As its name suggests, it is a document that can be used for efficiently organizing and managing a fundraising event. It can be used by event planners, volunteers, non-profit organizations, schools, and individual fundraisers. This free fundraising event planning checklist can organize, schedule tasks, and manage fundraising events efficiently. It is divided into sections, such as event concept and goals, budgeting and finance, venue and logistics, marketing, and promotion. Each section has rows and checklists to schedule and track your tasks. To make your fundraising effective and organized, this template can be used.
This template has a sequenced structure, with its division into phases easing your fundraising experience. Each section has rows for writing the tasks, their description, and the person responsible for these tasks, including deadlines, and a status section having checklists. As tasks of a respective section are completed the event planners can check in front of that task. All the phases have a similar structure having sections for writing and tracking the duration of tasks.
The main sections of this template are:
Event Particulars
At the start of this template, you can write your event name, its date and time, including its location. Similarly, you can write the name of the primary contact person for this event, the expected number of people to attend this event, and the theme of the event.
Event Concept and Goals
The first section of this template is the event concept and goals, here you can define the purpose of your event, set your fundraising targets, write the event theme, and more.
Budgets and Finances
The management of budgets and finances of your event can be organized in this section. You can identify your funding sources, develop a budget for the event, set ticket prices, and more.
Venue and Logistics
This section allows you to write all the relevant tasks to the venue and logistic management, such as venue selection, arranging catering, and planning transportation. It also allows you to track the progress of these tasks.
Marketing and Promotion
This section allows you to design invitations, launch promotion campaigns, engage with media partners, and more.
Entertainment and Activities
The means of entertainment and activities of your event can be mentioned in a separate section as per your need, like organizing activities, coordinating audio and visual, and more.
Staffing and Volunteers
This section allows you to write relevant tasks for staff and the people who are volunteering at your event. It may involve information, such as recruiting volunteers, assigning roles, and conducting training.
Post-Event Activities
Activities that are to be performed after the event can be mentioned in this section, such as gathering feedback, analyzing success, and sending thank you to the participants.
This template has easily customizable text fields allowing you to add or remove any section as per your needs. It can be used online and offline as it is print-ready. It is available in multiple file formats, such as DocX, DotX, ODT, and Google Docs. Furthermore, it enables you to organize your tasks and manage the budget, while solving logistical challenges, by providing a structured layout for scheduling and arranging fundraising events.
