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District III Annual Conference 2025

Forecasting Fundraising: A Roadmap for Success

Sunday, February 16, 2025
4:00 PM - 5:00 PM EST
Speaker(s): Kim Walz, Executive Director, Advancement Operations, University of Central Florida Advancement and Partnerships, Cheyenne St. Julian, Prospect Development Consultant, USO
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: Level 3- Practicing Mid Level CareerLevel 2- Emerging Early Career
Elective Session
Advancement Services

Will we achieve our fundraising goal this year? Do we have enough asks planned in our pipeline to achieve our goal? Questions like these arise throughout the year in advancement organizations of all shapes and sizes. When they arise in your institution, do you have a reliable method to forecast fundraising results with confidence?

In this session the University of Central Florida Advancement and Partnerships team will share a roadmap for forecasting fundraising totals that has been successfully used to project fundraising attainment within a reliable margin to actual dollars raised. From the analysis methods used to determine discount rates for solicitations to sample reports shared with leadership, this session will provide insights into goal setting techniques, managing fundraiser performance, and monitoring pipeline movement through this method of forecasting fundraising.

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Annual Giving Campaigns Major gifts Personal/Professional Development

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