"Fundraising Planning Calendar Template - Institute for Conservation Leadership"

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Fundraising Planning Calendar
This calendar works best if you reproduce it on a chalkboard, white board, or
large pieces of paper taped to the wall. Adjust the spacing as needed; for
Organization ________________________________________
example, if you write a lot of grant proposals, you will need more space to
mark down application and reporting deadlines for all prospective funders.
(Some groups include even more details: grant research, preliminary phone
calls, trips to meet funders, etc.) Ideally, 3-5 people should prepare the first
Year _____________
Total FR goal: $_______________
draft of this calendar, then share it with program staff and board.
Action steps: (Include person responsible)
Month 1
Month 2
Month 3
Month 4
Month 5
Month 6
Fundraising Strategy
$ Annual Goal
1. Foundations
2. Business, Civic
Groups
3. Government
4. New Members
5. Renewals
River Network and the Institute for Conservation Leadership
Fundraising Planning Calendar
This calendar works best if you reproduce it on a chalkboard, white board, or
large pieces of paper taped to the wall. Adjust the spacing as needed; for
Organization ________________________________________
example, if you write a lot of grant proposals, you will need more space to
mark down application and reporting deadlines for all prospective funders.
(Some groups include even more details: grant research, preliminary phone
calls, trips to meet funders, etc.) Ideally, 3-5 people should prepare the first
Year _____________
Total FR goal: $_______________
draft of this calendar, then share it with program staff and board.
Action steps: (Include person responsible)
Month 1
Month 2
Month 3
Month 4
Month 5
Month 6
Fundraising Strategy
$ Annual Goal
1. Foundations
2. Business, Civic
Groups
3. Government
4. New Members
5. Renewals
River Network and the Institute for Conservation Leadership
Month1
Month 2
Month 3
Month 4
Month 5
Month 6
Fundraising Strategy
$ Goal
6. Special Appeals
7. Board Giving
8. Major Donations
9. Events
10. Earned Income
11. Interest
12. Other
River Network and the Institute for Conservation Leadership
Fundraising Planning Calendar (months 7-12)
Organization ________________________________________________
Year _____________
Total FR goal: $_______________
Action steps by month: (Include person responsible)
Month 7
Month 8
Month 9
Month 10
Month 11
Month 12
Fundraising Strategy
1. Foundations
2. Business, Civic
Groups
3. Government
4. New Members
5. Renewals
River Network and the Institute for Conservation Leadership
Month 7
Month 8
Month 9
Month 10
Month 11
Month 12
Fundraising Strategy
6. Special Appeals
7. Board Giving
8. Major Donations
9. Events
10. Earned Income
11. Interest
12. Other
River Network and the Institute for Conservation Leadership
Sample Fundraising Plan – 2004
Red River Watershed Association
Total 2004Income: $85,700
Total Fundraising Costs: $10,400
Summary of 2004 Plan
Category
Income
Income
Cost
2003
2004
Foundations
$45,000
$50,000
$2,500
Corporations
$7,500
$10,000
$1,000
Special Events
$6,130
$10,000
$2,000
New Members
2,000
$3,500
$3,500
Renewals
$2,800
$3,000
$500
Special Appeal
0
$1,200
$200
Major Donors
$2,000
$4,000
$400
Board
$2,500
$4,000
-0-
Contributions
67,930
$85,700
$10,400
1. Foundations
Income: $50,000
Cost: $2,500 (proposal writing services)
Who: Executive Director, with help from the board
What: Develop a good general operating support proposal and tailor it to the needs of each foundation; begin a series of foundation visits.
Name
Amt Requested
Project
Ddline
Chance
Forecast
Lazar
$20,000
GOS
1/15/04
50%
$10,000
Meyer
$20,000
Monitoring
2/1/04
50%
$10,000
Bullitt
$15,000
Well testing
3/1/04
30%
$ 5,000
Northwest Area
$10,000
GOS
1/15/04
50%
$ 5,000
Compton
$15,000
Monitoring
none
30%
$ 5,000
Flintridge
$15,000
Well testing
none
30%
$ 5,000
Harder
$20,000
GOS
4/1/04
50%
$10,000
Total
115,000
$50,000
River Network and the Institute for Conservation Leadership
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