Organizing a fundraising event is similar to solving a puzzle. With multiple pieces moving, from campaign planning and promotion to connecting with volunteers and follow-ups after the event, keeping everything on track is an exercise in patience.
This is where fundraising templates help. A fundraising template helps you map out your goals, timelines, and tasks so you cover everything. It keeps your team aligned and fundraising strategies on point.
Let’s check out the top fundraising calendar templates in ClickUp to organize your fundraising activities.
Fundraising Calendar Templates to Maximize Impact
- What Are Fundraising Calendar Templates?
- Fundraising Calendar Templates at a Glance
- 12 Free Fundraising Calendar Templates for Nonprofits & Events Organizers
- 1. ClickUp Fundraising Event Planning Template
- 2. ClickUp Donations Template
- 3. ClickUp Calendar Planner Template
- 4. ClickUp Nonprofit Event Planning Template
- 5. ClickUp Nonprofit Pet Rescue Template
- 6. ClickUp Event Strategic Plan Template
- 7. ClickUp Event Marketing Template
- 8. ClickUp Calendar To Do List Template
- 9. ClickUp Annual Calendar Template
- 10. ClickUp Editorial Calendar List Template
- 11. ClickUp Monthly Schedule Template
- 12. ClickUp Volunteer Schedule Template
- What Makes a Good Fundraising Calendar Template?
- Streamline Fundraising Calendar Management With ClickUp
Summarize this article for me pleaseWhat Are Fundraising Calendar Templates?
Fundraising calendar templates help you schedule, organize, and manage all the key activities related to your fundraising efforts. They act as behind-the-scenes guides to keep events on track and help you hit your targets.
Here are the standard elements of a fundraising calendar template:
- Campaign dates: Start and end dates, and deadlines for events and related tasks
- Communication schedule: Timelines for sending emails or newsletters and publishing social media posts or press releases
- Donor details: Specific sections for donor calls, donor contact details, and donor lists
- Volunteer coordination: Volunteer onboarding, recruitment, training, and shift schedules
- Marketing activities: A way to organize ad campaign rollouts, content planning, and collaborations
- Budget details: Sections to note the allocated budget, estimated budget, and other key expenses
- Post-campaign actions: A way to record debrief meetings, performance reviews, impact reports, and donor assessment
💡 Pro Tip: Determining objectives and strategies requires a focused approach right from the start. Use these free nonprofit templates in Excel and ClickUp to maximize the outcome of your fundraising events.
Summarize this article for me pleaseFundraising Calendar Templates at a Glance
| Template Name | Download Template | Best Features | Ideal For |
| ClickUp Fundraising Event Planning Template | Get free template | Task dependencies, automated invitations, event dates tracking, Custom Fields for recording critical information | Nonprofits and teams managing fundraising events |
| ClickUp Donations Template | Get free template | “Secured Donations View”, filtering by source, payment mode tracking, Calendar View for deadlines | Organizations tracking donations and donor engagement |
| ClickUp Calendar Planner Template | Get free template | Goals and milestones, Summary and Timeline Views for an overview, rating tasks based on productivity | Teams needing a centralized calendar for events and campaigns |
| ClickUp Non-Profit Event Planning Template | Get free template | Task assignment, progress tracking, collaborative tools, automations for email campaigns, Gantt Chart View, Event Tasks View | Nonprofits planning community or fundraising events |
| ClickUp Non-Profit Pet Rescue Template | Get free template | Box View for animal details, Calendar View for deadlines, List View and Custom Statuses for adoption tracking | Animal rescue nonprofits and shelters |
| ClickUp Event Strategic Plan Template | Get free template | Event goals, milestones, audience and campaign channels, automated notifications, Event Calendar View for timelines | Teams of all sizes developing strategic event plans |
| ClickUp Event Marketing Template | Get free template | Customized checklists, posts scheduling, goals, spend and receipt tracking | Marketing teams promoting fundraising events |
| ClickUp Calendar To Do List Template | Get free template | Tasks with assignees and files, meeting request forms, productivity ratings for tasks | Individuals and teams managing daily fundraising tasks |
| ClickUp Annual Calendar Template | Get free template | Budget assignments per task, overall event budget tracking, event views by quarter and department, documents | Nonprofits with year-round fundraising goals |
| ClickUp Editorial Calendar List Template | Get free template | Time tracking, Board View for the editorial process, uploading attachments to task cards, due dates tracking | Content teams planning fundraising communications |
| ClickUp Monthly Schedule Template | Get free template | Time tracking for tasks, hourly rates and costs, Payout View, progress meters for milestones, task dependencies | Teams managing monthly fundraising campaigns |
| ClickUp Volunteer Schedule Template | Get free template | Volunteer contact details list, task assignment by volunteer skills, Volunteer Process View for easier onboarding, forms for applications | Nonprofits organizing volunteer-driven events |
Summarize this article for me please12 Free Fundraising Calendar Templates for Nonprofits & Events Organizers
Here, we have listed the best ClickUp fundraising calendar template examples for all your fundraising efforts:
1. ClickUp Fundraising Event Planning Template
Organizing a fundraising event requires detailed planning, from deciding on the theme to creating the final report. The ClickUp Fundraising Event Planning Template takes the stress out of planning with a structured approach.
The template helps you create a list of steps for efficient event planning, from major donor outreach to managing income.
You get complete information about event names, due dates, priority status, and more, so there’s no scattered information or confusing deadlines.
Here’s why you’ll like it
- List all dependencies for every task, like creation, editing, proofreading promotional content, before final publishing
- Set automations to create and send invites to the guests automatically
- Create an event outline to keep track of important dates, such as planning the event and deciding venue
- Record critical information, including event name, event dates, team members, purpose, and target earnings
🔑 Ideal for: Event organizers, community fundraisers, and event coordinators who want to seamlessly organize and manage fundraising events.
💡 Pro Tip: Want to streamline daily processes, from automating tasks to generating financial reports? Try these AI tools for nonprofits.
2. ClickUp Donations Template
Managing donations can be complicated, but the ClickUp Donations Template helps you raise funds seamlessly.
With its organized layout, you can track the details of each donation in one place.
The template provides a complete overview of important dates and deadlines for fundraising event planning over a specific period. You get a clear picture of all fundraising efforts, and the donors get transparency into where the payments are being used.
Here’s why you’ll like it
- List all estimated revenue from donors and sponsorships to plan your efforts
- Save and track the donations received with the Secured Donations View
- Filter and categorize funds raised through major donors, grants, and corporate sponsorships
- Track payment modes—cheque, credit card, or others—along with the type
- See upcoming deadlines and manage your time with the Calendar View
🔑 Ideal for: Community fundraisers and nonprofit professionals looking for a structured format to organize donations.
3. ClickUp Calendar Planner Template
Tracking dates and managing deadlines is simple with the ClickUp Calendar Planner Template.
You get a timeline view of all the deadlines for events organized during a specific period. They are categorized by departments, such as HR, payroll, operations, sales, and event dates. This helps you track if everything is going as planned.
This calendar fundraiser template helps you plan different fundraising activities and manage projects effectively.
Here’s why you’ll like it
- Set fundraising goals and milestones for each task for accurate tracking
- Get an overview of all upcoming tasks and events with the Summary View and the Timeline View
- Include relevant information for events and related tasks, such as references, venue, costs, milestones, etc.
- Rate event tasks based on productivity and fundraising results to identify scope for optimization
🔑 Ideal for: Nonprofit professionals, event coordinators, and community fundraisers looking to manage the calendar for events.
💡 Pro Tip: Fundraising teams have targets and OKRs just like any other. Here’s a quick video explaining how to manage these in ClickUp.
🧠Fun fact: Around 10% of all donations occur in the last 3 days of the year.
4. ClickUp Nonprofit Event Planning Template
The ClickUp Nonprofit Event Planning Template provides a comprehensive set of tools from fundraising to registration. With this template, planning and managing events for your nonprofit becomes effortless.
This fundraising calendar template helps track which teams are responsible for which tasks from the IT, event organizers, finance, and creatives, ensuring accountability.
Manage all last-minute tasks, including printing materials, setting up decorations, and finalizing logistics, without chaos.
Here’s why you’ll like it
- Use automations to create email campaigns and reach out to potential sponsors
- Organize tasks and assign them to team members with the Event Tasks View
- Visualize and track the event’s timeline with the Gantt Chart View
- Track event stages, event components, and completion status in one place
- Set a clear budget for venue selection, event promotions, and more, for simple tracking
🔑Ideal for: Nonprofit organizations, event coordinators, and community fundraisers looking to create fundraising plans and manage budgets.
5. ClickUp Nonprofit Pet Rescue Template
The ClickUp Nonprofit Pet Rescue Template makes finding homes for pets and managing donations easy. It gives you visibility into animal intakes, available resources, and budgets, making planning simple and accurate.
The template simplifies managing different aspects of pet rescue and care by categorizing tasks with Custom Fields such as interactions, adoption, veterinary services, donations, and adoptable dogs.
This framework makes pet rescuing easy for volunteers with its time tracking, tagging, and email features.
Here’s why you’ll like it
- Maintain a list of the specific features, behavioral patterns, and other details about the animals with the Box View
- Track deadlines for every task, such as filling up supplies, vet visits, and others, with the Calendar View
- Keep track of animals and their adoption status using theevent tracking and follow-upke In Progress, Adopted, etc.
- Organize and track fundraising activities such as pet rescue events, donation drives, and more
🔑Ideal for: Pet rescue centers, volunteers, and nonprofit organizations looking to manage pet rescues successfully.
Here’s what Heath Hayden, Professional Development Coordinator at Tacoma Community College, thinks about using ClickUp:
6. ClickUp Event Strategic Plan Template
The ClickUp Event Strategic Plan Template makes event planning strategies successful and easy. From project budgeting and planning to execution and follow-up, the template helps you organize every detail.
The template categorizes activities by purpose, making it easy to track the results of every fundraising campaign. Additionally, it lets you track the progress status, including pending, approved, needs revision, and others, making planning and execution efficient.
Here’s why you’ll like it
- Manage audience, campaign channel, and roles in one place for simple tracking
- Add files and hashtags for all campaigns to track strengths and weaknesses easily
- List the allocated budget with each event task, so you stay within the budget limit
- Automate notifications for overdue event-related tasks or those requiring adjustments
- Plan and track timelines for each event with the Event Calendar View
🔑Ideal for: Nonprofit organizations and fundraising communities looking to organize awareness campaigns.
📮 ClickUp Insight: More than half of employees struggle to find the information they need at work. While only 27% say it’s easy, the rest face some level of difficulty, with 23% finding it very difficult.
When knowledge is scattered across emails, chats, and tools, wasted time adds up fast. With ClickUp, you can turn emails into trackable tasks, link chats to tasks, get answers from AI, and more within a single workspace.
💫 Real Results: Teams are able to reclaim 5+ hours every week using ClickUp—that’s over 250 hours annually per person—by eliminating outdated knowledge management processes. Imagine what your team could create with an extra week of productivity everyadjust
7. ClickUp Event Marketing Template
Event marketing is an essential step to hosting successful events. The ClickUp Event Marketing Template makes organizing relevant event information simple, so managing and planning marketing efforts is seamless.
The template centralizes all the information, such as event phase, event type, attendance type, and location type, in one place. This ensures simple tracking and follow-up for events.
Here’s why you’ll like it
- Schedule social media posts promoting campaigns using automations
- See marketing goals, lead goals, and leads captured together for seamless planning
- Create customized checklists for every fundraiser, ensuring that the complete process is followed
- List location and event date alongside the event to see comprehensive information
- Track spending, bills, and receipts to stay within budget
🔑Ideal for: Community fundraisers and local nonprofit organizations looking to promote their events and increase awareness.
🔎 Did You Know? 32% of donors say that social media inspires them the most.
8. ClickUp Calendar To Do List Template
Staying organized requires detailed planning, and the ClickUp Calendar To Do List Template helps you do exactly that.
Categorize tasks based on the events and roles, ensuring simple planning and tracking. See all your appointments, the category each individual falls into, and the person’s role, in one comprehensive view.
The fundraising calendar template, with insights on start and end dates and goals, makes planning and tracking fundraising campaigns simple.
Here’s why you’ll like it
- Organize tasks by who needs to complete them and keep everyone accountable
- Rate productivity levels for each task based on event success, to improve future planning
- Manage files for each task, such as event process, payment details, and analysis reports
- Create a meeting request form based on the event requirements for simple scheduling
🔑 Ideal for: Event organizers and community fundraisers looking to organize and plan every step of the event efficiently.
9. ClickUp Annual Calendar Template
Ever miss an important deadline planned at the start of the year? The ClickUp Annual Calendar Template makes staying on top of all events seamless with a structured layout.
With events organized by quarter, department, category, and assigned team, the fundraiser calendar template helps you set priorities and plan your tasks.
With a timeline view, you get an overview of the events based on custom time settings, allowing you to monitor progress and make adjustments as needed.
Here’s why you’ll like it
- Assign a budget for each task to manage money throughout the calendar year or fiscal year
- Maintain a list of all tasks to be performed for every fundraising event you organize
- Auto-calculate the overall budget for every event categorized by the tasks
- Upload documents for every task, such as creating the ads and meeting with the ad agency for promotions
🔑 Ideal for: Community fundraisers, event organizers, and non-profit organizations looking to manage events throughout the year.
💡 Pro Tip: Organizing an event requires managing schedules, analyzing resources, and brainstorming ideas. Use AI for event planning and make these processes seamless.
10. ClickUp Editorial Calendar List Template
Manage publication schedules successfully with the ClickUp Editorial Calendar List Template. The template helps you lay the groundwork for communications and monitor every task, from brainstorming ideas to publication.
Move tasks through the pipeline using an organized process with custom stages. Additionally, prioritize tasks and mark assignees to avoid duplication and ensure timely completion.
Here’s why you’ll like it
- Track time to ensure accurate estimates for every editorial
- Maintain a list of tasks for every editorial process, such as research, drafting, and proofreading, and track them with the Board View
- Upload relevant attachments like briefs, outlines, brand guidelines, and source materials along with the task card
- Mark the due date for every editorial step, such as the first draft and review dates, to always stay within the deadline
🔑 Ideal for: Fundraising communities, nonprofit organizations, and event organizers looking to ideate and monitor editorials for the year.
💡 Pro Tip: Looking to streamline planning and managing deadlines for editorial content creation? Check the best content calendar software tools and visualize the completion dates and deadlines seamlessly.
11. ClickUp Monthly Schedule Template
Juggling with missed deadlines? The ClickUp Monthly Schedule Template helps you manage every event and related task for the month without hassle.
See each department’s workload and team members’ plans for task allocation. Additionally, use the Calendar View to track missed deadlines for the month and make adjustments.
Check where you need to pay attention, which tasks are off track, and which ones are on track to ensure you never miss important events and details.
Here’s why you’ll like it
- Track the time needed for every task, including outreach, event set-up, and follow-ups
- Set hourly rates, allocated budget, and actual cost, and track everything in one place
- Manage and track income and expenses for the month with the Payout View
- Use the progress meter to track milestones, like meeting donation targets and tracking confirmations
- Lay out the process for every event and set dependencies for easy planning
🔑 Ideal for: Event organizers, community fundraisers, and nonprofit organizations looking to create and check the monthly schedule.
12. ClickUp Volunteer Schedule Template
Coordinating with volunteers so their schedules align with planned events can be challenging. The ClickUp Volunteer Schedule Template offers a comprehensive approach to managing volunteers without confusion.
Categorize aspiring and new donors and volunteers and tag them as members, team leads, and coordinators to ensure events are organized smoothly. See the roles and skills of each volunteer to assign tasks accordingly and maintain efficiency.
Here’s why you’ll like it
- Organize the contact details of every volunteer in one place
- List the skills and reasons for volunteering to assess and assign responsibilities accurately
- Streamline the process of onboarding and managing volunteers with the Volunteer Process View
- Track new volunteers and send them welcome messages with the New Volunteers View
- Create a form for interested volunteers to apply and share information about their skills
🔑 Ideal for: Nonprofit professionals, development teams, event coordinators, and community fundraisers looking to hire volunteers and manage their schedules.Â
Pro Tip: Want to make your efforts more organized for your non-profit events? Use ClickUp for Non-Profits to help you track goals, schedule, and organize events. Manage team resources, create and share intake forms, and collaborate on projects to keep the events up and running smoothly.
Summarize this article for me pleaseWhat Makes a Good Fundraising Calendar Template?
A good fundraising calendar template helps to simplify your workflow. When choosing the template, here are the key factors you should consider:
- Easy customization: Choose a template with easy editing to fit your fundraising event requirements for simplicity of use
- Clear structure: Look for a template that offers a clear structure for organizing details, like volunteers, supporters, donor groups, board members, and more. This helps to avoid information juggling
- Seamless collaboration: Prioritize a template that keeps the complete team in sync. This helps prevent duplication, confusion, and keeps the workflow organized
- Automations: Select a template that offers seamless automation for deadlines and sending out emails
- Visual organization: Pick a template with features like color-coding, filters, SMART goals, and timeline views to spot what’s next easily
Summarize this article for me pleaseStreamline Fundraising Calendar Management With ClickUp
Fundraising calendar templates keep minute details about the events organized, which may otherwise get lost in the chaos of planning and execution.
ClickUp, the everything app for work, makes organizing nonprofit and peer-to-peer fundraising events and managing calendars dead simple. With your event details, tasks, communications, and schedules in one place, you’ll stay on top of your to-dos with ease.
Stop scattered dates and key details from negatively impacting event success. Sign up for free with ClickUp today and plan, organize, and manage a fundraising event calendar!
Everything you need to stay organized and get work done.
