Budget and Goal Setting Course

Lessons: 6

Run Time: 23 minutes

This virtual, on-demand course helps you evaluate your fundraising performance, set realistic development goals, and build a clear plan for the year ahead.

It covers essential topics such as:

• Reviewing past fundraising activity and identifying what worked
• Understanding lead and lag measures in development
• Setting realistic revenue goals based on staffing, database size, and past performance
• Creating a month-by-month budget planner and development calendar
• Connecting fundraising goals to specific activities, deadlines, and staff responsibilities

Perfect For: Development professionals, nonprofit leaders, advancement staff, and ministry teams who want to plan the next year of fundraising with greater clarity and confidence.

Course Format
This is an on-demand, self-directed course to complete at your own pace. One-time purchase with instant access to all course material.
Course access does not expire.

Module 1: Evaluating Your Current Fundraising Efforts
Learn how to review your current development program, evaluate past performance, and identify the metrics that matter most when planning for future growth.

• Lesson 1: Setting Realistic Expectations for Your New Development Team
• Lesson 2: Tracking, Reporting, & Evaluations
• Lesson 3: Evaluating Current Efforts

Module 2: Building Next Year’s Development Plan
Use your fundraising data to set goals, create a budget planner, and build a practical month-by-month development calendar for the coming year.

• Lesson 4: Planning Your Next Year
• Lesson 5: Next Year’s Development Plan
• Lesson 6: Finalizing Your Goals and Budget

Is There a Course Guarantee?

Yes. 

We guarantee that if you work your way through the course you will have a rock solid understanding of how parish finances work.

We can’t guarantee that you are going to hit all of your fundraising goals, of course, because we can’t do the work for you. But we are guaranteeing that you will get back the value of what you invested in this course.

However, if at any time you are not satisfied with the level of service you are receiving you can email our team and receive a full refund for the program.