Build the Plan

Create a Focused and Flexible Donor Relations Strategy

After identifying what to keep, adjust, or let go, the next step is building the right-sized donor relations plan that reflects your available time, tools, and resources. Whether you’re working solo or leading a larger department, this session will walk you through how to structure a donor relations plan that’s both strategic and manageable.

We’ll guide you through the essential components of an effective plan: how to set clear priorities, align activities with the Four Pillars, and match goals to your available resources. You’ll also explore how to incorporate low-cost tools and creative staffing solutions like volunteers, students, and board members. By the end, you’ll have a framework draft you can refine and implement in your own organization.

Learning Outcomes:

• Learn the key elements of a strong, scalable donor relations plan.

• Align donor relations goals with staff capacity, tech tools, and budget constraints.

• Map core activities to the Four Pillars to maintain focus and impact.

• Explore creative, low-cost ways to increase capacity and deliver on your plan.