How to use the Fundraising campaign plan template

Start a board from it
Use this template opens a new Freero board with the Fundraising campaign plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Fundraising campaign plan”.
Follow the instruction on the board
“Raise a third of the target quietly from close supporters before going public. Set a target and one owner per phase.”
Fill in each part
- Quiet phase Sep–Oct
- Launch 1 Nov
- Match week 14–21 Nov
- Final push 1–10 Dec
- Thank and report January
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Fundraising campaign plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Donor journey
Follow a supporter from their first gift to giving regularly: what they do, what you send, how they feel and where you lose them.
Grant pipeline
Track every funding opportunity from prospect to decision, with amounts and deadlines, so no bid is missed or started too late.
Annual impact report outline
Plan your yearly impact report: the headline, the stories, the numbers, the money and the thank-yous, before anyone designs it.
Volunteer role description
Describe a volunteer role so the right people say yes: why it matters, what they will do, the time it takes and the support they get.
Advocacy campaign plan
Plan a campaign for a policy change: the ask, who decides, allies and opponents, messengers, tactics and the moments to act.
Customer success plan
Agree with a customer what success looks like for them, how you will both measure it and what each side does this quarter.