Video
Introduction to fundraising planning
Does your organization need help directing its fundraising efforts? Planning focuses your organization by setting fundraising priorities and helps give staff and board members a roadmap to success.
This introductory class will provide you the basic steps for developing a fundraising plan, including tips on:
- Making your case for support
- Diversifying your organization's fundraising base
- Creating a plan of action
Additional information
Use the following bookmarks to jump to sections of the training:
Introduction to the course
- 0:00:04 Welcome
- 0:00:45 Who is Candid?
- 0:01:26 Yonkers Public Library
- 0:03:03 Training overview
- 0:03:30 What is a fundraising plan?
The six steps for developing a fundraising plan
- 0:09:17 Overview of the six steps
- 0:16:46 Step 1: Identify your assets
- 0:21:02 Step 2: Develop a case
- 0:23:33 Step 3: Set your goals
- 0:31:50 Step 4: Create an action plan
- 0:40:39 Step 5: Implement your plan
- 0:41:07 Step 6: Evaluate your plan
- 0:42:37 Review of the six steps
Wrapping up
Intended audience
- All levels of experience
- Board members
- CEOs, executive directors, upper management
- Fundraising & development staff