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  2. Getting Started with Warchest

Building Your Finance Plan

Your finance plan is structured by:

  • Sources (e.g. Call Time, Digital, Events)
  • Subcategories under each source

Add fundraising projections by:

  • Creating sources and at least one subcategory per source
  • Assigning projected income amounts to specific dates
  • Splitting or repeating projections monthly for recurring revenue (like weekly call time or weekly email fundraising)