Strategic Fund Development Planning

The INS Group facilitates discussion around the 12 key components of a strategic plan for fundraising:

  • community needs
  • mission statement
  • funding needs
  • case statement
  • constituency of contributors
  • fundraising methodology
  • donor and volunteer recognition
  • administrative systems and procedures
  • professional staffing
  • fundraising materials
  • timeline
  • organization and leadership


The INS Group facilitates one full-day or two half-day sessions to create a long-term development plan and short-term action plan for fundraising. Two follow-up meetings are included in this service.