The Importance of a Plan Copy

Why Plan?

Your ministry is doing important, Kingdom work! Work that requires funding.

It’s important to have create a Budget for how to spend the money you raise. Budgets help you steward your resources well. Too often though, fundraisers only rely on their budget to guide their efforts – leaving fundraisers feeling burnt out, trying to do all-the-things! Your budget is not your fundraising plan, but they work together.

A budget tells you where you’re spending your money. A fundraising plan tells you how you’ll raise the money you plan to spend.

A fundraising plan is a generosity map. It guides the ways you will invite your champions to generously join you in achieving the kingdom impact God has called you to. If all you have is a budget, you’re more likely to lean toward scarcity mindset. When you live out of a generosity-based fundraising plan you are more likely to see and experience an abundance mindset.

Leaders who bring a trust-fueled, hope-filled, forward-thinking attitude everyday can change any team dynamic.

Clay Scroggins, How to Lead When You’re Not in Charge

Creating an annual fundraising plan requires you to look back and remember God’s provision and faithfulness.

Benefits of a Plan

In this video, Guesly Dessieux from Project Living Hope, describes how creating and implementing an annual fundraising plan impacted his organization.

Grow Your Leadership

Creating a fundraising plan is an act of leadership that can shape the organization and the culture. Both the fundraising plan itself, and the process for creating that plan, can be transformative for your organization.

Set Realistic Goals

Our fundraising plan helps ministries set realistic goals. One of the key steps of our annual fundraising plan is to access your current fundraising operations and data. Spending time to review where you are helps you plan for what’s possible – setting goals that account for what they have capacity, connections and skills for. From there, you’ll be able to create realistic, tactical plans to raise those funds.

Fundraising goals are more than automatic, pre-programmed growth percentages though. Our planning process helps you create goals need to be tied to your mission and vision and are based on a rationale. 

A Team Effort

Your organization has assets that go beyond finances. An important asset to recognize is the people on your team.

Seeking the insights and perspectives of your team is part of planning. Not only does this empower your team to share their expertise (be it as fundraisers, as connectors, as program leaders, etc.), but it helps prevent blindspots and can also affirm the areas that are going well so you can collectively understand why focus may be directed toward another income stream or activity.  These are important perspectives to bring to the table when creating your fundraising plan.

A Plan Provides Options

Creating a plan does not lock an organization into the steps they’ll take, rather it acts as a map or a guide for how to get where they want to go. Our planning process appreciates that even with the best of plans, pivots are sometimes necessary. As you build your plan, you’ll bake into it regular opportunities for review which can high-sign you to areas where things didn’t go as planned. This helps you avoid the panic, and instead think more clearly about what you. can do next. Additionally, leaders who follow this process build their skill of articulating rationale. In the event that plans do need to shift, leaders need not throw darts in the dark, but instead will be able to allow their plan to speak into the options they can pursue and provide the reasons for why this could work.

The Connection of a Plan

A good fundraising plan connects with much of the other work ministry leaders do. Your annual fundraising plan, Champion growth strategy (P-E-O) and strategic plan all fit together, influence the other, and depend on the other. 

Explore the chart and tabs below to see how your fundraising plan can influence other leadership areas.

Strategic Planning

Strategic plans influence Fundraising planning by helping leaders narrow the focus for where to apply their fundraising efforts. They also help identify areas where things are oppoerating well, and merely need to be maintained, and other areas that need attention.

If you’re looking for help getting your strategic plan in order, schedule a coaching apointment with your local Area Director.

At the heart of biblical-faithful fundraising is champion care – the dual calling to steward the mission and grow God’s people. Your resources and budget are dependent on people. But only asking people to give of their treasure doesn’t appreciate all the ways they can be growing in the cause. As you plan for how to raise the funds you will spend, important to keep in mind the other ways you plan to holistically grow your champions in the cause.

If champion care, or P-E-O is new to you, we invite you to take our Introduction to P-E-O course.

Acquisition Events

It can be tempting to want to host acquisition events because other organizations are doing. Your fundraising plan helps you determine if you have the supportive rationale and capacity to host events.

Major Gifts

Rather than approaching givers as ATMs, the plan helps leaders articulate why this ask would be right for this person, in addition to being right for the organization.


When you’ve decided the areas you want to focus your fundraising on, your communications plan will work to suppoprt those efforts. By knowing where you want to focus helps your communication become strategic and not reactionary.

Are you looking for help with your acquisition, major gifts, or communicatoin strategy? Schedule a coaching appointment with your area director.