income and expense basic free template for non profit

How many new donors would you like to engage throughout your fundraising initiative? Donor acquisition: Donor acquisition refers to the number of new donors you secure over a given period.How many major gifts are you aiming to receive, and what amount would you like each gift to be? Major gifts: Major gifts are the largest contributions your organization receives.Here are some examples of types of goals you might set: The more varied your goals are, the better. In addition to fundraising aspirations, set goals to help you grow your community, improve donor retention, increase the number of major gifts you acquire, and more. By recording your objectives with this tool, you can revisit them later on when building your fundraising plan.Īvoid focusing on fundraising benchmarks alone. Use a goal chart as a visual aid during this process. These goals should be achievable and based on your strategic priorities and goals for the future. When crafting your nonprofit’s fundraising plan, identify specific, tangible goals that will help your organization succeed in its mission. These steps can also be adapted to work for nonprofits of all types and sizes.Ĭheck out our free blank fundraising plan template below, and continue reading for step-by-step guidance through each fundraising aspect. Keep in mind that while these tips are most easily applicable to major fundraising efforts such as capital campaigns, they can be adjusted to work for your annual giving program and other initiatives as well. Delegate fundraising plan tasks to your team.Define the logistics of your fundraising initiative.Construct a gift range chart for your fundraising plan.Determine your nonprofit’s fundraising goals.Our consultants have constructed this fundraising plan based on years of experience.įollow these comprehensive seven steps to create a fundraising plan that works for your organization: Here at Aly Sterling Philanthropy, we equip nonprofits with the fundraising solutions they need to understand their donors better and ultimately raise more for their cause.

A comprehensive fundraising plan template can make a major difference in your approach and provide the framework for more intentional, successful fundraising.

The most successful fundraisers will tell you that an effective fundraising strategy requires top-notch organizational skills to stay on track. It’s what allows your organization to earn the funds needed to grow over time and help more people.Īs a professional fundraiser, whether you’re working with a brand-new nonprofit or an organization that’s been around for many years, you likely focus much of your energy and time on figuring out how to improve your fundraising strategy. Fundraising is a challenging, but critical aspect of keeping your nonprofit afloat.

Income and expense basic free template for non profit