This document provides templates, tools, and worksheets to assist with fundraising planning, including an editable fundraising plan template, fundraising forecasting tool, solicitation performance index, and calculators to help evaluate donor retention rates, develop appeal timelines, and plan a grant calendar. It aims to offer comprehensive resources for crafting a fundraising strategy and tracking key metrics.

71. That's the way
we've always
done it.
If it ain’t
broke, don’t
fix it.
Don't rock
the boat.

83. 12/14@1pmeastern

87. Fundraising Planning Toolkit
Fundraising plan composition checklist
Fundraising plans: 2 editable templates + 1
sample
Fundraising forecasting tool (excel file)
Solicitation performance index (excel file)
Supplemental planning worksheets
(editable)
Editorial calendar
Evaluation sheet for new fundraising ideas
Appeal development timeline calculator
Donor retention rate calculation worksheet
Donor touch point calendar
Grant calendar