How to Create a Fundraising Development Plan That Will Help You Raise More Money: A Step-By-Step Guide

  • Duration
    90 Minutes
  • Author
    Tracy Vanderneck
  • Course Level
  • Year Created
  • CFRE Approved
    1.50 Points



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Successful ventures start with a plan. You have to know where you want to go before you can figure out what steps you need to take to get there, right? Fundraising for a nonprofit organization is no different!

This session will take you step-by-step through the process of creating a Fundraising Development Plan - a blueprint for a thriving nonprofit fundraising program. It will help you strategically prepare to efficiently, effectively, and SUCCESSFULLY raise more money.

“Research shows the clearest predictor of a nonprofit's success in raising money from individuals is having a formal fundraising plan.”

- Heather Yandow, Stanford Social Innovation Review

During this live interactive webinar we will cover:

  • What a Development Plan is, a brief overview.

  • A review of excellent examples of real development plans.

  • How to pinpoint who should be involved in the creation process.

  • How to start the plan with numbers.

  • How to create an opening description.

  • How to identify what the sections of your plan should be.

  • How to assign a monetary amount for each category.

  • How to add descriptions and objectives.

  • Where to add in any relevant dates or time frames.

  • How to use the plan to allocate current available resources.

  • How to focus on strategy and planning, not tactics.

  • How to identify who is responsible for “owning” each section.

  • How to identify if there are other methods of fundraising your organization consider.

  • How to use the plan to keep your staff and volunteers on track.

  • How to use the plan to evaluate & prioritize fundraising activities.

  • Why the plan needs Board of Directors approval and how to get it.

  • Talking points on how the plan will help you raise more money.

You’ll Get These BONUS Materials:

  1. Samples of three excellent development plans from small to mid-size organizations

  2. Template to use to create your own Development Plan

  3. Sample overview version of a Development Plan

  4. A Do’s and Don’ts Tip Sheet for creating a Development Plan

  5. Breakdown of cost to raise a dollar

  6. The webinar recording & the slides

What Attendees Said about This Webinar:

“Tracey provided clear and practical fundraising guidelines.”
Lyndon Becker, Project Hope Worldwide

“This webinar was very informative and logically presented”

Jonathan Wood, Warren-Washington Association for Mental Health, Inc.

“Basic fundamentals of a good Development Plan, including ways to analyze effort required vs benefit. Appreciated how presenter explained Development Plan within Strategic Plan, how to respond to last minute suggestions from eager volunteers who do not know the Plan.”

Ellin Barret, California Revels

“This webinar provided concrete ideas for developing the plan.  Having access to the slides and other supporting documents afterwards is of great utility and reflects good adult learning sensitivity.”

Scot Adams, Notre Dame Sisters

“This was a concise overview of the variables that require consideration when creating a strategic development plan.  I would recommend it for anyone in the fundraising or development field because it nicely frames the big picture.”

Katherine Marsh, Make-A-Wish Western New York

“I really enjoyed this webinar. I liked that the presenter gave several options for Development Plan styles while the information in them was all the same. The downloadable documents were are great!

Stephanie Felton, Middle Grades Partnership

Presented by Tracy Vanderneck, MSM, CFRE

Tracy Vanderneck is president of Phil-Com, a Florida-based training and consulting company. She helps nonprofit organizations with budgets as small as (under) $150,000 and as large as $15 million, on fundraising, board development, and strategic planning. Tracy has more than 20 years of experience in nonprofit leadership, fundraising, business development and sales. She holds a Master of Science in management with a concentration in nonprofit leadership and a graduate certificate in teaching and learning. Tracy is a Certified Fund Raising Executive (CFRE) and an Association of Fundraising Professionals (AFP) Master Trainer. Additionally, she designs and delivers online fundraising training classes and serves as a Network for Good Personal Fundraising Coach. Tracy’s company, Phil-Com, produces the one-day conference for nonprofits, NPInfusion, in Tampa, FL.

If You Register and Cannot Attend, You Will Get the Webinar Recording, Slides, and Bonus Materials


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