Fundraising Planning Workbook for Animal Rescues | Excel Budget, Donor CRM & Goal Calculator

The operating system for your year-one fundraising.

Most new rescues have no idea what their real costs are, how to set fundraising goals, or how to track who gave them money. They wing it with a notes app and a hope. Then they wonder why month three feels overwhelming.

This workbook fixes that.

What you get

9 working Excel tabs with 218 auto-calculating formulas. Every number you need to track for a real year-one fundraising program — pre-built, pre-formatted, ready to use the moment you open the file.

What's inside

• README — How the workbook is organized
• Budget — Income vs. expenses with YTD tracking
• Goal Calculator — Inputs your real costs, outputs Survival, Sustainable, and Stretch fundraising goals
• Donor CRM — Track every donor, every gift, every source
• Recurring Donors — Monthly giving program tracker with annual projection
• Campaign Planner — Plan and measure individual fundraising campaigns
• Grant Tracker — Application pipeline with win-rate stats
• Launch List — Your 50-100 personal contacts for the launch announcement
• Event ROI — After-action tracking so you know what's actually worth repeating

How it works

Inputs are in blue cells. Calculations are in light-blue cells and update automatically. Drop in your numbers and the system does the rest — goal calculations, retention rates, average gift size, monthly giving projections, grant win rates.

No accounting background required

Built for someone whose Excel skills max out at "I can make a list and add a column." Drop-down menus where they help. Color-coded cells. Pre-filled examples so you can see how it should look before you start.

Format and delivery

• Excel workbook (.xlsx) — works in Excel, Google Sheets, and Numbers
• 9 tabs, 218 formulas, all auto-calculating
• Instant download after purchase
• Personal-use license for one rescue organization

Save $17 with the full bundle. Get this Workbook plus the 32-page Fundraising Playbook, 20 Donor Templates, and the 90-Day Checklist for $29 total. View the bundle →