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FundraisingIP.com fundraising planners and checklists:

Fundraising Event Master Planner

Use this handy 'Master Planner' to help keep track of all the behind-the-scenes work for your event-based fundraiser!

 

Event: __________________________________

Event Date:  ______________________________

Budget:  _________________________________

Fundraising Goal: ($ figure)  _____________________

 

 

Pre-Event Tasks

Facility Evaluation & Reservation:

Volunteer in charge:

Budget:                            

Deadline: 

Site Selected:

Site Contact:
 
Contact Information: ______________________________

                                ______________________________

                                ______________________________
                              

Deposit Paid/Date:       _______________/_________________

Paid In Full/Date:        ________________/________________

 

Additional Notes:

 

 

 

 

Marketing:

Volunteer in charge:         __________________________

 

  • Email Campaign
    • Managed by:         __________________________
    •  
  • Newsletter
    • Managed by:         __________________________
    •  
  • Media/Press Release
    • Managed by:         __________________________
    •  
  • Facebook/Twitter
    • Managed by:         __________________________
    •  
  • Letter Campaign
    • Managed by:         __________________________
    •  
  • Fliers/Posters:
    • Managed by:         __________________________
    •  
  • Other:
    • Managed by:         __________________________

 

Additional Notes:

 

 

Clerical & Administrative:

Banking (get change, arrange cash boxes): 

Oversees Volunteers:

Group Leaders/Group:

______________________/_________________________

______________________/_________________________

______________________/_________________________

______________________/_________________________

Day-Of Tasks

Set-Up:

Volunteer in charge: 

People Assisting:

 

 

Additional Notes:

 

 

 

Event Staffing:

Volunteer in charge:

People Assisting/Event Staff:

 

 

Job Delegation: (fill in the name of the person responsible for each)

  • Decorating:
  •  

  • Table/Chair/Furniture Set-up:
  •  

  • Equipment Set-up:
  •  

  • Table/Booth Staffing:
  •  

  • Announcing/MC:
  •  

  • Ticket-takers:
  •  

 

Additional Notes:

 

Clean-Up:

 

Volunteer in charge:

People Assisting/Event Staff: 

 

 

Additional Notes:

 

 

 

Supplies:

Decorations

Theme:

Budget:

Volunteer in charge:

People Assisting:

 

 

Additional Notes:

 

 

 

Food & Drink/Refreshments

Budget:

Volunteer in charge:

People Assisting:

 

 

Additional Notes:

 

 

Prizes

Budget:

Volunteer in charge:

People Assisting:

 

 

Additional Notes:

 

 

 

Games/Entertainment

Budget:

Volunteer in charge:

People Assisting:

 

 

Additional Notes:

 

 

 

Other:

Budget:

Volunteer in charge:

People Assisting:

 

 

Additional Notes:

 

 

 

 

Special Services:

Permits

Volunteer in Charge:

Assistants:

 

 

Necessary Permits/Deadline for Filing:

________________________/_______________________

________________________/_______________________

________________________/_______________________

________________________/_______________________

Additional Notes:

 

 

 

Security

Volunteer in Charge:

Assistants:

 

 

Budget:

Contacts:

 

 

Additional Notes:

 

 

 

 

 

More Services:
(Handicapped considerations, Music, Entertainment, DJ, Etc.)

 

Vendor/Service:

Volunteer in Charge:

Assistants:

 

 

Budget:

 

Contacts:

 

 

Additional Notes:

 

 

Vendor/Service:

Volunteer in Charge:

Assistants:

 

 

Budget:

 

Contacts:

 

 

Additional Notes:

 

 

 

At-A-Glance Master Job Tracker

 

Name of Volunteer     Job Responsibility                 Phone                Email         

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


We wish you great success with your fundraising event!
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