The Intentional Fundraising Plan  

3-Day Virtual Intensive  | CFRE CEU Approval Pending



Are you feeling the pressure to raise even more money during these volatile times? Research from the Institute for Sustainable Philanthropy confirms that organizations with a fundraising plan raise more money than those who don’t have a plan.

The Intentional Fundraising Plan Virtual Intensive three-part series will guide you through a process resulting in a strategic data-informed fundraising plan that will equip and inspire your organization to take fundraising results to new heights.



A pre-intensive data self-assessment to determine your fundraising strengths and most significant opportunities for increased giving

A pre-intensive board participation questionnaire to identify areas where your board performs well and opportunities for more profound board engagement in philanthropy

Three 3-hour sessions (nine hours total) covering the following transformative tactics:

  • Overview of the correlation between having a fundraising plan and achieving fundraising success Identify the fundraising plan approach best suited for your organization
  • Examining your fundraising strengths and most significant opportunities
  • Assessing team structure and organizational culture of philanthropy
  • Strengthening your case for support and storytelling

  • Creating your data-informed fundraising plan by channel

  • Exploring fundraising innovation opportunities

  • Developing a donor engagement and communications calendar

  • Fundraising plan key performance indicators, tracking, and reporting

  • Effectively engaging your board in fundraising

  • Fortifying fundraising professionals for retention

Includes six hours of post-intensive session virtual coaching to support your implementation

Who should participate?

Recommended participants include a cross-functional team comprised of 8 to 10 people, including development team members, executive and board leadership, and development committee members. Talk with us. We’ll help you identify the ideal team.

Note that Fundraising Transformed recommends one or two weeks between sessions.



Call for fee. Includes a pre-session data self-assessment and analysis, board participation and effectiveness self-assessment questionnaire and analysis, three 3-hour virtual sessions, and 6-hours of virtual coaching post-intensive.

The Intentional Series  

The Intentional Board Member is part of The Intentional Series designed to create a trifecta of fundraising transformation for your organization. To equip and empower your board members, executive director and development team with a system and plan for fundraising success during volatile times. The Intentional Series includes The Intentional Fundraiser, The Intentional Board Member, and The Intentional Fundraising Plan. Choose the intensive best aligned with your priorities or the entire series to achieve maximum impact.

The Intentional Fundraiser Virtual Intensive

Learn more.

The Intentional Board Member Virtual Intensive

Learn more.

We can help you take your fundraising results to the next level.


Let's talk.