Progression Tracker
Introduction
Do You Need a Funding Plan?
Introduction to the Six Steps
Step 1: Establish Priorities
Step 2: Assess Capacity
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
Do You Need a Funding Plan?
Introduction to the Six Steps
Step 1: Establish Priorities
Step 2: Assess Capacity
- Capacity discussion questions
- Strengths, weaknesses, opprtunities, & threats analysis
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
Step 2 (continued). Key Questions to Assess Capacity
In an informal assessment of fundraising capacity, here are some questions that can begin the discussion:
- Where is your organization now (number of staff, fundraising effort, and level of success)?
- Why are you raising money? How?
- What were your fundraising successes? Why were those efforts successful?
- What were your fundraising challenges? Where have you not been able to obtain money?
- How does your organization keep track of your funders and fundraising options?
- What sustained efforts are needed to achieve long-term financial stability for your organization?
Download a copy of this questionnaire (PDF)
(About PDFs, 1pg, 66KB)