Your organization may benefit from the input of a third-party perspective during this review process, especially if you’re planning a large-scale campaign or other major fundraising push. If not, make sure to incorporate fundraising metrics into your next campaign, and look ahead to Step Eleven to learn more about this tactic. If so, what key fundraising metrics are performing well, and which could be improved? Which marketing channels and/or direct communication methods reach your donor base the best?Īre you actively tracking performance towards concrete goals? What were your least successful campaigns? What were your most successful campaigns? Review your previous strategies and fundraising data to answer questions like: Analyze your current fundraising tactics and how they’ve performed in the past. Step 1: Review your present fundraising processes and past campaign performance.īefore putting pen to paper to outline your next fundraising strategy, take the time to fully understand where you’re starting from. Study up on these essentials and start preparing early! Then, planning your fundraising strategy will be a piece of cake. However, if you’re taking on a major initiative like a capital campaign, we recommend a more in-depth look at Donorly’s guide to planning a capital campaign due to the long-term, complex nature of such projects.

The steps and best practices in this guide can be adapted to fit all kinds of campaigns at different scales. Streamline your fundraising strategy into a campaign roadmap.Ĭhoose and track specific fundraising campaign KPIs.ĭetermine future improvements for your fundraising strategy. Make a plan for thanking and stewarding donors. Nail down your campaign’s strategic essentials. Review your present fundraising processes and past campaign performance.ĭetermine guidelines and goals for your new campaign. To help you start off on the right foot, we’ve put together this guide to designing a fundraising strategy. As a result, you’ll raise more money and deepen relationships with your supporters!Ī thorough and thoughtful strategy can make all the difference in the success of your campaigns-whether big or small. A complete fundraising strategy will lay out a roadmap for you and your team to follow at every stage of the fundraising process, helping you avoid stress and stay organized and productive. In order to plan and execute effective fundraising campaigns, you need to develop a rock-solid fundraising strategy. From choosing the right fundraising idea to securing the best fundraising tools and preparing attention-grabbing marketing collateral, it can be challenging to manage it all. Whether you’re a fundraising professional, a PTA president, or a church pastor, you know that fundraising involves a lot of moving parts.

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