FUNDING PLAN SAMPLE
The goal of this template is to provide insight into a diversified fundraising strategy to fully fund the goals of your
ministry this year. We’re providing a sample funding plan as a framework to help you break down your annual budget
into various funding sources to achieve your financial goals. The first step in becoming fully funded is to know where
your funding came from last year.
By understanding the historical funding sources; this will provide a solid prospective as we look ahead to what is the
desired mix going forward. Next, identify your current needs for this year (expense budget), determine how much you
currently are receiving in donations and fees, and then how much of a gap you have between the two.
On the next page is a sample income worksheet to provide that framework. Recent national research studies provide
some insight into the giving source percentages of donors supporting ministries. The following summary is the
breakdown of the percentage of giving by funding source supporting nonprofits:
2011 Charitable Giving $298.42 Bil.
88% of Giving Comes From Individuals
Corporations
$14.55
5%
Foundations
$41.67
14%
Individuals
$217.79
73%
Bequests
$24.41
8%
Giving USA 2012 Annual Report, based on Philanthropy for 2011
5
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Most ministries and nonprofit organizations depend heavily on individual donors. In fact, this is the easiest funding
source when compared to the others based on the easy access to a significant number of individual prospective donors.
Please note we are not trying to discourage fundraising from the others sources; they simply can take longer than you
would like and generally produce less than you hoped for.
To maintain time balance, consider investing your time in the same percentage proportions as these giving sources. For
example, you can dedicate 88% of your fundraising time to individuals, 14% to foundations, 8% to churches and 4% to
business/corporate sponsors. Remember, these percentages are only a guideline.
Some nonprofit ministries will not pursue grants and corporations, while others may be more closely aligned with
foundations and can qualify for significant grant funding. The key is to remember that fundraising is all about
relationships, regardless of whether we are talking to individuals, foundations, corporations, etc. The better your
relationships and the more evidence you can provide of your ministry’s results and outcomes, the better you will be
positioned to receive funding. Every ministry is different, and you must determine what works best for you. Just
remember that grant writing takes much longer than you expect and delivers lower initial results. Is it worth considering
these other options in your fundraising plan? Only you can answer that question.
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FUNDING PLAN SAMPLE
2011-2013 FUNDING SOURCES
Overview
The following represents our overall fundraising and revenue development goals and the sources we expect to engage
to fund our ministry’s work this year. In 2012, we anticipate significant growth, as the needs in our community are
greater based on economic pressure. Therefore, we are increasing our fundraising efforts. This plan will be approved
and implemented by our board and staff.
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Individual Contributions:
Major Donors (1-2% of annual budget)
$40,000
$80,000
$120,000
Special Gifts (Between Monthly and Major)
$30,000
$50,000
$70,000
Monthly Donors (Monthly Partner)
$20,000
$50,000
$65,000
Board Giving (Actual Board Gifts)
$50,000
$80,000
$100,000
$5,000
$10,000
$15,000
Foundations
$10,000
$25,000
$30,000
Government Grants
$25,000
$30,000
$30,000
Churches
$10,000
$20,000
$25,000
Business &Corporate Sponsors
$30,000
$45,000
$60,000
Fundraising Events
$50,000
$80,000
$100,000
In-kind Gifts
$10,000
$30,000
$40,000
$5,000
$10,000
$15,000
Planned Giving (Wills/Bequests)
0
0
0
Capital Campaign (if applicable)
0
0
0
0
0
0
$285,000.00
$500,000.00
$670,000.00
Online/e-Giving
Institutional Contributions:
Other Funding Sources:
Fees for Services/Programs
Previous Year Carryover/Deficit
Total Income
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FUNDING PLAN SAMPLE
Our fundraising plan for 2012 includes a significant base of individual donors from the community with a passion for our
work, greater board involvement, and ongoing support from churches, business/corporate sponsors and fundraising
events designed to raise funds and engage the community. This plan reflects our desire to be intentional in our actions
to build a strong, diverse financial foundation. We believe a distressed community needs healthy ministries focused on
being responsive to needs and responsible to the people it serves. We are not content to help a small percentage of our
community. Our desire is to reach the rest of individuals who have lost hope and directionat-risk youth, ex-offenders,
our nation’s veterans and their families. We are determined to demonstrate that ABC Ministry is a solid, trust worthy
ministry – a good investment in the future of our citizens.
Our strategies for achieving these goals include enhancing our donor care plan by increasing the number of personal
contacts to our established supporters from two letters to at least six personal contacts this year - including phone calls,
regular newsletters/e-mail, thank you notes, personal notes, and invitations to special events. By increasing our donor
care, we will build a stronger relationship with our donors and encourage them to refer our ministry to their circle of
friends. Each contact we make with our donors reinforces our message that all of our donors are important to us and
we would not be effective without them.
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FUNDING PLAN SAMPLE
2011 Funding Plan
INDIVIDUALS - $270,000
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Individual Contributions:
Major Donors (1-2% of annual budget)
$40,000
$80,000
$120,000
Special Gifts (Between Monthly and Major)
$30,000
$50,000
$70,000
Monthly Donors (Monthly Partner)
$20,000
$50,000
$65,000
Board Giving (Actual Board Gifts)
$50,000
$80,000
$100,000
$5,000
$10,000
$15,000
Online/e-Giving
 Last year our individual supporters provided a solid base of funding by giving $95,000 (not including Board giving).
This year we are looking to dramatically increase our funding because of greater opportunities and community
needs. The increased funding we seek will increase our ability it impact lives through our various programs.
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FUNDING PLAN SAMPLE
MAJOR DONORS
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Individual Contributions:
Major Donors (1-2% of annual budget)
$40,000
$80,000
$120,000
 We already have six major donors this year and we’re looking to secure 10 new major donors this year from
personal referrals from our board members, staff and volunteers.
 We’re engaging our board and current donors to introduce ABC Ministry to at least twenty people with the capacity
to be major donors. Our Executive Director will work with those making introductions to determine who is best
positioned to build these relationships on behalf of our ministry. This will include the ED, Staff and Board
members.
 This year we are beginning our major donor development campaign as our goal is to increase major donor funding
to 20% of our annual budget by the end of 2012.
 We will connect with new and existing donors through small house gatherings called “Experience ______.” We will
hold between 6-10 per year of well qualified prospective major donors based on solid referrals.
 We’re also connecting the business community to our work through well connected friends and donors to bring
their key people to business luncheons to be introduced to our ministry and work. Afterwards we will follow up
one-on-one to personally address their questions and determine their interest in partnering with us to reach more
people in our community. We understand this relationship cultivation takes time and will intentionally build these
relationships over the appropriate time frame.
 We’ll host site visits/trips to have key prospective donors see our work in action.
 Prospective donors will be invited to attend our donor appreciation events to meet our donors and board.
 Key major donor prospects will be invited to meet our board, have dinner with board members as well as the ED as
appropriate.
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FUNDING PLAN SAMPLE
SPECIAL GIFT DONORS (One time gifts of less than $5,000 annually)
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Individual Contributions:
Special Gifts (Between Monthly and Major)
$30,000
$50,000
$70,000
 As we present a clear communication strategy (who we are, who we serve and what we do) through personal
interactions and our website, we will raise contributions of $50,000.
 We will offer donors opportunities for current and new projects via direct mail/email four times a year utilizing
exiting and new mailing lists, church directories and other resources.
 This will include personal one-on-one appeals through staff, board members and volunteers in the community.
 This will include gifts from people we’ve approached as monthly donors who decided to give a onetime gift.
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FUNDING PLAN SAMPLE
MONTHLY PARTNERS (Ongoing Monthly Support)
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Individual Contributions:
Monthly Donors (Monthly Partner)
$20,000
$50,000
$65,000
 This is the area we expect to see significant growth. By engaging the people in our community, we will invite them
to participate as sponsors at different levels for different outreach programs. We anticipate monthly partnerships
ranging from approximately $25 - $200 to provide significant support going forward.
 The numbers as they appear in the Gift Triangle Monthly Partner Strategy “Campaign Theme”:

15 @ $25 per month

15 @ $50 per month

10 @ $75 per month

5 @ $100 per month

5 @ $150 per month

5 @ $200 per month
Total 55 Partners = $50,000 annual giving
 These partners will be raised through board relationships, one-on-one appeals, speaking opportunities, year-end
campaign, mass mail/email campaigns, etc.
 We’ve developed a communication calendar to insure the timeliness of our campaigns.
 This will include supporting current and new projects and programs.
 Our campaigns are as follows:
www.ministryventures.org
o
Jan. – Feb.
o
April – May
o
July – Aug. (specific to x program)
o
Sept.
o
Nov. – Dec. (year-end campaign)
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FUNDING PLAN SAMPLE
 Collectively, we have over 300 names of people we will be contacting to consider becoming financial partners. We
have set goals to reestablish relationships with lapsed donors in two categories, LYBUNT’s (Last Year But
Unfortunately Not This year) and SYBUNT’s) (Some Year But Unfortunately Not This year).
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FUNDING PLAN SAMPLE
BOARD GIVING
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Individual Contributions:
Board Giving (Actual Board Gifts)
$50,000
$80,000
$100,000
 Our Board of Directors is amazing. They are very generous with their time and financial resources.
 To expand our community impact, reach our goals, and create a sense of connection to our ministry, we will
encourage our Board of Directors to support us in prayer, financial giving, and creative ideas.
 A Board Fundraising Committee has been established with the intention of assisting with the ongoing fundraising
needs of ABC Ministry. The expectation is that each member of this committee will be actively involved and
engaging the various funding sources as noted in this Funding Plan.
 We will broaden the support necessary to reach fundraising goals. We hope to strengthen the relationships among
the board members, resulting in continued future investment as they move our ministry forward.
 We have set a goal of $80,000 in funds to come from our board and/or be raised by the board. Last year our board
gave $50,000. Our continuous goal is 100% board giving and we expect our board to be our loudest “cheerleaders”
- spreading the news of the good work ABC Ministry does in the community.
 The Board of Directors will be valuable in assisting us in referring other potential donors in supporting our ministry.
www.ministryventures.org
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FUNDING PLAN SAMPLE
ONLINE/eGiving
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Individual Contributions:
Online/e-Giving
$5,000
$10,000
$15,000
 We’re developing a comprehensive online giving strategy that will be addressed separately.
 This will include Social Media for awareness and name acquisition and ultimately point people to our web site to
gain their email address for relationship cultivation and eventual donor conversion.
INSTITUTIONAL CONTRIBUTIONS $120,000
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Institutional Contributions:
Foundations
$10,000
$25,000
$30,000
Government Grants
$25,000
$30,000
$30,000
Churches
$10,000
$20,000
$25,000
Businesses/Corporate Sponsors
$30,000
$45,000
$60,000
FOUNDATIONS & GOVERNMENT GRANTS
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Institutional Contributions:
Foundations
$10,000
$25,000
$30,000
Government Grants
$25,000
$30,000
$30,000
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FUNDING PLAN SAMPLE
 We are researching local foundations that have interest in what we do. We will survey board members, staff and
volunteers to identify relationships with foundation board members or staff. Then we will establish a dialogue
eventually leading to a proposal.
 We’ve engaged 2 volunteers to provide initial foundation research for potential grants. Once the short lists are
developed, we’ll be inquiring of those in our relationship circles to determine who know staff or board members in
the listed foundations. We’ll then pursue personal introductions to gain access to the key decision makers. Our
goal is to pursue 12 new foundation relationships with the goal of submitting 6 proposals to secure 3 grants.
 We plan to continue seeking state and federal government funding as appropriate to our mission.
 We are building relationships with established grant writers to help maintain and eventually expand our grant
funding, specifically to help prepare grant requests once key introductions are made.
 We will also look for foundations that provide capacity building funding to continue momentum in building our
ministerial infrastructure. This will help us to continue to build our ability to scale to serve the great numbers of
people that need our services.
 We will be able to maintain the government funding of $30,000 for our youth programs. We will continue
conversations with ____ officials on future funding opportunities.
CHURCHES
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Institutional Contributions:
Churches
$10,000
$20,000
$25,000
 We have shared our vision with many churches in our community and we will share our vision with six new
churches selected due to their community giving programs or at the recommendations of board members, staff or
ABC Ministry supporters who are church members. We estimate it will take six to secure 3 new church partners.
 We plan to maintain our relationships with the churches that sponsored us this year and reach out to churches that
have stopped donating due to their economic struggles.
 As appropriate, new churches will be invited to become monthly partners through their outreach or missions areas
or we will ask if a love offering can be taken up for our ministry’s work. If invited, we will prepare a funding request
package.
www.ministryventures.org
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FUNDING PLAN SAMPLE
BUSINESS & CORPORATE SPONSORS
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Institutional Contributions:
Business &Corporate Sponsors
$30,000
$45,000
$60,000
 Last year we had a good base of local business and corporate sponsors.
 This year we are looking to increase it by 50% and build additional relationships to increase this source of funding.
 We’ll be targeting businesses in our neighborhood and searching for corporate sponsors who have similar interests
- especially those in the _______ region.
OTHER FUNDING SOURCES
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Other Funding Sources:
Fundraising Events
$50,000
$80,000
$100,000
In-kind Gifts
$10,000
$30,000
$40,000
$5,000
$10,000
$15,000
Fees for Services/Programs
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FUNDING PLAN SAMPLE
FUNDRAISING EVENTS
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Other Funding Sources:
Fundraising Events
$50,000
$80,000
$100,000
Events serve a two-fold purpose for ABC Ministry: the opportunity to connect with people and raise funds.
 We will hold two very successful fundraisers this year. We have now developed a fundraising model that works
very well and now it’s a matter of increasing the numbers of fundraisers we hold in different areas.
 In addition, we will hold the following events:

Our two big events:

February

November

Major Donor special event

Other events:
 This increased awareness will also create opportunities for more individuals to partner with us through prayer,
financial contributions, and/or volunteer work.
 The board members will take the lead in establishing a Fundraising Committee that is also event focused to plan
these events and provide additional team members to make them successful. This committee will create a
timetable, form a publicity plan and secure sponsors to offset costs helping to increase the funds raised.
 We have been very successful in the past and believe with an organized, highly motivated team to plan these
events it can yield greater name awareness for ABC Ministry and significantly increased funds.
 We had a successful Open House last year and realize an Open House event at the center will be an opportunity for
the event committee to invite local dignitaries, sponsors, donors/potential donors to mingle with individuals whose
lives have been changed through our service. This will be a wonderful opportunity to showcase the work we do
through inspiring testimonials and for our ED to offer a well-crafted ask for donations.
 Lastly, we will hold a special Volunteer Appreciation event that will specifically show our appreciation for their
work. We will also invite new potential donors to get connected as well as see the impact of our team and work.
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FUNDING PLAN SAMPLE
IN-KIND GIFTS
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Other Funding Sources:
In-kind Gifts
$10,000
$30,000
$40,000
 The opportunity for in-kind donations is growing as our ministry becomes known in the community.
 We are providing our needs and wish list to existing donors through regular communications as well as our
newsletter.
 Additionally, we contact our church partners monthly with our list for their congregations to support.
 We will continue to expand our in-kind network appeals to offset costs where possible.
 We have an in-kind committee established with each person responsible to contact 2 organizations per week to
promote our needs and ask for in-kind donations.
FEES FOR SERVICES
INCOME/Funding Sources
2011
2012
2013
2014
Actual
Goal
Goal
Goal
Other Funding Sources:
Fees for Services/Programs
$5,000
$10,000
$15,000
 Although we serve an economically disadvantaged community, we provide our program participants with the
opportunity to share in our mission through suggested donations/program fees for service. We acknowledge the
importance of each individual and seek to affirm their dignity and self-respect by recognizing the true value of their
contributions.
www.ministryventures.org
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