Fundraising Planning Worksheet

12 SEPTEMBER / OCTOBER 2007 Although fall isn t the start of most organization s fiscalyears, perhaps as a remnant of our school-year sched-ules, it is a time when many of us gear up after summerholidays often with renewed energy for the busy fallfundraising season. One task facing those of us with fiscalyears beginning on January 1st is the preparation of ourannual Fundraising plan. This article presents a systematic way of creating anannual Fundraising plan for your organization. The focusof this process (like the focus of the Grassroots Fundraising Journal) is on strategies for building a base of individualdonors inorder to create a reliable and repeatable sourceofincome. The six-step Planning process this Worksheet takesyou through will help you create a plan that is based onthe realities ofyour organization s funding base, infra-structure, and Fundraising team. We recommend youinclude both board and staffin creating your plans, alongwith anyone else who is key to implementing the the people who are expected to carry out thefundraising activities have participated in developing theplan, their commitment to it will be greater, boosting yourchance of Fundraising calling together everyone you want to involvein creating the details, however, go through the steps hereand gather whatever preliminary information will beneeded to complete the plan.

STEP 2: ANALYZE PAST FUNDRAISING EFFORTS (Use separate sheets of paper for the following questions for each source.) • For each of the sources of income in the chart in Step 1, note briefly what has worked well to bring in money that you want to do again.

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