How to Make an Effective Fundraising Plan
- 4.5
Brief Introduction
Guide to create your nonprofit's development planDescription
Welcome!
Many organizations are urgently seeking to raise funds to continue operations. Professionals in the nonprofit industry focus on going directly to request donations. However, to achieve effective fundraising strategies and a sustainable nonprofit organization/charity, planning and evaluating your fundraising strategies is critical.
I designed this course for nonprofit organizations that want to excel in their fundraising strategies and are willing to invest time in planning their fundraising initiatives based on the analysis and understanding of their needs.
That is why, in this course, I focus on planning and evaluation. In this course, I explain the planning components so that when you finish, you can effectively develop your organization’s fundraising plan.
The course is divided into three (3) sections:
Section 1: The Needs Assessment. It is focused on providing you with tools to identify your fundraising needs. It includes:
Three (3) exercises.
PDF with PowerPoint slides used in the video.
Assessment template.
Document in Microsoft Excel with illustrative examples.
Document in Microsoft Excel integrating everything taught in this section.
Section 2: The Plan Components. It is focused on the components necessary to develop the fundraising plan. It includes:
Five (5) exercises.
PDF with “slides” used in the video.
Plan template.
Document in Microsoft Excel integrating everything taught in this section and the previous one.
Section 3: Evaluating the Plan with the “Discrepancy Evaluation Model”. It is focused on “how to evaluate your fundraising plan” to determine if you effectively addressed the needs you identified and planned for.
One (1) exercise.
PDF with “slides” used in the video.
Evaluation Template.
Document in Microsoft Excel integrating everything taught in this section.
References and suggested books:
Rosa, R. (2006) Planificación y Evaluación de Programas
Burke, N. Works, E. (2012) The Complete Book of Grant Writing
Requirements
- Requirements
- Microsoft Office, Google Docs or similar program to open the exercises and documents.
- Adobe Acrobat Reader to open .pdf documents
- The exercises are focused on non-profit organizations, so you should know your organization's the goals, mission, vision, values and priorities. Those students not linked to an organization should have one in mind for the purposes of the exercises.