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Fund Development Plan Outline

by mw last modified 2008-11-23 23:33 An outline of the Fund Development Plan 1. Executive Summary Provide a summary of the major components of the fund development plan. Include the organizations greatest achievements and accomplishments. 2. Agency Fundraising History What is the history of your organization provide a detailed written summary. Include where your initial funding came from if possible. 3. Overview 3.1. Mission/Vision/Values 3.2. Linkage with Strategic and Business Plans 3.3. Partnerships / Collaborations who do you work with (provide a paragraph on each), are any of your programs duplicated by other organizations if so explain. 3.4. Other related programs in the community 4. Sources of Revenue 4.1. Historical and Current Funding Sources 4.1.1. Include names, dates and funding amounts 4.2. Goals Financial and Non-financial 4.3. Timing When are the funds required 5. Fundraising Needs / Program Descriptions 5.1. The Need for Fund Development 5.1.1. Organizational needs & priorities (What do you need, what difference will it make to the organization, how much does it cost, when do you need it) 5.1.2. Fundraising Goals, Objectives, Timelines 5.1.3. Calendar of Activities (when do you have to do things proposal deadlines and submissions, fundraising activities i.e. special events, newsletters, direct mail activities, etc.) 5.2. Description of Programs 5.2.1. Include testimonials from: organization, funders, users 5.2.1.1. How many people do your serve, in each program, are there any waiting lists, which programs are subsidized and by how much? 5.2.1.2. Donor Recognition Program 5.2.2. Program Budgets Expenses / Revenues

6. Case Statement 7. Governance 7.1. Who governs you? Provide a Board list with a short paragraph of who they are, what they do (professionally and / or as a community volunteer), interests / what they bring to the Board. This provides credibility to the organization and shows the accountability that exists. Include this information in your funding proposals. 8. Prospect Research 8.1. Potential for Support (who will you ask, when and for what) 8.1.1. Businesses and Organizations 8.1.2. Individuals 8.1.3. Employee Funds 8.1.4. Government 8.1.5. Foundations 8.1.6. Sponsorships 8.1.7. Collaborative Opportunities 8.2. Other Community Fundraising Activities 8.3. Organization Budget 9. Implementation Recommendations 9.1. Strategies 9.1.1. Annual Campaign 9.1.2. Major Gifts 9.1.3. Sponsorships 9.1.4. Planned Giving 9.2. Marketing and Communication Strategies 9.3. Timetable 10. Resources 10.1. Staff Resources 10.2. Volunteer Resources 10.3. Facilities 10.4. Budget 11. Summary of Recommendations