Clicky

New FD Planning Tool Package Guides Small & Medium Non-Profits

We surveyed fundraisers across the country to find out what’s keeping you awake at night.

Across the board, the #1 hurdle is the lack of a comprehensive fundraising plan.

We’re here to help! We have the tools and coaching support you need to develop and implement a successful Fundraising Plan, all in one easy package. Whether you are new to planning or you need a bit of help to create a more robust plan, the Fund Development Planning Tool Primer will help you:

  • Set realistic goals.
  • Raise money efficiently.
  • Generate more consistent revenue streams.

The package includes three components:

  1. 50+ pages of knowledge and insights for both novice and more experienced fundraisers, including strategies, metrics to monitor, goal setting, priority setting, marketing and stewardship support.
  2. A full suite of resources: pie charts, checklists and Excel spreadsheet templates for multi-year planning customizable to your activities, timelines and resources. Check out sample plans and charts to help you get started.
  3. Coaching time (3, 6 or 8 hours) to guide you through the process. You decide how much support you need and which Senior Consultant you’ll work with.  Tailored to your needs, we will introduce the primer and help you identify your first steps to assess your current data; review your track record of strengths and weaknesses; and evaluate and optimize your plan.

“This tool provided us with the structure and opportunity to refine our planning and create a living document which holds us accountable to our fundraising. It’s easy to lose sight of the big picture and be reactive; this tool really helps a small agency avoid the pitfalls of reactivity and stay purposeful, focusing on metrics and ROI.”     

Ginny Becker, Child Advocacy Centre of Kelowna
Kelowna, BC

Learn more about the Fund Development Planning Tool Primer, resources and coaching support. This product is especially designed for small and medium non-profits without a plan and for those who need to develop a more comprehensive plan.

Pricing on Virtually GLOBAL™:

  • The Primer, suite of resources and 3 hours of Senior Consultant coaching: $2,495
  • As above, with 6 hours of coaching: $2,995
  • As above, with 8 hours of coaching: $3,495.

Additional coaching is available in 3-hour blocks for $500 per block.

Book a Senior Consultant here on Virtually GLOBAL™ and let’s get started today to create a more sustainable organization.