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: __________________________
- Fliers/Posters
- Managed by: __________________________
- Media/Press Release
- Managed by: __________________________
- Newsletter Submissions
- Managed by: __________________________
- Letter Campaign
- Managed by: __________________________
- Other:
- Managed by: __________________________
- Other:
- Managed by: __________________________
Additional Notes:
Clerical & Administrative:
Banking (get change, arrange cash boxes):
Oversee 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!
For more help with your fundraiser, visit us at FundraisingIP.com.
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