Build Your Annual Fundraising Plan

 

  • A four-session course to teach you the fundamentals of fundraising, help you set an ambitious yet feasible fundraising goal, and build the strategy and detailed plans to reach it by the end of the year.

    • You’re new to fundraising and want to start off with a strong foundation.

    • You’ve learned how to fundraise on the job but want to make sure you’re grounded in the fundamentals.

    • You’ve raised some funds before but have never had an annual plan to ensure you’re on track to meet your goals.

    • You’re not sure where next year’s budget is coming from and you want clarity.

  • Set your fundraising goal
    Look at your budget and past revenue to land on a goal you can stand behind. You’ll finish with a number and a revenue projection that shows where the money can come from.

    Develop your strategy
    Get grounded in the fundamentals, then choose the funding sources and activities that will get you to your goal. You’ll finish knowing who you’ll ask, what you’ll ask for, and when.

    Build your plan
    Turn your strategy into an annual plan with timelines and clear next steps, and set up the systems to keep it on track. You’ll finish with a plan for the year you can start working from right away.

  • The course launches in December 2026. Each class is 60 minutes and starts at 10am PT / 1pm ET.

    • December 3: Intro to Fundraising

    • December 10: Getting Your Fundraising Systems in Place

    • January 14: Building a Strong Fundraising Plan for the Year

    • January 21: Operationalizing + Answering Your Questions

  • Join the live webinar conversations, or go at your own pace once you sign up. You’ll receive an email with course access after registering.

  • What it costs

    $550 per participant

    Your registration includes:

    • Four 60-minute sessions starting on December 3

    • The option to join the live webinar conversations or go at your own pace

    • Revenue + Projection Tool

    • Annual Planning Template

    • Meeting Prep Document

    • Sample Thank You Note

    • Prep work between sessions so you can make concrete progress

  • When are the sessions?
    December 3, December 10, January 14, and January 21. Each session is 60 minutes and starts at 10am PT / 1pm ET.

    How do the sessions work?
    The live sessions take place on Zoom. The course and all materials will be accessible on the Thinkific platform.

    Do I have to attend live?
    No. You can join the live webinar conversations, or you can go at your own pace once you sign up.

    Will the sessions be recorded?
    Yes. Each livestream is recorded and shared after the session via Thinkific.

    How long do I have access to the course?
    You’ll have access for 6 months after registering.

    What happens after I register?
    You’ll receive an email with the details for the course within 24 hours of registering.

    Is there work between sessions?
    Yes. There is prep work between sessions as needed, so you can make concrete progress on your plan along the way.

    Can more than one person from my organization register?
    Yes. The cost is per person, so each person who joins registers separately at $550.

    What is your refund policy?
    The course is non-refundable.Item description

 
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