Stage 4: Fundraiser

“We feel confident with the management and programs side of the nonprofit and need to add fundraising to begin services.” This stage focuses on the fundamentals of professional fundraising to start raising the funds you need.

Milestones and Action Items

Milestone #1: Create your website and social media


Milestone #2: Create your first fundraising plan

  • Action Item #1: Download the Fundraising Plan Worksheet and Template
  • Action Item #2: Fill in the Worksheet
  • Action Item #3: Write Your Plan.


Milestone #3: Has 100 followers on social media and find your first 100 ideal donors 

Related Lessons

Social Media Beginnings: The Basics of Social Media

Social media are the platforms used to communicate and network with other people on the internet. Social media is an integral part of most people’s lives these days. When an organization has a social media presence, they have an instant level of credibility. Social media done right also gives the organization a cheap way to acquire and retain donors. This lesson walks through the basics of social media and setting up your first account. You will receive an instructional video, an Implementation Guide, and a Social Media Page Overview worksheet to help you plan your social accounts.

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.