Simplified Fundraising Plans

Craft a simplified fundraising plan that sets your year up for success

During this three week intensive fundraising training program you will generate a simplified fundraising plan that will guide your organization's resource development activities over the next twelve months. You'll learn the essential components of a plan and @fundraiserchad's simplified planning process which you will be able to use to update the plan in the future.

The number one indicator of fundraising success is simply having a fundraising plan. But it doesn't have to be a wordy, complicated one. A simple analysis-based plan that's rooted in best practices will set your organization down the right path to growth.

At the end of the three week program you will:

  • understand the fundraising planning process;
  • know how to analyze fundraising past performance;
  • understand the importance of finding and recording new fundraising ideas;
  • have a draft fundraising plan built on a simple framework;
  • and know how to repeat this process in future years.

Here's the program schedule:

  • Week 1 = Learning Week
    • You'll watch a series of video modules which explain the fundraising planning process - you can watch these at the time that suits you best.
  • Week 2 = Application Week
    • You'll complete a series of planning worksheets and checklists to gather everything that you will need to draft your fundraising plan.
    • You'll also analyze your past twelve months of fundraising results to help guide the development of your plan.
  • Week 3 = Crafting Week
    • You'll take the information that you learned and the materials that you gathered and draft your fundraising plan.
    • As you wrap up your plan, you'll have the opportunity to schedule a one on one 30 minute Q&A call with @fundraiserchad to provide feedback and recommendations on your draft plan.

And, optional group Q&A calls will be offered every ten days throughout the program for an additional opportunity to synthesize learning, learn from others, see samples and have your questions answered.

To successfully complete this program, you'll need to set aside approximately four hours each week. @fundraiserchad recommends blocking out a half day each week, but you can do whatever works best for your schedule. And your fundraising colleagues can go through it will you and are welcome to join you for the coaching calls.

This 3 week intensive program costs $275. That's $275 for a customized fundraising plan that will guide your next twelve months of activity and lay the groundwork for revenue growth at your organization.

This intensive program will be available during any three week period starting January 7, 2019 thru March 28, 2019. Enrollment will open December 10, 2018 and close on March 7, 2019.


Your Instructor

Chad Barger, CFRE
Chad Barger, CFRE

Chad Barger [BAR-jur] is a sought after nonprofit fundraising strategist, trainer and coach.

Chad is a solopreneur and founder of the firm Productive Fundraising, a fundraising coaching and training practice, specializing in improving donor retention and board engagement at small community-based nonprofit organizations.

He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and products that are working today, through the free fundraising tips on his website and email list. Chad also hosts a monthly free webinar series where he shares current fundraising best practices.

Chad has spent his entire career as a fundraiser. He has worked in large shops and small in a variety of sectors (higher education, social services and the arts). He has built fundraising programs from the ground up, rebuilt fundraising programs back to their former glory and taken stagnant organizations to the next level. Most recently, Chad served as the executive director of the Cultural Enrichment Fund (Harrisburg, PA) for a decade. The campaigns that he has worked on have raised in excess of $35 million dollars for the charities that he’s had the honor of serving.

As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course. He is an active member of the Association of Fundraising Professionals (AFP), and is immediate past president of the Central Pennsylvania Chapter. He also serves on AFP’s Professional Development Committee at the international level and is the ringmaster of the #afpeeps show (social media training) at #afpicon (the AFP International Conference). Chad has contributed to Advancing Philanthropy and been interviewed for the Chronicle of Philanthropy, the two leading publications in the field. He earned his Certified Fund Raising Executive (CFRE) credential, the first globally-recognized credential for fundraising professionals, in 2007. Chad is the 2018 recipient of the Central Penn Business Journal’s Nonprofit Leadership Excellence Award.

Chad is a graduate of Slippery Rock University (SRU) where he got his fundraising start as a student phone-a-thon caller. At SRU, Chad served as an AmeriCorps member leading fellow students on community service trips across the country, which shifted his career focus to the charitable sector. He currently serves on SRU’s Philanthropy and Nonprofit Program Advisory Council.

When not helping nonprofits write optimized fundraising plans, training nonprofit boards of directors or leading fundraising coaching calls, Chad is typically spending quality time with his family, serving as a scout leader with Cub Scout Pack 279, searching for the world’s greatest double IPA, cheering the Steelers on to their seventh ring, hiking in the woods, or playing trombone with No Last Call, Harrisburg’s hit-and-run street band.

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