Charities Institute Ireland

Core Unit Module Descriptors

Fundraising Planning


The Certificate in Fundraising Planning is designed to give students an understanding of the fundraising planning process, an overview of how to conduct a fundraising audit, and understanding of how to set fundraising objectives and how to develop strategies and tactical plans.

Learning Outcomes:

  • Develop an understanding of the overall fundraising planning process
  • Understand how to conduct a fundraising audit
  • Be familiar with strategic planning tools and frameworks
  • Understand how to set SMART fundraising objectives
  • Be familiar with various strategic options
  • Have an understanding of how to develop tactical plans from overall strategies and objectives
  • Be familiar with how to develop a budget for tactical plans
  • Understand the control and monitoring cycle
Scott Kelley