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Fund Development Plan Outline
by
mw
—
last modified
2008-11-23 23:33
An outline of the Fund Development Plan
- Executive Summary
Provide a summary of the major components of the fund development plan. Include the organization’s greatest achievements and accomplishments. - Agency Fundraising History
What is the history of your organization – provide a detailed written summary. Include where your initial funding came from if possible. - Overview
3.1. Mission/Vision/Values
3.2. Linkage with Strategic and Business Plans
3.3. Partnerships / Collaborations – who do you work with (provide a paragraph on each), are
any of your programs duplicated by other organizations – if so explain.
3.4. Other related programs in the community - Sources of Revenue
4.1. Historical and Current Funding Sources
4.1.1. Include names, dates and funding amounts
4.2. Goals – Financial and Non-financial
4.3. Timing – When are the funds required - Fundraising Needs / Program Descriptions
5.1. The Need for Fund Development
5.1.1. Organizational needs & priorities (What do you need, what difference will it make to
the organization, how much does it cost, when do you need it)
5.1.2. Fundraising Goals, Objectives, Timelines
5.1.3. Calendar of Activities (when do you have to do things – proposal deadlines and
submissions, fundraising activities i.e. special events, newsletters, direct mail
activities, etc.)
5.2. Description of Programs
5.2.1. Include testimonials from: organization, funders, users
5.2.1.1. How many people do your serve, in each program, are there any waiting
lists, which programs are subsidized and by how much?
5.2.1.2. Donor Recognition Program
5.2.2. Program Budgets – Expenses / Revenues - Case Statement
- Governance
7.1. Who governs you? Provide a Board list with a short paragraph of who they are, what they
do (professionally and / or as a community volunteer), interests / what they bring to the
Board. This provides credibility to the organization and shows the accountability that
exists. Include this information in your funding proposals. - Prospect Research
8.1. Potential for Support (who will you ask, when and for what)
8.1.1. Businesses and Organizations
8.1.2. Individuals
8.1.3. Employee Funds
8.1.4. Government
8.1.5. Foundations
8.1.6. Sponsorships
8.1.7. Collaborative Opportunities
8.2. Other Community Fundraising Activities
8.3. Organization Budget - Implementation Recommendations
9.1. Strategies
9.1.1. Annual Campaign
9.1.2. Major Gifts
9.1.3. Sponsorships
9.1.4. Planned Giving
9.2. Marketing and Communication Strategies
9.3. Timetable - Resources
10.1. Staff Resources
10.2. Volunteer Resources
10.3. Facilities
10.4. Budget - Summary of Recommendations