Using Pipeline Reports to Navigate Funding and Improve Sustainability
Course Description:
For nonprofit organizations, a robust and well-managed funding pipeline is the lifeblood of long-term sustainability. This session provides a deep dive into the creation, analysis, and strategic application of pipeline reports, which track and project incoming revenue from all sources, including grants, major gifts, individual donors, and contracts. Participants will learn how to transition from reactive fundraising to proactive financial forecasting by establishing clear pipeline stages, accurately estimating close rates, and identifying potential gaps in future funding. We will cover how to use this data not only to manage the development team but also to inform the annual budget, guide strategic decisions about program expansion, and communicate a reliable vision of financial health to the board. Mastering pipeline reporting is key to ensuring continuous operations and achieving mission impact.
Learning Objectives:
Using Pipeline Reports to Navigate Funding and Improve Sustainability (NASBA/CAE/CPE Course Credit Information)
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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