Stage 3: Planner

We know who we are, how we will begin serving and have a plan to get there. This stage picks up some momentum by getting policies and procedures together and begin planning your fundraising activities.

Milestones and Action Items

Milestone #1: Created basic management systems/procedures 

  • Action Item #1: Create Policies and Procedures specific to your program
  • Action Item #2: Create Personnel Policies and Procedures


Milestone #2: Created basic fundraising systems/procedures 

  • Action Item #1: Create Money Handling Policy and Procedure


Milestone #3: Defined Ideal Donor 

  • Action Item #1: Take the Ideal Donor Challenge





Related Lessons

Major Donors and the New Nonprofit

Nonprofit organizations rely on major donors to help them achieve their goals. These donors are often individuals or organizations who are willing to give a large amount of money to a particular cause. While there are a variety of reasons why someone might donate to a nonprofit, the main reasons are to help others and to make a difference.

General Operating and Program Budgets

A budget is a tool used in financial planning that allows the organization to predict its income and expenses. It is one of the cornerstones of financial stability and a key component to sound financial management. In this lesson, we talk about the two budgets needed- General Operating and Program. The lesson includes a Video explanation of budgets, Implementation Guide, General Operating Budget template, and Program template.

Weekly Fundraising Routines to Add in The New Year

Fundraising routines are things we do every day, week, month, quarter, or year that helps us with our fundraising goals. Most fundraising activities are cumulative, meaning they build on each other. Doing little things will slowly build to larger things. This lesson gives a checklist of 9 things you can start doing today to help boost your fundraising efforts. The lesson includes a Video explanation and  Implementation Guide.

What’s Your Plan? Creating Your Fundraising Plan for the New Year

I think of a Fundraising Plan as a road map. You start out at one place, decide on where you want to go, and then choose your route to your destination. A Fundraising Plan is how to get where you want to go.
In this lesson, you will receive a video, Implementation Guide, Fundraising Plan template, Fundraising Plan Workbook, Fundraising Plan Income Streams spreadsheet, and the Strategies and Activities Worksheet.