This collection will help you get started with a fundraising plan, revenue forecasting, budgeting, and more.
Resources in this Collection
Fundraising Plan Template & Sample
A useful tool to track fundraising strategies, goals, action steps, and costs associated with fundraising plans.
Fundraising Benchmark Tracker
Our Fundraising Benchmark Tracker is a tool for nonprofits to monitor and analyze their fundraising performance. With sections for key metrics like donor acquisition, retention, monthly giving, and online giving,…
Revenue Forecasting Tool
TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.
Ladder of Engagement Sample
Ladders and Pyramids of Engagement are great tools to deepen relationships with your supporters from observer to contributors to your organization as donors and/or volunteers. If you're looking to create or enhance your current Ladder or Pyramid of Engagement use TREC's sample Pyramid of Engagement to see how a Facebook friend is just 7 steps from a Board Chair.
Stewardship Matrix
Having a well thought out and logical thanking and stewardship structure is important for ensuring fairness to your donors and simplifying your process. The sample matrix shows a way to provide increasing levels of stewardship and personal connection as donors give more. It also incorporates monthly and annual donors.
Fundraising Planning Checklist
When it’s time to determine your annual fundraising goals and prepare for the year ahead, a well-developed fundraising plan is a key to your success. This TREC resource walks you through creating a six-step process to create a roadmap to reach your goals.
Diversifying Revenue Sources
Diversifying revenue is a good idea for many organizations; however, implementing diversification is not a one size fits all solution for every organization. This tutorial looks into when, why, and how your organization can benefit from diversifying revenue sources.
Budgeting for Grants and Fundraising: Planning and Development Considerations
Navigating through planning work while simultaneously balancing and managing your organization’s budget, fundraising, and strategic vision can be overwhelming. This webinar will walk through a checklist of considerations and activities to help along that journey.
Building Fundraising Success into Your Planning Process
Money doesn't grow on trees (unfortunately). Securing the funding needed to advance conservation work requires good planning and diligent follow through. Join TREC Senior Associate Elizabeth Hospodarsky Stanley as we explore ways to raise more money, more reliably, year after year.
Fundraising Planning: Preparing for a Busy Year by Planning Ahead
The fundraising planning process begins with a broad road map for the year that lays out exactly where you must end up. Key points to consider are revenues generated from each fundraising activity; and how much time will be necessary to accomplish each objective.
Creating a Multi-Year Fundraising and Communications Plan
This resource provides a step-by-step process for leaders and fundraising teams to create a three-year fundraising and communications plan that aligns with their strategic priorities and long-term sustainability goals.