Developing a S.M.A.R.T.E. Fundraising Plan

Planning for vacation? Fun. Planning for a party? Fun. Planning for fundraising successes?  Yes, that can be fun too! The trick is S.M.A.R.T.E. planning (Specific, Measurable, Achievable, Realistic, Timely and Equitable). Join us for this jam packed one-hour session and learn why planning should be part of your fundraising program, what to plan for, and how to plan to ensure fundraising successes. We’ll cover the key elements of a good fundraising plan, how to make sure your plan has S.M.A.R.T.E. goals and three things you can do to engage your staff and board in planning. And you will walk away with a template for a one-page fundraising plan you can use for your 2021 planning efforts.  

This is a free workshop, but we do request an RSVP.

About the Trainer - Katie Davis

Katie (she/her) has been working with leaders and boards in organizational effectiveness and fund development since 2001. Katie holds a Masters degree in Parks, Recreation and Tourism Management from Western Illinois University, a Certificate of Nonprofit Management and Leadership from University of Washington and a BS degree in Biology from Principia College. She is also certified in human resources management through the Society of Human Resources Management (SHRM). She has served in a variety of roles in the nonprofit sector including Executive Director, Director of Philanthropy, Communications Director, Volunteer Coordinator and Board Member. Katie enjoys helping nonprofits to thrive – focusing on strategic and decisive organizational opportunities and fund development. She is passionate about this work and deeply grateful for all the organizations working to care for our communities.