Make Your Fundraising Plan Now


ALLIANCE PARTNER: Synergy Learning Institute

Have you ever wished for more direction in your fundraising program? Take this course and learn the building blocks of how to plan to raise money.


Are you wondering how to make a bigger impact this year?

A fundraising plan can help you plan to succeed, by laying out your goals and working backwards.

Have you ever wished for more direction in your fundraising program?

Have you just been thrown to the wolves, with no one to lead you?

A fundraising plan can guide you into taking little bites out of the big tasks that are on your plate every day!

Have you ever made a fundraising plan?

If you’ve made a fundraising plan, has it been laying in a drawer, ignored, as you put out the multiple fires at your organization?

Do you just watch deadlines blow by, or feel demotivated by impossible goals set from above?

I’ve been there, in those endless “strategy” or “Strategic planning” meetings with those consultants that don’t seem to know how to help the planning STICK.

The people who train your team who pretend that the barriers of no training and not enough people to implement just don’t exist. Or the people who don’t know how bad the relationship between you and senior leadership has gotten. How the very act of making a plan seems laughable when you don’t know how long you’re going to be there.

But you still want to help bring in relationships and money for your cause.

You still want to do your best as long as you’re there. How can you make a fundraising plan so that you can be less stressed at your job, and bring in better relationships and more money for your cause?   Wouldn’t you like next year to be better than this year?

“A goal without a plan is just a wish.” ― Antoine de Saint-Exupéry


How can you make a real, living fundraising plan that will be something you can use?


It’s time to take control of your fundraising plan for next year.

In this four week e-course, you’ll learn how to assess where you are, look ahead to see where you want to be, make your short and sweet fundraising plan, and then execute that plan. We’ll go in depth about how to get people to help you implement your plan, so you’re not just going it alone as usual. We’ll talk about how to find new donors. There will be worksheets, templates, and plenty of opportunities to ask questions and get answers. You’ll learn how to create that stewardship and communications calendar that will make your nonprofit stand out from the thousands of nonprofits around you, who are also trying to raise funds.

In this 4 module course, you’ll learn:

Module 1: All about YOU!

  • Where are you at? What HAVE you been doing?
  • What do you want to improve about your current program?
  • Getting your board engaged with fundraising planning
  • The problem with events
  • The Catch-22 with government grants

Module 2: Where do you want to be? Setting your goals

  • How many appeals per year?
  • Planning Annual Campaigns
  • Starting Major Gifts
  • Finding New Donors Strategies
  • Creating Earned income streams
  • Marketing earned income streams

Module 3: Making your short sweet fundraising plan

  • How one document can tell you everything you need to know
  • Planning your stewardship activities
  • Starting a communications calendar
  • Starting a grants calendar
  • Starting an individual solicitation calendar
  • Getting help creating your plan from staff and board

Module 4: Putting your plan into action

  • Planning backwards
  • Making small steps out of big projects
  • Getting the help you need: Staff, Board, and Volunteers
  • Recruiting and training volunteers to help you fundraise

Course Duration

4-5 hours with the ability to start/stop/return at any time.

Recommended Participants

Students who are currently or wish to be: Chief executives, executive directors, board members, nonprofit fundraising consultants, senior management, financial staff, managers, development staff, and program directors.

Belhaven University PLA Credits Assessed: 0.5

*Note, there is a maximum number of PLA credits that may be applied toward a degree program.  Refer to the Belhaven University website for the latest on PLA policies.