I’m practicing what I preach today. Rather than creating a fundraising forecasting tool for you, I’m sharing the awesome one that my friend Peter Drury created. Peter’s a great guy, incredible fundraiser and a fellow #afpeep. Here’s what he has to say about this great FREE tool …
“Do you ever feel like you’re swimming in information about relationships, prospects, potential asks, completed asks, grant opportunities… and then someone asks you for a forecast? (Usually they don’t ask for a forecast, but instead ask (with anxiety in their voice), “How are we doing this year? Are we going to make our goal? How confident are you we can make it?”
If you’ve ever struggled to answer the anxious questions above, and you’d like a methodical way of responding – that you can update once/monthly and always keep the forecast current – then this template has been made for you! I’ve created this template in Excel, with all formulas embedded, so you can simply swap out the fake names for real ones and use this to impress your board, peers, and executive director. More importantly, it will help keep your work in focus, so that you can more effectively manage opportunities and relationships and, in turn, raise more money.”