need a fundraising plan but don’t know where to start?
Need a fundraising plan but don’t know where to start?
Our easy-to-use guide shows you how to build a plan in less time so you can focus on raising money AND building meaningful donor relationships.

Building a plan shouldn’t be complicated or stressful.
Ever been through a development planning process that was way too long, confusing, and exhausting?
Or, are you afraid that’s what it will be like?
And most plans end up more like an impossible to-do list rather than a clear strategy document.
We have returned development planning back to an exciting and simple strategic exercise.
Imagine the focus you’ll have with a clear and simple plan.
No more confusion about what your fundraising priorities are.
Always knowing whether your plans are on track.
Board and staff are unified in fundraising efforts.
Spending more time getting to know donors.
A more focued and joyful experience working with donors to expand your mission!


Imagine the focus you’ll have with a clear and simple plan.
No more confusion about what your fundraising priorities are.
Always knowing whether your plans are on track.
Board and staff are unified in fundraising efforts.
Spending more time getting to know donors.
A more focued and joyful experience working with donors to expand your mission!

The Building Blocks
Organizational Goals
Making sure the development plan aligns with the organization’s overarching strategic goals and initiatives.
Goals and Metrics
Establishing clear fundraising goals and identifying what will be measured on a regular basis.
Key Priorities
Prioritizing and ranking areas that are of particular importance in achieving the goals.
Leadership
Establishing efforts to train and equip fundraising leaders on the board, development committee, and staff.
Key Messages
Clarifying key information and messages the organization wants donors and other external constiuents to know and hear.
Operations
Intentionally building the infrastructure needed to grow fundraising in a sustainable way. (the most ignored component of most plans)
Strategies and Action
Establishing what actions need to be taken to move from planning to action and build positive momentum!