Charity Fundraiser Checklist

15 items · Lifestyle · Hard difficulty · 2 hours

Plan and run a successful charity fundraiser, step by step.

• Set fundraising goal and budget

  Define target amount, allocation, and minimum viable budget.

• Confirm beneficiary charity and registration

  Verify the charity's legal status, registration number, and fund transfer process.

• Decide event format and date

  Choose in-person, virtual, or hybrid and estimate attendance.

• Select in-person, virtual, or hybrid format

  Consider accessibility, AV needs, tech support, and safety protocols.

• Choose primary and backup event dates

  Avoid public holidays, major local events, and school breaks.

• Book venue or virtual platform

  Confirm capacity, AV access, accessibility, parking, and cancellation policy.

• Obtain permits, licenses, and insurance

  Apply early for local permits, alcohol or food licenses, and event insurance.

• Set ticketing and donation platform and pricing

  Compare fees, donor experience, tax receipting, and payout timelines.

• Prepare sponsorship package and prospect list

  Outline tiers, benefits, deadlines, and targeted sponsor companies or individuals.

• Send sponsorship outreach and follow-ups

  Use personalized emails, call scripts, and track responses in a spreadsheet.

• Recruit and assign volunteers with roles

  List shift times, responsibilities, contacts, and backup volunteers.

• Plan event program and timeline

  Draft a run sheet with speaker times, breaks, and contingency plans.

• Produce marketing materials and promotion schedule

  Create social posts, flyers, email templates, and a promotion calendar.

• Arrange donation collection methods and receipts

  Set up cash handling, card readers, online giving, and donor receipts.

• Prepare post-event reporting and thank-you plan

  Plan donor acknowledgements, sponsor reports, expense summary, and timelines.

Printed from TickYouOff — the interactive version tracks your progress and can be shared with others.