Fundraising Planning Worksheet Page 4
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4Activities / Steps to complete this strategy:
DATE
TASK(S)
WHO
S T E P 6 : P U T I T A L L T O G E T H E R
Finally, you can pull together all your fundraising planning in one chart that will show what fundraising activities
you are doing, how much you intend to raise, from whom, when, who will do what, and how much it will cost.
The following worksheet starts with a couple of sample activities to give you an idea of how to fill it out.
STRATEGY
GOALS
TARGET
DESCRIPTION
WHEN
WHO
COST
(dollar amount
AUDIENCE
and response)
House Parties
$3,000
Friends and
Small events in
March, May,
Staff: Help recruit hosts, help create
$200
(total of 3)
45 new donors
family of board
homes of board
October
invitations, thank yous, logistical support
per party
members
members (or other
Board: Host part, invite own contacts,
supporters)
provide refreshments
Major Gift
$20,000
Current donors,
Personal
October 15 –
Staff: Prepare materials, identify prospects,
Minimal:
Campaign
$100 & up
solicitation:
November 30
draft letter, conduct solicitations
some postage
phone or
and meeting
Board & other volunteers: Identify prospects,
in-person
costs
conduct solicitations
TOTAL INCOME: $
TOTAL EXPENSES: $
15
GRASSROOTS FUNDRAISING JOURNAL
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