A strategic and tactical plan that addresses all components of campaign planning and management, including core strategies to realize goals and a table of gifts needed to meet those goals; cash flow projections and operating budgets; timeline for all phases of the campaign; roles and responsibilities for leadership and volunteers; naming, crediting, and acceptance policies; and prospect management strategies. Serves to guide a wide range of campaign activities and can help avoid delays at key junctures in the campaign or at critical points of a gift negotiation. Can also be designed as mid-campaign operating plans, or overall fundraising plans for smaller institutions.
Moving From Project Fundraising to Portfolio Management