This webinar will focus on:
The planning process will be invaluable to help you decide what’s achievable with your current resources or if you need to invest to secure additional income from different streams.
To support the webinar we’ve developed a fundraising plan template – download the template.
A strong fundraising plan is essential for building sustainable income and long-term impact. It provides a clear roadmap, helping charities move from reactive activity to strategic, focused fundraising.
Successful organisations don’t chase every opportunity—they plan, prioritise and align fundraising to their goals.
Before building your plan, be clear on:
Fundraising starts with a clear case for support—without it, it’s difficult to engage funders or donors effectively.
A fundraising plan acts as a roadmap, guiding decisions and keeping activity on track.
It helps you:
Without a plan, fundraising can become disjointed and inefficient.
A simple framework to follow:
Assess your current position:
This baseline helps identify opportunities and gaps.
Set clear objectives, such as:
Objectives should be specific, measurable and realistic to guide activity.
Define the actions needed:
This turns strategy into practical delivery.
A strong plan includes a mix of approaches:
This helps reduce risk and improve sustainability.
Not all opportunities are equal. Focus on:
Avoid spending time on high effort, low return activity.
Your plan should reflect what you can realistically deliver:
Budget for both income and costs, ensuring fundraising activity remains cost-effective.
Fundraising isn’t just one team’s responsibility.
Successful plans involve:
Organisation-wide engagement strengthens delivery and results.
A fundraising plan should not be static.
Flexibility is key—especially in uncertain environments.
A fundraising plan is an investment in effectiveness—helping you raise more, use resources wisely and deliver greater impact over time.
Without it, fundraising risks becoming reactive. With it, you create a clear path to sustainable growth.
Director of Achieve Consultants Ltd and Associate Trainer with Directory of Social Change
Gill, Director of Achieve Consultants Ltd, is a charity professional with an extensive and proven track record in fundraising, training and charity management. She is passionate about helping organisations and individuals achieve their full potential in terms of securing income and growing funding streams.
Gill is well known across the sector having worked for over 30 years with many different charities as well as a trainer and speaker at regional, national and international conferences. She works for organisations in the voluntary and community sector on a consultancy basis as well as undertaking interim roles at a senior level. She is also an Associate Trainer with DSC.
She writes widely and has contributed to a number of books as well as being heavily involved with the Chartered Institute of Fundraising having initially helped develop the fundraising certificate and diploma qualifications. She herself has the Diploma in Fundraising and was awarded a Fellowship by the Chartered Institute of Fundraising several years ago in recognition of her contribution to fundraising.
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