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Combined Marketing and Fundraising Strategy

A strategy for bringing marketing and fundraising together around shared goals. It helps you plan external marketing activity and internal fundraising activity side by side, so audience growth, conversion, stewardship and income all connect.
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When to use

When your marketing and fundraising activities need to work together, especially if the same person or small team is responsible for both.

How to use

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See How To Guide for details

Before you start

Complete your organisational and brand strategy resources first where possible. Bring together your current marketing and fundraising plans, budgets, income targets, audience insights, donor segments, supporter journeys and recent performance data.

What to do next

Use the finished combined strategy to align activity, reduce duplication and make clear where marketing hands over to fundraising. Review it regularly so both sides stay coordinated.

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