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Here’s an example of how you would incorporate one of these assets into your plan: Strategy: Hold a party at the riverside home of John Smith, board member Action: Select a date and time plan the event compile invitation list prepare and mail out invitations hold event do follow-up Who: John Smith, with help from board and staff When: November Other examples of the kinds of fundraising assets to look for include: • People with special talents (writers, artists, singers, etc.) • People with access to good mailing lists that you might use in member recruiting • Business owners who might donate items for a raffle or premium • A strong corps of volunteers willing to sell tickets for a raffle, etc.. For example, your foundation forecast chart might look like this: Sample Foundation Forecast FOUNDATION AMOUNT PROJECT ABC Fund River Foundation Watershed Trust Greene Family Fund Total Forecast 10,000 4,000 15,000 25,000 Lawsuit Membership drive General Operations Training Program CHANCE FORECAST 50 25 50 10 5,000 1,000 7,500 2,500 16,000 This procedure takes time and effort, but provides a reality check for your fundraising planning TIMING IS IMPORTANT: MAKE A FUNDRAISING CALENDAR In creating a fundraising plan, it is important to spread out activities over the entire year for a number of reasons: 1.. For example, if you are planning a river festival or river trip, the spring or summer will probably be the best times of year the best time to mail out a request to join is probably between January and March, or September and November if you are looking for foundation support, you should start early in the year (or even at the end of the preceding year) because the whole process, from initial research to approved grant, can often take nine months and putting together a good raffle should probably start in April or May to take advantage of the summer months for selling the tickets..
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