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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. A well-thought-out plan can help guide your activities, solicit support, secure resources to succeed, and keep the entire organization informed of goals and strategies. This TREC resource walks you through creating a six-step process to create a roadmap to reach your goals.

For a more in-depth fundraising planning tool to complement the planning checklist, check out the  TREC Fundraising Plan Template, which helps to set realistic goals, streamline your planning process,  and measure staff hours and costs associated with fundraising plans.


En Español

Descargue este recurso en español aquí.   Este recurso de TREC es una guía para la realización de un proceso de seis pasos para crear una hoja de ruta que les permita alcanzar sus metas.


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Fundraising Planning Checklist

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Contact: Ellie Stanley

Background Image: Raincoast Conservation Foundation | Jamen Rhodes

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