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
- Action Item #1: Create
Policies and Procedures specific to your program
- Action Item #2: Create
Personnel Policies and Procedures
- Action Item #1: Create
Money Handling Policy and Procedure
- Action Item #1:
Take the Ideal Donor Challenge
Bonus: Create an Annual Report Get It Done Boot CampThis lesson was originally a paid Boot Camp in a Facebook Group. It is an added bonus here to supplement and enhance your learning.Session 1 Annual Report Workbook Session 2 Annual Report Workbook Canva Instructional...
Bonus: Messaging LessonThis lesson was originally a lesson in Nonprofit Nation, a Fundraising membership. It is an added bonus here to supplement and enhance your learning.Watch Before Downloading the Guide Ultimate Implementation Guide There are two ways to get the...
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.
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.
This lesson teaches the very basics of fundraising. We talk about what those basics are, why we do them and get into how to start fundraising. A five-page Implementation Guide with fundraising ideas for every stage is included with the lesson.
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.