Nonprofit Fundraising Plan

Posted: Dec 24th, 2020 Updated: Dec 24, 2020

2021 is almost here! Or, by the time you read this, it's probably already here. Building a new OR revising last year's fundraising plan is the best way to help you reach your goals. FundHero's team put together a comprehensive outline of what you need to do to build an effective fundraising plan, click here to check that out, or keep reading for a brief summary of what you need in a finance plan.

Why do you need a fundraising plan?

A fundraising plan helps you think through tactics and strategies that will maximize your time and boost your fundraising efforts. The best way to build your fundraising plan is to download our comprehensive template below! The fundraising template outlines the major concepts you need to know when developing an annual fundraising or finance plan for your organization. There are often big numbers and goals in fundraising, but if you take the time to break it down into manageable chunks, you and/or your team can tackle anything!


What are the different sections in a fundraising plan?

A fundraising plan will help you think through your previous achievements and set new goals, increase your contact list, and build on the strategies/methods needed to reach your goals. (For details on each on of these sections check out this page)

This includes:

  • Introduction
  • List Development and Donor Triangle
  • Solicitations
    • Email Fundraising
    • Direct Mail
    • Digital/Social Media
    • Texting
    • Telemarketing
  • Events
    • Major Events
    • Minor Events
  • Board of Directors/Finance Committee
    • Give or Get
    • House Parties/Cottage Meetings
    • Peer-to-Peer
  • Donor Initiatives
    • Major Donors
    • Monthly Sustainers and Recurring Donors
  • Special Projects and Grants


Want more details?

We could fill out this whole post with details about a fundraising plan, but we've already done that! Either download the fundraising plan below or visit this page for a comprehensive outline to building your fundraising plan.

Sam Shurtleff

With a background in business and entrepreneurship, Sam brings a unique view to the FundHero world. Focusing on product development and user success her goal is to help candidates and nonprofits become better fundraisers with all the right tools at their fingertips.