Fundraising Plan Template + Annual Calendar

A full-year fundraising plan you can defend.

A fundraising plan on a whiteboard is aspiration. A fundraising plan on paper, with named prospects and monthly milestones, is a document a board can hold you to. This template gives you both the annual plan and the twelve-month calendar that operationalizes it.

What’s inside

• Full development plan template — goals, channels, prospect segments, staff time
• Twelve-month calendar with major appeals, cultivation, and stewardship windows
• A one-page dashboard for the monthly board update
• Guidance on the three metrics that matter most and the six that don't

You may not need this if: You have a current written development plan you're actually running against.