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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
  • The Basics
  • Timing
  • Evaluating your fundraising efforts
  • Next Steps
Final Quiz
Sample Finance Plans
List of Case Studies
References & Additional Resources

Step 6 (continued). Creating your Plan - Timing

5.   Create a 12-16 month fundraising calendar that shows when you will carry out each fundraising activity. Spread fundraising over an entire year and plan fundraising well in advance of when you will actually need the funds. This provides a steady stream of income. Remain aware of available funding sources and the amount of lead and staff time necessary to obtain these funds. Fundraising should occur year round; do not only choose fundraising methods that occur at one time in the year. Below is a sample calendar. You can also use a calendar worksheet (PDF) (About PDF, 8 pg, 206KB), an example of which is provided here by River Network

Sample Fundraising Calendar

Graphic shows an annual timeline to illustrate the concept: "Spread Fundraising over Entire Year."

Citation: See Resources, Works Cited #33

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