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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.

Please take a moment to give us your feedback and evaluate this webinar.


Contact: Katie Davis and Don Elder, TREC

Related Resources

Fundraising Planning Checklist

A simple six-step planning checklist for fundraising planning. This interactive checklist will help organizations set goals, decide strategies, and determine the necessary staff to meet those goals.

Revenue Forecasting

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

Background Image: American Rivers | Scott Bosse