RON MILAM CONSULTING  

Ron Milam Consulting

Creating a Fundraising Plan

I’m excited to be working with the leadership at LA Voice to create a fund development plan.  LA Voice is an interfaith organization engaging congregation members on a number of social change related issues in Los Angeles, including affordable housing, homelessness and health care.  For an inspiring video about the organization’s work, click here.

Over the years, I’ve worked with many organizations to create a fund development plan, including having recently developed a plan for SOAR Charter School.  A fund development plan helps chart a future fundraising course for a nonprofit organization and contains the following: 

  • An assessment of the organization’s current fundraising generated from a fundraising audit and leadership survey
  • A review of the organizations fundraising materials, including past grant proposals, cover letters and appeal letters
  • Development of an overall goal targeting specific strategies to achieve that goal
  • A timeline/workplan to implement plan
  • A list of possible funding sources
  • A staffing plan
  • An appendix with additional resources. 

By investing time to create an overall fundraising strategy, an organization is in a much better position to realize its fundraising goals.  Rather than reacting in a haphazard way to fundraising strategies that may sound good but yield weak results, it stays focused on strategies that have the highest chance of building strong donor relationships that lead to sustainable fundraising in the long term.  The process also engages staff and the Board of Directors in the process of creating the plan, which helps ensure they’ll be engaged when it comes to implementing the plan.

If you or your organization would like more information about how I may be able to assist you with the creation of a fund development plan, please contact me.

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