2. Creating a fundraising plan

Whether you are starting from scratch, looking to grow your income, or need to diversify your fundraising, a fundraising strategy allows you to focus your resources and make the most of the opportunities out there.

Fundraising strategy e-learning

The video tutorial and step-by-step guidance in this e-learning programme will help you develop a fundraising strategy, enable you to focus your resources and identify where you can grow your funding.

Once you’ve created an account, you can access the modules at any time and work through them at your own pace.

You can also find out more in this presentation about how to develop an effective fundraising strategy, appropriate for your organisation.

The presentation covers:

  • The key concepts involved in developing a fundraising strategy
  • Funding strategy in context of wider organisational vision and mission
  • The spectrum of income types
  • Target setting and risk

Fundraising streams

This summary of the fundraising streams you could consider outlines the pros and cons of direct marketing, major donors, corporate fundraising, events, trading, community fundraising, grants and trusts, contracts, trading and loans.

Other templates to help you with your planning

Income generation

Our income generation guidance draws on the experience of The National Archives’ commercial operations and also experience and good practice from across the sector.  It has a very practical focus and provides an overview of income generation sources, flagging up the most fruitful areas for commercial activity.