5 Essential Steps to Plan Your School Fundraiser: A Complete Guide

Planning a Fundraiser: 5 Critical Steps to Ensure a Successful School Fundraiser

Research:
Start by researching and selecting the best school fundraiser for your needs. Choosing the right fundraiser can be overwhelming, but with the help of an experienced Fundraising Consultant, it becomes simple. Not sure where to begin? Check out our guide on How to Pick the Perfect School Fundraiser – 15 Questions to Ask Before Signing the Agreement.

Schedule:
Determine your fundraising dates and review the Prime Times for School Fundraising. Learn why starting your fundraiser early in the school year is crucial and how it can benefit your event. Work with your Fundraising Consultant to select dates that avoid conflicts with other school events or PTA activities, and review the school calendar for overlap with other fundraisers.

Reserve:
Once you’ve finalized your dates, promptly return your signed agreement to secure your school’s fundraising dates and promotional materials. Keep your Fundraising Consultant informed about any changes, such as student enrollment or date adjustments. Don’t forget to keep a copy of the signed agreement for the school’s records.

Recruit:
Rally your team! Recruit Spirit Leaders—PTA volunteers, teachers, and even the Principal—to help promote the fundraiser. Post volunteer opportunities in the school newsletter or on social media. For tips on recruiting and volunteer responsibilities, check out our Fundraiser Volunteer Tasks and Tips.

Get Excited:
With the planning done, it’s time to prepare for an exciting fundraiser! Work with your Fundraising Consultant to finalize your next steps and get ready to raise funds in a fun, engaging way.