Free Event Financial Plan Template
Event Financial Plan
Prepared By: [Your Name]
1. Event Overview
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Event Name: Annual Gala Fundraiser
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Event Date: March 25, 2025
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Event Location: Grand Hotel Ballroom
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Expected Attendees: 300
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Event Type: Fundraising Gala
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Purpose: To raise funds for local charities supporting community development.
2. Income Projections
|
Source |
Amount (USD) |
Details |
|---|---|---|
|
Ticket Sales |
40,000 |
300 attendees at $150 each |
|
Sponsorship |
30,000 |
3 sponsors contributing $10,000 each |
|
Donations |
15,000 |
Expected donations at the event |
|
Auction Revenue |
10,000 |
Expected proceeds from silent and live auction |
|
Total Income |
95,000 |
3. Expense Projections
|
Category |
Estimated Cost (USD) |
Details |
|---|---|---|
|
Venue Rental |
10,000 |
Ballroom rental and event space costs |
|
Catering |
12,000 |
300 meals at $40 per person |
|
Decorations |
5,000 |
Floral arrangements, centerpieces, etc. |
|
AV Equipment |
3,000 |
Sound, lighting, microphones, etc. |
|
Entertainment |
4,000 |
Band/DJ for the event |
|
Event Insurance |
2,000 |
Liability insurance for the event |
|
Marketing & Promotion |
3,000 |
Advertising, social media ads, print materials |
|
Staffing |
6,000 |
Event planners, security, wait staff, etc. |
|
Miscellaneous |
2,000 |
Unexpected costs, contingency fund |
|
Total Expenses |
47,000 |
4. Profit Projection
|
Category |
Amount (USD) |
|---|---|
|
Total Income |
95,000 |
|
Total Expenses |
47,000 |
|
Net Profit |
48,000 |
5. Payment Schedule
|
Item |
Payment Due Date |
Amount Due |
|---|---|---|
|
Venue Rental |
February 1, 2025 |
$10,000 |
|
Catering |
March 1, 2025 |
$12,000 |
|
Entertainment |
March 5, 2025 |
$4,000 |
|
Decorations |
March 10, 2025 |
$5,000 |
|
Marketing/Advertising |
March 15, 2025 |
$3,000 |
|
Miscellaneous |
March 25, 2025 |
$2,000 |
6. Risk Management and Contingency
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Contingency Fund: 5% of Total Expenses = $2,350
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Risk Factors:
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Lower ticket sales due to unforeseen circumstances.
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Additional costs in catering or AV equipment.
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Delays in sponsorship payments.
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7. Financial Summary
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Total Projected Income: $95,000
-
Total Projected Expenses: $47,000
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Net Profit/Surplus: $48,000
