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Order The Fundraiser's Planner

Get Organized. 
Get Focused.
Get Fundraising.

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STANDARD PDF

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The PDF version is a complete planner in a static PDF format.  Best used by those who prefer to print copies or see it on screen, it does not allow for direct entry of information, but is great if you like to print out your daily to-do list or other actions.

HYPERLINKED PDF

 

The truly interactive version, suitable for use with note taking apps like Notability, Evernote, Notion, etc.  Allows for full flexibility of use and is idea for those who like to work on a tablet or phone. 

EDITABLE PDF

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Best for those who prefer to work on a laptop or desktop.  This version allows for entering information directly into the fields on each page, which you can then save or print as needed.  Includes all pages of the planner in consecutive format. 

DIGITAL VERSIONS ARE HERE!

The wait is finally over!  Just released for Fall 2025, digital versions of The Fundraiser's Planner are now available.  In three different easy-to-use versions to work best with your style and approach, The Fundraiser's Planner is now more accessible and useable than ever.  

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Get It All Done

Yes, Dear Fundraiser, you CAN get it all done.

Even while you're wearing too many different hats and keeping all the balls in the air, wondering "Where did the day go?!?"

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From setting annual goals and the steps you take to reach them, to staying on top of today's seemingly endless to-do list, The Fundraiser's Planner has you covered.

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Whether you're a Mighty Team of One or the Road Warrior Champion of Donor Portfolio Management, The Fundraiser's Planner can help you tame those tasks, reach your goals, and make you an even better fundraiser than you already are. 

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High Quality

You'll be proud to have this on your desk or carry into meetings with you.  Lay flat binding, easy to write in.  Quality paper so ink won't smudge or smear.

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Purpose-Driven

Connect your purpose to your goals so you never lose sight of your "Why".

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Chronological

No flipping back and forth, you can follow your plan from yearly to quarterly, then monthly and daily/weekly.

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Goal-Focused

Set a goal, define the path, follow the steps - success!  Easy-to-use format with space for notes & reflection.

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A full year in one easy-to-use planner.  Undated, so it's easily adapted to calendar or fiscal year.

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Community

Learn from colleagues & connect with other fundraisers.  Share ideas & successes, or a listening ear and encouragement.

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Everything in One Place

The Fundraiser's Planner puts everything you need to do in one, easy-to-use, chronological system.​ You start with setting personal and professional goals and the plan you'll follow to reach them.Then you'll follow, day-by-day, how to track those goals yearly, quarterly, monthly - and, yes, every day and week as well. 

 

Now you have a system that will help you steward that major donor or submit that game-changing grant proposal - and also remember to pick up milk on your way home from work. It's your life and your work - focused, organized, successful.

Subscribe to The Flow Chart from Next River Fundraising Strategies and receive a free Fundraising Strategy Self-Assessment - a guide to fundraising with less stress and chaos.

Join thousands of smart fundraisers who get the latest in fundraising strategy, trends, and planning resources in their inbox every two weeks.

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