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
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.
- 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. - 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 - 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. - 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. - 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