Key Steps in the Fund Raising Cycle

Analyze the organization's Fundraising Past. Planning future fundraising activities relies on knowing about past performance. Pay special attention to reviewing mailing lists and, in particular your current donor base, for relevant information.

  • How much was raised?
  • From which sources?
  • How much did it cost?
  • How much staff and volunteer time did it take?


Build the organization's Case for Support. Why are we relevant and necessary? More directly, what have we done lately? The case statement includes:

  • Statement of condition you want to effect (need).
  • Supportive evidence (date; supportive statements).
  • Plans to affect/alleviate the condition (objectives and methods).
  • Demonstration of impact on the condition (evaluation). 


Set Goals for the organization.

  • Decide where do we want to go?
  • By when? 


Develop Implementation Strategies and Activities. Plan on how we will get there, taking into particular consideration the following:

  • Fundraising strategies, with a focus on individuals and successful past activities.
  • Training requirements (for the board and for staff, and the need for technical assistance).
  • Establishing a budget for fundraising. It costs money to raise money!
  • Establishing a reasonable goal, one that is achievable and which takes into account past activities and results.
  • Creating and using a gift range chart for planning purposes and to analyze your constituency. Volunteer and staff time commitments, and methods to involve new volunteers. 


Monitor Results.

  • What worked?
  • What didn't?
  • What will we do differently from now on?

Taken from the “Club Leadership Development Notebook” a publication from BoardSource created specifically for USA Swimming. For more information about BoardSource write to 1828 L Street NW, Suite 900, Washington, DC 20036-5114. Telephone (202) 452-6262. Fax: (202) 452-6299, email:, website: Copyright 2000. Used with permissi

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