What is the Plan tab?

The Plan tab is your built-in fundraising expert—powered by AI and informed by thousands of campaigns across the country. It helps you create a clear, actionable roadmap to make your fundraiser a success, without needing to hire a consultant or start from scratch.

🔍 What does it do?

The Plan tab guides you through a short series of questions, then builds a customized, editable plan tailored to your fundraiser. It's designed to be smart, simple, and strategic.

Your plan includes:

• A goal calculator based on your number of participants and fundraising target.
• Channel strategy based on the people, resources, and communication tools you already have access to.
• A dynamic to-do list with step-by-step tasks.
• Pre-written content like social media posts, email templates, thank-you notes, and reminder messages—timed for the best impact.
• Built-in timelines and recommendations, so you know what to do and when to do it.

✏️ Can I make changes?

Absolutely. The Plan tab isn’t rigid—it’s flexible and conversational.

• Want to tweak a post? You can edit anything directly.
• Want to change the tone or strategy? Just tell the AI what you want to do differently (e.g., "Make this more playful," or "Shorten this email").
• Need to rework the whole plan for a bigger team or different timeline? The Plan tab can instantly adjust.

💡 Why is this helpful?

Planning a fundraiser often means starting from zero. The Plan tab changes that.

Instead of wondering what to do next—or relying on outdated templates—you get a living, breathing plan based on real data and best practices from fundraisers like yours. Whether you're a first-timer or a seasoned organizer, it helps you stay focused, save time, and raise more.

💰 How much does it cost?

Nothing. The planning tool is 100% free for SuccessFund users.