Fundraising Checklist
Table of Contents
Prep Work
Set your fundraising goal.
Establish a spending budget for products, advertising and incentive prizes for your group.
Call your Fundraising Consultant to choose a product or program.
Plan a winning course of action.
Arrange a location for your fundraising sale or event.
Select a date 3-4 weeks lead-time to ensure proper communication of the event.
Notify group members and/or parents well in advance.
Gather all necessary supplies.
Promotion
Designate a group of people to promote your fundraiser.
Advertise your fundraiser with posters, community announcements, mailings and emails.
Print flyers announcing the event.
Prepare a press release and distribute to local media.
Make sure the event gets listed on local newspaper calendars.
Include information about the fundraiser in your newsletter (if available).
Fundraiser
Attend the event to greet and acknowledge your participants.
Briefly explain why this cause is so important to you.
Educate your donors on your cause and stress the benefits of contributing.
Motivate your group throughout your fundraiser with incentive prizes and fun activities.
Collect email addresses from offline donors.
Collect your final funds raised, and calculate profit.
Reward your top sellers.
Celebrate your fundraising success
Follow Up
Send a post-event press release to local media.
As you receive donations, write thank you emails.
Set date for next fundraiser.
Download or Print this Fundraising Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Nicole Nichols-West
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Who it's for
This Fundraising Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Fundraising steps every time, regardless of who executes
- Save time - reuse a proven Fundraising workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Fundraising checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Fundraising Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Fundraising comes up again, start from your saved version and run it with clear ownership.