Preparing a fundraising plan
A fundraising plan aims to pull together all the information you need to fundraise effectively. This includes:
Your fundraising aims and priorities
- what are you trying to achieve?
- which activities are the most important to get funded?
What the funder needs to know
- clear aims and objectives of the group and its projects
- the group’s history and track record
- project summaries, including timescales
- a profile of the people who benefit from the activity, including how many
- evidence of need and demand
- resources needed, including space and people
- a clear, researched budget
- what the project will achieve (sometimes called "outcomes")
- research funders
- agree a timescale for your fundraising
- allocate different tasks to different people
- monitor and review your fundraising tasks
A fundraising plan isn’t the same thing as a business plan, but might become a part of one. Most fundraising plans are more like “work in progress” – a succession of meetings to agree and review tasks and gather together information. Find out who should be involved.