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10 strategies and tactics for Fundraising

What is Fundraising strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Fundraising strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Fundraising strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Fundraising strategy examples

You will find in the next section many different Fundraising tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for fundraising for Seed-Level SaaS

  • ⛳️ Strategy 1: Build a compelling pitch

    • Develop a clear and concise elevator pitch
    • Create a comprehensive pitch deck highlighting the problem, solution, market opportunity, traction, and team
    • Prepare a detailed financial model showing projected income statements, cash flow statements, and balance sheets
    • Include testimonials and case studies from early users or clients
    • Rehearse the pitch with your team and seek feedback to refine it
    • Record a video version of the pitch for digital platforms
    • Tailor the pitch to the investor's profile, focusing on what they care about most
    • Prepare for common investor questions and objections
    • Gather all necessary legal documentation and compliance records
    • Practise storytelling techniques to make the pitch memorable and engaging

  • ⛳️ Strategy 2: Identify and engage with potential investors

    • Research and create a list of potential seed investors, including angels, VCs, and crowdfunding platforms
    • Leverage your network to find warm introductions to potential investors
    • Send personalised emails to each potential investor outlining why you believe you're a good fit
    • Attend industry events, meetups, and conferences to connect with investors
    • Participate in pitch competitions to gain exposure
    • Utilise LinkedIn and other social platforms to expand your network
    • Engage with online communities and forums related to your industry
    • Create content (blogs, videos, social media posts) that demonstrates your expertise and market potential
    • Follow up persistently but respectfully with potential investors
    • Keep potential investors updated with progress reports and milestones

  • ⛳️ Strategy 3: Demonstrate traction and market validation

    • Launch a minimum viable product (MVP) to gather user feedback
    • Implement analytics to track user behaviour and engagement
    • Collect and share key performance indicators (KPIs) that demonstrate traction, such as user growth, retention rates, and revenue
    • Build case studies showcasing early successes and user benefits
    • Secure letters of intent or pre-orders from potential customers
    • Offer free trials and gather testimonials from users who experienced your product's benefits
    • Conduct market research to validate demand and identify pain points
    • Develop strategic partnerships or collaborations to expand reach
    • Show evidence of a scalable go-to-market strategy
    • Continuously improve the product based on user feedback to show adaptability and commitment to growth
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Strategies and tactics for executing a Fundraising Strategy

  • ⛳️ Strategy 1: Enhance donor engagement

    • Analyse the previous year's donor engagement metrics
    • Identify the top 30 donors and create a personalised communication plan
    • Conduct quarterly webinars to update donors on society achievements
    • Develop an annual impact report and distribute it among donors
    • Implement a donor recognition programme with tiers
    • Send personalised thank you notes to donors within 24 hours of donation
    • Organise an annual donor appreciation event blended with networking
    • Regularly update the website with donor-related news and events
    • Offer opportunities for donors to engage with projects they fund
    • Survey donors bi-annually to gather feedback on their experiences

  • ⛳️ Strategy 2: Expand corporate partnerships

    • Identify industries aligned with astronomy and space science interests
    • Develop a prospect list of potential corporate partners
    • Create a tailored value proposition for each target company
    • Reach out to companies with specific partnership proposals
    • Schedule meetings to present partnership opportunities
    • Develop sponsorship packages for major upcoming events
    • Showcase successful past partnerships with case studies
    • Offer participating companies research collaboration opportunities
    • Propose employee engagement activities aligned with corporate projects
    • Track partnership success metrics and report back to partners quarterly

  • ⛳️ Strategy 3: Leverage digital fundraising channels

    • Optimise the society's website for donations and user experience
    • Set up monthly giving options through the website
    • Launch a social media campaign targeting astronomy enthusiasts
    • Utilise email marketing campaigns to highlight fundraising needs and stories
    • Create shareable content to encourage peer-to-peer fundraising
    • Implement Google Analytics to track online donation sources
    • Host a virtual fundraiser featuring prominent astronomers and guest speakers
    • Collaborate with influencers to promote the society's campaigns
    • Provide monthly updates on digital platforms about completed projects
    • Analyse digital fundraising data to refine strategies each quarter
donor-engagementcorporate-partnershipsfundraising-coordinatordigital-marketing-specialistdonor-relations-teamcorporate-partnership-team
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Strategies and tactics for integrating Activities for a Legacy of Faith and Impact

  • ⛳️ Strategy 1: Build a unified organisational structure

    • Define roles and responsibilities across all entities under Baruka Jethro Inc.
    • Create a clear communication plan for seamless interaction between divisions
    • Establish key performance indicators for each division to track progress
    • Implement regular inter-division meetings to promote knowledge sharing
    • Develop a shared vision and mission statement for Baruka Jethro Inc.
    • Utilise shared resources to optimise efficiency across divisions
    • Create an organisational chart to visualise the interconnected structure
    • Allocate budget for shared technology infrastructure and operational tools
    • Implement a centralised digital platform for collaboration and project management
    • Schedule quarterly reviews to evaluate integration progress and adjust strategies as needed

  • ⛳️ Strategy 2: Strengthen family and organisational bonds

    • Initiate weekly Bible studies and family night activities
    • Establish a digital communication platform for family updates and collaboration
    • Organise quarterly family meetings to discuss family business and shared goals
    • Develop a family mission statement and core values document
    • Create a family investment trust to consolidate and expand resources
    • Launch pilot projects for family business expansions, leveraging existing resources
    • Ensure children are involved in family business discussions and learning activities
    • Plan family retreats focused on spiritual growth and bonding
    • Build language and technology proficiency with designated family learning tools
    • Implement a family calendar for shared activities and personal growth tracking

  • ⛳️ Strategy 3: Leverage digital platforms and global networks

    • Expand the digital presence of Elmeleckraah Ministry through social media
    • Partner with global ministries to organise international evangelisation campaigns
    • Utilise digital tools for managing and expanding Guardian Wings Foundation programmes
    • Host webinars and online workshops to attract consulting clients internationally
    • Network with international organisations for potential consulting projects
    • Develop an investment platform for Azjeet to showcase innovative approaches
    • Utilise data-driven approaches to attract donors and partners for GWF
    • Engage with blockchain innovators for potential partnerships with Azjeet
    • Strengthen global branding efforts with a focus on interconnectedness
    • Implement digital impact tracking for donor engagement in GWF
organisational-synergydigital-transformationproject-managercommunications-officerfamily-engagement-teamdigital-strategy-team
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Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
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Strategies and tactics for fundraising for the African Astronomical Society

  • ⛳️ Strategy 1: Develop a robust online presence

    • Create an engaging and informative website with a donation page
    • Utilise social media platforms to raise awareness and encourage donations
    • Implement a regular blog update schedule featuring society achievements and stories
    • Launch monthly fundraising campaigns via email newsletters
    • Collaborate with influencers in the astronomy community to promote fundraising efforts
    • Implement a 'donor wall' on the website to acknowledge contributions
    • Provide downloadable resource materials to showcase the society's impact
    • Engage followers with live webinars or virtual events featuring society members
    • Utilise Search Engine Optimisation (SEO) strategies to increase website traffic
    • Share testimonials from beneficiaries to create emotional connection with donors

  • ⛳️ Strategy 2: Engage with corporate sponsors and partners

    • Identify potential corporate sponsors interested in astronomy or education
    • Develop sponsorship packages with clear benefits tailored to different levels of partnership
    • Reach out to companies with a compelling sponsorship proposal
    • Organise networking events or luncheons with potential corporate partners
    • Offer companies co-branding opportunities in society events or materials
    • Schedule regular check-ins and updates for existing partners to maintain engagement
    • Showcase corporate sponsors prominently in society communications and events
    • Propose matched donation programmes to encourage corporate giving
    • Build a sponsorship committee within the society to manage relationships
    • Regularly review and update the sponsorship strategy based on feedback and results

  • ⛳️ Strategy 3: Mobilise community-based fundraising initiatives

    • Organise local astronomy-themed events and workshops to raise funds and awareness
    • Launch a membership drive targeting schools, universities, and local clubs
    • Create a crowdfunding campaign with specific funding goals
    • Engage community leaders and influencers to advocate for society support
    • Establish volunteer fundraising teams within various communities
    • Develop materials and tools for supporters to raise funds in their communities
    • Host competitions or challenges that encourage community participation
    • Utilise local media to highlight fundraising events and success stories
    • Build partnerships with local NGOs for shared community initiatives
    • Evaluate the success of initiatives quarterly and refine approaches as needed
online-presencecorporate-sponsorsfundraisermarketing-managerweb-development-teamcommunity-outreach-team
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Strategies and tactics for developing a comprehensive sports program for youth

  • ⛳️ Strategy 1: Engage with the community and parents

    • Organise monthly community meetings to gather input and build relationships
    • Develop a parental engagement plan, including regular updates and feedback sessions
    • Host community sports days to promote club activities and encourage participation
    • Create a parent-volunteer program to support club events and activities
    • Establish partnerships with local schools to increase awareness and cooperation
    • Launch a community newsletter to share club news and successes
    • Invite local businesses to sponsor community events
    • Set up a social media group for parents and community updates
    • Hold workshops for parents on supporting their child's sports journey
    • Conduct regular surveys to assess community and parental satisfaction

  • ⛳️ Strategy 2: Introduce coaching and sports qualifications

    • Create a coaching development program offering qualifications for current and aspiring coaches
    • Partner with recognised sports bodies for training and certification programs
    • Host bi-annual coaching clinics to promote continuous learning
    • Implement a mentorship system pairing experienced and novice coaches
    • Encourage coaches to attend external workshops and seminars
    • Provide financial support for coaches pursuing qualifications
    • Establish a qualification tracking system to manage and celebrate achievements
    • Set clear goals and annual reviews for coaching staff
    • Host regular coaching discussions to share best practices
    • Organise a club-wide recognition program for coaching achievements

  • ⛳️ Strategy 3: Ensure sustainable funding and define roles

    • Develop a clear funding strategy with diverse income streams
    • Apply for grants from sports development bodies and local government
    • Launch a fundraising committee to plan regular events
    • Create sponsorship packages tailored to local businesses
    • Develop a yearly budget plan and track expenses meticulously
    • Initiate membership drives to increase club enrolment
    • Form a task force to apply innovative ideas for revenue generation
    • Define clear roles and responsibilities for all staff members
    • Conduct annual performance reviews to assess and define staff roles
    • Establish a transparent communication strategy about fiscal health and funding
community-engagementsustainable-fundingcoachfundraisercoaching-teamfundraising-committee
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Strategies and tactics for creating an arts space for community wellbeing

  • ⛳️ Strategy 1: Engage local artists and creatives

    • Conduct outreach to identify local artists interested in contributing
    • Organise collaborative workshops to brainstorm ideas for the space
    • Establish a committee of artists to help guide the space's offerings
    • Host an artists' open forum to discuss needs and opportunities
    • Develop partnership agreements with local artists and art collectives
    • Create a rotating display area for artists to showcase their work
    • Organise artist-led events to engage the community
    • Offer space rental at reduced rates for community artists
    • Develop an artist-in-residence programme
    • Collaborate with local schools to integrate student artwork

  • ⛳️ Strategy 2: Implement community-centred programmes

    • Survey the community to understand their interests and needs
    • Develop a diverse schedule of workshops addressing various art forms
    • Offer classes on topics such as painting, dance, and drama
    • Implement family-friendly art events and activities
    • Create an after-school programme focused on creative expression
    • Host regular community exhibitions and open gallery nights
    • Develop health and wellness activities incorporating art
    • Organise cultural festivals celebrating diversity and arts
    • Offer therapeutic art sessions targeting different age groups
    • Introduce a volunteer programme for community involvement

  • ⛳️ Strategy 3: Develop sustainable funding and partnerships

    • Identify potential funding sources including grants and donations
    • Host fundraising events showcasing community talent
    • Establish relationships with local businesses for sponsorships
    • Develop a membership programme for regular support
    • Create a crowdfunding campaign to gather initial funding
    • Seek partnership with local health agencies for wellbeing initiatives
    • Secure sponsorship from art supply stores for events and workshops
    • Apply for government and arts council funding
    • Build a database of supporters and communicate regularly with updates
    • Develop a social media presence to increase visibility and support
community-wellbeingcreative-engagementartistprogram-coordinatoroutreach-teamfundraising-team
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Strategies and tactics for establishing a veteran support nonprofit organization

  • ⛳️ Strategy 1: Conduct thorough research and planning

    • Identify the main goals and objectives of the nonprofit organization
    • Research existing veterans' organizations and analyze their successful practices
    • Construct a detailed business plan outlining services, operations, and funding needs
    • Register the organization with the appropriate state authorities
    • Apply for tax-exempt status under section 501(c)(3) with the IRS
    • Develop a clear and compelling mission statement
    • Create bylaws and establish a board of directors
    • Determine the needed resources, including staff, volunteers, and facilities
    • Prepare a budget outline and a financial plan
    • Identify potential legal and compliance issues and consult a legal advisor

  • ⛳️ Strategy 2: Establishing fundraising channels and events

    • Identify target demographics and potential donors
    • Develop a fundraising strategy that includes diverse sources such as grants, donations, and sponsorships
    • Organize a launch event to introduce the nonprofit and its mission
    • Plan and execute fundraising events like charity golf tournaments and social activities
    • Collaborate with local businesses and sponsors for event support
    • Explore partnerships with professional sports teams for fundraising opportunities
    • Launch an online fundraising campaign through crowdfunding platforms
    • Create merchandise to sell and promote organization awareness
    • Engage local media to promote events and fundraising efforts
    • Monitor and evaluate the effectiveness of fundraising activities to refine future efforts

  • ⛳️ Strategy 3: Building a strong veteran network

    • Initiate outreach programs to connect with veterans interested in the network
    • Facilitate regular social gatherings and networking events for veterans
    • Create and maintain a database of veterans and their experiences and interests
    • Develop an online platform or social media group for veterans to connect and communicate
    • Collaborate with veteran-support organizations to expand network opportunities
    • Host workshops and seminars on topics relevant to veterans, like employment and education
    • Provide mentorship programs allowing experienced veterans to guide newer members
    • Foster partnerships with local veteran-friendly businesses for network member benefits
    • Recognize and celebrate the achievements and contributions of veteran network members
    • Collect feedback from participants to improve and expand network offerings
nonprofitveteranslegal-advisorfundraiserresearch-and-planningfundraising-and-events
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Strategies and tactics for creating a communication canopy strategy for school

  • ⛳️ Strategy 1: Integrate AAC methods

    • Identify and procure appropriate AAC devices and tools for students
    • Provide training for staff on using AAC devices effectively
    • Incorporate AAC use in daily classroom activities
    • Develop personalised AAC plans for each student requiring such support
    • Conduct regular assessments to evaluate the effectiveness of AAC usage
    • Engage parents in the AAC training process
    • Create visual aids and communication boards around the school
    • Promote peer-involvement in using AAC with students
    • Host workshops and information sessions on AAC for the school community
    • Collect feedback from students, parents, and teachers on the AAC implementation process

  • ⛳️ Strategy 2: Implement TEACH approach

    • Educate staff on the principles and techniques of the TEACH methodology
    • Develop structured classroom environments that support the TEACH approach
    • Create visual schedules and routines for students
    • Use task analysis to break down complex activities into manageable steps
    • Promote the use of work systems to enhance student independence
    • Provide consistent and predictable classroom environments
    • Tailor teaching practices to meet the individual needs of each student
    • Regularly monitor and evaluate student progress with TEACH methods
    • Foster collaboration between teachers, parents, and specialists
    • Share success stories and best practices with the school community

  • ⛳️ Strategy 3: Adopt the SCERTS model

    • Train teachers and support staff on the SCERTS framework
    • Develop Individualised Education Programmes (IEPs) based on SCERTS goals
    • Incorporate social communication goals into daily classroom activities
    • Use emotional regulation strategies to support student engagement
    • Create opportunities for interactive and cooperative learning
    • Implement sensory supports to accommodate individual sensory needs
    • Promote student self-advocacy through the SCERTS approach
    • Organise regular team meetings to review and adjust SCERTS-based practices
    • Engage families in understanding and applying the SCERTS model at home
    • Monitor and document progress to ensure the effectiveness of SCERTS interventions

  • ⛳️ Strategy 4: Highlight the importance of effective communication

    • Develop a curriculum module on the fundamentals of communication
    • Design informational materials highlighting the role of communication in learning
    • Conduct workshops and seminars on 'how and why we communicate'
    • Create role-playing activities to practice communication skills
    • Showcase successful communication strategies and student achievements
    • Involve speech-language pathologists in classroom activities
    • Cultivate a school-wide culture that values and respects all forms of communication
    • Encourage student presentations on communication topics
    • Disseminate research and articles on the benefits of effective communication
    • Create support groups for students and parents to discuss communication challenges and successes

  • ⛳️ Strategy 5: Address funding resistance and silence

    • Develop a comprehensive report detailing the need for communication resources
    • Engage with local authorities and explain the impact of communication support on student outcomes
    • Organise fundraising events to supplement funding gaps
    • Create a community coalition to advocate for better funding
    • Present case studies demonstrating the effectiveness of the current strategies
    • Host open forums to discuss financial constraints and potential solutions
    • Provide transparency on how funds are being utilised for communication enhancements
    • Seek partnerships with local businesses and organisations for support
    • Mobilise parents and the community for a letter-writing campaign
    • Submit grant applications to relevant foundations and educational institutions
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Strategies and tactics for establishing a hydrographic department

  • ⛳️ Strategy 1: Conduct a feasibility study

    • Identify key objectives and benefits of the hydrographic department
    • Research best practices from similar organisations worldwide
    • Evaluate current hydrographic capabilities and gaps within SMSA
    • Assess financial and human resource requirements
    • Engage relevant stakeholders for input and feedback
    • Analyse potential risks and mitigation strategies
    • Prepare a comprehensive feasibility report for decision-making
    • Seek approval from the SMSA board for the feasibility study
    • Develop a communication plan to share findings with stakeholders
    • Set a timeline for the implementation of recommendations

  • ⛳️ Strategy 2: Secure funding and resources

    • Identify potential funding sources including government grants and partnerships
    • Develop a detailed budget plan outlining necessary expenses
    • Prepare grant applications and funding proposals
    • Create a resource allocation plan for human and material needs
    • Engage with local and international partners for resource sharing
    • Set up a fundraising team to explore additional financial opportunities
    • Negotiate with vendors for equipment and technology procurement
    • Ensure compliance with financial regulations and reporting requirements
    • Evaluate and track use of funds to maintain financial integrity
    • Schedule regular funding reviews to assess and secure resources

  • ⛳️ Strategy 3: Build organisational structure and capabilities

    • Define roles and responsibilities within the hydrographic department
    • Recruit specialised personnel with expertise in hydrography
    • Develop training programmes to enhance staff capabilities
    • Establish collaborative partnerships with educational institutions
    • Invest in hydrographic data collection and management tools
    • Create standard operating procedures for departmental operations
    • Set key performance indicators to measure department performance
    • Implement a quality assurance programme for hydrographic output
    • Launch a knowledge-sharing platform for continuous improvement
    • Host workshops and seminars to promote hydrographic awareness
feasibility-studyresource-allocationproject-managerfinancial-analystfundraising-teamrecruitment-team
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How to track your Fundraising strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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