Free Non-Profit Fundraising Smart Action Plan Template

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Free Non-Profit Fundraising Smart Action Plan Template

Non-Profit Fundraising Smart Action Plan


Start Date: January 1, 2060
End Date: December 31, 2060

Organization Name: [Your Company Name]
Contact Email: [Your Email]
Prepared By: [Your Name]


1. Objective

Raise $500,000 by December 31, 2060, to fund community education programs.


2. Action Steps

  1. Donor Research and Outreach

    • Task: Identify and reach out to 1,000 potential major donors by March 31, 2060.

    • Responsibility: Fundraising Manager

    • Resources Needed: Donor database access, outreach software.

    • Progress Tracking: Weekly donor meetings log.

  2. Organize Fundraising Events

    • Task: Host three fundraising events (April, July, and November) to engage the community and raise $150,000 collectively.

    • Responsibility: Event Coordinator

    • Resources Needed: Venue, marketing materials, volunteers.

    • Progress Tracking: Post-event financial and attendance reports.

  3. Launch Online Crowdfunding Campaign

    • Task: Set up a crowdfunding page and generate $50,000 by September 30, 2060.

    • Responsibility: Digital Marketing Team

    • Resources Needed: Crowdfunding platform access, and social media tools.

    • Progress Tracking: Monthly digital analytics report.

  4. Secure Corporate Sponsorships

    • Task: Partner with five local businesses to secure $100,000 in sponsorships by June 30, 2060.

    • Responsibility: Corporate Relations Officer

    • Resources Needed: Corporate contact list, proposal templates.

    • Progress Tracking: Signed agreements.

  5. Apply for Grants

    • Task: Submit applications for five relevant grants by October 31, 2060, targeting $200,000 in funding.

    • Responsibility: Grant Writer

    • Resources Needed: Grant databases, and proposal drafting tools.

    • Progress Tracking: Confirmation of submission and grant approvals.


3. Evaluation Metrics

  • Total funds raised vs. target amount.

  • Donor retention rate and feedback.

  • Attendance and engagement at fundraising events.


4. Review Schedule

Monthly progress reviews on the first Monday of each month.


Prepared on: January 1, 2060
By: [Your Name]
Contact Email: [Your Email]

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