Know where your fundraising is heading

See where today’s fundraising performance and investment choices could take you over the next five years — and explore what needs to change to build sustainable net income for your mission.

Fundraising planning, profitability and monitoring for ambitious teams.

The gap is where the real conversation starts

Your current outlook shows where your existing fundraising performance and investment choices could take you over the next five years. Compare that with your ambition.

The gap gives your team a concrete starting point for deciding what needs to change.

What Forward helps you do

Explore different ways to reach your ambition. For example:

1. Acquire more or better donors

See how acquisition volume and donor quality affect future results.

2. Improve retention

Explore what happens when more donors stay for longer.

3. Increase donor value

See what higher gifts, upgrades and additional donations could deliver over time.

4. Change your fundraising mix

Explore how diversification could strengthen your programme.

Test individual changes or combine them into scenarios. See the effect on donor numbers, income, investment and net income over five years.

Explore Long Term Planning →

5. Invest differently

Compare what additional or redirected investment could deliver for your mission.

Built for ambitious fundraising teams

Forward is used by fundraising teams that want to look beyond the annual budget and make better long-term decisions about income growth, investment and profitability.

World Vision logo with black text and orange star-shaped symbol
Green text spelling "GREENPEACE" in a bold, informal font.
Logo with two hands in a handshake inside a square, with the text 'LEPRA STICHTING' below in white on an orange background.
The logo of Simavi with an orange and white water droplet and a blue and orange color scheme.
Pink vertical banner with white text reading 'walker die'.
Logo with orange background and white text reading 'Liliane Fonds'.
Logo with a lowercase letter 'd' and the text 'alzheimer nederland' underneath.
Logo with a stylized red bird and a beige wing, and the text 'VluchtelingenWerk Nederland' in red.
A graphic logo with the words 'WAR' in large white letters on a black background and 'child' in smaller white letters on a black background, all enclosed in a red and black border.
Logo of Amref Health Africa with a red outline of the African continent and the organization name.
Logo for SOS Kinderdorpen featuring two children holding hands and a tree, with the organization name written beside it.
WaterAid logo with a blue graphic of a hand holding a water droplet, and the text 'WaterAid' and 'Voorheen Simavi' in blue.
A cartoon monkey with glasses hanging from the letter A in the word 'AAP'.
Logo for Stichting Vluchteling with black and yellow text and two yellow silhouette figures of refugees running.

“Forward forces you to ask the tough questions every fundraiser needs to ask about their programmes and their profitability.”

Eva van der Zee, Fundraising & Engagement Director - Greenpeace Netherlands

Long term planning - plan beyond next year

Annual budgets tell you what you plan to do next year. Forward helps you understand where those choices are taking your fundraising over the next five years.

Build a baseline from your current fundraising portfolio and assumptions. Compare that with your ambition, then test different scenarios for acquisition, retention, gift value, diversification and investment.

This gives you a clearer view of what needs to change, what it may cost and what kind of growth is realistically achievable over time.

With Forward you can:

  • build a five-year fundraising baseline;

  • make key assumptions explicit;

  • compare your current trajectory with your ambition;

  • test alternative growth and investment scenarios;

  • understand the long-term consequences of today’s choices.

Explore Long Term Planning →

Bar and line chart showing financial data from 2027 to 2031. Blue bars represent income, orange bars represent investment, and a green line with circles represents net income.
Line and bar chart showing data from 2027 to 2031 with categories 'Manual', 'One-off', 'Regular', and 'Total'. The 'Regular' category increases over time, reaching about 27 million in 2031. The 'Total' line rises steadily, and 'Manual' and 'One-off' bars fluctuate slightly.

Profitability - understand long-term returns

Fundraising growth is not only about raising more income. It also matters what it costs to generate that income, how long it takes to earn back the investment and how much value donors create over time.

Forward brings income and investment together, so you can compare the long-term profitability of different fundraising choices.

It helps you look beyond individual metrics such as CPA or short-term ROI and understand the bigger picture: donor value, net income, payback, ROI and LTV over several years.

With Forward you can:

  • compare income and investment over time;

  • calculate net income, ROI and LTV;

  • assess the profitability of different donor segments and activities;

  • understand payback periods;

  • compare the financial impact of alternative investment scenarios.

Explore Profitability →

A colorful bar graph showing data categorized by different age groups, with colors representing 12M, 24M, 36M, 48M, and 60M.

Monitoring - learn and adjust

A long-term plan only remains useful if you keep updating it as reality changes.

Forward helps you compare actual performance with your plan, understand which fundraising drivers are changing and update your forecast throughout the year.

By combining actuals with your latest forecast, Forward creates an updated view of where your fundraising is now heading.

With Forward you can:

  • compare plan and actual performance;

  • monitor the drivers behind the results;

  • update your forecast during the year;

  • create a Latest Estimate;

  • see how current performance changes your longer-term trajectory;

  • adjust plans and investment decisions when needed.

Explore Monitoring →

A line graph comparing actual and planned financial data over 12 months, with green bars representing actual data and an orange line representing planned data.
Logo of Lepra Stichting featuring two hands reaching toward each other above the text 'LEPRA STICHTING' in white on an orange background.

USER CASE: Leprastichting

Forward helps fundraising teams bring long-term ambition, investment and performance together in one planning process.

For Leprastichting, this means looking beyond annual targets and understanding how choices around acquisition, donor development and investment affect future income and profitability.

By making assumptions explicit and comparing different scenarios, Forward provides a stronger basis for planning, investment decisions and ongoing monitoring.

Build the fundraising programme you want to have five years from now

Forward helps you look beyond next year, understand the long-term consequences of today’s choices and make better decisions about growth, investment and profitability.

Bring ambition, planning and performance together, and keep adjusting as reality changes.

Book a demo