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Fundraising Operating Plans

If you would like some strategic assistance with your fundraising, a Blackbaud Pacific Fundraising Operating Plan may be just the answer for your organisation!

Key Fundraising Focus

The Fundraising Operating Plan may be divided into various functional areas, including:

  • Direct Marketing
  • Trusts and Foundations
  • Corporate Partnerships
  • Major Gifts
  • Bequests
  • Merchandising
  • Special Events
  • Third Party Events

Each fundraising area or business unit will establish goals by projects as part of the Fundraising Operating Plan.



Complete Fundraising Planning

Your final package will include guiding documents and templates. We will work with your organisation to:

  • Examine past fundraising efforts – income and expenses, cost per dollar raised, average gift, total numbers of donors, total numbers of gifts, and other critical measurements by financial year
  • Document fundraising history
  • Examine the strengths of your organisation
  • Identify opportunities for change
  • Examine competition and develop a competitive analysis focusing on organisations that are of similar makeup and structure, and focusing on those your organisation strives to mirror
  • Identify new opportunities for growth and development
  • Establish a change management process
  • Create a three year operating plan which is extremely measurable
  • Create Key Performance Indicators (KPIs) and other reporting and analysis tools to monitor the success of your Fundraising Operating Plan.



Serving the nonprofit, charitable giving, and education communities for more than 30 years, Blackbaud (NASDAQ:BLKB) combines technology solutions and expertise to help organizations achieve their missions. Blackbaud works in over 60 countries to support more than 30,000 customers, including nonprofits, K–12 private and higher education institutions, healthcare organizations, foundations, and other charitable giving entities, and corporations.

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