Holistic Funding Model
Running Time: 14:00 | Download Worksheet (doc)
1. What projects or special campaigns do you have and/or want to have?
Total $____________
2. What are your goals for endowment or legacy gifts?
Total $____________
3. What is your annual operating budget?
Total $____________
4. Are there any other costs or fundraising goals that have not been accounted for above?
Total $____________
5. Do you currently have an annual giving circle? If so, how what is the total income?
Total $____________
Does this total match the total from question 3.?
If you do not currently have an annual giving circle, take the total from question 3
and divide by 10, 20, 50, 100 until you get an amount you are comfortable with.




Adjoa Acquaah-Harrison - May 20th, 2011 10:55 am
I like Tom’s statement that “nobody wants to know about your accounting…” Simple as that statement may sound, it is worth keeping in mind at all times. Thank you!
Adjoa