Fundraising Planning

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. 

fundraising drawing

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:

  1. Conducting a Fundraising Audit
  2. Developing a Fundraising Plan
  3. Establish a case of support
  4. 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

<< Fundraising Activities

Some fundraising guidelines
EFA Certification Guide, the competence framework for professional fundraising
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

fundraising drawing

European funding >>