The tool
- A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets
- Drop-down menus alongside the budget columns so you can mark risk and fit to the organisation to create an 'at a glance' view
- A guide to different types of funding and some risks and opportunities associated with them.
- A guide to all the different questions you should ask to make sure that a type of funding fits your organisation
- Space to make notes about risks and opportunities and about fit to the organisation.
Notes about use
- The planner works best in Excel
- The calculations will work in Google sheets or open source spreadsheet tools, but you may find you need to resize some cells and/or navigate using the tabs rather than the links.
Download the NCVO funding and income planner (Excel, 400 KB) – member-only content.