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Foundation & Corporate Forecasting

Foundation & Corporate Forecasting

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Prepare for the future.

Forecast your revenue and think like a funder to get a yes year after year.

Track your funders from prospect to pipeline to current giving, all in one place. Learn how funders think about you, how to forecast renewals, and what to do if you're declined.

Foundation & Corporate Forecasting gives you an instant tracking system for your institutional giving so you can stay organized and ahead of the game with new and old funders alike. Perfect for the next time your ED calls you about the status of all your grant applications at 4:59 pm.

What You'll Get

An out-of-the-box tracking sheet for all your institutional funding – from prospects to pipeline to current giving and declines. Keep it all in one place with an Excel sheet that works right away (and that you don’t have to build yourself).

What You'll Learn

  • A better way to forecast revenue
  • What is – and what isn’t – in your control with institutional funders
  • How to increase your chances of renewed funding
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Your download includes:

  • Written Explainer

    A PDF document that describes how to use the tool, why the tool is fundamental to success, and tips and best practices

  • Explainer Video

    Each product contains an Explainer video, each at 15 minutes or less, that provides training for the product

  • Tool or Template

    Each tool or template is flexible and compatible with both the Google and Microsoft suite

  • Analysis Tool

    Each tool includes a Word document with a specific section with prompts for each tool