6 Steps to Creating a Written Fundraising Plan

Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year. We’ll cover goal setting (using SMART goals), action plans, and ways to keep your plan on track, plus you’ll get some worksheets and checklists that will make the process easy.

At the conclusion of this session, participants will:

• Understand the elements of a written plan.
• Understand the process for creating a plan.
• Be able to begin the process of creating a written plan.

Target Audience
While this presentation is appropriate for all levels of experience, it will be most helpful for those newer to the profession.

About the Presenter:

Sandy Rees is a coach and consultant who shows nonprofit directors how to raise the money of their dreams. She is a native East Tennessean has worked in the nonprofit world for the past 12 years with organizations including Knox Area Rescue Ministries, Second Harvest Food Bank, and the Joy of Music School. Her passion is showing small nonprofit organizations how to raise more money, strengthen their Boards, and build relationships with donors. Her strengths include direct mail, nonprofit marketing, strategic planning, and Board development.