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As we prepare to move content to our new website this summer, we're temporarily turning off authentication on and To ensure members can still access everything they need, member content will be available to all users until the end of July. Please note: changes made to your profile won't be reflected in our system.

Community-made content which you can improve Case study from our community

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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