Forecasting for Fundraising - Building a Sustainable Future: On-Demand

31 December 2025
12:00AM to 11:59PM

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In this repurposed presentation from Convention 2025, professionals give specialist tips on how to forecast for fundraising; like developing models to inform data driven decision making.

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Analytical tasks can be very impactful. Data driven analysis for long terms growth is one of the most tangible pieces of work fundraisers can undertake. 

When the contributors from this presentation started their journey on solving this mathematic problem together, they quickly realised it's not as simple as they initially thought. They bring their experience and ideas on how to manage the scope of modelling projects; for example, pointing your data towards the biggest strategic issues of your organisation. 

This is a 45 minute recording of a presentation from Convention 2025.

Learning outcomes

Contributors

Andrew Lockett

Andrew understands the power of data to drive fundraising success and shape long-term organisational strategy.

His career blends experience in financial services with a deep commitment to the non-profit world, a passion rooted in his earlier studies in conservation biology and volunteering in community development projects.

From leading the Analysis & Insight team at WWF to founding Natural Data Insight seven years ago, he's been at the forefront of developing data warehousing solutions and analytical tools that empower non-profits.

 He's particularly passionate about translating donor behaviour data into the strategic financial planning tools his clients need to shape their long-term future – a topic he's excited to explore further in this presentation.

Becky Turner

Becky is a Supporter Insight Analyst at Alzheimer's Society. Becky has over 10 years of experience working across a variety of areas of fundraising in both small and large charities. In her current role, Becky's main focus is on Forecasting and Predictive Modelling.

Steven White

Steve is a data analysis specialist who solves complex data problems that provide the quality information necessary to move organisations forward. His ability to draw remarkable and revealing insights from fresh analysis has influenced business decisions at board level in organisations such as British Airways, Eurostar and leading UK charities.

At British Airways Steve became the in-house marketing database analysis specialist on the Executive frequent flyer Club, leading the analysis for a new loyalty proposition. Since 2002, Steve’s career path has centred on database marketing for charities; firstly as Head of Strategic Analysis at Occam DM Ltd and then as a co-founder of Wood for Trees from 2007 to 2016.

In September 2016, Steve left the agency world to work directly for a charity, joining Marie Curie as Fundraising Data Strategy and Insights Manager. In December 2021, Steve joined Alzheimer’s Society to lead the Supporter Insight Team. His team’s goal is to deliver robust and insights to enable fundraising staff to make better data driven decisions.

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