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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.

6. Fill in the funding model:

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