Do You Need a Funding Plan?
Introduction to the Six Steps
Step 1: Establish Priorities
Step 2: Assess Capacity
Step 3: Set Fundraising Goals
Step 4: Identify Funding Sources
Step 5: Evaluate & Select Funding Sources
Step 6: Write & Implement Plan
Sample Finance Plans
List of Case Studies
References & Additional Resources
Assess Your Fundraising Preparedness
Can you articulate how your fundraising activities fit in with your organization's priorities activities?
Do you know the greatest strengths and weaknesses of your organization?
Do you have a budget and fundraising goals?
Do you know about internet giving, earned income strategies, and partnerships with local
Do you know which funding sources are most stable?
Do you know which funding sources have the highest profit to cost ratio?
Have you heard of the pyramid of giving?
Do you know the top characteristics that funders are looking for in your organization?
Do you have a current fundraising or finance plan that includes a multi-year strategy?
Are you satisfied with current fundraising efforts and returns in your organization?
If you answered no to 2 or more of these questions, this module is for you!Exit Quiz and Return to Module