InterestCurve Global Consulting

Strategic Fundraising Plan (example) Organization: (name) Timeframe: (typically 3 to 5 years, e.g. 2016 – 2018) Overview • Organizational aim (mission statement, brief background, and organizational history) • Services/activities that organization provides • Needs that the organization fills or “pain points” that it addresses • Beneficiaries of the organization’s work (demographics, behaviors, etc.) • Organizational “personality” (if your organization were a person, what would it be like?) • Objectives of the organization • Reason for seeking a fundraising strategy now (as opposed to at other times in your organization’s history) Current Position • SWOT Analysis to analyze strengths and weaknesses alongside opportunities and threats • Organizational financial needs over the next 3-5 years Strategic Fundraising Plan (example) - Current Income • Existing funding situation (example below) • Include information on any unsuccessful fundraising attempts, including reasons why they were unsuccessful. 2 Strategic Fundraising Plan (example) - Proposed Sources of Income • “Diversified Fundraising Portfolio” o Relying too heavily on one source of funding could leave the future of the project or service uncertain - if that funding source ceases to be available. To combat this and ensure sustainability, nonprofit organizations should aim for a mix of funding sources (grants, donations, business sponsorships, income generation, crowdfunding, annual gifts, in-kind gifts, etc.). o Outlines how the funds will be raised to cover the project costs from the previous section, including: § details how the money will be raised § funders that will be approached (e.g. statutory bodies, charitable trusts and foundations, businesses, earned income, etc.) § fundraising activities that will be carried out. • Contingency plan, in case of shortcomings in funding. 3 Strategic Fundraising Plan (example) - Monitoring • Tools and measures to successfully monitor and evaluate fundraising success o Ongoing monitoring helps organizations to ensure that they stay on track and can make small tweaks to the strategy when it begins to veer off course) Conclusion • Key points and considerations: o Do you need a dedicated fundraiser/fundraising team in the organization? o Do staff/volunteers need additional training? o Does more time need to be allocated to a particular project? 4