Plan for Success! Fundraising Planning for Nonprofits

Create a Comprehensive Annual Fundraising Plan to Raise More Money for Your Nonprofit Organization
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  • Lectures 18
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2015 English

Course Description

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:

  • cultivate more resources for your cause
  • develop stronger and deeper relationships with donors
  • create needs and resource assessments
  • identify new funding opportunities
  • develop a fundraising budget
  • create strategic process and outcome goals
  • coordinate the efforts of staff and volunteers
  • create a detailed fundraising activity timeline
  • articulate key messages

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.

What are the requirements?

  • Working knowledge of the English language
  • Understanding of, and experience in, nonprofit organizations
  • Basic understanding of fundraising concepts

What am I going to get from this course?

  • Create a strategic fundraising plan
  • Raise more money for your nonprofit organization
  • Identify your organization's fundraising resources, needs, and opportunities
  • Create and achieve specific fundraising goals

Who is the target audience?

  • This course will help people who are responsible for raising money for nonprofit organizations, including development and grant writing staff, executive directors, and members of boards of directors develop and achieve strategic fundraising goals
  • Professionals who are interested in launching a career in fund development will also benefit from this class by learning about the big picture of fundraising strategy

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction to Fundraising Planning

This brief introduction will summarize the goals of this course and provide an overview of its three sections:

  • Introduction to Fundraising Planning
  • The Fundraising Planning Process
  • Putting it All Together

This class will introduce you to six the sections of a fundraising plan:

  • Executive Summary
  • Overview of the Organization
  • Donors
  • Fundraising Strategies
  • Roles and Responsibilities
  • Timeline
The Steps in the Fundraising Plan Process
7 questions

Take this quick quiz to review all of the concepts you learned in Section 1.

Section 2: The Fundraising Plan Process

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:

  • Strategic plans and annual action plans
  • Financial statements and 990s
  • Budgets
  • Campaign history
  • Proposal history
  • Donor history
  • Marketing materials

Worksheets are provided to help you organize all of this information.

8 pages

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:

  • revenue to fulfill your mission
  • staff and volunteer time
  • expertise
  • marketing materials
  • relationships
2 pages

Use this worksheet to record the needs of your organization, including:

  • funds needed for each program
  • funds needed for fundraising and administration
  • time
  • expertise
  • materials
  • relationships

In this lecture, you will learn how to assess your organization's resources for fundraising including:

  • funds
  • staff and volunteer time, skills, and expertise
  • relationships
3 pages
This worksheet can be used to organize the resources that can be used to implement your fundraising plan including:
  • staff and volunteer time
  • skills and expertise
  • relationships
  • funds

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.

3 pages

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.

2 pages

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:

  • the organization
  • the people and community you serve
  • your programs and services
  • the need for funds
8 questions

Take this quick quiz to review all of the concepts you learned in Section 2.

Section 3: Putting it All Together

This lecture will review and provide detailed information and suggestions for each section of the written fundraising plan:

  • Executive Summary
  • Overview of the Organization
  • Donors
  • Fundraising Strategies
  • Roles and Responsibilities
  • Timeline

You will also learn how to use charts and graphs, a table of contents, and other design features to enhance your written document.

2 pages

This detailed outline, designed to go hand-in-hand with Lecture 21, describes the content of the written fundraising plan. The sections included are:

  • Executive Summary
  • Overview of the Organization
  • Donors
  • Fundraising Strategies
  • Roles and Responsibilities
  • Timeline

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.

8 questions

Take this quick quiz to review all of the concepts you learned in Section 3.

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Instructor Biography

Jessica R. Dreistadt, Writer, Educator, and Activist

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.

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