Skip to contentCalendar Fundraiser Template Free – Now it’s time to start putting it all together. Carefully fill out your fundraising campaign calendar based on goals, timelines and budget estimates. This comprehensive resource will give your team a complete understanding of how each element of the strategy fits together and will serve as a guiding document to focus efforts from start to finish.
Here’s what we recommend: Each fundraising plan may look slightly different depending on your organization’s needs and the specific events or campaigns involved. But they all have something in common. Almost all fundraising plans include: But in the long run, you can’t run an entire organization on the generosity of a few people.
Calendar Fundraiser Template Free
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And unless you’re independently wealthy with an endless stream of income, you can’t finance yourself forever (and you shouldn’t do it in a minute). For capital campaigns, the total amount raised through major gifts will be the most important strategic focus of the campaign.
Step Finalizing A Calendar
Large gifts account for 60-80% of the campaign’s total revenue target. For example, a capital campaign aiming to raise a total of $5 million must plan to raise $3.5 million or more through major gifts. Determine this amount now so that it fully informs your future research and planting strategy.
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For example, if a great opportunity presents itself, can you replace it with one of the other strategies? It is important to review this plan quarterly to see if your goals and strategies have changed. Remember – this fundraising plan should be a living document.
You should also use it as your “North Star” guide throughout the year, constantly adjusting your team and priorities in your strategy to achieve your goals. Capital Campaigns: A Crash Course for Nonprofits. Raising money for a major expansion or development?
The Anatomy Of A Fundraising Plan
You must plan and run a capital campaign. If you are new to these campaigns, you can use this guide to get the map. Fortunately, fundraising planning is a skill that can be learned, and it won’t take long to get you on track.
(Hey, keep reading this blog, you’ll learn a lot!) You can easily write event information about guests and donors. This is a relatively simple fundraising planning calendar template that shows various aspects of a fundraising organization, such as events and donor solicitations.
The first week of your fundraising calendar campaign should consist mostly of preparation. However, you will likely find a gap between your projected net income and your required gross income. This means you need to keep refining your plan at each stage, whether it’s plans to cut costs or plans to raise more money.
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The main purpose of this step of the fundraising plan template is to give you a clear idea of how much money you want to spend and how much you want to raise, and how these two numbers relate to each step of the campaign and as a whole.
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When it comes time to market your campaign plan and secure board buy-in, having a solid budget is critical. Donorly provides guidance on all of these key elements of a great campaign. We specialize in helping growing nonprofits develop fundraising strategies and connect with game-changing donors that help them scale.
From fundraising consulting to comprehensive campaign support and 24/7 research services, we’re proud to have helped countless nonprofits take the guesswork out of fundraising and grow their impact sustainably. Put these goals in priority order – which have the most effect and which should be prioritized?
I’m sure you want to do it all, but remember that the plan is to focus your efforts on the things that matter most. Setting a start date for the first phase of the campaign should be fairly easy, but setting a deadline can be more difficult.
Remember that it is important to set time-bound goals. At this early stage, your deadline may not be a specific date yet, but a more general time frame, such as “mid-June”. As you focus your campaign strategy and timeline, you will eventually need to set specific deadlines, but the point is to make the guidelines as clear as possible for each step of the planning process.
Be Willing To Change When Necessary
Keep it short; it doesn’t have to be long. However, this goal must be consistent with all other sub-goals. If you start working on something that doesn’t achieve that goal, you have to question whether it’s worth it.
This step will look different for each campaign, but the main idea is to register relevant sources at the beginning of the process and register them completely. For example, pledges to major donors, government grants, and grants from private foundations are common sources of capital campaigns.
Note any important restrictions or compliance requirements that need to be addressed to actually use the funding. Calculate how much you earned from your campaign and subtract that from your campaign’s main revenue goal. This will give you the total amount you plan to raise through the campaign.
For example, if your total operating budget is $250,500 and you have $25,000 in government grants, $20,000 in foundation grants, and another $50,000 in pledges, you need to raise an additional $155,500 through other fundraising. Try to do this step as seriously as possible.
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How To Make Y
our Fundraising Calendar
Knowing what to do and account for at each step will be very helpful as you complete the rest of your fundraising plan template. Plus, by including details (rather than just a few) that you can refine over time, you’ll end up with an easier-to-implement and more profitable fundraising strategy.
Actionable – You must be able to realistically act on your goals. For example, don’t set a goal to attend X number of in-person events if in-person events aren’t possible for your nonprofit. Hi, great idea and strategy.
I also recommend the following article, which discusses fundraising formats, how nonprofits can raise money, and steps to create a solid nonprofit fundraising plan. You may find the fundraising plan template in the article very useful: https://karelane.com/blog/how-to-create-a-bulletproof-non-profit-fundraising-plan-7-steps/ 90 Day Action Plan allows you to
break the year into smaller, more manageable chunks. It also helps you think through the tasks that need to be completed for each fundraising effort – and break them down into smaller chunks that are easy to plan and delegate or get help from.
Annual Events
Plus, life changes FAST, so you need to be able to adapt quickly. Realistic – Your goals should be ambitious but achievable. For capital campaigns, a feasibility study is essential to explore what this means for your organization (more on this below).
For other types of campaigns, past collection and performance data will be the best option for setting effective but realistic goals. How to Hire a Fundraising Consultant: 5 Steps to Success Working with an expert is the best way to ensure campaign results.
If you’ve never hired a fundraising consultant before, this guide breaks down the process into specific steps to follow. Now that you know why you need a fundraising calendar, you may be thinking about how to create one.
Getting creative in Excel or working with something like Asana has a lot of tools. You can complete a similar process in one of the steps mentioned above. If you use a spreadsheet to create your plan, each of these sections will have its own tab, so you can easily access all your information in one place, and you’ll know how you’ve achieved a certain deadline or task.
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For capital campaigns, remember that the amount raised through major gifts should be around 60-80% of the campaign’s total revenue goal. The exact percentage you’re aiming for will vary based on a number of factors. If you worked with a fundraising consultant to conduct your feasibility study, they should be able to guide you in determining appropriate primary fundraising goals based on your nonprofit’s current fundraising capabilities.
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Deadlines – Specific deadlines will be important. If you don’t know exactly how long you have to reach your goals, you won’t be able to set benchmarks or check progress during the campaign, making it harder to adjust and adapt to unexpected challenges.
Celebrate reliable events that happen every year. If you’ve held a fundraising marathon for the past eight years, there’s no reason to skip it in year nine! Ground yourself in these reliable stages. We may share your information with our marketing and advertising partners using cookies and other technologies to enable personalized advertising (such as interest-based ads).
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Step Creating A Gift Range Chart Or Gift Pyramid
Now that your goals, budget and timeline are in focus, it’s time to dig deeper into the gifts that will make the biggest difference. A gift pyramid (also known as a gift chart or gift table) is a document that outlines how many major gifts are needed at various levels to reach your campaign goals.
Think of your fundraising plan as both a communications calendar and a strategic plan. Remember, it should be a living document that you refer to often, including your main fundraising goals and detailed implementation plans and goals.
Review each campaign you plan to run and figure out where to place it throughout the year. Keep budget and staffing in mind – if you run three separate campaigns between September and December, you can reach people.
Launching an open appeal for donations to support your organization may work a few years after building a strong support base, but it won’t do much for a new nonprofit. For nonprofits, fundraising is critical to sustaining change and increasing their impact over time.
Create And Share Your Calendar
Fundraising campaigns naturally come in all shapes and sizes, as the goals of non-profit organizations can vary greatly based on a wide variety of factors. However, fundraising professionals say that a clear fundraising plan or road map is common to all successful fundraising campaigns.
Any work you do now is work you won’t need to do in the future. This means that what you put in at the beginning is what comes off the plate next year. For example, you can start assigning tasks to your team based on your gut feeling.
Or you can take a more systematic approach.
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