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Sep 30

Charity Help Bite-size Learning: Forecasting Income and Making a Fundraising Plan

September 30 @ 12:00 PM - 1:00 PM

Charity Help Bite-size Learning: Forecasting Income and Making a Fundraising Plan
30 September 2026, 12 – 1 pm, online
£5 / £10 (+ booking fees), includes resource pack

In the second of our bite-sized learning sessions for small charities and CICs, we will look at how to accurately forecast income from Trusts and Foundations, and how to organise your funding applications for the year in a simple fundraising plan.

We will:

  • Use an organisation as an example to make a simple forecast
  • Look at their upcoming opportunities and organise them in a fundraising plan
  • Fill in a simple template “Fundraising Plan” spreadsheet

(If you would like to be the “guinea pig” organisation for this session – please send an email to hello@charity-help.org.)

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

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 before here.

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