THE ANNUAL FUND OPERATING SYSTEM
The smart fundraiser's ultimate planning toolkit.
Run your annual fund with confidence, clarity, and control - everything you need to plan your fundraising, donor communications, and marketing in one instantly-usable package.
WHY THIS TOOLKIT?
Strong fundraising isn’t about guesswork — it’s about clarity, sequence, and follow-through.
The Annual Fund Operating System gives you a ready-to-use framework so you can:
Quickly and easily identify how many donors you need and at what levels
Set meaningful goals
Track every campaign, appeal, and communications piece
Get everyone on the same page and focus on goals
Steward donors without missing a step
Raise more money with less stress
And it’s all delivered in editable Excel so you can adapt it to your organization on day one.
WHAT'S INSIDE
Annual Fund/Campaign Gift Chart - enter your fundraising goal and it automatically calculates how many donors you need and at what levels
Development and Communications Plan Worksheet - track all of your team's goals, priorities, and status in one easy-to-use document. Includes a version to track budget as well
Goal Setting Template - An easy-to-use template to help you set realistic, achievable goals
Communications Calendar Planning - stay on top of what you're sending, when, and to whom
Fundraising and Communications Timeline - a high-level, one page map of what's happening and when so deadlines don't sneak up on you
Donor Stewardship Journey - set a plan for your post-gift cultivation activities and which donors receive what messages and at what timing
Donor-Prospect Ranking Template - track every donor's status towards gift so you can make accurate projections and know where to focus your attentions
BONUS: When you purchase the full Annual Fund Operating System you'll also receive a PDF version of The Fundraiser's Planner, a yearly calendar, journal and planning tool so you can track goals and stay on top of your daily to-do lists!
HOW IT WORKS
Instant download - you'll get immediate access to all the tools, no waiting for an email or additional resources to come later
Open the templates you need, make some minor edits to reflect your specific details, and you're off!
Plan your daily/weekly/monthly/quarterly goals and plans with The Fundraiser's Planner
Have your best fundraising year ever!