Fundraising Plan Template

<Insert Association Name>
<Insert Association Logo>
<Insert Date>
Fundraising Plan Template
2013 – 2014
Page 1 of 4
Contents
Introduction ........................................................................................................................................ 3
Assets .................................................................................................................................................. 3
Set your targets/identify funding needs ............................................................................................. 3
Fundraising Goals ................................................................................................................................ 3
Fundraising Strategies......................................................................................................................... 4
Fundraising Expenses .......................................................................................................................... 4
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Introduction
The purpose of this Fundraising Plan is to identify the fundraising needs of <Insert association name>
over the course of the <insert timeframe> and identify strategies to meet those needs.
In the past, <Insert association name> have utilised the following strategies with success:
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(list what strategies have been used in the past, with a positive outcome)
While the following strategies have proved unsuccessful:
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(list what strategies have been used in the past, with a negative or minimal outcome)
Assets
Identify your organisation’s assets and strengths; what your organisation does well. This can be
extracted from strategic plan if you have one, or a SWOT analysis.
Set your targets/identify funding needs
Identify the reason why you are fundraising. There are three basic fundraising targets – raising
money, renewing current donors and acquiring new donors. In the table below detail projects which
require the additional funds.
Projected Cost
General operational costs
Program or project #1
Program or project #2
Program or project #3
TOTAL FUNDING NEED
NOTE: examples of programs/projects include court resurfacing, attending away competitions, up
skilling coaches and umpires, etc.
Fundraising Goals
Identify the revenue target for specific revenue sources. Ideally compared to previous fundraising
goals to determine which strategies are proving effective.
Revenue Sources
Government Grants
Donations
Events
Membership Fees
Sponsorship
Fundraising
TOTAL REVENUE
Last Year Actual $
Page 3 of 4
This Year Goal $
Fundraising Strategies
This is where you detail how the fundraising will be achieved in specific terms. For each strategy
describe the:
 vision or purpose for this strategy
 actions/steps/tasks that will help you achieve the vision
 lead person
Strategy
Actions
Leader
Last Year Actual $
This Year Projected $
Fundraising Expenses
TOTAL EXPENSES
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