Steps in Developing a Fundraising Plan

Step One: Build the Case

• Create a core communications piece - Giving donors reasons to support your cause

• Select case support materials - real life stories that illustrate your mission

• Create a basic funding proposal

• Share the good things people have to say about your organization

• Put your press kit together

• Gain community support

Step Two: Identify funding sources

• Research funding sources such as members, community groups, businesses, foundations, corporations, institutions, general public, federal, provincial & municipal governments, special events, inkind donations)

• Involve your board

• Identify key donors - develop prospect profiles

Step Three: Select Effective Fundraising Activities

• Plan your cultivation and solicitation activities

• Find corporate giving, foundation and institutional prospects

• Locate Corporate sponsorship opportunities

• Create a Fundraising Activity Schedule and Calendar

Step Four: Put the Plan Into Action

• Approach donors (in person, proposals, presentations, canvassing)

• Keep community perceptions positive

• Recognize donors

Step Five: Monitor the Plan

• Design a monthly progress report

• Evaluate your progress and follow-up