Notion - Fundraising Officer SOPs

This template contains standard operating procedures (SOPs) for various fundraising activities. It covers donor identification and research, cultivation and stewardship, grant proposal development, reporting and compliance, event planning and management, corporate partnership development, online fundraising and crowdfunding, major gifts solicitation, volunteer management, and database management. Each SOP includes detailed steps and guidelines for carrying out these activities effectively, ensuring that fundraising efforts are systematic, efficient, and compliant with best practices and regulations.

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What you need before purchase

• Basic knowledge of how to use Notion
• Notion account (sign up for free here)

After purchase, you'll get access to the Notion template immediately. From the template page, click on the Duplicate link (top right-hand of the screen) to copy to your account.

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FAQs

What is the structure of the SOPs?

Each SOP includes the purpose of the SOP, the scope of the SOP, other SOPs that the SOP references and the steps for the specific process.

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Notion Free Account

This template will work on the free account within Notion but we'd recommend the paid version if you're using it with your team.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).