RECG 5160 Finance Management in Sport, Recreation, and Leisure Services
Fundraising Plan Assignment
Your organization is in dire need of funds. You or your team has been handpicked by organizational
leadership to produce a comprehensive 12-month fundraising plan.
FUNDRAISING PLAN GUIDELINES (WRITTEN DOCUMENT)
Your written document MUST incorporate the following sections. ALL sections should be prepared
using 12 font, times new roman type and with one inch margins:
Executive Summary – One page, single spaced. This summary is written LAST
and identifies the most important and salient aspects of your plan.
Introduction – Between two and three pages, double spaced. This section
introduces your overall plan including fundraising philosophy. Briefly discuss your
organization and their position in the marketplace or community. You should also
discuss the overall marketplace or community to give your plan context. Provide
highlights of your fundraising strategy and the potential impact your FP will make.
Lastly, set up the plan and tell the reader what areas you will cover as well as
summarize your approach to this plan.
Step 1 – Purpose: Providing depth and analysis, articulate the vision and aims of
your FP. This should incorporate an understanding of the client’s vision, mission,
and values. Clearly state the organization’s fiscal priorities and/or challenges your
FP will address. Based on these factors decide and articulate the purpose and impact
of your firm’s plan.
Step 2 – Discuss the goals and objectives of your FP. Your goals and objectives
should include aspects of donor cultivation, stewardship, and impact as well as
overall fiscal campaign goals (e.g. raising $2.5 million). Goals are broad statements
that your FP will address and objectives are specific steps that will demonstrate how
you will reach a specific goal. SMART (specific, measurable, attainable, relevant,
Step 3 – Describe your comprehensive 12-month FP. Discuss your fundraising
streams (note: the plural, leadership expects multiple sources based on the
fundraising stool). What are the various target donor populations for each aspect of
the fundraising stool? How will you cultivate these donors? What is the financial
context and impact for each aspect of your FP? How will you demonstrate
Step 4 – Explain how you will evaluate and discuss the sustainability of your plan.
Discuss, in detail, how you will evaluate and determine success for your overall
plan. You should discuss how you will measure success for each stated goal and
how the plan can be sustained after year one.
Conclusion – Between two and four pages, double-spaced. This section should
bring together all aspects of your FP. Demonstrating your experience and
knowledge. Align your FP with the overall organization’s mission and strategic
goals. This section should also articulate why your plan is the best direction for the
organization at this time.
For more information on Finance Management In Sport read this: https://en.wikipedia.org/wiki/Financial_management
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