Fundraising Planning Worksheet Page 3
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4STEP 4: STRATEGIES — WHAT WILL YOU DO?
Now think about the fundraising strategies you’ll use to build support from individual donors —
and in some cases, from small businesses or corporations — from the point of view of getting new
donors, renewing current donors, and upgrading current donors.
Acquire new donors — List all the activities you will engage in to bring in new donors, such as direct
mail appeals, e-mail outreach, house parties and other events, and individual donor asks:
1.
_______________________________________________________________________________________________________________
2.
_______________________________________________________________________________________________________________
3.
_______________________________________________________________________________________________________________
Renew current donors — List the activities you’ll engage in to ask your current supporters to give again.
Typically, these include mail appeals, e-mail solicitations, and follow-up phone calls. They also include personal
solicitation for larger gifts. Special events are also activities that donors often come to year after year.
1.
_______________________________________________________________________________________________________________
2.
_______________________________________________________________________________________________________________
3.
_______________________________________________________________________________________________________________
Upgrade current donors — Getting donors to consider larger gifts usually requires a more personal approach.
The size of a major gift depends on your donor base. For a group with few or no donors, a major gift might
be $100. For a group with several hundred donors or more who give varying amounts, $250, $500, or
even $1,000 may be the threshold for a major gift.
1.
_______________________________________________________________________________________________________________
2.
_______________________________________________________________________________________________________________
3.
_______________________________________________________________________________________________________________
STEP 5: HAMMER OUT THE DETAILS
For each fundraising strategy that you plan to use, fill out a separate page with the following information:
Strategy:
_____________________________________________________________________________________________________________________________________
Projected income (gross):
$
______________________
Total cost (use worksheet below):
$
______________________
Net income:
$
______________________
Other goals that this strategy will meet (such as get new donors, generate publicity, involve board members
in fundraising):
_____________________________________________________________________________________________________________________________
Number of staff and volunteers needed to carry out this strategy:
______________________
Expenses to complete this strategy:
EXPENSE
$ AMOUNT
NOTES
Staff time
Consultant / Services
Design
Printing
Postage
Travel /Transportation
Food
Other:
Other:
TOTAL
14
SEPTEMBER / OCTOBER 2007
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