Fundraising Campaign Planning Worksheet

Use this worksheet to organize what your team has already decided and the questions that still need discussion.

Use general descriptions to protect donor privacy.

1

What will your fundraising campaign make possible, and who will benefit?

2

Which campaign decisions have been approved? Which decision needs attention next, and who can make it?

3

What do you know about your prospective donors? What do you need to learn through research or conversation?

4

Who will be responsible for fundraising and donor engagement? What roles will volunteers take?

5

Which fundraising tasks are already documented? Which instructions would help your team know what to do, who is responsible and when to act?

6

Whose perspectives need to inform your campaign plan? How will your team address donor conduct and fundraisers’ rights?