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Developing a SMART Fundraising Plan

Planning for vacation? Fun. Planning for a party? Fun. Planning for fundraising successes? Yes, that can be fun too. The trick is S.M.A.R.T. planning (Specific, Measurable, Achievable, Realistic and Timely). Join us for this jam-packed one-hour session and learn why planning should be part of your fund development program, what to plan for, and how to plan to ensure fundraising successes. We’ll cover the key elements of a good fundraising plan, how to make sure your plan has S.M.A.R.T. goals and three things you can do to engage your staff and board in planning.

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Related Resources

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.

Revenue Forecasting

Nonprofit budgets must be based on realistic revenue forecasts. Here are some principles and procedures for developing them.

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