Nonprofit Fundraising Plan Template
Every strong campaign starts with a strong plan. Whether you’re managing one appeal or a full annual strategy, this free fundraising plan template will help you stay focused, aligned, and on track to meet your goals.
This ready-to-use spreadsheet (available in both Excel and Google Sheets formats) includes everything you need to map out campaigns, assign responsibilities, and track results across all your fundraising channels.
The template will help you:
- Reflect on last year’s efforts for key takeaways
- Outline your top-level fundraising strategy
- Plan tactics across email, events, direct mail, and more
- Assign roles and timelines to your team
- Track your progress in one place
Development professionals from across the career spectrum—from brand-new fundraisers looking to build a strategy from scratch to seasoned nonprofit leaders managing multiple campaigns—will find this template useful.
It has all the building blocks you need to get your fundraising plan out of your head, onto paper, and into action.
