Creating an Effective Fundraising Plan - Follow Up Resources

These resources can be used to support further applications of skills, knowledge, and tools presented at the workshop.  Please check our website for more workshops for more learning opportunities.  Please respect any fair use and copyright for any of the resources below. 

Manual

• Creating an Effective Fundraising Plan (Steve Lew)
• Creating an Effective Fundraising Plan (Byron Johnson)

Slides

• Creating an Effective Fundraising Plan (Steve Lew) 
• Creating an Effective Fundraising Plan (Byron Johnson) 

Research and Reports

• UnderDeveloped: A National Study of Challenges Facing Nonprofit Fundraising from CompassPoint
• Fundraising Bright Spots: Strategies and Inspiration from Social Change Organizations 
  Raising Money From Individual Donors from CompassPoint

Templates

• Fundraising Plan (1-Year Template) 
• Fundraising Operational Plan
• Board Individual Fund Development Plan Template

Tools for working on case statements

• Sample Case Statement
• Polishing Case Statement

Helpful Websites

• Major Giving Now
• Idealware.org

Related Workshops

• Team Clinic for Nonprofit Sustainability  [The cross section of fundraising, finance, and strategy]
• How Board Members Become Successful Fundraisers
• Budgeting for Programs, Grants, and the Organization