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ANNUAL FUNDRAISING PLAN TEMPLATE
https://www.smartsheet.com/try-it?trp=12007&utm_source=template-google-sheet&utm_medium=content&utm_campaign=Annual+Fundraising+Plan-google-sheet-12007&lpa=Annual+Fundraising+Plan+google-sheet+12007
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FUNDRAISING EFFORTS FOR 20XX
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ORGANIZATION NAMEValley View and Friends
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PLAN CREATED BYLori G.
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ANNUAL GOAL
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Describe your fundraising and development goals for the year ahead.
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KEY METHODS AND STRATEGIES
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INDIVIDUAL GOALS AND ACTIONSOBSTACLESOBJECTIVES
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Donor EngagementImprove online outreach.Website is dated.Increase donor giving.
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Launch e-blast.Contributors are lacking.Raise $10K before end of FY.
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Plan annual fundraising event.Venue has changed.Raise $60K for next year's event.
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Member RetentionHighlight member perks.Funds are inadequate.Give members sense of belonging.
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Launch survey.Development team needed.Gain critical feedback.
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Activity 3Obstacle 3Tertiary Objective
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Staff RetentionLaunch mentorship program.HR team needed.Create connectivity among staff.
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Encourage annual reviews.HR team needed.Create opportunity and communication.
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Activity 3Obstacle 3Tertiary Objective
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FUNDRAISING TIMELINE
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20XX QUARTER 1ACTIVITYHOURS NEEDEDCOSTINCOMEPROFITNOTES FROM PREVIOUS YEARALIGNS WITH GOAL NO.NOTES
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JANUARYFundraiser40.00 $ 1,500.00 $ 5,000.00 $ 3,500.00 Web banner ad worked well.1
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Supply Drive40.00 $ 800.00 $ 6,000.00 $ 5,200.00 Received donations from districts 4-8.2
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E-Blast Launch15.00 $ 350.00 $ - $ (350.00)3
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Activity 412.50 $ - $ - $ - 1
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Activity 55.00 $ - $ - $ - 1
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FEBRUARYPhone Bank Recruitment Event16.00 $ 460.00 $ 900.00 $ 440.00 2
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Social Media Survey 25.00 $ 80.00 $ - $ (80.00)Instagram only3
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Activity 33.00 $ - $ - $ - 2
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Activity 44.00 $ - $ - $ - 3
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Activity 55.00 $ - $ - $ - 3
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MARCHMember Appreciation Event8.00 $ 2,000.00 $ 7,500.00 $ 5,500.00 1
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Donor Recruitment8.00 $ 1,000.00 $ - $ (1,000.00)1
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Social Media Survey 23.00 $ 80.00 $ - $ (80.00)Instagram and Facebook3
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Activity 44.00 $ - $ - $ - 2
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Activity 55.00 $ - $ - $ - 3
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QUARTER 1 TOTALS173.50 $ 6,270.00 $ 19,400.00 $ 13,130.00
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20XX QUARTER 2ACTIVITYHOURS NEEDEDCOSTINCOMEPROFITNOTES FROM PREVIOUS YEARALIGNS WITH GOAL NO.NOTES
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APRILActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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MAYActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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JUNEActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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QUARTER 2 TOTALS45.00 $ - $ - $ -
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20XX QUARTER 3ACTIVITYHOURS NEEDEDCOSTINCOMEPROFITNOTES FROM PREVIOUS YEARALIGNS WITH GOAL NO.NOTES
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JULYActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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AUGUSTActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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SEPTEMBERActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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QUARTER 3 TOTALS45.00 $ - $ - $ -
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20XX QUARTER 4ACTIVITYHOURS NEEDEDCOSTINCOMEPROFITNOTES FROM PREVIOUS YEARALIGNS WITH GOAL NO.NOTES
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OCTOBERActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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NOVEMBERActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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DECEMBERActivity 11.00 $ - $ - $ -
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Activity 22.00 $ - $ - $ -
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Activity 33.00 $ - $ - $ -
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Activity 44.00 $ - $ - $ -
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Activity 55.00 $ - $ - $ -
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QUARTER 4 TOTALS45.00 $ - $ - $ -
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