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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 developing a Strategic Plan for Evangelicals of Body Church and Ministries

  • ⛳️ Strategy 1: Enhance leadership and governance

    • Conduct leadership training workshops for church council and committee members
    • Develop and implement operational policy documents to guide governance
    • Establish a monitoring and evaluation framework for church activities
    • Organise annual general meetings to review performance and plan ahead
    • Facilitate exchange visits and excursions for leadership development
    • Implement a feedback mechanism for congregants to contribute to governance
    • Strengthen internal communication channels for better information flow
    • Create a conflict resolution desk to address disputes effectively
    • Mobilise resources for leadership and governance activities
    • Evaluate and refine governance structures annually based on feedback

  • ⛳️ Strategy 2: Strengthen member engagement and participation

    • Organise regular fellowship events to build community among members
    • Facilitate skills development workshops for various ministries
    • Encourage member involvement in strategic plan implementation
    • Develop initiatives to increase youth and family involvement
    • Implement a mentorship programme for new and existing members
    • Conduct surveys to gather member feedback on church activities
    • Organise outreach programmes to increase community involvement
    • Recognise and celebrate volunteers' contributions in church services
    • Create platforms for members to propose and lead new initiatives
    • Regularly evaluate member engagement strategies and adjust as needed

  • ⛳️ Strategy 3: Expand and improve church infrastructure

    • Develop a comprehensive infrastructural plan for the church
    • Mobilise funds for infrastructural projects through fundraising and donations
    • Begin construction of new church facilities, including a skills centre
    • Upgrade existing facilities to accommodate more congregants
    • Incorporate sustainable energy solutions in infrastructural projects
    • Establish a maintenance plan for church buildings and assets
    • Engage with local authorities for necessary approvals and support
    • Enhance the aesthetic appeal of church grounds with landscaping projects
    • Set up a committee to oversee infrastructural projects and ensure progress
    • Review and update the infrastructural plan annually to meet evolving needs
governanceengagementchurch-leadervolunteer-coordinatorleadership-teaminfrastructure-committee
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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
fundraisingsaasstartups-foundersinvestorsmarketingproduct-development
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Strategies and tactics for creating a Strategic Plan for Evangelicals of the Body of Christ Church and Ministries

  • ⛳️ Strategy 1: Develop robust leadership and governance structure

    • Conduct leadership training sessions for church council and departmental heads annually
    • Implement a mentorship program for emerging leaders within the congregation
    • Establish clear operational policies and procedures for governance and accountability
    • Hold regular strategic review meetings with church council and stakeholders
    • Develop a succession plan for key leadership roles to ensure continuity
    • Facilitate leadership retreats to promote team building and strategic thinking
    • Enhance internal communication systems for better coordination and information sharing
    • Engage in partnerships with other churches for leadership exchange programmes
    • Establish an internal audit committee to oversee financial management and integrity
    • Create a committee to focus on the diversity and inclusivity within church leadership

  • ⛳️ Strategy 2: Implement community engagement and development programmes

    • Organize biannual community service projects to foster good relationships
    • Establish a youth mentorship programme to aid their growth and participation
    • Collaborate with local NGOs and government bodies for community health initiatives
    • Host workshops focusing on skills development and entrepreneurship for members
    • Develop a community garden project to promote sustainability and self-reliance
    • Conduct educational support programmes for children and youth in the community
    • Organize peacebuilding activities to address local conflicts and advocate for justice
    • Create a support network for vulnerable community members including those affected by HIV/AIDS
    • Establish a resource centre offering educational and spiritual resources
    • Launch a community awareness campaign on social issues like drug abuse and early marriages

  • ⛳️ Strategy 3: Enhance spiritual growth and religious education within the congregation

    • Establish a comprehensive Sunday school programme with trained teachers
    • Organize quarterly spiritual retreats and workshops for all congregants
    • Increase the frequency of bible study sessions and prayer meetings
    • Launch a mentorship scheme linking new members with experienced church members
    • Develop a digital platform for sharing sermons and religious resources
    • Encourage active participation in church by involving congregants in service roles
    • Celebrate church milestones with inclusive ceremonies and special services
    • Promote the development of musical talents through choir and music group formations
    • Provide pastoral care and counseling services for spiritual and personal development
    • Foster a culture of openness and spiritual dialogue through discussion groups and forums
strategic-planninggovernancechurch-council-memberleadership-mentorleadership-training-teamcommunity-development-team
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Strategies and tactics for establishing a consortium to accelerate rural piped water systems

  • ⛳️ Strategy 1: Identify and select consortium partners

    • Research organisations with a mission aligned to improving rural water access
    • Compile a list of potential consortium partners based on their track record and mission
    • Reach out to potential partners to gauge interest and explore synergies
    • Organise a virtual meeting to introduce the consortium goals and gather initial feedback
    • Develop criteria for selecting consortium partners based on mission alignment and expertise
    • Assess potential partners' resources and capabilities for collaboration
    • Create a memorandum of understanding for interested partners
    • Conduct one-on-one meetings with key decision-makers of interested organisations
    • Finalise a list of consortium partners based on the selection criteria
    • Initiate formal agreement processes with selected partners

  • ⛳️ Strategy 2: Select focus districts and design implementation models

    • Gather data on water access levels across different districts in Uganda
    • Identify districts with the lowest levels of water access
    • Conduct community needs assessments in the identified districts
    • Prioritise districts based on need assessment and estimated impact potential
    • Explore and evaluate different technologies suitable for rural piped water systems
    • Formulate a framework for implementation models specific to selected districts
    • Define beneficiary selection criteria for metered household connections
    • Engage local government and community leaders in discussions to understand local dynamics
    • Create a pilot program based on selected implementation models
    • Collect feedback from pilot program to refine and optimise the models

  • ⛳️ Strategy 3: Fundraise and advocate for metered household connections

    • Develop a comprehensive fundraising proposal outlining the consortium's goals and impact
    • Research potential funders including NGOs, governmental agencies, and private donors
    • Develop advocacy materials highlighting the benefits of metered household connections
    • Engage with media outlets to increase public awareness about rural water challenges
    • Organise fundraising events to garner support from diverse stakeholders
    • Establish relationships with policy makers to advocate for supportive policies
    • Utilise social media platforms for outreach and awareness campaigns
    • Collaborate with consortium partners for a unified advocacy effort
    • Monitor provincial and international funding opportunities and calls
    • Report on progress and impact to stakeholders regularly to sustain engagement
consortiumrural-water-accessdecision-makerscommunity-leadersfundraising-teamadvocacy-team
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Strategies and tactics for providing Food and Water to the Needy

  • ⛳️ Strategy 1: Partner with local organisations

    • Identify local charities and NGOs focused on hunger and water scarcity
    • Reach out to potential partners and set up meetings to discuss collaboration
    • Draft partnership agreements outlining roles and responsibilities
    • Organise joint food and water distribution events
    • Utilise partner networks to identify needy areas and individuals
    • Coordinate logistics for delivering supplies through partner resources
    • Develop a volunteer programme for collaborative initiatives
    • Evaluate the impact of partnerships regularly through feedback and reports
    • Expand partnership network by including more organisations over time
    • Renew partnership agreements annually based on efficacy evaluation

  • ⛳️ Strategy 2: Leverage fundraising and donations

    • Create a crowdfunding campaign to raise awareness and funds
    • Organise fundraising events such as charity runs, dinners, and auctions
    • Reach out to businesses for potential sponsorships
    • Set up online donation platforms linked to social media
    • Develop information materials showcasing the cause and impact
    • Establish partnerships with companies for donation matching schemes
    • Launch a recurring donation initiative with easy signup options
    • Track and manage all fundraising proceeds transparently
    • Acknowledge and appreciate donors through public recognition
    • Regularly update donors on progress and how their contributions are used

  • ⛳️ Strategy 3: Establish a sustainable supply chain

    • Identify reliable suppliers for bulk purchasing of food and water
    • Negotiate long-term contracts for consistent supply and better rates
    • Develop a mapping system to efficiently plan distribution routes
    • Train staff on efficient inventory management practices
    • Implement a tracking system for the distribution of supplies
    • Establish storage facilities complying with safety standards
    • Engage local farmers for fresh produce through a buy-back scheme
    • Utilise technology to optimise supply chain management
    • Plan resource allocation based on demand forecasts
    • Review supply chain practices regularly for improvements
fundraisingpartnershipscommunity-coordinatorsupply-chain-managerlogistics-teamfundraising-team
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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 increasing fundraising effectiveness

  • ⛳️ Strategy 1: Enhance donor engagement

    • Develop a donor recognition programme that acknowledges various levels of contributions
    • Create personalised thank-you messages and updates on how donations are making an impact
    • Implement regular donor communication through newsletters or updates
    • Organise exclusive events or webinars for loyal donors
    • Use data analytics to understand donor preferences and tailor engagement efforts
    • Set up a dedicated donor support team to handle inquiries and feedback
    • Provide opportunities for donors to meet beneficiaries or see direct impacts
    • Launch a donor loyalty programme with structured benefits
    • Send anniversary or milestone communications to celebrate donor contributions
    • Conduct annual surveys to gather donor feedback and improve engagement efforts

  • ⛳️ Strategy 2: Boost legacy income

    • Develop a comprehensive legacy giving programme with clear information on how to include donations in wills
    • Host informational seminars on estate planning and the benefits of legacy giving
    • Partner with legal and financial advisors to offer professional advice to potential legacy donors
    • Create marketing materials that highlight inspiring stories of legacy donors
    • Regularly feature legacy giving information in newsletters and on the website
    • Recognise legacy donors in annual reports or donor walls
    • Establish a legacy society to honour individuals who commit to legacy giving
    • Segment and target older demographics for tailored legacy giving communications
    • Develop case studies showing the long-term impact of legacy gifts
    • Set annual legacy giving goals and track progress towards achieving them

  • ⛳️ Strategy 3: Utilise storytelling for hospice at home programmes

    • Identify impactful stories from hospice patients and families willing to share their experiences
    • Create a series of video and written content focusing on personal hospice journeys
    • Partner with local media or influencers to amplify storytelling efforts
    • Share stories in newsletters, social media, and during fundraising events
    • Develop a storytelling toolkit to guide staff and volunteers in collecting and sharing stories
    • Encourage hospice staff and volunteers to contribute their experiences and perspectives
    • Host storytelling workshops to teach effective narrative skills
    • Collect testimonials from families to use in fundraising appeals
    • Initiate a dedicated storytelling page on the organisation's website
    • Measure the impact of storytelling campaigns on fundraising and donor engagement
donor-engagementlegacy-incomedonor-support-specialistmarketing-coordinatorfundraising-teamcommunications-team
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Strategies and tactics for implementing a fundraising and event strategy

  • ⛳️ Strategy 1: Develop a comprehensive fundraising calendar

    • Research potential fundraising events best suited for your audience
    • Set timeframes for each fundraising activity throughout the year
    • Coordinate with stakeholders to align on event dates
    • Include diversifying fundraising events to reach different audience segments
    • Create a plan for pre-event, event, and post-event communications
    • Estimate projected revenue for each event
    • Determine necessary resources and budget for event execution
    • Assign responsibilities to team members for each event
    • Set attendance and fundraising goals for each activity
    • Evaluate outcomes after each event to improve future planning

  • ⛳️ Strategy 2: Identify and engage key sponsors and partners

    • Create a target list of potential sponsors and partners
    • Research the values and interests of each potential partner
    • Develop a sponsorship package with various levels of participation
    • Reach out with a customised pitch that aligns with their interests
    • Leverage existing relationships for introductions and support
    • Negotiate mutual benefits, including brand visibility and networking opportunities
    • Secure sponsorship commitments and formal agreements
    • Maintain open communication and regular updates with sponsors
    • Recognise and thank sponsors publicly in communications and at events
    • Discuss ongoing partnership possibilities post-events

  • ⛳️ Strategy 3: Maximise attendee engagement and participation

    • Utilise social media and digital marketing to promote events
    • Implement early bird registration incentives to boost attendance
    • Create engaging content such as speaker sessions or entertainment for events
    • Encourage participant interaction through interactive activities or competitions
    • Develop a seamless check-in process for events
    • Send reminders and updates to registered attendees leading up to the event
    • Provide networking opportunities during events for participants
    • Offer personalised experiences such as VIP packages or exclusive access
    • Collect real-time feedback to improve attendee experience
    • Follow up with participants post-event with thank you messages and future event information
fundraisingengagementevent-plannerrelationship-managermarketing-teamsponsorship-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
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-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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