Trustees approve a fundraising budget when they can see the target by stream, the activities behind it, what it costs and when things happen. This plan is organised in that order: targets, income streams, six owned actions, a cost table with a cost per pound raised, a calendar, and a scorecard of measures.

The sample is Hartwell Group, a charity aiming to raise £1.2M in 2027/28, up 15% on £1.04M, at a cost of 22p per £1. It shows no stream above 35% of income and a cap on reliance on one funder. Replace the streams, activities, costs, dates and owners with your own figures.