Downloadable Word Doc 15: Sample Fund Development Plan



Canadian Council of Archives - Preservation Committee

Fundraising 101

Doc 15: Sample Fund Development Plan

Strategic Fund Development Plan

Goal: To increase private sector revenue from _____ to _____.

Objectives:

➢ To protect the current annual core funding.

➢ To increase revenue from individuals from $_____ to $_____.

➢ To increase foundation revenue from $_____ to $_____.

➢ To increase corporate giving and sponsorships from $_____ to $_____.

➢ To increase bequest expectancies from $_____ to $_____.

Action Plans:

➢ To protect the current funding.

1. Develop a cultivation strategy for each individual decision-maker.

2. Prepare key documents to demonstrate the impact and importance.

3. Assign responsibility for each element.

4. Ensure personal visits and personal solicitation.

5. Implement and monitor the strategy.

➢ To increase revenue from $_____ to $_____.

1. Major Gifts from Individuals, Businesses and Foundations

1. Identify 5 to 25 donor prospects with an interest in the archives.

2. Find out who is connected to them and what some of their interests are

3. Design a cultivation moves strategy for each prospect (see worksheet on the online education kit for examples)

4. Enlist key influential people to make initial cultivation approaches.

5. Decide what Gift Opportunities you can offer your prospective donors (see the section on the online education kit)

6. Match the donor with an appropriate Gift Opportunity and ask when you think the donor is ready to give

7. Implement, monitor and evaluate the strategy

8. Ask when the person is ready

9. Enhance and expand the prospect list.

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