Fundraising Checklist
4.8/5 with 149 votes
Table of Contents
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- 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.
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Presented by:
Nicole Nichols-West
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Views: 256
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Tasks: 29
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.
Rate this Checklist
5 stars
Scores 4.80 with 149 votes