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Free, browser-printable worksheet

Local Fundraising Planning Worksheet

For leaders and volunteers at local nonprofits planning a community-based fundraising effort.

Use this printable worksheet to map supporters, inventory community assets, consider overlapping local organizations, and note possible warm introductions.

Work through these prompts with your board or key volunteers. Write down the people, places, organizations, and relationships already around your mission. Use your browser’s print dialog to print this page or save it as a PDF.

Section 01

Supporter map

Think about current supporters, potential supporters, and community influencers who may connect with your organization’s mission.

Current supporters

Who already gives money, time, or in-kind support?

Potential supporters

Who has a connection to your mission and may be interested in your work?

Community influencers

Whose endorsement or perspective carries weight in your community?

Section 02

Community asset inventory

List community assets and consider how each connects to your organization’s mission.

Physical spaces

What spaces may be relevant?

Local businesses

Which businesses come to mind?

Institutions

Which institutions are part of your community?

Local media

What local media could you learn about?

Skilled individuals

What skills are present locally?

Natural or cultural assets

What local features or traditions connect with your mission?

Section 03

Overlapping local organizations

Consider local organizations as overlapping circles. Note where missions, people, places, or resources may connect.

Organizations to consider

Which churches, schools, civic organizations, or local government groups come to mind?

Possible areas of overlap

What shared people, places, audiences, or resources could be relevant?

Section 04

Possible warm introductions

Think about a personal introduction to a potential supporter or partner that could help you begin a conversation.

Person or group I would like to meet

Who would you like to know more about?

Board member, volunteer, or local contact who could introduce us

Who might already have a connection?

A first step for asking about an introduction

What would you like to ask or learn?

This page provides prompts and writing space for organizing your own notes. It does not promise a particular fundraising result.

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