Fundraising Plan Assessment

Help OKB Hope Foundation by reviewing and strengthening their fundraising plan.
OKB Hope Foundation
Somerset, NJ, USA
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OKB Hope Foundation
Somerset, NJ, USA

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Posted September 23rd

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Project details

What we need
  • Detailed comments and suggestions based on a thorough review of an existing fundraising plan (20 pages maximum)
  • Feedback on goals and help adjusting targets
What we have in place
  • We currently have a fundraising plan put together, which should make it easy for you to get started. We also have past fundraising documents, and the ability to provide any other information you need.
How this will help
This project will save us $3,180 , allowing us to Focus on our other strategic initiatives.

This project will help us meet our fundraising goals.

Project plan

P
Prep: Distribution of Materials & Goal Setting
  • Volunteer Manager shares current fundraising plan with Professional, as well as any other relevant materials (past years' financials, etc.)
  • Volunteer Manager and Professional discuss the organization's main fundraising challenges and goals
1
Milestone 1: Initial Review & Feedback
  • Professional reviews information received and begins to formulate ideas for strategy and improvements
  • Professional provides initial review and suggestions
2
Milestone 2: Final Draft Delivered
  • Professional delivers annotated fundraising plan to the Volunteer Manager
  • Volunteer Manager and Professional discuss high-level feedback and comments, including possible next steps
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About the org

OKB Hope Foundation
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Our mission

To empower people to advocate for their own health through education and lifestyle modification

Testimonials

Working with Lizabeth on my fundraising plan assessment made me realize the potential I had in me. She's a trusted advisor, and her direct communication style has helped me become a better leader and advance my organization like never before. Lizabeth helped me identify, frame, think outside the box, and clarify critical personal development objectives. Additionally, she offered practical tools, techniques, and suggestions to achieve them and fundraising objectives.
Osei B.
Osei B.

Founder

Fundraising Plan Assessment Project

Osei Boateng has been one of the best clients I've ever had. He's gracious, considerate of my time, and expresses his gratitude every chance he gets. I am proud of his vision and have been honored to help him achieve important goals!
Lizabeth P.
Lizabeth P.

Brand, Marketing and Communication Strategist