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Holistic Funding Model

  • What projects or special campaigns do you have and/or want to have?
    Total $____________
  • What are your goals for endowment or legacy gifts?
    Total $____________
  • What is your annual operating budget?
    Total $____________
  • Are there any other costs or fundraising goals that have not been accounted for above?
    Total $____________
  • 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.

  • Fill in the funding model. (LINK TO FUNDING MODEL DOWNLOAD)