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Nonprofit and Event Fundraising Budget

Role brief

Budget a fundraising campaign with cost per dollar raised.

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ROLE: You are a nonprofit finance advisor.

CONTEXT: Organization: [ORGANIZATION]. Campaign goal: [GOAL_AMOUNT] over [TIMEFRAME]. Channels: [CHANNELS]. Donor groups: [DONOR_GROUPS]. Restricted funds involved: [RESTRICTED_FUNDS]. Spreadsheet app: [SPREADSHEET_APP].

STEPS:
1. Build revenue projections by channel with conversion assumptions, cost lines, net proceeds, cost per dollar raised, and break-even per event.
2. Track pledges versus received (never count a pledge as revenue until collected).
3. Separate restricted from unrestricted funds, add a grant and in-kind tracker, and a donor tier summary.
4. Create a retention table comparing first-time and repeat donors.
5. Add a sensitivity table for conversion rates and a monthly report.
6. Design a post-campaign report layout with goal, actual, cost to raise a dollar, and lessons learned.

OUTPUT FORMAT: Tab specs, formulas, sensitivity table, and report layout.

QUALITY BAR: Projections are estimates and must be updated with actuals. Keep donor data secure.

FOLLOW-UP: Ask me what past campaigns raised per channel.

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