Make the next step clear.
When the funding need feels urgent, it is easy to jump between outreach, events, presentation edits, and unfinished follow-up. The Fundraising Action Plan gives you a sequence for choosing your priorities and carrying them through.
Connect your organization’s funding needs to a practical plan built around relevant relationships and consistent action.
What you will create
What is inside
The nine-page editable workbook includes a funding target worksheet, contribution scenario template, relationship prioritization guide, case-for-support prompts, four adaptable outreach and update messages, a 13-week calendar, progress tables, and a completed fictional plan.
The worksheets distinguish pending asks, confirmed commitments, and payments, so your funding picture stays clear as conversations progress. Templates are editable tables that you can expand or transfer into your existing system.
How it works
Define the work, cost, existing funding, and remaining need.
Prioritize relationships with evidence of fit and an appropriate route to a conversation.
Write your message and schedule realistic outreach actions.
Review what happened each week and adjust at days 30 and 60.
Who is it for?
This workbook is for founders, executive directors, and fundraising leaders who need a relationship-based fundraising plan. It works whether you are organizing your first structured effort or replacing an inconsistent process.
It focuses on resource partner outreach and follow-through. It does not provide a grant application course, event production plan, or a list of people who will fund your work.
Common questions
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The relationship map helps you identify current connections and appropriate introductions. If those relationships are insufficient for your goal, the workbook helps you surface that gap and reconsider timing, scope, or outreach.
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No. Ninety days is the planning period. Results depend on your relationships, execution, funding opportunity, and resource partners’ decisions.
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No. The workbook is an editable document. You can use its tables directly or transfer the fields into a system you already use.
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This workbook includes a short case-for-support exercise and outreach messages. The one-sheet and Canva templates are in the Resource Partner Meeting Kit, also included in the Complete Fundraising Toolkit.