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Funding Strategy, Governance pillar
A diversified funding plan and the funders to approach first.
An 8-week FILO package that produces a diversified funding plan and a pipeline of targeted funders. For nonprofits whose revenue depends too heavily on a small number of funders, and for early-stage family foundations that need to define their targets. You get a funding plan and a prioritized list of funders.
Book a discovery callDuration: 8 weeks
Who it’s for
- Your revenue rests on a handful of funders and you want to diversify before one of them pulls out.
- Your funders ask for custom reporting and your team does not have the capacity to produce it consistently.
- You are an early-stage family foundation that still needs to define its target funders or partners.
What you get
- A diversified funding plan, aligned with your mission and your organizational capacity.
- A pipeline of targeted funders, prioritized according to your profile.
How it works
- DiagnosticYour current revenue: sources, dependencies, risks.
- MappingPossible funders, foundations, governments, businesses, donors, aligned with your mission.
- PlanTargets, the intended revenue mix and the timeline, with a pipeline of prioritized funders.
- DeliveryThe plan and the pipeline presented to leadership, ready for the team to put into action.
Duration
8 weeks.
What is not included
- The diagnostic is not sold on its own: it is built into the first phase of the mandate.
- Operational fundraising, campaigns, solicitation and donor database management stay outside the package.
- A stand-alone solicitation text (case for support) is not a separate deliverable: the narrative component is built into this package, while the solicitation itself remains the work of a fundraising partner.
Frequently asked questions
- Does this package include soliciting funders?
- No. This package produces the plan and the targeted pipeline. Solicitation and operational fundraising stay outside the mandate.
- Is this relevant for a family foundation just starting out?
- Yes. It is often the entry point for an early-stage family foundation, before, if relevant, an AI policy and ethics framework.
- How much does this package cost?
- Rates are shared during the discovery call, calibrated to your situation.
See also
- Growth ModuleFor the financial side of an extended strategic plan.
- AI Policy and Ethics FrameworkOften the next step for an early-stage family foundation.
- Three-Year Strategic PlanTo place funding within the overall strategy.
- All packages
- Bien-FondéThe Monday newsletter on Quebec philanthropy, in French.