Capital Campaigns & Major Gifts: Gift Range Charts, Prospect Ratios, Pledge Schedules & Campaign Cash Flow
Plan a fundraising campaign from the gift range chart to the cash in the bank: prospects needed, pledge schedules and the funding bridge, with every cell checked as you go.
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About this course
In this course you plan one fictional capital campaign in eight interactive spreadsheet labs. You build a gift range chart with SUMPRODUCT and cumulative shares, turn it into prospects needed per level with fictional ratios and sum the real gaps with MAX. You rate prospects by capacity and inclination, round asks down to gift levels with XLOOKUP and count visit lists with COUNTIFS. You compare % of goal with % of time, schedule multi-year pledges with EDATE and SUMIFS, apply a write-off allowance and find the bridge financing at the lowest cash balance. Every rule is simplified and fictional, and every cell is checked instantly.
Lessons
- The Gift Range Chart: Lead Gift, Gift Levels & Cumulative Share of the Goal Pro
- Prospects Needed: Prospect-to-Gift Ratios, Gaps per Level & the Hidden Shortfall Pro
- Rating Prospects: Capacity × Inclination, Suggested Asks & Ask Levels Pro
- Campaign Phases: Quiet-Phase Target, % of Goal vs % of Time & the Pace Index Pro
- Pledge Schedules: Annual Instalments, Due Dates with EDATE & Cash Expected per Year Pro
- Pledge Fulfilment: Overdue Amounts, Collection Rate & a Write-Off Allowance Pro
- Campaign Cash Flow: Pledge Cash vs Construction Draws & the Bridge Financing Need Pro
- The Campaign Dashboard: % of Goal, Cost per 1 Raised, Gifts by Level & the Thermometer Pro