The Essential Fundraising Checklist

16 Feb

Part of having a successful fundraiser is creating a plan. Fundraisers have many details, stages, and moving parts that must be accounted for to run smoothly. We recommend making a checklist all the essential components of your fundraiser to ensure that you’re prepared to succeed.

To help you start, we’ve created a checklist template that will guide you through the planning stages of your fundraiser:

Purpose and Fundraising Goal: A good fundraiser has clear goals. Make sure you have an understanding for what it that you want to do.

“The purpose of the fundraiser is to…”

“My fundraising goal is to raise $_____ by _____ for _____.”

Is this your first time fundraising with Popcorn Palace? If yes, you can always contact Popcorn Palace for more product information and ideas on how to make this fundraiser your best fundraiser.

My Fundraising Budget: Consider the startup costs of your fundraiser. You’ll need a reliable budget to reach your fundraising goals.

I have itemized and totaled my projected startup expenses for:

  • Promotional Items (posters, flyers, brochures)
  • Equipment (tables, inventory sheets, signage)
  • Organizational Costs (local registration fees, school organization registration fees)
  • “My other costs are ___, ___, ___, and ___.”

“I have added all of my projected startup expenses and will need $___ to start fundraising.”

Remember, you can start fundraising today by selling Gourmet Popcorn with Popcorn Palace at no startup costs!

Organizing My Team: Fundraising is always more fun when you do it with friends. If you’re starting a team, decide who has what responsibilities and when the team will hold meetings.

“We will have team meetings every ____ at _____ and discuss _____.”

Within my team, I have:

  • Team Leader
  • Treasurer
  • Promotion Team
  • Logistics Team
  • “My other team roles are ___, ___, ___, and ___.”

A Plan for Operations: Be sure to have a plan for where your equipment, promotional and fundraising materials will be held. If you’re working with a team, consider asking them if they can help with transportation, setting up, and packing after each fundraising day.

  • Equipment will be stored at ___.
  • Promotional materials will be stored at ___.
  • Fundraising materials will be stored at ___.
  • “Our other materials like ___, ___, ___, are being stored at ___.”

A Plan for Promotions: For people to make a contribution, they’ll need to know about purpose of your fundraiser and how the it will help make a difference. This is where you can get creative on ways to promote your fundraiser.

To promote my fundraiser and its cause, I have:

  • Posters
  • Flyers
  • Brochures
  • Social Media Accounts
  • “We will also promote using ___, ___, ___, and ___.”

If you are promoting at a school, church, or on private property, do you have permission to place promotional materials there?

  • I have permission.

All of the stages listed are the essential steps needed for a successful fundraiser. Use our template as a guide to help you plan your goals, budget, team, operations and promotions. If you feel that your fundraiser may need more development in any of these areas, consider a more detailed plan to make sure that everything you need is accounted for.

At Popcorn Palace, we provide fundraisers with an enormous selection of all-natural Gourmet Popcorn flavors, from tasty Cheddarific to sweet Cookies & Dream. For more information on how Popcorn Palace can help you reach your fundraising goals, fill out our form below and a fundraising specialist will contact you soon! Or visit our popcorn fundraising page for more fundraising information.

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