The context
An advancement program needs a sequence: learn the constituency, strengthen the systems, activate leadership, and sustain donor relationships.
Turning a mission into a working plan
A phased fundraising framework supported by a real FY2022 strategy workbook and archived communications sample.
Clayton’s role
Chief Advancement Officer; fundraising strategy, donor engagement, institutional partnerships, and communications leadership.
Advancement planningDonor strategySystems thinkingExecutive leadership
The work
The FY2022 Fundraising Strategic Plan lays out 90-, 180-, and 365-day phases. It moves from a constituency tour, development audit, and communications calendar into volunteer activation, Board engagement, planned giving, major gifts, and stewardship.
What it shows
The framework below is a concise adaptation of the actual FY2022 plan, showing the sequence of planned work across the first year.
Listen & establish the foundation
Constituency tour; development and communications-materials audit; coordinated calendar; leadership and volunteer network planning.
Activate people & pathways
Volunteer activation; Board involvement; annual-fund leadership; planned-giving strategy; donor appreciation and event planning.
Build the ongoing program
Donor analysis; major-gifts planning; fundraising events; expanded stewardship; planned-giving conversations.
Portfolio source: FY22 29 Acres Fundraising Strategic Plan, Google Drive; original portfolio newsroom screenshot.
Institutional work is shown in the context of Clayton’s role and collaborations. Original organizations, contributors, photographers, designers, and production partners retain their respective credits and rights.
What could we build for you?
Bring your next campaign, brand, website, or organizational challenge. Let’s give it direction and make it tangible.