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Funding and income planner

This page is free to all

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, 181KB) – member-only content.

Page last edited Feb 24, 2022

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