# Annual Fundraising Plan Summary

Summarizes the annual fundraising plan into a concise board-ready document for approval or discussion. Use it when the development team has a working plan and needs to present it clearly to the full board.

## Prompt

## Context
You are helping the development staff at [ORGANIZATION NAME] prepare a summary of the [FISCAL YEAR] annual fundraising plan for board review. The plan covers these revenue streams: [REVENUE STREAMS: e.g., individual donors, foundation grants, events, earned revenue]. Total fundraising goal: [TOTAL GOAL]. Key activities by quarter: [QUARTERLY ACTIVITIES]. Staffing or capacity assumptions: [CAPACITY NOTES]. Any risks or dependencies: [RISKS].

## Task
Write a one-to-two page board summary of the fundraising plan. Include: the total goal and how it breaks down by revenue stream, the key activities planned by quarter, any significant assumptions or risks the board should be aware of, and what board members are being asked to do (introductions, event attendance, personal gifts, committee participation).

## Standards
- Written for board members, not development staff. Avoid fundraising jargon. Define any term that is not plain English.
- All revenue figures must come from the plan data I provide. Do not invent totals, projections, or percentage breakdowns.
- State assumptions as assumptions, not as facts. If a grant projection depends on a renewal, say so.
- Do not invent funders, donor segments, or program outcomes.
- The ask to the board must match what I specify. Do not add commitments or expectations I did not include.
- If the total goal or the quarterly activities are missing, ask me before drafting.

## Variables

- ORGANIZATION NAME
- FISCAL YEAR
- REVENUE STREAMS
- TOTAL GOAL
- QUARTERLY ACTIVITIES
- CAPACITY NOTES
- RISKS

## Input checklist

- [ ] The full fundraising plan or a detailed outline, with revenue stream breakdowns
- [ ] Total goal and per-stream targets, pulled from the plan document (not from memory)
- [ ] Key activities and their quarters, confirmed with the development team
- [ ] What you are asking the board to do specifically, as agreed internally before the meeting
- [ ] Confidentiality: strip or anonymize donor names and grant amounts tied to pending decisions; confirm your AI tool is approved under your organization's data policy
- [ ] Check the funder list: do not include any funder by name unless the relationship is confirmed and the executive director has approved disclosure to the full board

## Verification checklist

- [ ] All dollar figures tie to the plan document you supplied, not to AI-generated estimates
- [ ] Grant projections that depend on renewals or new relationships are labeled as projections, not secured income
- [ ] No funder names appear that you did not explicitly provide
- [ ] The board ask is exactly what you specified, nothing added
- [ ] Assumptions and risks are stated plainly, not buried or softened
- [ ] Revenue stream percentages add up to 100 percent of the stated total
- [ ] No program outcome claims appear that are not supported by past results you supplied

## Sample output

Sample output. Generated by AI from sample inputs:

FY2027 Annual Fundraising Plan Summary
Riverside Youth Coalition | Board of Directors
For approval at the June board meeting

Overall Goal: $420,000

Revenue Breakdown
- Individual donors: $160,000 (38%) | This includes an annual appeal in November, a year-end giving campaign, and a mid-year major donor outreach to 40 households giving $1,000 or more.
- Foundation grants: $190,000 (45%) | Three renewals from current funders account for $140,000. The remaining $50,000 depends on two new grant applications submitted in March. Both are pending.
- Spring gala: $50,000 (12%) | Net of estimated expenses. This assumes 200 attendees at $150 per ticket plus sponsorships.
- Other (corporate and in-kind): $20,000 (5%)

Quarterly Activity Summary
- Q1 (Jul-Sep): Submit two new grant applications; launch major donor stewardship calls.
- Q2 (Oct-Dec): Annual appeal and year-end campaign; gala planning begins.
- Q3 (Jan-Mar): Gala (March 15); submit grant renewal reports.
- Q4 (Apr-Jun): Mid-year donor review; begin FY2028 planning.

Key Risks
- $50,000 in new grant revenue is not secured. If neither application succeeds, the plan has a $50,000 gap.
- Gala net revenue depends on 12 table sponsors at $2,500 each. As of this writing, four are confirmed.

What We Are Asking the Board to Do
- Attend the gala and bring one guest.
- Each board member with a relationship to a potential table sponsor: make an introduction to the development director by October 15.
- Board members are asked to make their personal annual gift by December 31.

## Customization notes

If your board receives a detailed plan workbook separately, this summary works as the cover memo. For organizations with a give/get policy, insert the exact expectation in the board ask section. Adapt the revenue stream list to match your actual mix. If you are presenting a revised plan mid-year, add a variance section showing where you are versus original projections.

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From The Nonprofit Grant & Fundraising Library at vetslearn.com/libraries/nonprofit