Fundraising Campaign Planning Checklist

Campaign ideas become much more useful when they fit your audience, your timeline, and the level of effort your team can actually sustain.

This guide focuses on fundraising campaign planning checklist with practical guidance nonprofits can use to improve clarity, reduce friction, and create a more confident supporter experience.

Simplify support-Giving

A useful approach to simplify support-giving starts with clarity: what the page, campaign, or event needs to achieve, who it needs to serve, and what friction is getting in the way today.

If a section does not help the reader make a clearer decision or complete a concrete task, it should be simplified until the value is obvious in the first read.

Eliminate Guesswork

A useful approach to eliminate guesswork starts with clarity: what the page, campaign, or event needs to achieve, who it needs to serve, and what friction is getting in the way today.

If a section does not help the reader make a clearer decision or complete a concrete task, it should be simplified until the value is obvious in the first read.

Tailor to Your Tastes

A useful approach to tailor to your tastes starts with clarity: what the page, campaign, or event needs to achieve, who it needs to serve, and what friction is getting in the way today.

If a section does not help the reader make a clearer decision or complete a concrete task, it should be simplified until the value is obvious in the first read.

Combine Traditional and Modern support

A useful approach to combine traditional and modern support starts with clarity: what the page, campaign, or event needs to achieve, who it needs to serve, and what friction is getting in the way today.

If a section does not help the reader make a clearer decision or complete a concrete task, it should be simplified until the value is obvious in the first read.

Financial Practicality

A useful approach to financial practicality starts with clarity: what the page, campaign, or event needs to achieve, who it needs to serve, and what friction is getting in the way today.

If a section does not help the reader make a clearer decision or complete a concrete task, it should be simplified until the value is obvious in the first read.

A simple next step

Once the structure is clear, the most useful move is usually to simplify the page or workflow, test it from a supporter perspective, and only add complexity when it clearly improves the experience.