Fundraising Planning Worksheet Page 2
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2
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4Fundraising activities, current year-to-date figures, and projections for the coming year:
LAST YEAR’S
LAST YEAR’S
CURRENT YEAR’S
CURRENT YEAR’S
NEXT YEAR’S
NEXT YEAR’S
SOURCE
INCOME
EXPENSE
INCOME
EXPENSE
INCOME
EXPENSE
Individual donors
Total
Membership dues
•
Events
•
Major Gifts
•
Mail solicitation
•
Other:
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Sales / earned income
Other sources:
Government
•
Foundations
•
Corporations
•
TOTALS
STEP 2: ANALYZE PAST FUNDRAISING EFFORTS
(Use separate sheets of paper for the following questions for each source.)
For each of the sources of income in the chart in Step 1, note briefly what has worked well
•
to bring in money that you want to do again.
What hasn’t worked? How can you improve or modify these strategies to make them work?
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What are new opportunities coming up that you want to take advantage of, such as a special
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anniversary, a large organizing campaign, a new executive director?
(If you want to do a more detailed evaluation of your past fundraising efforts, including rate of
response, what worked, and what should change, see “Evaluating Your Individual Donor Program”
by Stephanie Roth in Grassroots Fundraising Journal, Vol. 20 #6, (Nov-Dec 2001), available at
)
STEP 3: DETERMINE YOUR AVAILABLE RESOURCES
Resources for fundraising include the people who will be involved in carrying out various fundraising
tasks as well as money you’ll need to spend on staff time and materials. The expenses were included
in Step 1. The following chart will help you brainstorm who you can recruit to your fundraising team.
WHO?
HOW MANY?
WHAT COULD THEY DO?
Board members
Staff (including program staff)
Volunteers (including former board
and staff, members, supporters)
Who else?
If your organization’s budget-setting process has identified how much you plan to
spend on fundraising, put that amount here as another resource you have available:
$
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GRASSROOTS FUNDRAISING JOURNAL
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