Forecasting

Projecting income and donor numbers, to aid financial planning and risk management.

Our Legacy Forecasting service projects your legacy notifications and income over the next three to five years. Alongside our central forecast, we provide optimistic and pessimistic scenarios, to help with financial planning and risk management. These are backed up by clear commentaries, aimed at busy managers and trustees.

Our forecasts are based on statistical models developed and refined over the past decade, which we populate with your own income and notifications history. Critically important for strategic development and budget setting, these forecasts are now an integral feature of many charities' annual planning and review process.

Our standard package provides two sets of forecasts per year - typically the main forecast (including a presentation or detailed report) in the autumn and an update the following spring. The cost of this annual package is £4,750 plus VAT.

For more information, please contact Chris Farmelo or download the brochure here.