Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the form and open it for editing.
2. Begin by filling in your name as a board member along with the name of your organization. This information is crucial for identifying the context of your fundraising plan.
3. Enter the fiscal year for which the fundraising plan is being prepared. This helps in tracking the financial commitments over the designated period.
4. Identify major donors, those you believe can give $1,000 or more. For each name, provide a connection and any relevant color commentary that describes your relationship or strategy with them.
5. List donors who can give between $250 and $1,000, along with the same details as above: name, connection, and commentary.
6. Consider potential lower-end donations by identifying individuals who may contribute smaller amounts. Use your circle of influence to fill this section.
7. Think about corporate connections. Utilize your personal and professional networks to identify companies known for their generous giving practices.
8. Document any special events you plan to host, including the number of tickets, tables, or ads for each event.
9. Identify relevant foundations and provide contact information along with any commentary about your connection to each organization.
10. List any pro bono resources you might know of that could assist in your fundraising efforts, offering visibility in return for services.
11. Finally, add any additional thoughts or challenges you anticipate in this space. This will allow you to address potential hurdles while developing a comprehensive plan.
12. Upon completing all sections, make sure to save your changes. You can then download, print, or share the form as needed.

Start filling out your Joan Garry Consulting Annual Fundraising Plan online today!