A Planning Guide to Fundraising

Nov 19, 2019

Making a fundraising plan doesn’t need to be daunting. CauseVox recently posted, “Fundraising Planning Guide, Calendar, Worksheet, + Template,” with great tips and tools for a successful year of getting more donations in 2020.

Here are the steps they recommend:

  1. Understand your need and goals
  2. Study your past fundraising trends
  3. List your resources (staff, board, volunteers)
  4. Outline your strategies for the year
  5. Create a path forward

Read more for all the details and a downloadable template and sample calendar.


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