Designing Your Own Crystal Ball: From Revenue Forecasting to a Long-Term Growth Model
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- Non-member - $110
- Professional Member - $65
- Associate Member - $65
How many times is prospect development asked "where we are going to land at the end of the year? Will we make goal? What should next year's fundraising goal be? What long-term growth rate is sustainable?" The answers to many of leadership's most important questions are rooted in our solicitation pipeline data.
Unfortunately, there's no standard issue crystal ball for prospect development professionals. UNICEF USA spent four years building a robust pipeline data set, documenting people-centric business rules, and shifting our pipeline culture. From there we centralized and automated revenue forecasting and then developed a four-year growth model to drive the organization's strategic plan. Come learn from our case study - complete with rudimentary Excel formulas to an advanced projections dashboard - and how we have iterated and refined our approach over time. You too can become your own financial meteorologist!
Learning Objectives:
- The value of a robust pipeline data set and how prospect development can drive long-term planning
- How to use your pipeline to project your fundraising results at both an introductory and advanced level
Lindsey Nadeau
VP, Philanthropy Insight
UNICEF USA
Lindsey Nadeau, CFRE, is vice president of philanthropy insight at UNICEF USA, where she guides the organization toward data-driven decision-making and automation across campaign planning, prospect research, relationship management, database management, reporting, analytics, gift processing, record management, and donor relations. She was previously the director of research and relationship management at The George Washington University, led development operations at the Center for American Progress, was an assistant director of prospect research and management at The American University, and held multiple roles (read: too many hats!) in development operations at Public Citizen.
Lindsey is president-elect of Apra International and previously served as secretary. She is a former president of Apra Metro DC, chaired Apra International’s Conference Planning Committee, and served on Apra International’s Nominations, Connections Editorial Advisory, Data Analytics Symposium, Apra Talks, and Body of Knowledge committees. She was also co-chair and faculty for CASE’s annual Prospect Development Conference and is a former chair of the AASP Prospect Development Best Practices Committee. She is an instructor of Relationship Management: Data, Policy, Insight at Rice University’s Center for Philanthropy and Nonprofit Leadership and served on iWave’s Advisory Counsel. Lindsey contributed to CASE’s 2023 book Advancement Strategies: A Reference Guide for Advancement Services Professionals, 4th Edition. She holds a BA in economics from The American University and enjoys a charmed life in Reston, VA, as an equestrian, wife of a winemaker, and mom to her 7-year-old daughter.
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