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Fundraising is exciting! It’s the lifeblood of many emerging organizations and serves as a way to drum up interest among donors and investors.
The familiar concept of organized fundraising stemmed in the early 1900s. Referred to as “fathers of fundraising”, Charles Summer Ward and Frank L. Pierce developed this theory nationally and professionally. But how did they do it?
After experiencing a deficit of $80,000, the owner of the YMCA building in New York city called Ward and Pierce to protect the whopping $350,000 construction project. By awakening their creative skills, they hired a publicist and were able to secure the first underwritten fundraising advertisement, thus making the campaign highly successful. This raise further lifted the fundraising trend exceptionally.
But how can you achieve the same for your business? By learning and mastering…
The art of creating a fundraising toolkit
Fundraising is a process for both profit and non-profit organizations to gather money either for a charitable purpose or against a stake in any startup company. Particularly, the profit fundraising is beneficial for the donors and the donee.
You can raise capital through grant writing, product sales, corporate partnership, special events, direct solicitation, website/app donation, crowdfunding, capital campaigns, and more. However, these funding processes can often turn burdensome and scary.
But worry not!
To help you equip volunteers, avoid pitfalls, and create a sustainable business, we have shared our stunning fundraising toolkit templates. The best part about them is that they are designed by seasoned professionals and can be personalized as per your conception. Additionally, we have shared five tips so incorporate them and start piecing together an influential fundraising toolkit.
Let’s dive in!
1. Set fundraising goals
Begin by setting your fundraising event’s ultimate goal for the coming years by rooting your company’s mission statement. Also, convey your brand and beneficiaries’ story on your company website and in the fundraising toolkit. Pick from these well-researched designs and begin your fundraising journey.
Template 1
Include this business plan template in your fundraising toolkit to help your potential donors or investors understand the institution, company, products, services, ideas, and more. Besides, the design can be customized easily. So download once and use it multiple times.
Download Business Plan For Fundraising PowerPoint Presentation
Template 2
This fundraising template can be used to enhance the growth of your startup. Add it to your fundraising toolkit by highlighting the problem, solution, value proposition, product roadmap, business model, milestones achieved, and more. Download now!
Download Startup Fundraising PowerPoint Presentation Slides
Template 3
Add this concise and convincing proposal to your NGO fundraising toolkit. Use it to highlight your funding project’s vision, mission, goals, and story to attract donors. Grab it right away and make the desired changes.
Download NGO Funding Project Proposal Template
Template 4
Pick this well-constructed template and convince your donors to help the underprivileged get education, food, medication, shelter, and more. Besides, this design can be easily edited as per your charitable trust’s statement. So grab it immediately!
Download Charity Funding Proposal PowerPoint Presentation
Template 5
Entrepreneurs from all industry verticals can add this template to their fundraising toolkit. It features 40 well-designed slides crafted after thorough research. You just have to download and edit the changes as per your information. Therefore, pick it instantly.
Download Company Fundraising PowerPoint Presentation Slides
Template 6
This pitch deck can be used by companies who want to fund their product in the early stages of development. Besides, you can cover various aspects of business such as overview, uniqueness, financial forecast, shareholding pattern, and more. Download now!
Download Pitch Deck To Raise Funding From Pre Seed Money
2. Identify the team
It is important to include team information in a fundraising toolkit as a finance event involves many moving parts. It is also crucial to set an incharge for promotions, training, leading volunteers, managing, analyzing funds, measuring performance, and more. And use these amazing templates as they will surely ease the process.
Template 1
Add this template to your fundraising toolkit and introduce your team to the prospective investor. This design will help gain your prospect’s trust and confidence. Therefore, download it without any second thoughts.
Download Slides For A Startup Pitch Deck PowerPoint Presentation
Template 2
Present your business idea in a visually appealing manner with this incredible fundraising template. Besides, you can convey your team’s strengths, duties of each executive, employees’ personal and professional goals, and more. Download and captivate your audience.
Download Business Fundraising PowerPoint Presentation
Template 3
Share your company’s long-term vision with this compelling enterprise fundraising template. It will ensure that you have enough funds to support all the extended business activities. So download and help your business grow effectively.
Download Enterprise Fundraising PowerPoint Presentation Slides
Template 4
This template can help you represent your company’s growth potential to manage pooled investment funds. Add it to your fundraising toolkit and attract a massive audience by providing high-return opportunities. Download it immediately.
Download Venture Capital Fundraising PowerPoint Presentation Slides
Template 5
Convert angel investors into stakeholders in your business with this startup fundraising template. The design includes 40 thought-provoking slides. So download, edit, and use it to your advantage.
Download Angel Investing And Start-Up Fundraising PowerPoint Presentation
Template 6
Fundraising is not only for sales or marketing. You can select this template to raise capital post a debt situation from the banking institutions. Use it to illustrate your company problem, solution, growth rate, key revenue streams, marketing strategies, and more.
Download Pitch Deck To Raise Post Debt Capital Fundraising From Banking Institutions
3. Finalize the prospects
Create a prospect list including your potential investor’s information. Segregate them based on community, groups, organization, neighborhood, and more. This division will help you choose a suitable promotion method like social media, e-mail, crowdfunding, events, in-kind, and more. Additionally, you can choose from these templates to lay a clear and systematic process.
Template 1
Use this template to raise finances for your new product idea, launch, or innovation. Add it to your fundraising toolkit and determine your target market. Download and edit without any hassle.
Download Pitch Deck To Raise Funding From Product Fundraising
Template 2
Introduce this six months roadmap to your new venture’s fundraising toolkit. The design exhibits the exact requirement of hires, restructuring, event preparation, launch, technology type, promotional method, and more. So download and edit it to suit your requirement.
Download Six Months Fundraising Roadmap For Startup Business Plan
Template 3
You can use this template to conduct a SWOT analysis for estimating your fundraiser’s potential. Additionally, you can use this PPT template to share the results in your company’s fundraising toolkit. Download and edit it conveniently.
Download Company Swot Analysis For Estimating Fundraising Potential
Template 4
The promotion method plays a critical role in the success and failure of any fundraising campaign. Therefore, add this 5-month campaign plan to your fundraising toolkit and pick the most lucrative medium. Download now!
Download 5 Month Fundraising Campaign Planning
Template 5
Calculate your company’s estimate and net income with this fundraising calendar template. You can use this design to compare your company’s performance in four different quarters. So download and add it to your fundraising toolkit.
Download Fundraising Calendar For Estimated And Net Income Calculation
Template 6
Utilize this middle school roadmap template and add it to your fundraising campaign presentation. The design is easy to edit. So download it and appeal to the possible donors/investors.
Download Middle School Fundraising Three Months Roadmap Template
4. Fundraising campaign plan
Include a step-by-step campaign plan with these fundraising toolkit templates. Being the most actionable step, it covers multiple types of fundraising, methods for promoting a particular campaign, processes to boost recurring donations, and more. Therefore, select the most suitable and creative one.
Template 1
Add this intuitive template to your toolkit and depict the distinct methods of organizing a fundraising event. Besides, you can use it to train your team members on the complexities of fundraising. Download now and enthrall your management team!
Download Methods Of Fund Raising PPT Images
Template 2
Include this innovative template in your fundraising presentation to illustrate an event timeline. The design includes personal funding, pre-seed funding, product crowdfunding, angel investment, series funding, initial public offer, and acquisition. So download now!
Download Timeline Showing Fundraising Events Of A Startup
Template 3
Museum owners can use this intriguing template to raise funds. It outlines a detailed fundraising roadmap of three months. So download, edit, and implement it with your program’s information.
Download Museum Fundraising Program Three Months Roadmap
Template 4
Utilize this historical timeline template and create an efficient fundraising process for your company. You can illustrate a six-month plan of action with the diagrams given in the design. So download and use it innovatively.
Download Historical Timeline Of Fundraising By A Startup
Template 5
Decide the most beneficial fundraising methods for your community concerned with this half-yearly roadmap. You can use it to achieve your target cohesively. So download, customize, and share with your team members using Google Slides.
Download Community Fundraising Half Yearly Roadmap
Template 6
Add this template to your fundraising toolkit and encapsulate the complete fundraising process, including event creation, promotional channel selection, prospect research, and more. It depicts a persuasive three-month roadmap. So grab it and make the necessary improvements.
Download New Venture Fundraising Three Months Roadmap
5. A thank-you
Donor or investor loyalty is just as important as customer loyalty. Therefore, foster relationships by maintaining transparency and encouraging non-stop funding. Include this step in these fundraising toolkit templates for thanking the donors and supporters every time.
Template 1
Create a plan for retaining your donor or investor’s loyalty with this quarterly fundraising roadmap. You can use it to mention return gifts, a thank you message/email, free coupons, discounts, and more.
Download Quarterly Roadmap Of Fundraising For Startup Business
Template 2
Choose this unique tree diagram template to represent the five different donor recognition strategies. You can add it to your company’s fundraising toolkit and help your donors have a fruitful experience. Download it instantly!
Download Tree Stages For Types Of Fundraising Strategies
Template 3
This template can be used by companies who wish to improve their cash inflows. Besides, they can incorporate it to thank the investors/donors through direct ask, online mediums, gift events, mini-campaigns, and more. Download now!
Download Fundraising Methods For Organizational Cash In Flow
Template 4
Use this project proposal template to outline your NGO’s proposed project, budgetary requirement, and monetary assistance. You can also thank the prospective donors in anticipation. So add it to your fundraising toolkit for creating a practical and methodological proposal. Download now!
Download NGO Project Proposal Template
Template 5
Benefit from the five-step circular diagram given in this template by illustrating the most popular donor appreciation strategies. Add it to your presentation and create a robust fundraising toolkit. Download it right away!
Download 5 Step Circular Process Visual With Best Fundraising Strategies
Template 6
This template includes a list of practical fundraising ideas such as online lending, government funding, retirement funding, crowdfunding, creating business content, testing plans on social media, donor satisfaction strategies, and more. Therefore, download and utilize it.
Download List Of Ideas For Fundraising PPT Infographic Template
Over to you
Before creating a fundraising toolkit for your organization, ask yourself - Do you have a valid reason why you need to raise external funds? Are you timing your communication well? Have you been making it easy for your investors to screen and process the information? Are you making the most of a meeting/call?
Choose from our well-structured fundraising toolkit PowerPoint Templates to consider phase thinking and claim profitable funding. Besides, ensure raising funds for more than one idea or cause at the same time. Avoid pushing the timeline repeatedly, refrain from collecting VC or corporate VC funds at an early stage, and be precise with names and facts to kick off a meeting.
P.S: You can bag a funding deal with panache by exploring our invigorating investor pitch deck templates featured in this guide.
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