Fundraising Plan Assessment

Help The Witness Foundation by reviewing and strengthening their fundraising plan.
The Witness Foundation
Claymont, DE, USA
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The Witness Foundation
Claymont, DE, USA


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Posted March 28th

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Project details

What we need
  • Detailed comments and suggestions based on a thorough review of an existing fundraising plan (20 pages maximum)
  • Feedback on goals and help adjusting targets
Additional details

I need someone to review our major donor plan for the year and provide expertise regarding when to ask donors to give to annual budget and when/who to ask to give to endowment.

What we have in place
  • We currently have a fundraising plan, which should make it easy for you to get started. We also have a CRM with donor relation information, and the ability to provide any other information you need.
How this will help
This project will save us $2,044 , allowing us to put it towards a donor event in October for endowment

This is important because we are finally starting to interact with our donors and wanna do so properly while still inviting them to make donations.

Project plan

Prep: Distribution of Materials & Goal Setting
  • Volunteer Manager shares current fundraising plan with Professional, as well as any other relevant materials (past years' financials, etc.)
  • Volunteer Manager and Professional discuss the organization's main fundraising challenges and goals
Milestone 1: Initial Review & Feedback
  • Professional reviews information received and begins to formulate ideas for strategy and improvements
  • Professional provides initial review and suggestions
Milestone 2: Final Draft Delivered
  • Professional delivers annotated fundraising plan to the Volunteer Manager
  • Volunteer Manager and Professional discuss high-level feedback and comments, including possible next steps
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About the org

The Witness Foundation
Posted by
Danielle W.

VP of Development and Strategic Initiatives

Our mission

Identify, train, and fund the next generation of Christian Leaders.

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