You may also see daily plan examples.

Some of your donors might also be interested to continue supporting your cause and wanted to know more about you, so make sure that you are creating a page or a site for your fundraising event.

6. Socialize

There are a lot of ways on which you can approach your potential donor, and one of those is socializing and seeing them face-to-face.

Make it a point to join them in some gathering or occasion, and take time to talk with them and discuss this matter. There are a lot of opportunities where you can socialize with these people such as in a dinner party, football fame, church, and reunion. The more personal you can get, the more you don’t get denied with your request as it is hard for people to say no when you speak with them personally, face-to-face.

7. Make It Personal

Be yourself. People will help you because you yourself are asking them to. The reason why they heed your request is that it is you who are asking them and they cannot refuse an creative invitation from someone like you. It is likely they wanted to support the cause because they like you and they believe that you are doing that for a great cause. They would also feel that they get to celebrate with you when you are successful in your event.

You can include in your web page a section telling your potential donors the reason why you are supporting such cause. You must communicate your enthusiasm and passion to them so they would also feel the urge to support you in this cause. You may also check out sales plan examples.

Heartland Institute Annual Fundraising Plan Example

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Non-Profit Annual Fundraising Plan Example

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Organization Annual Fundraising Plan Example

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8. Follow Up

Always bear in mind that your recipient might be busy and that there is a huge possibility that they put things off and totally forget about them.

Understand that they have other responsibilities to face, so make sure that you will remind them of your event. If there is someone in your list that you might think is interested to donate or help in the workforce, don’t hesitate to follow up with a little note of reminder email or text message or a phone call.

9. Form a Team

While you are sending your invitations, you will surely find people who are willing to be part of your team for the execution of your plan. They might also be of help in raising more funds faster. You can simply plan with them, inspire them, get inspired by them, and motivate each other. More heads are really better than one especially in terms of brainstorming and planning.

10. Send Thank-You Cards or Notes

Lastly, don’t forget to send thank-you cards or notes, telling people how grateful you are for their support in your event.

Don’t forget to thank those people who support you financially and through their efforts, helping you to achieve what you have planned. They might get inspired and motivated to continue supporting your cause knowing how sincere you are in what you are doing. You can send them an email or a tangible note or thank-you card, and make sure that you are putting an extra effort to make it personal. They will surely appreciate it.

Hopefully this will help you get started in your fundraising plan. You can use the above examples as your reference when you are going to create your own plan. And always remember to have a team who can support you and be with you till you achieve your fundraising goal. You may also see event plan examples.

Lastly, don’t forget the important tips for raising funds as this will surely help you especially when you are still new in organizing this kind of event.

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