This section of the module is about how to develop appropriate fundraising planning, how to set suitable objectives and how to elaborate fundraising strategies and tactics to achieve those objectives.
According to the European Fundraising Association (EFA), planning is an indispensable element for fundraising.
Once needs and objectives are clearly established, it is possible to start developing the right strategy to achieve them. This is a four-step process:
- Conducting a Fundraising Audit
- Developing a Fundraising Plan
- Establish a case of support
- Fundraising Evaluation and Control
Activity: Look at the presentation providing a step-by-step guide to planning fundraising and then explore the template for elaborating a fundraising plan
Synopsis Project: training – Fundraising Planning: Steps and Competences
More Web links to explore
Donorly — Step-by-Step Fundraising Plan Template for Nonprofits
Learn more about fundraising planning
8 High-Conversion Fundraising Tactics post-coronavirus
26 Strategies to Take Your Fundraising To The Next Level
Activity: Review the fundraising guidelines How to plan your fundraising strategy
A successful fundraiser must demonstrate a number of specific competences, such as:
- How to conduct research activity,
- How to devise a strategy, a plan,
- How to manage a productive working relationship with suppliers
- Implementation of a fundraising methodology
- Problem solving capacity
Activity: Review the presentation on managing fundraising and fundraising resources.
For you and your organisation, identify which are the most important steps to develop?
Synopsis Project: training – Managing Fundraising
More fundraising links to explore
Developing A Fundraising Strategy – YouTube video
How To Develop Fundraising Skills
Top 10 Qualities of a Successful Fundraising Professional
How to Evaluate Fundraising Effectiveness and Strategy
48 Fundraising Ideas in Under 8 Minutes – YouTube video
Additional resources
Certification Competency Framework
