Forecasting Income & Making a simple Fundraising Plan

Forecasting Income & Making a simple Fundraising Plan

Charity Help

Event date: Wed, 30th Sep 2026
Remote

Wed, 02 Sep 2026 "> published -

Event Summary

Our bitesize learning sessions are designed to break down all aspects of fundraising for small charities and CICs into manageable chunks. Each session lasts 45 minutes and is offered alongside an additional info pack, providing you with the templates you need to get started.

Event Description

This session will teach you how to reliably forecast income from Trusts and Foundations, and organise your funding applications for the year in a simple fundraising plan.

30 September 2026, 12 - 1 pm, online
£5 / £10 (+booking fees) including resource pack

We will:
-Use an organisation as an example to make a simple forecast
-Look at their upcoming opportunities and organise them in a simple fundraising plan, using a template "Fundraising Plan" spreadsheet

(If you would like to be the "guinea pig" for this session - please email [email protected]).

A Fundraising Plan template spreadsheet will be available for you to take away after the event, including instructions and a recording of the session.

This course is designed as a standalone course, so you can attend even if you haven't been to the previous session and still get lots of useful information from it - but it might be useful to download and listen to the "Finding & Qualifying Funders" recording from our website https://charity-help.org/2026/07/10/finding-qualifying-funders-resource-pack/.

Event Overview

  • Event Title: Forecasting Income & Making a simple Fundraising Plan
  • Type: Training
  • Date: Wed, 30th Sep 2026
  • Location: Remote

Useful Links

How to Book