{"id":7136,"date":"2025-01-04T00:00:00","date_gmt":"2025-01-04T00:00:00","guid":{"rendered":"https:\/\/www.causevox.com\/?p=7136"},"modified":"2025-12-22T16:30:13","modified_gmt":"2025-12-22T16:30:13","slug":"nonprofit-fundraising-plan-template","status":"publish","type":"post","link":"https:\/\/www.causevox.com\/blog\/nonprofit-fundraising-plan-template\/","title":{"rendered":"Nonprofit Fundraising Plan: 11 Must-Do Steps for Success"},"content":{"rendered":"\n<p>A nonprofit fundraising plan is a road map designed to help you raise the money you need to achieve your goals.<\/p>\n\n\n\n<p>It breaks down your organization\u2019s vision into actionable, highly-specific steps for success.<\/p>\n\n\n\n<p>It doesn\u2019t matter if you are running a multi-million dollar nonprofit organization or are a small start-up: the key to financial success is a well-thought-out fundraising plan. <strong>Don\u2019t set yourself up for failure by just \u2018winging\u2019 the fundraising process.<\/strong><\/p>\n\n\n\n<p>Instead, get your team together (or go solo if it\u2019s only you) and get to work on creating your nonprofit fundraising plan.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is a Nonprofit Fundraising Plan?<\/h2>\n\n\n\n<p>A <a href=\"https:\/\/www.causevox.com\/fundraising-plan-calendar\/\" target=\"_blank\" rel=\"noreferrer noopener\">nonprofit fundraising plan<\/a> is a document that strategically organizes all of your fundraising activities over a certain period of time (usually one year). These <a href=\"https:\/\/www.causevox.com\/blog\/fundraising-strategies-for-nonprofits\/\" target=\"_blank\" rel=\"noreferrer noopener\">strategic plans<\/a> chart out campaign dates and strategies, <a href=\"https:\/\/www.causevox.com\/blog\/donor-engagement-retention-playbook\/\" target=\"_blank\" rel=\"noreferrer noopener\">donor-tracking and retention plans<\/a>, special event details, and a targeted communication schedule.<\/p>\n\n\n\n<p>In addition to being strategic, you want to make sure that your fundraising plan is flexible enough to accommodate changes as they arise. If your fundraising plan is rigid and formulaic, chances are, you\u2019ll miss out on some great opportunities. The key is to have an <a href=\"https:\/\/www.causevox.com\/blog\/fundraising-development-plan\/\" target=\"_blank\" rel=\"noreferrer noopener\">adaptable fundraising strategy<\/a> with set goals that will also allow you to respond to unexpected challenges, like mid-year changes to one your programs or unforeseen events that throw off your well-planned fundraising timeline.<\/p>\n\n\n\n<p>Before we dive in on how to create your own nonprofit fundraising plan, I want to go over a couple of questions you might be asking.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What is Strategic Fundraising?<\/h3>\n\n\n\n<p>I mentioned strategic fundraising earlier but what is it exactly? Strategic fundraising refers to moving your organization\u2019s mission forward by honing in on what you do best. It involves the buy-in of multiple stakeholders such as your staff and board members, and maps out a path forward as you raise funds.&nbsp;<\/p>\n\n\n\n<p>A strategic fundraising plan is intended to keep you on track toward your fundraising goals by using your organization\u2019s resources as effectively and efficiently as possible while keeping aligned with your overall mission and vision.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How Does a Nonprofit Fundraising Plan Differ From Other Fundraising Plans?<\/h3>\n\n\n\n<p>A nonprofit fundraising plan organizes your fundraising activities over the course of a year. You may have other fundraising plans that detail the specifics of <a href=\"https:\/\/www.causevox.com\/blog\/guide-to-nonprofit-fundraising-campaigns\/\" target=\"_blank\" rel=\"noreferrer noopener\">fundraising campaigns<\/a> and activities included within your overall plan.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Download Our Free Fundraising Plan &amp; Calendar Template:<\/h3>\n\n\n\n<div class=\"_form_297\"><\/div><script src=\"https:\/\/causevox.activehosted.com\/f\/embed.php?id=297\"><\/script>\n\n\n\n<h3 class=\"wp-block-heading\">Why Do You Need a Fundraising Strategy?<\/h3>\n\n\n\n<p>First and foremost, fundraising plans get everyone\u2013staff, volunteers, board members, and potential donors\u2013focused and on-track to hitting your goals throughout the year. With a set plan in place, you can ensure that everyone is on the same page and won\u2019t lose sight of priorities along the way. It should give your team a clear idea of what will be expected of them as well as the anticipated results.<\/p>\n\n\n\n<p>These documents are also essential in shifting an entire organization\u2019s attitude about fundraising. Let\u2019s face it, fundraising is oftentimes reactionary. Problems such as an economic downturn or changes in federal funding can arise at any time.<\/p>\n\n\n\n<p>A better way forward is to have fundraising goals, which then dictate your fundraising efforts and fundraising strategy.<\/p>\n\n\n\n<p>A fundraising plan should provide a clear course of action from diversified funding streams, leaving everyone with a little less stress on their plate when problems do pop up.<\/p>\n\n\n\n<p>It all boils down to the fact that when you are in the thick of, let\u2019s say, an underperforming <a href=\"https:\/\/www.causevox.com\/blog\/how-to-run-a-capital-campaign\/\" target=\"_blank\" rel=\"noreferrer noopener\">capital campaign<\/a>, you are much more likely to come out on top if you have a plan in place to tackle the issues.<\/p>\n\n\n\n<p>Are you ready to create a great fundraising plan? There\u2019s no time like the present to get started. Follow these 11 must-do steps to ensure your fundraising plan is ready.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How To Write A Successful Fundraising Plan<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Reflect on Your Past Finances<\/h3>\n\n\n\n<p>Before you start putting together a fundraising plan for the upcoming year, take a moment to reflect on last year as a whole. What were your organization\u2019s biggest wins? What challenges did you face? How did your team adapt and grow? This broader reflection will help set the stage for more targeted planning.<\/p>\n\n\n\n<p>After that, take a step back to look at last year\u2019s finances. At minimum, take a note of your total revenue and expenses. What\u2019s going to carry over to this year? Which fundraising initiatives were successful? Which ones didn\u2019t go as planned and either need more attention or should be scrapped altogether? Should more funds be allocated towards a certain initiative over another? Will new staff be brought on?<\/p>\n\n\n\n<p>If you maintain a donor database or <a href=\"https:\/\/www.causevox.com\/blog\/nonprofit-crm-2\/\" target=\"_blank\" rel=\"noreferrer noopener\">other CRM<\/a>, you\u2019ll be able to access this data quickly. If that data isn\u2019t available or you are a start-up, look at your estimated budget or check out the stats of similar organizations. By reflecting on your past finances, you\u2019ll be better equipped to create <a href=\"https:\/\/www.causevox.com\/blog\/smart-fundraising-goal-setting-plan-succeed\/\" target=\"_blank\" rel=\"noreferrer noopener\">targeted fundraising goals<\/a> going forward.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Ground In Your Mission And Vision<\/h3>\n\n\n\n<p>Any successful fundraising plan must be based on the organization\u2019s mission and vision. These statements act as anchors for your organization and outline the direction going forward.<\/p>\n\n\n\n<p>There\u2019s only so many hours in a day, and only so many days in a year. Being able to articulate your organization\u2019s guiding principles allows you to strategically set priorities rather than attempting to tackle everything all at once. It lets your staff and your donors know the direction of where your organization is going and how you\u2019re planning to get there. Keeping your mission and vision statement top-of-mind as you\u2019re creating your fundraising plan leaves little room to get sidetracked along the way.<\/p>\n\n\n\n<p>As a good litmus, ask these questions as you put together your fundraising plan.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Why is your organization in operation?<\/li>\n\n\n\n<li>What types of change are you making in the world?<\/li>\n<\/ul>\n\n\n\n<p>You aren\u2019t just raising money. You are raising money to make a difference. So be prepared to <a href=\"https:\/\/www.causevox.com\/blog\/the-complete-guide-to-storytelling-for-nonprofits\/\" target=\"_blank\" rel=\"noreferrer noopener\">explain in detail<\/a> how this money is going to help\u00a0 your organization create the impact you desire in the world.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Set Your Fundraising Plan Goals<\/h3>\n\n\n\n<p>Now it\u2019s time to set your goals! Your <a href=\"https:\/\/www.causevox.com\/blog\/smart-fundraising-goals\/\" target=\"_blank\" rel=\"noreferrer noopener\">fundraising goals<\/a> should be based on what funds you need to keep the organization operating.<\/p>\n\n\n\n<p>Your goals are also the catalyst and \u201cNorth Star\u201d for all your fundraising activities.<\/p>\n\n\n\n<p>Earlier, we talked about reflecting on last year\u2019s finances as a starting point. Now, it\u2019s time to take a deeper dive by reviewing your costs over the last three fiscal years. This longer-term perspective helps identify trends, patterns, and areas for improvement. If you don\u2019t have access to this data or are a new organization, use your estimated budget or research the financial trends of similar organizations to guide your analysis.<\/p>\n\n\n\n<p>Jot down the precise amount you need for the upcoming year. Then, build on this goal. Do you see growth in your organization\u2019s future? If so, increase your year-to-year goals based on your anticipated growth.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1151\" src=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/2026-fundraising-plan-1-scaled.png\" alt=\"\" class=\"wp-image-55715\" srcset=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/2026-fundraising-plan-1-scaled.png 2560w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/2026-fundraising-plan-1-300x135.png 300w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/2026-fundraising-plan-1-1024x460.png 1024w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/2026-fundraising-plan-1-768x345.png 768w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/2026-fundraising-plan-1-1536x691.png 1536w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/2026-fundraising-plan-1-2048x921.png 2048w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/2026-fundraising-plan-1-710x319.png 710w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>Fundraising Goal Worksheet Example<\/em><\/p>\n\n\n\n<p>You\u2019ll notice that the fundraising goal worksheet example above follows the <a href=\"https:\/\/www.causevox.com\/blog\/smart-fundraising-goals\/\" target=\"_blank\" rel=\"noreferrer noopener\">SMART framework<\/a>: Specific, Measurable, Achievable, Relevant, and Time-Bound. Here\u2019s how to get SMART when charting out your goals:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Specific:<\/strong>\u00a0 What will the goal accomplish?\u00a0 How will it be accomplished?<\/li>\n\n\n\n<li><strong>Measurable:<\/strong> How will you measure success? How will you know when you\u2019ve accomplished your goal?<\/li>\n\n\n\n<li><strong>Achievable: <\/strong>\u00a0Is it realistic and possible? Have others done it before?<\/li>\n\n\n\n<li><strong>Relevant: <\/strong>\u00a0Is the goal relevant to the problem you\u2019re trying to address?<\/li>\n\n\n\n<li><strong>Time Bound:<\/strong> When do you expect to complete this goal?<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">4. Look at the Big Picture<\/h3>\n\n\n\n<p>Does your organization have a strategic plan? If so, you\u2019ll want to make sure that your <a href=\"https:\/\/www.causevox.com\/blog\/fundraising-calendar\/\" target=\"_blank\" rel=\"noreferrer noopener\">fundraising plan<\/a> aligns with it. Creating 1-year, 3-year, and 5-year plans is a best practice in the nonprofit world, and you can do this with your fundraising plan as well.<\/p>\n\n\n\n<p>Your 1-year fundraising plan should be very specific. Detail every fundraising activity you will engage in over the course of the year.<\/p>\n\n\n\n<p>Your 3 and 5-year plans can be much broader. Highlight key activities for each month, as well as your ultimate goals. If you see your organization growing and needing additional resources in 5 years, then outline a basic schedule that includes the steps you need to take in order to meet this demand.<\/p>\n\n\n\n<p>Also, be sure you\u2019re tracking every cent of fundraising revenue from previous years, as this will help you create data-backed fundraising goals for the future.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. Perform a SWOT Analysis<\/h3>\n\n\n\n<p>As an additional level of assessment and to make sure nothing is slipping between the cracks, you may want to perform a <a href=\"https:\/\/www.causevox.com\/blog\/webinar-do-a-swot-for-clear-goals-and-killer-content\/\" target=\"_blank\" rel=\"noreferrer noopener\">SWOT analysis<\/a>. When done correctly, a SWOT analysis can be an extremely powerful fundraising tool.<\/p>\n\n\n\n<p>But what exactly is a SWOT analysis and why should you use it?<\/p>\n\n\n\n<p>SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. A SWOT analysis is a strategic planning and evaluation tool that can provide direction by assessing your organization\u2019s internal (strengths and weaknesses) and external factors (opportunities and threats). Below is a SWOT analysis template, specifically for fundraising,with sample questions in each domain:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Strengths<\/strong><\/td><td><strong>Weaknesses<\/strong><\/td><\/tr><tr><td>&#8211; What fundraising strategies have been the most successful or lucrative?<br>&#8211; What are your strongest sources of funding?<br>&#8211; Is there something that gives your organization an edge over others?<br>&#8211; What unique skill sets do your staff, volunteers, and board members possess?<\/td><td>&#8211; Where are identified gaps in your existing fundraising strategies?<br>&#8211; What fundraising strategies have been the least successful?<br>&#8211; What areas do you want to improve or grow in?<\/td><\/tr><tr><td><strong>Opportunities<\/strong><\/td><td><strong>Threats<\/strong><\/td><\/tr><tr><td>&#8211; What new fundraising strategies do you want to try?<br>&#8211; What are potential partnership opportunities that have been presented but yet to be explored?<br>&#8211; Are there marketing opportunities you can leverage?<\/td><td>&#8211; Are there events or factors that you anticipate will rock your organization\u2019s finances?<br>&#8211; What similar organizations in your area are also competing for the same sources of funding?<br>&#8211; Are there policy changes or regulations coming down the pike that will negatively impact your organization?<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>A SWOT analysis takes a critical look at your operations, giving you a clearer idea of the overall health of your organization, how you\u2019re doing compared to similar organizations, and areas where you can improve.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. Detail Your Methods<\/h3>\n\n\n\n<p>After you\u2019ve aligned your goals and mission, it is time to describe exactly how you will be raising those funds. You want your fundraising plan to be so detailed that even those outside of the organization will be able to understand it!<\/p>\n\n\n\n<p>List the types of fundraising techniques you will be using. Include <a href=\"https:\/\/www.causevox.com\/blog\/fundraising-strategies-year-end\/\" target=\"_blank\" rel=\"noreferrer noopener\">strategies<\/a> such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.causevox.com\/blog\/best-crowdfunding-campaign-nonprofit\/\" target=\"_blank\" rel=\"noreferrer noopener\">Crowdfunding campaigns<\/a><\/li>\n\n\n\n<li>Face-to-face asks<\/li>\n\n\n\n<li>Phone calls<\/li>\n\n\n\n<li>Mail campaigns<\/li>\n\n\n\n<li><a href=\"https:\/\/www.causevox.com\/blog\/6-steps-create-email-nurturing-campaign\/\" target=\"_blank\" rel=\"noreferrer noopener\">Email marketing<\/a> campaigns<\/li>\n\n\n\n<li><a href=\"https:\/\/www.causevox.com\/fundraising-events\/\" target=\"_blank\" rel=\"noreferrer noopener\">Fundraising Events<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/merskyjaffe.com\/board-development\/the-nonprofit-thank-a-thon\/\" target=\"_blank\" rel=\"noreferrer noopener\">Thank-a-thon<\/a><\/li>\n\n\n\n<li>Grants and <a href=\"https:\/\/www.causevox.com\/blog\/the-complete-guide-to-matching-grants\/\" target=\"_blank\" rel=\"noreferrer noopener\">matching gifts<\/a><\/li>\n\n\n\n<li>Corporate sponsorships and <a href=\"https:\/\/www.causevox.com\/blog\/nonprofit-partnerships\/\" target=\"_blank\" rel=\"noreferrer noopener\">partnership development<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.causevox.com\/blog\/the-complete-guide-to-recurring-donations\/\" target=\"_blank\" rel=\"noreferrer noopener\">Recurring donation<\/a> campaigns<\/li>\n\n\n\n<li>Month-long focus on endowments and planned giving<\/li>\n\n\n\n<li><a href=\"https:\/\/www.causevox.com\/blog\/how-to-run-a-capital-campaign\/\" target=\"_blank\" rel=\"noreferrer noopener\">Capital campaigns<\/a><\/li>\n<\/ul>\n\n\n\n<p>(Be sure to also check out our comprehensive list of <a href=\"https:\/\/www.causevox.com\/fundraising-ideas\/\" target=\"_blank\" rel=\"noreferrer noopener\">fundraising ideas<\/a> for more inspiration.)<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"706\" src=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/wag-love-sponsors-1024x706.png\" alt=\"\" class=\"wp-image-55716\" srcset=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/wag-love-sponsors-1024x706.png 1024w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/wag-love-sponsors-300x207.png 300w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/wag-love-sponsors-768x529.png 768w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/wag-love-sponsors-1536x1059.png 1536w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/wag-love-sponsors-2048x1412.png 2048w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/wag-love-sponsors-710x490.png 710w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em><em>Wag Love used sponsorships for their campaign and displayed them on their campaign page.<\/em><\/em><\/p>\n\n\n\n<p>Then, list the steps you need to take before and after each of the above activities. You may need to train volunteers, get your materials ready, or talk to someone about setting up the campaign website. Take some time to really dive deep into each of your fundraising strategies.<\/p>\n\n\n\n<p>Also, be sure to think of both short-term and long-term activities. What can you focus on now and what fundraising tactic can you expand if your organization needs additional funding?<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7. Consider New Trends for Your Fundraising Plan<\/h3>\n\n\n\n<p>It\u2019s no surprise that how we market and fundraise is constantly changing, especially with new technology.&nbsp;<\/p>\n\n\n\n<p>Keeping up to date with emerging fundraising trends can help you market and engage more effectively and efficiently. Here are a few new marketing trends worth considering when putting together your fundraising plan:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Community Advocacy &amp; Trusted Voices<\/h4>\n\n\n\n<p>You\u2019ve probably heard the phrase \u201cpeople donate to people they trust.\u201d It\u2019s true, and it doesn\u2019t just apply to celebrities or big-name influencers.<\/p>\n\n\n\n<p>Today, some of the most effective \u201cinfluencers\u201d for nonprofits are already part of your world. Board members, staff, volunteers, community champions, local advocates, and long-time supporters all have something incredibly valuable: <strong>real relationships and earned trust<\/strong>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.causevox.com\/blog\/effective-social-media-planning-for-nonprofit-fundraising-success\/\" target=\"_blank\" rel=\"noreferrer noopener\">Social media<\/a> has made it easier than ever for these trusted voices to show up authentically. A volunteer sharing a behind-the-scenes moment from an event, a staff member posting about why the work matters to them, or a board member explaining why they choose to give can have a powerful ripple effect. These stories feel personal, not promotional, and people pay attention to that.<\/p>\n\n\n\n<p>This kind of advocacy doesn\u2019t require a massive following or a big budget. It does take intention and encouragement. When the right people share your mission in their own words, they\u2019re lending credibility and helping introduce your cause to audiences who already trust them. That trust is what opens the door to deeper engagement and generosity.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">AI-Assisted Donor Segmentation &amp; Personalized Messaging<\/h4>\n\n\n\n<p>Personalization has always mattered in fundraising, but keeping up with it at scale can feel overwhelming. That\u2019s where <a href=\"https:\/\/www.causevox.com\/blog\/webinar-ethical-ai-for-competitive-advantage-and-innovation\/\" target=\"_blank\" rel=\"noreferrer noopener\">AI can be a helpful partner<\/a>, not a replacement for human connection.<\/p>\n\n\n\n<p>AI-powered tools, including <a href=\"https:\/\/www.causevox.com\/blog\/crm-for-nonprofits\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRMs<\/a> with built-in intelligence or <a href=\"https:\/\/www.causevox.com\/blog\/chatgpt-for-nonprofits\/\" target=\"_blank\" rel=\"noreferrer noopener\">tools like ChatGPT<\/a>, can help analyze donor behavior and patterns you might not have time to uncover on your own. Things like giving history, engagement levels, or past campaign participation can be used to group donors more thoughtfully and inform how you communicate with them.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"742\" height=\"520\" src=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/CRM-CauseVox-AI-report.png\" alt=\"\" class=\"wp-image-55720\" srcset=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/CRM-CauseVox-AI-report.png 742w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/CRM-CauseVox-AI-report-300x210.png 300w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/CRM-CauseVox-AI-report-710x498.png 710w\" sizes=\"auto, (max-width: 742px) 100vw, 742px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>CauseVox\u2019s CRM uses AI to help you get instant reports with actionable insights.<\/em><\/p>\n\n\n\n<p>For example, you might send one message to first-time donors focused on gratitude and impact, while long-time supporters receive an update that reflects their ongoing commitment. AI can help draft or refine these messages so they feel more relevant and timely\u2014without losing your voice.<\/p>\n\n\n\n<p>The goal isn\u2019t automation for automation\u2019s sake. It\u2019s using technology to support more human, intentional communication. When donors feel seen and understood, they\u2019re more likely to stay connected to your mission and continue showing up for the work.\u200b\u200b<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">User-Generated Content (UGC) In Campaigns<\/h4>\n\n\n\n<p>Some of the most compelling fundraising content doesn\u2019t come from your marketing team, it comes from the people closest to your mission.<\/p>\n\n\n\n<p><a href=\"https:\/\/bloomerang.com\/blog\/leveraging-user-generated-content-for-nonprofits\/\" target=\"_blank\" rel=\"noreferrer noopener\">User-generated content (UGC)<\/a> invites donors, volunteers, program participants, or community members to share their own stories in their own words. This might look like a short selfie video explaining why they gave, a written testimonial about their experience, or a personal fundraising page that tells a story only they can tell.<\/p>\n\n\n\n<p>These stories add depth and credibility to your campaigns. They help potential donors see themselves in the work and understand the impact from a real, human perspective. A single authentic testimonial or personal campaign story can often resonate more than a perfectly polished appeal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"1211\" src=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/image-12.png\" alt=\"\" class=\"wp-image-55718\" srcset=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/image-12.png 1600w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/image-12-300x227.png 300w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/image-12-1024x775.png 1024w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/image-12-768x581.png 768w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/image-12-1536x1163.png 1536w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/image-12-710x537.png 710w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em><em>Supporters can add a personal story on a peer-to-peer campaign page with CauseVox<\/em><\/em><\/p>\n\n\n\n<p>When possible, showcase this content directly on your campaign pages. Featuring a screenshot of a personal fundraising story or a donor testimonial helps new supporters see what participation looks like, and reassures them that real people are already involved.<\/p>\n\n\n\n<p>The key is making it easy to share. Offer simple prompts, clear guidance, and encouragement. When supporters feel empowered to tell their story, your campaign becomes more than a fundraising goal, it becomes a shared experience.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Video Marketing<\/h4>\n\n\n\n<p>In today\u2019s digital world, nonprofits should consider investing in video and <a href=\"https:\/\/www.causevox.com\/blog\/the-complete-guide-to-storytelling-for-nonprofits\/\" target=\"_blank\" rel=\"noreferrer noopener\">visual storytelling<\/a> as a key fundraising tool.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1407\" src=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/amigos-video-scaled.png\" alt=\"\" class=\"wp-image-55722\" srcset=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/amigos-video-scaled.png 2560w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/amigos-video-300x165.png 300w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/amigos-video-1024x563.png 1024w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/amigos-video-768x422.png 768w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/amigos-video-1536x844.png 1536w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/amigos-video-2048x1126.png 2048w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/01\/amigos-video-710x390.png 710w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>Amigos uses a short video on their campaign page to tell a powerful story and help donors see the impact of their gift.<\/em><\/p>\n\n\n\n<p>Over the past decade, video marketing has only grown in popularity. With more and more smartphone users, people are spending <a href=\"https:\/\/blog.hubspot.com\/marketing\/video-marketing\" target=\"_blank\" rel=\"noreferrer noopener\">an average of 19 hours a week<\/a> watching videos online. When it comes to fundraising, 80% of the highest-grossing campaigns on <a href=\"https:\/\/www.causevox.com\/features\" target=\"_blank\" rel=\"noreferrer noopener\">CauseVox<\/a> have used video as part of their campaign. In fact, <a href=\"https:\/\/nonprofitssource.com\/online-giving-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\">57% of people who watch nonprofit videos go on to make a donation<\/a>.<\/p>\n\n\n\n<p>Without a doubt, an <a href=\"https:\/\/www.causevox.com\/blog\/10-powerful-nonprofit-videos-to-inspire-you\/\" target=\"_blank\" rel=\"noreferrer noopener\">impactful nonprofit video<\/a> is one of the most effective tools in your belt for rallying support. I\u2019m referring to those videos that showcase the remarkable journey from trial to triumph of an individual or group.<\/p>\n\n\n\n<p>The best thing about <a href=\"https:\/\/www.causevox.com\/blog\/fundraising-video\/\" target=\"_blank\" rel=\"noreferrer noopener\">video marketing<\/a> is that it doesn\u2019t have to be a full-scale production, especially if you have limited marketing dollars. These days, shooting high-quality videos doesn\u2019t have to cost an arm and leg. <a href=\"https:\/\/www.forbes.com\/councils\/forbesagencycouncil\/2024\/03\/19\/short-form-video-content-capturing-attention-in-the-digital-age\/\" target=\"_blank\" rel=\"noreferrer noopener\">Short-form videos<\/a> like those used in TikToks, Instagram Reels, and YouTube Shorts are extremely popular ways to connect with your audience. All you need is a smartphone and good lighting to get started!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/www.causevox.com\/blog\/fundraising-plan-calendar\/\" target=\"_blank\" rel=\"noreferrer noopener\">Download your free nonprofit fundraising and calendar plan here.<\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\">8. Bust Out Your Fundraising Plan Calendar<\/h3>\n\n\n\n<p>You\u2019ve written down all of your fundraising plan information in a document. Your team has come to an agreement on appropriate financial goals, aligned those with your mission, described your fundraising techniques in detail, and then put this information into 1, 3, and 5-year plans.<\/p>\n\n\n\n<p>Phew!<\/p>\n\n\n\n<p>Now, it\u2019s time to get out your calendar which will supplement your total fundraising plan. Your <a href=\"https:\/\/www.causevox.com\/fundraising-plan-calendar\/\" target=\"_blank\" rel=\"noreferrer noopener\">fundraising calendar<\/a> will help you to stay on task throughout the year.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1287\" src=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/11\/fundraising-causevox-2026-1-scaled.png\" alt=\"\" class=\"wp-image-55654\" srcset=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/11\/fundraising-causevox-2026-1-scaled.png 2560w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/11\/fundraising-causevox-2026-1-300x151.png 300w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/11\/fundraising-causevox-2026-1-1024x515.png 1024w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/11\/fundraising-causevox-2026-1-768x386.png 768w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/11\/fundraising-causevox-2026-1-1536x772.png 1536w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/11\/fundraising-causevox-2026-1-2048x1030.png 2048w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/11\/fundraising-causevox-2026-1-710x357.png 710w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>Sample Fundraising Calendar included in our free download<\/em><\/p>\n\n\n\n<p>Let\u2019s say you are nearing the busiest time of the year for fundraising\u2014the holidays. Your calendar should detail all the steps you need to take before the \u201cbusy season\u201d starts such as establishing your goal, website preparations, and volunteer training.<\/p>\n\n\n\n<p>Mark down your hard deadlines, action deadlines, communication schedule, and your donor retention strategy schedule. Viewing these dates as inflexible will keep you on task, even if you have to make adjustments here and there.<\/p>\n\n\n\n<p>Keep your fundraising calendar on hand at every development meeting. This is a great tool to keep your schedule and goals top of mind. Need to keep track of important dates that may be related to your cause? Check out NonProfit Tech for Good\u2019s <a href=\"https:\/\/www.nptechforgood.com\/2017\/01\/01\/2017-cause-awareness-giving-day-calendar\/\" target=\"_blank\" rel=\"noreferrer noopener\">sample cause awareness day calendar<\/a>.<\/p>\n\n\n\n<p>Take a look at our article on creating a <a href=\"https:\/\/www.causevox.com\/blog\/fundraising-calendar\/\" target=\"_blank\" rel=\"noreferrer noopener\">fundraising calendar<\/a> for additional information on creating a stellar fundraising calendar. You\u2019ll find a template and worksheet you can use to build your own calendar.<\/p>\n\n\n\n<p>Your final fundraising plan is likely to change as your organization grows, and that is okay! It isn\u2019t meant to be a static document.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9. Determine &amp; Delegate Activities<\/h3>\n\n\n\n<p>Once you\u2019ve got your team assembled, create a timeline to determine who\u2019s doing what and when. Your timeline will be a roadmap for all your fundraising efforts and can include things like when to launch a campaign or when to schedule out social media posts.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Make sure to review your timeline with your team to ensure that everyone\u2019s on the same page and that it\u2019s realistic. Chances are, your team members are saddled with other responsibilities so by divvying up activities, you can ensure that you\u2019re not overwhelming them if they already have a heavy workload.&nbsp;<\/p>\n\n\n\n<p>Consider using a <a href=\"https:\/\/www.causevox.com\/blog\/project-management-for-nonprofits\/\" target=\"_blank\" rel=\"noreferrer noopener\">project management software<\/a> to help with this process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">10. Segment and Strategize For Different Donor Types<\/h3>\n\n\n\n<p>When it comes to fundraising, <a href=\"https:\/\/www.causevox.com\/blog\/strengthen-donor-relationships\/\" target=\"_blank\" rel=\"noreferrer noopener\">personalization<\/a> is key. You wouldn\u2019t talk to a ten year old the same you would communicate to a thirty-year old. It\u2019s the same concept with your donor base.<\/p>\n\n\n\n<p>You donors aren\u2019t a monolith so skip the generic communications and instead, segment and tailor your messaging for different donor types. One of the most common ways you\u2019ll see a nonprofit segment donors is by gift amount. You could have a segment for small-dollar donors, mid-level donors, and major donors. Of course, it\u2019s up to you to choose what the cutoff amount for each category is.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Major Donors<\/h4>\n\n\n\n<p>The definition of a <a href=\"https:\/\/www.causevox.com\/blog\/major-donors-how-to-attract-and-keep-them\/\" target=\"_blank\" rel=\"noreferrer noopener\">major donor<\/a> will vary from organization to organization. For some, the criteria for a major donor could be anyone who gives $10K or more, while others may view anything above $1K as a substantial gift. Regardless of how you define who a major donor is, as a fundraising professional, you already know that they\u2019re important, especially since <a href=\"https:\/\/www.nonprofitpro.com\/article\/charting-your-major-donors-journey-and-why-it-matters\/#:~:text=As%20a%20fundraising%20professional%2C%20you,of%20donors%20%E2%80%94%20your%20major%20donors.\" target=\"_blank\" rel=\"noreferrer noopener\">88% of all nonprofit funds come from just 12% of donors<\/a>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Mid-Level Donors<\/h4>\n\n\n\n<p><a href=\"https:\/\/www.causevox.com\/blog\/mid-level-donor-strategy\/\" target=\"_blank\" rel=\"noreferrer noopener\">Mid-level<\/a> donors are often one of the most overlooked (and most promising) segments. Depending on your organization, these gifts might range from a few hundred dollars to a few thousand.<\/p>\n\n\n\n<p>What makes mid-level donors so important is their potential. Many are deeply engaged, believe in your mission, and are capable of increasing their support over time. With thoughtful stewardship like impact updates, invitations to get more involved, and messaging that acknowledges their growing commitment, mid-level donors often become major donors or long-term <a href=\"https:\/\/www.causevox.com\/blog\/the-complete-guide-to-recurring-donations\/\" target=\"_blank\" rel=\"noreferrer noopener\">recurring supporters.<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Small-Dollar Donors<\/h4>\n\n\n\n<p>Small-dollar donors may give $5, $25, or $75 at a time, but they\u2019re often some of your most values-driven and loyal supporters. The key is meeting them where they are. If someone\u2019s largest gift has been $25, a $1,000 ask will likely feel misaligned.<\/p>\n\n\n\n<p>This group is also ideal for <a href=\"https:\/\/www.causevox.com\/blog\/recurring-gift-campaign-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">recurring giving.<\/a> A $25 monthly donation adds up to $300 a year, and over time, recurring donors can provide more lifetime value than a single larger gift. CauseVox\u2019s <a href=\"https:\/\/www.causevox.com\/use-case-pledge-donations\/\" target=\"_blank\" rel=\"noreferrer noopener\">pledge donation<\/a> option also allows donors to commit to a larger amount and pay in manageable installments, making generosity more accessible.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Other Ways to Segment<\/h4>\n\n\n\n<p>While segmenting by gift amount is popular and common, it\u2019s not always the most personal approach. How much someone gives only tells you their giving capacity but it doesn\u2019t provide much more information otherwise. You\u2019re not going to know how often they give on average (propensity), why they gravitated to your cause, and what they care about (affinity).&nbsp;<\/p>\n\n\n\n<p>If you don\u2019t want to segment by gift amount, you can always consider <a href=\"https:\/\/www.causevox.com\/blog\/donor-segmentation-matters\/\" target=\"_blank\" rel=\"noreferrer noopener\">segmenting donors<\/a> based on their level of involvement, their interests, or even by geography. For example, a volunteer will interact differently with your organization compared to someone who\u2019s receiving services. Alternatively, you wouldn\u2019t want to send the same messaging to a lapsed donor and to someone who engages with your organization regularly.\u00a0<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"347\" height=\"434\" src=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/06\/donor-segmentation-tags.png\" alt=\"Donor Segmentation Tags\" class=\"wp-image-55271\" srcset=\"https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/06\/donor-segmentation-tags.png 347w, https:\/\/www.causevox.com\/wp-content\/uploads\/2025\/06\/donor-segmentation-tags-240x300.png 240w\" sizes=\"auto, (max-width: 347px) 100vw, 347px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>Tag and segment your donors on your CRM<\/em><\/p>\n\n\n\n<p>When you\u2019re attuned to the <a href=\"https:\/\/www.causevox.com\/blog\/donor-personas-how-to-identify-your-unique-donor-audience\/\" target=\"_blank\" rel=\"noreferrer noopener\">specificities of a donor<\/a> (i.e. their interest and intent), you can make their donor journey way more meaningful. The possibilities are endless, so go wild!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">11. Keep Everything Organized With the Right Software<\/h3>\n\n\n\n<p>The final step in your fundraising plan is making sure everything stays organized.<\/p>\n\n\n\n<p>If you\u2019re juggling donor data across multiple spreadsheets, hunting for the \u201clatest\u201d version, or feeling full-on spreadsheet fatigue\u2014you\u2019re not alone. It\u2019s frustrating, time-consuming, and honestly unsustainable.<\/p>\n\n\n\n<p>There\u2019s a better way. While tools like Google Sheets or Excel can work in a pinch, they\u2019re not a replacement for a dedicated donor database. That\u2019s where a <a href=\"https:\/\/www.causevox.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">unified CRM<\/a> comes in. A CRM brings all your donor data, giving history, and engagement in one place, so nothing falls through the cracks and your team can focus on building real relationships.<\/p>\n\n\n\n<p>CauseVox is more than just fundraising software. It\u2019s a <a href=\"https:\/\/www.causevox.com\/blog\/what-is-a-unified-fundraising-platform\/\" target=\"_blank\" rel=\"noreferrer noopener\">unified fundraising platform and CRM<\/a> designed to help you increase giving while reducing back-office work. Everything works together, seamlessly, with features like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Smart, conversion-optimized <a href=\"https:\/\/www.causevox.com\/donation-forms\/\" target=\"_blank\" rel=\"noreferrer noopener\">donation forms<\/a><\/li>\n\n\n\n<li>Automated receipts and acknowledgements<\/li>\n\n\n\n<li>Donation tracking and actionable insights<\/li>\n\n\n\n<li>A <a href=\"https:\/\/www.causevox.com\/blog\/crm-software-for-nonprofits\/\" target=\"_blank\" rel=\"noreferrer noopener\">unified CRM<\/a> to manage and grow donor relationships<\/li>\n\n\n\n<li><a href=\"https:\/\/www.causevox.com\/event-ticketing-forms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Event ticketing<\/a> and registrations<\/li>\n\n\n\n<li>Customizable <a href=\"https:\/\/www.causevox.com\/peer-to-peer-fundraising\/\" target=\"_blank\" rel=\"noreferrer noopener\">peer-to-peer<\/a> and crowdfunding campaigns<\/li>\n\n\n\n<li>Expert support from real humans who understand fundraising<\/li>\n<\/ul>\n\n\n\n<p>When your tools are connected, your fundraising plan actually works the way it\u2019s supposed to clear, organized, and built for growth.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Download Our Free Fundraising Plan &amp; Calendar Template:<\/h3>\n\n\n\n<div class=\"_form_297\"><\/div><script src=\"https:\/\/causevox.activehosted.com\/f\/embed.php?id=297\"><\/script>\n\n\n\n<h2 class=\"wp-block-heading\">Get Started On CauseVox<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.causevox.com\/schedule-a-demo\/\" target=\"_blank\" rel=\"noreferrer noopener\">Book a demo<\/a> to learn how CauseVox can help you maximize your digital fundraising in 2026 and beyond!<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A nonprofit fundraising plan is a road map designed to help you raise the money you need to achieve your goals. It breaks down your organization\u2019s vision into actionable, highly-specific steps for success. It doesn\u2019t matter if you are running a multi-million dollar nonprofit organization or are a small start-up: the key to financial success [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":49908,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[34],"tags":[],"class_list":["post-7136","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article"],"acf":[],"featured_image_src":"https:\/\/www.causevox.com\/wp-content\/uploads\/2024\/05\/notes-514998_960_720-600x400.jpg","featured_image_src_square":"https:\/\/www.causevox.com\/wp-content\/uploads\/2024\/05\/notes-514998_960_720-600x600.jpg","author_info":{"display_name":"Madison Barefield","author_link":"https:\/\/www.causevox.com\/author\/madison\/"},"_links":{"self":[{"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/posts\/7136","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/comments?post=7136"}],"version-history":[{"count":0,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/posts\/7136\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/media\/49908"}],"wp:attachment":[{"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/media?parent=7136"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/categories?post=7136"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.causevox.com\/wp-json\/wp\/v2\/tags?post=7136"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}