Simple Success Fundraising Plan
“Here’s how I personally create a reliable nonprofit fundraising plan that practically guarantees my success!”
Dear Fundraiser,
If you’re responsible for raising money for a nonprofit organization and you’re tired of trying everything you know and still not raising enough money, I have good news.
You have discovered a source of information that will transform your success in fundraising.
I’m Sandy Rees and I’m known to many as THE source for practical fundraising information. I spend my days showing small nonprofit organizations how to raise money for their cause, and I teach them how to do it with less worry and more success.
I know for some, the last year or so has been tough. The economic downturn has wreaked havoc on many good nonprofit organizations, and it’s a shame. Programs have been cut back or eliminated, staff have been let go, and worse.
It’s a shame because it doesn’t have to be that way.
Most of the organizations that I have seen struggling don’t have the pieces in place to guarantee their success, including a fundraising plan. That’s why I’ve created the Simple Success Fundraising Plan - to show you, in an easy, step-by-step format, how to create a plan that will help you reach your fundraising goals. Now I’ve put my Simple Success Fundraising Plan into a do-it-yourself study kit that you can use and refer back to time after time.
Here’s what is included in the Simple Success Fundraising Plan do-it-yourself kit:
- 100+ page workbook in a 3-ring binder
- 4 CDs with audios teaching you the most important information
- 1 CD containing Word versions of the 28 worksheets that you can customize for your own use
- Sample fundraising plan
I’m a BIG believer in making things easy. In fact, one of the most common comments I get when I teach this concept in person is that I make things very easy to understand and give practical information. I’m known for my step-by-step approach to fundraising. And I want to share it with you so that you can grow your ability to raise funds.
As part of this do-it-yourself kit, I’ll walk you through each of the major components of my Simple Success Fundraising Plan starting with your organization’s strategic goals and your fundraising goals. I’ll give you my personal formula for developing goals that I guarantee you can reach! Next, we’ll talk through every component of the plan including the reasons why someone would give to you, the strategies you’ll want to implement, and more.
Here are some of the worksheets you’ll get:
- Fundraising Self Assessment

- Case Statement Template
- Fundraising Strategy Worksheet
- Marketing Strategy Checklist
- Summary Calendar Template
- Grant Tracking Sheet
- Fundraising Budget Tracking Sheet
- Fundraising Monthly Evaluation Checklist
- and two dozen more!
“I stopped dealing with the crisis of the day and started focusing on my goals. That’s when things really started to happen.”
Here’s what you’ll create using this do-it-yourself kit:
- Specific fundraising goals for your organization
- List of your top fundraising strategies for the year
- List of your top marketing strategies for the year
- Simple case for support
- Customized monthly checklist for yourself to stay on track
- Work plans for each strategy
I can remember the first year that I created and used some of these tools – it was very exciting! I was thrilled each time a large gift came in, so much so that I usually did laps around the office to celebrate! I’d love for you to have the same experience!
Why should you listen to me?
Over the years, I’ve taught LOTS of classes on creating a fundraising plan. Heck, I’ve written and implemented lots of plans myself that have reaped big benefits, including helping me keep my sanity! I know that having a well-thought out, written plan will shift you from being reactive to being proactive. A good plan can keep you out of dealing with the crisis-du-jour and help you focus on your long-term strategies.
One of the highlights of my fundraising career was working at the local food bank, where I tripled the amount of money raised in 5 short years, and grew the donor base from 1,200 people to 8,500 people in that same time! You better believe I had a detailed plan to make that happen!
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“Sandy, your workbook is ‘da bomb!’ I’ve been to countless seminars and and have hired consultants to help me put a plan together, none of which really worked. Your system is just amazing! It’s the “how” that I’ve always found missing. It’s teaching the fisherman how to fish, not giving him the fish. So often, consultants give you the fish but then it stops right there because you don’t have the tools necessary to keep it going. Now I have the tools to ‘find the fish’ myself. I love how the worksheets ultimately all work together to create your plan. Many, many thanks for having the wisdom to create this material. You are really terrific at what you do.”
Julie Condy, Executive Director
Stage to Stage, New Orleans, Louisiana
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“Sandy, your Simple Success Fundraising Plan virtual retreat was very well done and informative. I took away a twist on old skills I use everyday and new idea’s to use during these very challenging times. Thanks, Sandy. I look forward to more!”
Lynn M. Wilhelm, Chief Development Officer
COTS, Detroit, Michigan
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“I enjoyed learning your system and creating a fundraising plan. Your handouts are invaluable! My President now has ammunition to go to our Board with and perhaps get some action from them. Thanks for everything!”
Gord Mewhiney, Director of Development
Great Lakes Christian High School, Beamsville, Ontario, Canada
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Sandy, I would like to compliment you on your Simple Success Fundraising Plan. I have been in the fundraising profession for over eight years, and this has been the most informative time I have spent on the topic. The worksheets form a basis from which everyone can base their fundraising program. The lack of such planning material has always been lacking in any other session I have attended. Thanks for providing such a worthwhile webinar. It was very informative.
Lee Humble, Development Coordinator
Good Shepherd Foundation, Rushford, Minnesota
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“Sandy, I just wanted you to know how much you inspired me. I want to see this foundation do great things and your Fundraising Plan class really gave me direction. I feel now I know what I need to do – or at least where I can start.
Thank you so much!”
Holly Shull, Board Member
Lana’s Love Foundation, Chattanooga, Tennessee
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“I’m new to non-profit and I feel lost and confused. Your webinar and handout provided worlds of information that I really feel if utilized will help anyone in non-profit succeed because it can really help you get organized and keep your finger on the pulse of things. Thank you for sharing this information!”
Paula Barnes, Founder
Horse Dreams, Macon, Georgia
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I am now on page 24 of your Simple Success Fundraising Plan and listened to CD #1. I have been fundraising for 20 years, felt a bit stale and so decided to take your course to rejuvenate my skills. Since I have find your online advice straight forward, practical and thought provoking, I felt purchasing your course would be a good investment.
I am slowly moving through your questions, answering them carefully and find your step-by-step approach exactly what I need to create a plan that is not only good for this year but for the next three years. I am writing a new case statement which will morph into a September direct mail letter. I especially found useful the “values exercise”.
The content of this book is great. You really have included all the important aspects of Fundraising!
Nan Parks McCarthy
Executive Director
Up On Top After School
and Summer Program
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Ready to get yours?
The price for this unique planning package $147.
You could easily pay more than this for a seminar that gives you only half of the information you’ll get from me.
My mentor thinks I’m nuts to offer this much content at such a low price, but I want to make it affordable for as many nonprofits as possible to attend. I want to personally have a huge impact on the success of lots of nonprofit organizations this year, and this is one way I can do that.
Here’s to your fundraising success!
Sandy Rees
Fundraising Coach
Sandy@GetFullyFunded.com
PS. Not able to order online? No problem. Give me a call at 865-216-0083 and I’ll be glad to place your order over the phone.







