This course was designed to help nonprofit development staff and leaders develop a comprehensive, strategic annual plan to improve their organizations' fundraising results. Plan for Success! Fundraising Planning for Nonprofits includes 12 brief but information-rich lectures that walk students through every step of the process. In addition, students receive more than 10 worksheets that can be used to organize information to be used in the plan.
After taking this class, students will be able to:
Plan for Success! Fundraising Planning for Nonprofits will strengthen all of your development strategies, leading to more successful implementation of your organization's fundraising efforts as well as improved recognition and donor engagement.
This brief introduction will summarize the goals of this course and provide an overview of its three sections:
This class will introduce you to six the sections of a fundraising plan:
Take this quick quiz to review all of the concepts you learned in Section 1.
This lecture will explain all of the documents that need to be reviewed, and the information that should be extracted, before you proceed with the remainder of the fundraising plan process:
Worksheets are provided to help you organize all of this information.
Use these worksheets to keep track of the information you gather during the document review phase of the fundraising planning process. Make multiple copies as needed.
This lecture will walk you through the process of assessing your organization's fundraising needs including:
Use this worksheet to record the needs of your organization, including:
In this lecture, you will learn how to assess your organization's resources for fundraising including:
Learn how to identify opportunities for your fundraising plan including new sources of partners and sources of revenue. In addition, you will learn how to strengthen and deepen your existing relationships with donors and volunteers.
Use this worksheet to record unmet needs and opportunities related to donors and volunteers as well as to develop strategies to strengthen your existing relationships.
By the end of this lecture, you will know how to set both process and outcome goals for your campaigns, funds raised, donors, volunteers, engagement, reach, and return on investment.
Use this worksheet to create specific, strategic process and outcome goals for your fundraising plan.
Learn how to create strong, consistent messages for your fundraising strategies related to:
Take this quick quiz to review all of the concepts you learned in Section 2.
This lecture will review and provide detailed information and suggestions for each section of the written fundraising plan:
You will also learn how to use charts and graphs, a table of contents, and other design features to enhance your written document.
This detailed outline, designed to go hand-in-hand with Lecture 21, describes the content of the written fundraising plan. The sections included are:
This lecture will prepare you to share the contents of your fundraising plan with other staff and key volunteers.
This final lecture will remind students of the importance of fundraising planning. The written fundraising plan is to be used as a guide, and it will need to be revised in response to environmental changes and opportunities.
Take this quick quiz to review all of the concepts you learned in Section 3.
Jessica R. Dreistadt is a creative and visionary leader, educator, and writer who is actively creating a more compassionate, just, sustainable, harmonious, joyous, and beautiful planet. She is the founding director of The Fruition Coalition and has worked toward creating positive, sustainable change in organizations and systems by connecting people, resources, and ideas for over 15 years. Jessica has a master's degrees in sociology from Lehigh University and in nonprofit management from Eastern University. Jessica has been a teacher for over 20 years and has taught in the business department of DeSales University since 2008. She is the author of ten books about leadership, wellness, and social change. In addition to blogging for Huffington Post, Jessica also inspires and provokes unique ideas through two blogs: The Activist's Muse and Whole Happy and Healthy.