01
Set the assumptions
Bring every driver into one structured scenario.
LEGACY FORECASTING
what raises more
Model your pipeline, supporter base, recruitment and gift behaviour in one transparent forecast.
Replace disconnected spreadsheets with assumptions your whole fundraising team can see, test and compare.
Scenario / baseline
Ten-year legacy income
Projected income
£44.2M
- Pledgers
- 11,240
- Average residual gift
- £58,500
- Programme cost
- £320k
Year 01Year 10
01 / The approach
A forecast you can explain.
02
Run the model
Translate audience and programme choices into a ten-year view.
03
Compare the outcome
See which changes create more value and why.
Every result traces back to an assumption your team controls.
Change an input. Recalculate. Compare scenarios. Keep the logic visible instead of buried in a workbook.
Start modelling02 / What you get out
Visualise your legacy flow.
01
Scenario comparison
Put forecasts side by side and see which assumptions create more value.
02
Performance figures
Thirty-nine years of gross income, costs, net income, gift counts and deaths.
03
Results by income stream
Existing pipeline, recruitment, supporter base and general public, each with its own return.
04
Excel and CSV exports
Take the undiscounted and discounted views into the workbook your board already reads.
03 / Scenario performance
Interrogate scenario performance.
Choose a year and a period, switch between undiscounted and discounted views, and read every figure back through the income stream that produced it.
Scenario performance
YR39CumulativeUndiscountedDiscounted
Metrics
- Total net income
- Total gross income
- Residual gross income
- Pecuniary gross income
- QTY residual legacy gifts
- QTY pecuniary legacy gifts
- Return on investment
- Income per death
Income streams
Existing pipeline
Prospects already moving towards a gift.
Cold recruitment
New audiences reached through acquisition activity.
Warm recruitment
Engaged audiences reached through stewardship activity.
Supporter base
The audiences future prospects come from.
General public
The country population beyond your own records.
04 / Guided workflow
Seven inputs. One clear model.
Build each scenario in a logical sequence, so colleagues can review it, challenge it and pick up where you left off.
- 01StartSet the scenario, start year and country.
- 02Existing pipelineAdd the prospects already moving towards a gift.
- 03Supporter baseDefine the audiences future prospects come from.
- 04RecruitmentModel cold and warm acquisition activity.
- 05MigrationSet how contacts move through the funnel.
- 06Legacy behaviourModel propensity and gift values.
- 07Programme costsAccount for the cost of delivering the programme.
Ready when you are