FUNDRAISING PLANS AND TEMPLATES

FUNDRAISING PLANS AND TEMPLATES
FUNDRAISING PLANS AND TEMPLATES
FUNDRAISING PLANS AND TEMPLATES
FUNDRAISING PLANS AND TEMPLATES
FUNDRAISING PLANS AND TEMPLATES
FUNDRAISING PLANS AND TEMPLATES
FUNDRAISING PLANS AND TEMPLATES
FUNDRAISING PLANS AND TEMPLATES
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682 KB|16 pages
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Product Description
1. Organization and environment
1.1 Background to [name organization]
1.2 Fundraising history of [name organization]
1.3 SWOT Analysis
1.4 Implications

2. [Organization’s name’s] fundraising strategy
2.1 Where we’re heading
2.2 Objectives [time line; minimum 1 year]
2.3 How [organization’s name] will get there

3. [Organization’s name’s] resources
3.1 Budget
3.2 Staff
3.3 Support

4. Potential funders
4.1 Research plan
4.2 Short-list

5. Fundraising environment
5.1 Range of heritage organizations in the area
5.2 Funding environment (local & regional governments and foundations)
5.3 Summary and strategic recommendations

6. The Case for support
6.1 Key messages
6.2 Matching funders’ interests with your objectives
6.3 Tactics
6.4 Contingencies

7. Implementation plan
7.1 Budget detail
7.2 Timetable

8. Monitoring & evaluation
8.1 Matching objectives to measures of success
8.2 Fundraising Targets
8.4 What have we learned?

9. Developing Substantial Donors’ or Purchasers’ Lists
9.1 Prospecting Strategies
9.2 Renewing Strategies
9.3 Upgrading Strategies

Total Pages
16 pages
Answer Key
N/A
Teaching Duration
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