Top 10 Free Fundraising Plan Templates

Fundraising plans are essential for organizing and executing successful campaigns, whether for nonprofits, startups, or personal causes. They help you set clear goals, track progress, and manage resources effectively. A Fundraising Plans template in Notion can streamline the planning process, ensuring that all aspects of your fundraising efforts are captured and easily accessible to your team.

Before you dive into creating your own Fundraising Plans, take a look at these Notion templates to simplify and enhance your fundraising strategy. They're designed to help you stay organized and focused on reaching your financial targets.

What Should Fundraising Plans Templates Include?

Choosing the right fundraising plan template can streamline your campaign and ensure you cover all necessary aspects. Here are some key components to look for:

  1. Goal Setting: The template should have a clear section for defining specific, measurable goals. This helps in tracking progress and maintaining focus throughout the campaign.

  2. Timeline: A detailed timeline helps to organize major milestones and deadlines, ensuring that the campaign stays on track.

  3. Budget Outline: It should include a comprehensive budget outline to monitor expenses and manage funds efficiently.

  4. Stakeholder Roles and Responsibilities: Clearly defined roles and responsibilities ensure that team members know their tasks and how they contribute to the campaign's success.

Selecting a template with these components will provide a solid foundation for your fundraising efforts, making the process more manageable and effective.

What Should Fundraising Plans Templates Avoid?

Choosing the right fundraising plan template in Notion can streamline your efforts and ensure clarity in your campaign. However, some features might complicate or hinder your progress. Here are three key components to steer clear of:

  1. Overly Complex Structures: Templates with too many intricate details can be confusing. Opt for simplicity to keep your team focused and on track.

  2. Undefined Goals: Avoid templates that do not have clear, predefined goals. A good template should help you outline specific objectives right from the start.

  3. Generic Content: Steer clear of templates filled with generic, non-customizable content. The best templates offer flexibility to tailor content specific to your organization's needs.

Remember, the effectiveness of a fundraising plan is often tied to its clarity and usability. Choose a template that is straightforward, goal-oriented, and adaptable to maximize your fundraising success.

1Fundraising database

Use this database to keep track of every interaction you have with investors. Designate and know the status of every conversation (i.e. meeting planned, term sheet, closed), and see when you last made contact. Each row opens up into its own page, where you can keep all your notes from meetings, make checklists of follow up items, embed videos or podcasts featuring the VCs in question, etc.

View this database as a board grouped by status so you can see which investors are at each stage of your process — and keep things moving!

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2Generador de presentaciones con IA

¿No sabes por dónde empezar con la presentación de tu start-up o producto? Da el primer paso con la IA de Notion.

Consigue la narrativa perfecta, que te ayudará a triunfar en la próxima ronda de financiamiento dando confianza a tus inversores.

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3The Ultimate Data Room

Embark on your entrepreneurial journey with confidence using my Startup Data Room Template. This all-encompassing toolkit is designed to get you in touch with what you need in your data room for a successful fundraising. You can use it as centralized hub for crucial information across three key domains: Investment, Legal, and Commercial. Yet, it's primarily made to inform you about what you need and aggregate all the information in a central spot.

🌐 Investment Round:
- Pitch Deck: Craft an irresistible presentation that captivates investors.
- Vision and Strat: Define your startup's vision and strategic objectives.
- Metrics Dashboard: Visualize your performance metrics with clarity.
- Financial Model: Build a robust financial model for insightful projections.
- Financial Plan: Develop a comprehensive plan for financial success.
- Market Size Analysis: Dive into detailed market size assessments.
- Cap Table: Manage and organize your capitalization table effortlessly.
- Competitive Analysis: Conduct a thorough analysis of your competitive landscape.
- Valuation Analysis: Dive into detailed valuation assessments.
- Term Sheet: Clearly outline the terms of your investment deal.
- Investors FAQ: Anticipate and address potential investor queries.

⚖️ Legal Cornerstones:
- Company Registration: Navigate the process of company registration seamlessly.
- Memorandum of Association: Formalize your company's structure.
- Articles of Association: Outline the articles governing your startup.
- SEIS/EIS Advance Assurance: Secure tax benefits with advance assurance.
- Employment Contracts: Establish clear and comprehensive employment terms.
- NED LoA: Formalize agreements with Non-Executive Directors.
- Advisors and Consultant Contracts: Structure agreements with key contributors.
- Sweat Equity: Define terms for contributors receiving equity.
- IP: Safeguard your intellectual property.
- Insurances: Ensure comprehensive insurance coverage.

📈 Commercial:
- Business Roadmap: Develop a clear roadmap for your business journey.
- Strategic Roadmap: Align your strategies with a well-defined roadmap.
- GTM Strategy: Nail your go-to-market strategy for success.
- Product Demo: Showcase your product with a compelling demo.
- Marketing Plan: Execute your marketing plans with precision.
- Sales Pipeline: Manage and optimize your sales pipeline effectively.
- Commercial Agreements: Document and streamline your commercial agreements.
- Commercial Contracts: Outline the details of your commercial contracts.
- Feasibility Reports: Prepare detailed reports outlining project feasibility.
- Employees and Hiring Plan: Plan for growth with a detailed hiring strategy.


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4Data room

A data room is a valuable tool for your startup during its fundraising process, giving potential investors a deep insight into your business. This template will get you up and running quickly and give you a central location to store your documents, business details, and important data.

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5Fundraising tracker

Accidentally emailing an investor you've already pitched, or showing up to a meeting unprepared is like the real-life version of that dream where you show up to a class in your underwear. So use this template as one place where you can track every contact and your communication history.

Track different kinds of data in the same database — whether it's average check size, emails, or warm contacts. View contacts by status to see which investors you've won or lost, and how much progress you're making. Then click into each investor's subpage to add meeting notes, links to their websites, or pitch prep.

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6Presentation Assistant w/ AI

Experience a new level of efficiency in presentation preparation with our meticulously crafted Notion template. Seamlessly integrate AI prompts that guide you through content creation, providing valuable insights and enhancing the overall structure of your presentation. Navigate the preparation process effortlessly with a comprehensive checklist included in the template, ensuring no crucial aspect is overlooked. Whether you're a seasoned presenter or just starting, this versatile template empowers you to create engaging and impactful presentations with ease, making your preparation journey both insightful and efficient.

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7Presentación de Start-up para inversores

Lanza la visión de tu startup con la plantilla Presentación de Start-up para inversores de Notion, diseñada para presentar de manera convincente tus ideas de negocio, análisis de mercado y planes estratégicos a posibles inversores y socios.

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8Actualización para inversores

En lugar de enviar las novedades a tus inversores mediante el típico correo electrónico que carece de estructura, usa esta plantilla para brindarles una imagen más completa y digerible del progreso de tu empresa.

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9Pitch deck

Impress investors with an interactive Notion page instead. Anticipate all possible questions they might have about your business, without overwhelming them with information.

Use Notion galleries to display your major use cases, customers, and team. Add more text, images, and details into the gallery subpages so investors can choose to read more about what they're interested in. You can also include a competitor database to show investors a quick overview of how you measure up features-wise.

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10Gestor de financiamiento

El gestor de financiamiento es una herramienta para ayudar a emprendedores a conseguir y gestionar financiamiento. Funciona como un CRM pero cubre aspectos relacionados al financiamiento. Creé este sistema luego de 5 años de trabajar y colaborar con creadores de negocios en las rondas de inversiones.

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Closing Thoughts

Utilizing these templates streamlines the planning process, allowing you to focus more on engaging with donors and less on administrative tasks. Their customizable features ensure they fit any fundraising event's unique needs.

Start implementing these tools today to see a significant boost in your fundraising efficiency and effectiveness. The ease of use and accessibility will make managing your campaigns simpler and more successful.

What is a Pledge Drive?

A pledge drive is a fundraising campaign where individuals commit to donating a specific amount of money over a set period, often used by public broadcasting stations.

What is a Capital Campaign?

A capital campaign is a targeted fundraising effort designed to raise funds for a specific large-scale project, such as the construction of a new building or major renovations.

What is a Matching Gift?

A matching gift is a type of fundraising strategy where a corporation or another donor agrees to match the donations made by individuals, usually up to a certain amount or ratio.

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