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Progression Tracker

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

Sample Finance Plans

We have had several requests to include sample fundraising and finance plans in the module. While none of these examples is a "perfect" example of a plan that goes through all of the steps outlined in the module, each one exemplifies certain concepts that we have covered.

  1. Partnership for the Delaware Estuary Financing Feasibility Study (PDF) (About PDF, 39 pg, 379KB)
    This is a great example of a capacity assessment and evaluating different options available to your group.
  2. Morro Bay National Estuary Program Financial Development Plan (PDF) (About PDF, 62 pg, 3.2MB)
    This is a great example of a capacity and fundraising history assessment, as well as plans for the selected options
  3. Sample Fundraising Plan Chart (PDF) (About PDF, 1 p, 77KB)
    This is an example of a chart you can include in your fundraising plan as an overview of the sources you plan to seek, what funds you have already received, and what proposals are pending.
  4. Red River Watershed Associate Fundraising Plan (PDF) (About PDF, 4 pg, 117KB)
    This is an example plan created by River Network which clearly defines the tasks, responsibilities, and timing of each fundraising activity.
  5. ABC River Organization Sample Fundraising Plan (PDF) (About PDF, 8 pg, 206KB)
    This is a sample chart and fundraising calendar created by River Network to demonstrate how to put your plan into table format and how to create a simple fundraising calendar
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