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.
What will your fundraising campaign make possible, and who will benefit?
Which campaign decisions have been approved? Which decision needs attention next, and who can make it?
What do you know about your prospective donors? What do you need to learn through research or conversation?
Who will be responsible for fundraising and donor engagement? What roles will volunteers take?
Which fundraising tasks are already documented? Which instructions would help your team know what to do, who is responsible and when to act?
Whose perspectives need to inform your campaign plan? How will your team address donor conduct and fundraisers’ rights?
Questions About the Campaign Planning Worksheet
What does the fundraising campaign planning worksheet cover?
The worksheet organizes your campaign’s purpose and decisions, prospective-donor knowledge, and staff and volunteer responsibilities. It also asks which perspectives should inform the plan and how the team will address donor conduct.
How do we complete the campaign planning worksheet?
Print the worksheet or save it as a PDF and use the spaces provided for your notes. It is a printable discussion worksheet. The page does not save your answers.
What information belongs in our campaign planning notes?
Use general descriptions to document decisions and questions for the team. Keep identifiable donor information in your organization’s approved systems, and assign next steps to the people responsible.