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

Start thinking about your organization's fundraising strategies! Join us for an optional 30-minute exercise after the in-person class.

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

• 0:44:12 Key takeaways
• 0:45:51 Q&A
• 0:49:35 Next steps