Getting Started with Fundraising Planning

Claire Haffenden

Why plan your fundraising?

• Good practice• If you have a business plan it’s the next step in

planning• Helps to make you to make informed choices • Could be a tool to ask Trustees for a

fundraising budget

Organisationalobjectives

What’s inplace

already?What’s goingon internally? Vision/

Mission

What’s goingon out there?

Competitors &Collaborators

Fundraising objectives

Fundraising Audit

• Do you have a business plan in place?• Was there a previous fundraising

strategy?• Are there records of your fundraising

efforts so far?• Who has been doing the fundraising?

What’s in place

already?

• Vision – what would you like to achieve in the long term?• Mission – a declaration of your core

purpose

Vision/Mission

Our vision is to make the UK a great place

to grow older.

We do this by inspiring, supporting and enabling in a

number of waysSamaritans Vision is

that fewer people die by suicide.

We work to achieve this vision by making it our mission to alleviate

emotional distress and reduce the incidence of suicide feelings

and suicidal behaviour.A world in which

every child attains the right to survival,

protection, development and

participation.

To inspire breakthroughs in the way the world treats children and to achieve immediate and lasting

change in their lives.

What are your short and medium term goals?• To set up a youth group• To continue to run existing services,

but improve quality

Organisationalobjectives

• Who is doing similar work to you?• Consider more than just charitable

organisations• How do you work with them? Could

a competitor become a collaborator?

Competitors & Collaborators

Socio-CulturalTechnologicalEconomicEcologicalPoliticalLegalEthical

What’s going on out there?

• Strengths, Weaknesses, Opportunities, Threats

• Internal analysis• Areas of fundraising

What’s going on

internally?

3 or 4 objectives for the period of your strategy for example:• To increase donations from individuals towards core

costs• To focus on trust fundraising and gain £40k towards

project costs• To run at least 5 community fundraising events a year

FundraisingObjectives

Organisationalobjectives

What’s inplace

already?What’s goingon internally? Vision/

Mission

What’s goingon out there?

Competitors &Collaborators

Fundraising objectives