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Fund Development Planning Done Right: A Guided Workbook

Kristin Raack was recently featured as a guest presenter on fund development planning for Foundant Technologies. The guided workbook is available for download on and the introduction content has been reprinted here with their permission.

While fund development planning requires a lot of time, energy, and resources, it is critical for organizational success as it outlays a road map for your funding endeavors. If you don’t have a clear outline of where your organization is heading and how you will get there, you will never know if you have arrived at your desired destination.

This guided workbook outlines Kristin’s recommended steps and provides useful resources to help your organization build an effective fund development plan. Use these practical tools and short video clips to become a fund development planning expert and maximize your funding processes!

This workbook shares:

  1. Why your organization needs a fund development plan, as well as who to involve.

  2. 6 steps to developing your fund development plan.

  3. Templates to get you started on outlining and building your plan.


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