Annual Nonprofit Fundraising Plan: How to Turn Big Goals Into a Clear Annual Roadmap - Krissie Kelleher, Team IMPACT

<p>Krissie Kelleher brings more than 25 years of strategic fundraising experience to Team IMPACT, and she says an annual fundraising plan is not a document. It is a decision about what you will do and what you will not do.</p><p>The answer is not a 40-page plan no one reads. Krissie starts with the few revenue drivers that matter, maps the work across the year, and turns ambitious goals into math the team can manage. Fear is not a strategy, and neither is hope.</p><p>In this episode:</p><ul><li><p>How to identify the 3 to 5 core revenue drivers instead of treating every idea as equally important</p></li><li><p>Why 70 to 80% of revenue is often predictable, while the rest can be tested, shrunk, or removed</p></li><li><p>What a $3.7 million Team IMPACT gala reveals once $750,000 in event costs are counted</p></li><li><p>How a 12-month calendar becomes the strategy for campaigns, appeals, events, and stewardship</p></li><li><p>Why the top 25 prospects and 30%, 50%, and 75% yield calculations keep a pipeline honest</p></li></ul><p>You will leave with a one-page planning approach, a calendar your team can follow, and a quarterly review rhythm for changing course. Focus on relationships, not activity for activity&#39;s sake. Krissie would take a sit-down visit with a major-gift prospect ten times more than an event invitation.</p><p>Episode highlights: (0:00) What the plan says no to (1:26) What makes a fundraising plan work (4:58) Choose revenue drivers that matter (8:36) A 12-month calendar people use (12:59) Targets ambitious enough to manage (18:25) Planning mistakes to avoid (24:55) When to revise the plan (27:58) Fundraising beyond the development team (34:16) Staying focused amid shiny objects (43:37) Start with the one-page plan</p><p>Guest: Krissie Kelleher, CEO, Team IMPACT</p><p>Full transcript and show notes: <a href="https://www.anedot.com/blog/nonprofit-pulse-annual-nonprofit-fundraising-plan"><u>https://www.anedot.com/blog/nonprofit-pulse-annual-nonprofit-fundraising-plan</u></a> More episodes and the monthly newsletter: <a href="https://www.nonprofitpulse.com/"><u>https://www.nonprofitpulse.com/</u></a></p><p>If this was useful, follow Nonprofit Pulse wherever you listen.</p><p>Nonprofit Pulse is a podcast by Anedot that explores trends, insights, and resources that help nonprofits accomplish their mission. Hosted by Josh Breland.</p>