Elementum

Fundraising Plan Canvas.

Turn what you are asking people to support into a one-page plan: where the money will come from, how much from each source, and the goal you will be held to.

Part A. The case in brief

In one plain paragraph, why would a person move money from their account to yours? Not the mission on the wall. The specific reason to give.

If this was hard to write, that is a finding. The storytelling work is where the case gets built.

Part B. The plan

Set a realistic goal for each source based on your snapshot, not on the size of your budget gap.

Source	Goal
Everyday individual gifts
Monthly and recurring giving
Major gifts
Events
Total goal

Source

Goal

Everyday individual gifts

Monthly and recurring giving

Major gifts

Events

Total goal

Sanity check: is each number reachable from where you are today, or is it the budget hole wearing a goal costume?

Part C. Board confirmation

The board has seen and confirmed this plan and the goal it will be measured against. Date confirmed:

Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.

This feeds the Donor Journey Map and the Annual Fundraising Calendar. Back to the guide, or start over.