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Fundraising Plan for Small Teams (PDF Template)

A nonprofit fundraising plan template for small teams. Audit your funding mix, compare four income streams and plan a year that doesn't all land in Q4.
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What's included

  • Funding mix audit: measure where last year's funds came from, with a simple risk test
  • Four streams compared: grants, individual giving, events and campaigns, and earned income, on flexibility and effort
  • Grant guidance: what works in a strong application
  • Individual giving: how to build predictable income from regular supporters
  • Earned income shortlist: ideas that suit a small organization
  • Stewardship rhythm and year plan: your fundraising calendar across four quarters

How to use it

  • Complete the funding mix audit using real figures from last financial year.
  • Run the risk test: what would happen if your largest source halved next year?
  • Compare the four streams to see which gaps your current mix leaves open.
  • Lay out your year so income arrives across all four quarters.
FAQs and suggestions

Q: What should a nonprofit fundraising plan include?

A clear picture of where your funds come from now, the income streams you'll build on and a year plan that spreads activity across all four quarters.

Q: Why should a small nonprofit diversify its funding?

Relying on one source leaves you exposed. If a grant doesn't renew or supporter behavior shifts, a balanced mix keeps your work going.

Q: Do you need a bigger budget to diversify your fundraising?

No. Start with what you have, focus on what suits your community, and grow from there.

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