A Fundraising Plan That Works: Start Early, Stay Consistent, Stay Aligned
By Kia Chatmon, Heart for the Community
Last week, we introduced the concept of a fundraising plan – why it matters, what it contains. This week we look at the mechanics of creating it.
Timing: When Should I Create It?
You know how every January we promise ourselves we’ll finally get organized: eat better, call our friends back, maybe even clean out that oh-so neglected closet? A fundraising plan is no different.
Ideally, you want to start crafting it a few months before your new fiscal year begins. Give yourself time to reflect on what worked, what didn’t, and what kind of financial “relationship” you want the following year. If your fiscal year follows a calendar year, then waiting until January to plan is like showing up to Valentine’s Day dinner without a reservation: stressful and avoidable. Set aside the last quarter of your fiscal year to create or update your fundraising plan for the upcoming year.
How Do I Create It? (And Actually Stick With It)
A good fundraising plan, like any lasting relationship, needs honesty, accountability, and a healthy dose of reality. Let’s take a closer look at two pieces that often make or break that commitment.
1. Goals & Objectives – Get Clear About What You Want
When seeking a relationship, you have your list of what you want and need from your partner. You need the same criteria when developing your plan – how much do you need to raise? For what programs/projects do you need to raise money?
According to 4aGoodCause, strong fundraising goals should be “specific, actionable, and measurable.” In plain English: don’t just say “we want to raise more money this year.” Say how much, by when, and why it matters.
And be honest about your capacity. Dreaming big is beautiful, but your plan should match your resources and team size. The goal is progress, not perfection — a sustainable relationship, not a whirlwind romance.
2. Calendar & Timeline
The best relationships thrive on consistency — calling when you say you will, showing up when it counts, remembering the details. A fundraising plan is no different.
A fundraising calendar keeps you on track and helps your team see what’s coming next. As Double the Donation explains, “An annual fundraising calendar outlines and schedules your fundraising activities and campaigns throughout the year.” It’s your datebook for success.
Schedule your campaigns, donor check-ins, events, and deadlines, but also pencil in time to reflect. What’s working? What’s not? Adjust and move forward. Strive to have a plan, but allow for flexibility in its implementation.
Final Thoughts
A fundraising plan isn’t just a spreadsheet — it’s a love letter to your mission. It tells the world, “We’re serious about what we’re building, and we’re ready to commit.”
So as your fiscal year winds down, grab your favorite mug of tea (or glass of wine), gather your team, and start mapping out your goals. Remember, love and funding both thrive when you plan ahead, show up consistently, and keep your heart in it.