1 Compile a list of donors (individuals, corporations, and

foundations) with the potential to give $10K+ next

year. Prospects would include donors who have given
$5K+ in the past and donors who have scored highly on
your wealth screening ratings. Pull their donor
information and past giving and populate columns C-H.

Donor Info Past Giving

Donor ID Donor Name 2017 Giving 2018 Giving 2019 Giving
$ - $ - $ -
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$ - $ - $ -
 2 Based on past giving and your relationship with the donor,
determine a potential request amount and likely gift amount for
2021 in columns I and J. Remember to set sight-raising
request amounts that are higher than the likely/projected
gift amount. Enter in the solicitation method from the drop
down menu in colum K: individual major gift request, foundation
grant, or corporate giving. Tabs 2 and 3 will autopopulate
with this info.

ng Projected Giving
2020 Giving 2021 Request Amount Likely 2021 Gift Solicitation Method
$ - $ - $ -
$ - $ - $ -
$ - $ - $ -
$ - $ - $ -
$ - $ - $ -
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$ - $ - $ -

TOTAL $ -
Ind MG Solicitation $ -
Fdn Grant Application $ -
Corporate Giving $ -
Other $ -
 Don't know what to project for
your major donors? Call them! See
CCS's guidance on speaking to
donors here:
https://ccsfundraising.com/
fundraising-forecasting/

Notes Foundation Grant Application

Individual Major Gift Solicitation
Corporate Giving
Other
1 Fill in total funds raised for each method or revenue stream for the past
four years in columns D-G.

Method 2017 Total 2018 Total 2019 Total

Individual Major Gifts $ - $ - $ -

Foundation Grant Applicat $ - $ - $ -

Corporate Giving $ - $ - $ -
Direct Mail $ - $ - $ -
Online giving $ - $ - $ -
Special Events $ - $ - $ -
Bequests $ - $ - $ -

Planned Gifts $ - $ - $ -
Other $ - $ - $ -
Other $ - $ - $ -
Other $ - $ - $ -
$ - $ - $ -
 2 Look at your own past 3 Make projections for each revenue stream
trends, as well as the in column I, referring back to the Tab
sector-wide trends we've 1.Projections for your $10K+ donors
outlined in column H. will inform projections individual
major gifts, grant applications, and
corporate giving. See Tab 1, cells J81-84

2020 Total Current Trends 2020 Projections

See top donor tab;
depends on COVID Looks good!
$ - impact on individual’s $ -
industry, health
See top donor tab; some
foundations are
loosening Looks good!
$ - restrictions/giving more $ -
See top donor tab;
depends on industry Looks good!
$ - $ -
$ - Trending down $ -
$ - Trending up $ -
$ - Trending down $ -
$ - Unpredictable $ -
Strong potential among
$ - DAFs $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
s for each revenue stream
rring back to the Tab
or your $10K+ donors
jections individual
ant applications, and
ng. See Tab 1, cells J81-84.

Looks good!

Looks good!

Looks good!
 1 Fill in last year's table of donors. (#DIV/0! error
will dispapear as data is entered.)

2019 Projected 20
Giving Level # Donors Total Raised % Total # Donors
$1,000,000+ #DIV/0! 0
$500,000+ #DIV/0! 0
$250,000+ #DIV/0! 0
$100,000+ #DIV/0! 0
$50,000+ #DIV/0! 0
$25,000+ #DIV/0! 0
$10,000+ #DIV/0! 0
Total for $10,000+ 0 $0 #DIV/0! 0
$5,000+ #DIV/0! 0
$2,500+ #DIV/0! 0
$1,000+ #DIV/0! 0
$500+ #DIV/0! 0
Less than $500 #DIV/0! 0
Total for under $10,000 0 $0 #DIV/0! 0
Total 0 $0 0
 2
Projected 2021 2 The top tier ($10K+) of donors will
Total Raised % Total autopoluate from the donors
$ - #DIV/0! listed on Tab 1. Enter in the
bottom tier of donors based on
$ - #DIV/0!
last year's performance and your
$ - #DIV/0! projections for direct mail, online,
$ - #DIV/0! and other revenue streams that
$ - #DIV/0! relate to smaller gifts.
$ - #DIV/0!
$ - #DIV/0!
$ - #DIV/0!
$ - #DIV/0!
$ - #DIV/0!
$ - #DIV/0!
$ - #DIV/0!
$ - #DIV/0!
$ - #DIV/0!
$ -
1 Plot out when you expect to receive revenue from 2
the methods you outlined on tab 2. Dummy data
has been included as an example. In this case, this
organization expects to receive most of its online
revenue from a spring appeal and end of year
appeal, for example.

Jan Feb Mar April

Online Appeals $100 $100 $100 $2,500

Direct Mail Appeals $150 $30,000
Special Events
Other
Other
Other
Other
Ind Major Gift $250,000
Ind Major Gift $250,000
Ind Major Gift $50,000
Ind Major Gift $50,000
Ind Major Gift $250,000
Ind Major Gift
Ind Major Gift
Ind Major Gift
Ind Major Gift
Ind Major Gift
Ind Major Gift
Ind Major Gift
Grant Application $10,000
Grant Application $12,500
Grant Application $10,000
Grant Application
Grant Application $100,000
Grant Application
Grant Application
Grant Application
Grant Application
Corporate Giving $10,000
Corporate Giving $10,000
Corporate Giving $10,000
Corporate Giving
Corporate Giving
Corporate Giving
Corporate Giving
Corporate Giving
Corporate Giving $10,000
Corporate Giving $10,000
Corporate Giving
Corporate Giving
Corporate Giving
Corporate Giving
Corporate Giving
Corporate Giving
Corporate Giving
Total $290,100 $522,600 $100,250 $152,500
 3 Assign a point person to be

Plot out the timing of the large solicitations you outlined

on tab 1. If you don't know timing, use your best guess
based on the timing of their last gift.

May Jun July Aug Sep Oct Nov Dec

$2,500 $100 $100 $100 $100 $100 $7,000 $2,500

$35,000 $1,000 $25,000 $50,000 $50,000

$50,000
$25,000
$50,000
$100,000
$250,000
$250,000
$50,000

$150,000

$10,000
$250,000
$10,000
###

$10,000
$10,000
$10,000
$15,000
$10,000
$10,000 $10,000
$10,000
$12,600
$250,000
$11,000
$10,000
$15,000 $10,000
$147,500 $11,100 $60,100 $312,700 $311,100 $45,100 $582,000 ###
a point person to be responsible 4 Consult frequently to
3 understand how you are
performing against
projections

TOTAL Point Person

$ 15,300
$ 191,150
$ -
$ -
$ -
$ -
$ -
$ 250,000
$ 250,000
$ 50,000
$ 50,000
$ 250,000
$ 50,000
$ 25,000
$ 50,000
$ 100,000
$ 250,000
$ 250,000
$ 50,000
$ 10,000
$ 12,500
$ 10,000
$ 150,000
$ 100,000
$ 10,000
$ 250,000
$ 10,000
$ 1,000,000
$ 10,000
$ 10,000
$ 10,000
$ 10,000
$ 10,000
$ 10,000
$ 15,000
$ 10,000
$ 10,000
$ 10,000
$ 20,000
$ 10,000
$ 12,600
$ 250,000
$ 11,000
$ 10,000
$ 25,000
$ 3,827,550