Creating a Written Annual Fundraising Plan

The Written Annual Fundraising Plan 90-Day Makeover is perfect for two specific groups:

(1) those who are overwhelmed and just don’t know how or where to start and

(2) those who want to get off the special event hamster wheel and create a sustainable fundraising plan.

The Annual Fundraising Plan is one of the important basic tools that you need for success. It will help get your staff and board on the same page and moving towards one common goal. We will help you evaluate your past fundraising efforts to clearly understand where you are now and where you need to focus. You’ll be able to tame your daily schedule when you shift from being reactive to being proactive. No more last-minute deadlines. No more 10-hour days. No more juggling to get everything done.

Your fundraising plan will also ensure that your overall fundraising strategy is appropriately balanced between individual giving, corporate giving, and grants and it will help you say “no” to the activities that aren’t fruitful or meeting your overall goals.


Work Steps

Here are the steps involved in producing a written Annual Fundraising Plan.

Week 1 – Getting Prepared

  • Identify current issues and measure your past efforts. The Get Fully Funded team will send you a detailed assessment to understand your past fundraising efforts, your organizational funding needs, your skills and assets, and what you think are your best opportunities. Depending on how well you are tracking your numbers, filling out this assessment may take you a couple of hours or a couple of days. Getting accurate and honest feedback here will determine your success with the Makeover.
  • Call with Get Fully Funded team. During this call we’ll review the information in your assessment, ask questions, set goals, and discuss the schedule and milestones.
  • Homework. This may include gathering information, putting all the milestones on your calendar, scheduling meetings with staff, board, volunteers, and donors.

Week 2 – Evaluating Your Current Fundraising Activities

  • Evaluating Activities. Phone call with Get Fully Funded team to discuss how to evaluate your fundraising activities. We’ll spend time doing an in-depth evaluation of each fundraising activity to determine if it is still viable and if so what changes are needed to maximize its potential. You’ll need to email a summary of your fundraising activities to the Get Fully Funded team before this call. (1-3 days)

Week 3 – Identifying Major Donors

  • Identifying Current and Potential Major Donors and Developing Cultivation Plans. Phone call with Get Fully Funded team to discuss your current major donors and prospects. (If you aren’t sure, we’ll help you find them. We’ll create plans to cultivate these donors and deepen relationships, plus we’ll create an Ask strategy for your top 3 donors. You’ll need to email a summary of your current major donor strategy to the Get Fully Funded team before this call. (1-2 days)

Week 4 – Putting it on the Calendar

  • Setting Goals. During a call with the Get Fully Funded team, we’ll review and discuss specific fundraising strategies you plan to use in the next 12 months and help you set realistic goals based on past performance. (1-2 hours)
  • Calendaring. You will spend the rest of the week going through your fundraising activities list and major donor strategies to put milestones and deadlines on your calendar. You’ll work backward from each deadline to identify individual action steps and add them to the calendar. This level of detail will help you avoid overwhelm in your daily work. You’ll add in committee meetings, board meetings, staff meetings, other important dates (including vacation time). You’ll email a copy of your calendar to the Get Fully Funded team for review at the end of the week. (2 days)

Week 5 – Reviewing the Calendar & Sharing It

  • Review Calendar. After you’ve had a few days to sit with your calendar, we’ll have a call together to look at it to make sure it makes sense and fill in any blanks. We’ll give you feedback for any potential pitfalls we see. (1-2 hours)
  • Share Your Calendar and Invite Feedback From Others. It’s important to understand that a lot of your work depends on others and the only schedule you can control is your own. So it is important to share your calendar with other staff, board, key volunteers, key committee leaders, and any others whom your calendar may impact (perhaps your spouse). This will help them see and give input into not only your overall goals, but your scheduling of individual tasks. Your goal here….no surprises and they’ll be more cooperative and responsive because they had input. (3-5 days for feedback)

Weeks 6 – 11 – Implementation of Plan and Calendar

  • Weekly Check-in. You’ll have a weekly check-in call and accountability email with the Get Fully Funded team to be sure that you’re on task working your plan and that things are going smoothly. Creating new habits is sometimes hard and we’ll be there to help you navigate those first few weeks and help you work through any bumps in the road that may try to sidetrack you. We’ll make suggestions if we see that your plan needs some fine-tuning as you implement it. (30 minutes weekly)

Week 12 – Follow-up and Next Steps

  • Evaluating Your 90-Day Makeover. At this point, you should be working your new plan and seeing the results from your hard work. In our final call, we’ll discuss next steps including on-going evaluation of your plan and planning for the next year.