One-page fundraising plan
=========================

Fundraising plan: [ORGANIZATION NAME], [FISCAL YEAR]

Approved by the board on: [DATE]

Fundraising lead: [NAME]

Goal by source

| Source | Last year (actual) | This year (goal) | Number of gifts or grants | Owner |
|---|---|---|---|---|
| Individual donors (appeals, online, monthly) | $[AMOUNT] | $[AMOUNT] | [NUMBER] | [NAME] |
| Major gifts | $[AMOUNT] | $[AMOUNT] | [NUMBER] | [NAME] |
| Events (net) | $[AMOUNT] | $[AMOUNT] | [NUMBER] | [NAME] |
| Foundation grants | $[AMOUNT] | $[AMOUNT] | [NUMBER] | [NAME] |
| Government grants | $[AMOUNT] | $[AMOUNT] | [NUMBER] | [NAME] |
| Business sponsorships and gifts | $[AMOUNT] | $[AMOUNT] | [NUMBER] | [NAME] |
| Other | $[AMOUNT] | $[AMOUNT] | [NUMBER] | [NAME] |
| Total | $[AMOUNT] | $[AMOUNT] | | |

Month by month

| Month | Asks | Thanks and news (no ask) | Grants and deadlines | Owner |
|---|---|---|---|---|
| [MONTH 1] | [FOR EXAMPLE: SPRING APPEAL] | [FOR EXAMPLE: THANK-YOU CALLS] | [FUNDER, DEADLINE] | [NAME] |
| [MONTH 2] | | | | |
| [MONTH 3] | | | | |
| [MONTH 4] | | | | |
| [MONTH 5] | | | | |
| [MONTH 6] | | | | |
| [MONTH 7] | | | | |
| [MONTH 8] | | | | |
| [MONTH 9] | [FOR EXAMPLE: START YEAR-END PLANNING] | | | |
| [MONTH 10] | | | | |
| [MONTH 11] | [FOR EXAMPLE: YEAR-END APPEAL MAILS] | | | |
| [MONTH 12] | [FOR EXAMPLE: YEAR-END EMAIL REMINDERS] | | | |

Board roles

Every board member agrees to: [FOR EXAMPLE: MAKE A PERSONAL GIFT THAT IS MEANINGFUL TO THEM; MAKE FIVE THANK-YOU CALLS A QUARTER; INTRODUCE TWO NEW PEOPLE A YEAR].

Quarterly check

| Quarter | Raised to date | On track? | What we'll change |
|---|---|---|---|
| Q1 | $[AMOUNT] | [YES / NO] | [NOTES] |
| Q2 | $[AMOUNT] | [YES / NO] | [NOTES] |
| Q3 | $[AMOUNT] | [YES / NO] | [NOTES] |
| Q4 | $[AMOUNT] | [YES / NO] | [NOTES] |