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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
  • Capacity discussion questions
  • Strengths, weaknesses, opprtunities, & threats analysis
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

Step 2 (continued). Key Questions to Assess Capacity

Picture of woman holding pie.In an informal assessment of fundraising capacity, here are some questions that can begin the discussion:

Picture of woman presenting to class.

  • 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)

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