Budgets and Financial Planning

This topic includes information on creating annual budgets and cash flow projections, scenario budgeting, and developing long term financial plans that suppoer strategic objectives.

Resources in Budgets and Financial Planning

A budget is a planning tool that reflects an organization’s programs, mission, and strategic plan. This guide will help you during the budgeting process.

This expert guide outlines essential steps as: transforming your annual budget analysis; deciding whether or not income diversification is the way to go; achieving a robust reserve; and equipping your board for effective financial governance.

Understanding the ebbs and flows of your organization's cash will help you make smart management decisions that protect your core programs and overall sustainability. Use this template to manage cash flow at your organization.

This resource will help your nonprofit manage your cash flow by explaining why, when and how. Additionally, this resource provides management strategies to help your nonprofit prevent cash flow shortages.

This outline for a social enterprise business plan is a guide for research, planning, and writing a business plan for nonprofit social enterprises.

This E-Study, developed with the Hubert Project at the Humphrey School of Public Affairs, guides you through learning about the real, true costs of delivering nonprofit programs. This knowledge is critical to help organizations make decisions about funding, contract terms or pricing, make the best use of unrestricted revenue and move toward sustainable finances.

The guide and accompanying spreadsheet template break down the process of understanding true program costs, either through budgeting or financial reports, into several stages.