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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

Steps to Sustainable Fundraising Planning

There are six key steps in developing a sustainable fundraising plan. The six steps, and the principles and examples included within them, are designed to help watershed leaders work with their stakeholders to develop and implement effective watershed finance plans. Some watershed organizations may need less structure than this process suggests, while others may wish to focus on the step(s) that they find most challenging. However, we suggest that all readers visit each step to explore the links and familiarize themselves with the resources available in the module.

Picture of man standing at bottom of steps.

Step 1. Establish your organization's priority activities

Step 2. Assess fundraising capacity

Step 3. Set realistic fundraising goals

Step 4. Identify and evaluate funding sources

Step 5. Evaluate and select funding sources

Step 6. Write and implement a sustainable fundraising plan

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