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10 strategies and tactics for Fundraising Team

What is Fundraising Team strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Fundraising Team 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 Team 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 Team strategy examples

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

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 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 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
communicationstrategyspeech-language-pathologistteachereducation-teamfundraising-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 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 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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Strategies and tactics for developing a 5-year strategic plan for Kijiji Cha Upendo Children’s Project

  • ⛳️ Strategy 1: Enhance community engagement and partnerships

    • Conduct a community needs assessment to understand the current landscape and required support
    • Identify potential local and international partners that align with the mission
    • Establish regular meetings with community leaders to strengthen relationships
    • Develop a partnership agreement framework for clear role and expectation setting
    • Create community-based support groups for families of the affected children
    • Organise quarterly community workshops to educate about HIV/AIDS and foster care
    • Implement a volunteer programme to engage community members in project activities
    • Set up a feedback mechanism to capture community input and adapt strategies accordingly
    • Celebrate community successes and milestones to build momentum and morale
    • Deploy a local communication strategy to enhance project visibility and support

  • ⛳️ Strategy 2: Improve resource mobilisation and financial sustainability

    • Develop a comprehensive fundraising strategy targeting diverse funding sources
    • Launch a donor engagement campaign to build a network of supporters
    • Create a transparent financial reporting system to build trust with donors
    • Explore social enterprise opportunities to generate sustainable income
    • Train staff and volunteers on grant writing and proposal development
    • Organise annual fundraising events and involve the local community
    • Establish long-term partnerships with corporate sponsors
    • Utilise digital platforms for online fundraising and awareness campaigns
    • Monitor and evaluate financial activities regularly to ensure effective resource use
    • Build a reserve fund to manage financial uncertainties and unexpected opportunities

  • ⛳️ Strategy 3: Strengthen family-based care and support services

    • Conduct training sessions for caregivers on nurturing and supportive parenting
    • Develop a mentorship programme connecting children with positive role models
    • Implement health and wellness checkups to monitor children's development
    • Establish a counselling programme to address emotional and psychological needs
    • Collaborate with local schools to ensure access to quality education for the children
    • Offer life skills training workshops for children to build resilience and self-reliance
    • Expand nutritional support programmes to ensure children receive balanced meals
    • Organise family bonding activities to strengthen family unity and support
    • Conduct home visits by trained social workers to ensure safe and caring environments
    • Regularly evaluate and adapt care plans to meet the evolving needs of families and children
community-engagementfinancial-sustainabilitycommunity-leadercaregiverfundraising-teamsocial-work-team
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Strategies and tactics for building Donor Relations and Encouraging Giving

  • ⛳️ Strategy 1: Engage donors consistently

    • Create a daily donor engagement schedule to maintain regular communication
    • Send personalised thank-you notes to recent donors every day
    • Call at least one donor daily to update them on the impact of their contributions
    • Set time aside daily to engage with donors on social media platforms
    • Write a daily blog or newsletter update focusing on donor stories and accomplishments
    • Highlight donor contributions on a weekly basis in your organisation’s communication channels
    • Host a weekly virtual coffee with donors to foster informal connections
    • Use daily reminders to keep track of donor anniversaries and birthdays to acknowledge them
    • Identify and research a potential major donor every day
    • Update donor database records daily for accurate and effective donor tracking

  • ⛳️ Strategy 2: Promote consistent giving through clear value communication

    • Develop daily content that highlights how donations are utilised effectively
    • Schedule a daily post on social media focusing on current funding needs
    • Email a weekly update to donors detailing project impacts and invitations for further support
    • Create and send a daily fact-focused message highlighting the positive outcomes of donations
    • Organise short virtual tours of funded projects and invite donors to attend
    • Share infographics or visuals that convey impact statistics with donors weekly
    • Plan and draft daily donor spotlights to showcase ongoing relationships and partnerships
    • Brainstorm ideas daily for new value-added experiences for donors
    • Develop a monthly calendar of events dedicated to different aspects of donor engagement
    • Track and report on donor engagement efforts and successes weekly

  • ⛳️ Strategy 3: Build a robust donor community

    • Establish a daily routine of connecting donors with one another via an online platform
    • Facilitate daily donor input and feedback sessions to gather suggestions and experiences
    • Create a daily recognition programme to highlight donor contributions and impact
    • Organise monthly donor appreciation events and start planning one today
    • Develop a loyalty programme that rewards consistent donors and initiate it today
    • Launch a monthly donor referral programme to encourage existing donors to bring in new supporters
    • Start a virtual donor ambassador programme encouraging donors to share their experiences
    • Develop a daily motivational message to share with donors to increase engagement
    • Host a monthly webinar series designed to educate donors about your organisation's work
    • Analyse daily feedback and adapt strategies continuously to strengthen the donor community
donor-engagementconsistent-givingdonor-relations-managercommunications-specialistfundraising-teamdonor-relations-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 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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How to track your Fundraising Team 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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