Writing Your Campaign’s Fundraising Plan

By Kelly Dietrich
90 min
Fundraising

What You’ll Learn

  • What a fundraising plan is
  • How to set your campaign’s fundraising goals
  • How to write your own fundraising plan
  • How to maintain and update your fundraising plan

Why This is Important

Your fundraising plan will help you effectively raise money, inform you where to spend your time while raising money, and help you reach the goals of your campaign.

You may or may not be the one writing the fundraising plan. But even if you’re not, the experience you’ll get writing a plan during this course will help you better understand and execute your role on a campaign and/or be ready when writing a plan is your responsibility.

Key Resources

  • Fundraising Plan Template
  • Sample: Aisha Iqbal’s Q1 Fundraising Plan
  • Setting Your Fundraising Goals Worksheet
  • Digital Briefing for Fundraisers
  • Sample: Nicole Strong’s Q1 Fundraising Plan

Related Trainings

  • Staffing Call Time — Once you practice your role in call time, you’ll start drafting your campaign’s call time plan
  • Throwing a Fundraising Event — Once you know how to throw a fundraising event that meets your campaign’s goals, you’ll start drafting your campaign’s events plan
  • Raising Money from PACs and Labor Unions — After you identify the PACs that might be interested in your race, you’ll start drafting your campaign’s PAC fundraising plan

Kelly Dietrich

Trainer

Kelly is the Founder and CEO of the National Democratic Training Committee.

He has worked on dozens of campaigns at every level across the country. Kelly's specialty is in new campaign creation, candidate and staff training, and fundraising.

In addition to working for 18+ years in Democratic politics, he teaches a class on political campaigns at DePaul University in Chicago, where he lives with his family and dog, a large hungry blue Weimaraner named Jack Bauer. Kelly started his career in 1998 with Rep. Dennis Moore in KS-03. He's an avid basketball and poker player, though never at the same time. His wife would point out that at no time in this biography was he described as "good" at either hobby. That was a conscious decision.