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TemplatesGatherings & events · Fundraiser

Fundraiser plan

When a school, organization or neighborhood holds a fundraiser and prepares the goal, program, donation log and results announcement in one document

What's inside · Table 3 · Checklist 3

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Fundraiser plan

Event date
Not set
Target amount
Not set
Assignee
Not set
Participants
Not set

Enter the target amount and the recipient in the goal and use of funds table, then choose an owner for each part of the program.

Goal and use of funds

First, write down where the money raised will go.

ItemAmountNumberNotes
Target amountEmptyEmpty
Event costsEmptyVenue, printing and refreshments
Amount to donateEmptyRecipient and date
Row 1
Item
Target amount
Amount
Empty
Notes
Empty
Row 2
Item
Event costs
Amount
Empty
Notes
Venue, printing and refreshments
Row 3
Item
Amount to donate
Amount
Empty
Notes
Recipient and date

Program and roles

No.NumberProgramAssigneeAssigneeReadyCheckbox
1Welcome and purposeEmptyUnchecked
2Performances and talksEmptyUnchecked
3Auction and salesEmptyUnchecked
4How to donateEmptyUnchecked
5Thank-yousEmptyUnchecked
Row 1
No.
1
Program
Welcome and purpose
Assignee
Empty
Ready
Unchecked
Row 2
No.
2
Program
Performances and talks
Assignee
Empty
Ready
Unchecked
Row 3
No.
3
Program
Auction and sales
Assignee
Empty
Ready
Unchecked
Row 4
No.
4
Program
How to donate
Assignee
Empty
Ready
Unchecked
Row 5
No.
5
Program
Thank-yous
Assignee
Empty
Ready
Unchecked

Donations and sales log

One line per payment received. Use nicknames for names. Delete the example line before you use it.

Donations and sales log

ContentDateCategoryAmountReceived byReceiptNotes
(Example) Cookie saleNot setSalesNot setNot setUncheckedThis is an example line. Delete it and write your own.
(Example) Cookie sale
Date
Not set
Category
Sales
Amount
Not set
Received by
Not set
Receipt
Unchecked
Notes
This is an example line. Delete it and write your own.

Report back openly

•

Within a week of the event, announce the amount raised and the costs.

•

Write down where the money went and when.

•

Send a thank-you to everyone who took part.

☐

Wrote down the target amount and how the funds will be used.

☐

Assigned an owner to every part of the program.

☐

Announced the results and sent thank-yous.