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