Fundraiser Planning Checklist

Tim Ahern | March 27, 2019

Planning is an essential part of any project, whether it’s a marketing campaign or a big event. For nonprofits, fundraisers are usually the cornerstone of operations, bringing in money so that they can accomplish their goals. If your nonprofit has a fundraiser coming up, it’s essential that you plan the entire project from start to finish.

Every successful project starts with clearly-defined goals. How much money do you hope to raise? Do you have a specific mission in mind, such as growing your supporter base?

Getting Started

Before you kick off your fundraising season, it’s important to sit down and map out everything you need to do to make it a success. This starts with evaluating past fundraisers and identifying what you did well versus where you could have done things a little better. This gives you the baseline as you work to plan your upcoming campaign.Once you’ve identified those strengths and weaknesses, it’s time to start planning. Make a list of all of the things you need to do to meet your goals to recruit volunteers, get the word out about your fundraiser, and collect donations. From that list, you can put things in order, then create a calendar and add your entire team. Tools like Trello and Asana can help you identify what needs to be done and delegate those tasks to the appropriate team members.


With careful planning and the right team, your nonprofit can make every fundraising season a success. Best of all, once you have everything in writing, you’ll have a great document to refer back to as you start planning for the upcoming years.

Check out our social media page for great fundraising resources!