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Progression Tracker

Introduction
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
Final Quiz
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?
Yes No

Do you know the greatest strengths and weaknesses of your organization?
Yes No

Do you have a budget and fundraising goals?
Yes No

Do you know about internet giving, earned income strategies, and partnerships with local governments?
Yes No

Do you know which funding sources are most stable?
Yes No

Do you know which funding sources have the highest profit to cost ratio?
Yes No

Have you heard of the pyramid of giving?
Yes No

Do you know the top characteristics that funders are looking for in your organization?
Yes No

Do you have a current fundraising or finance plan that includes a multi-year strategy?
Yes No

Are you satisfied with current fundraising efforts and returns in your organization?
Yes No

If you answered no to 2 or more of these questions, this module is for you!

Exit Quiz and Return to Module
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