In this folder you will find templates and models you can use to create your organization's budget.
Navigating Nonprofit Financials (Association of Small Foundations)
Part 1: Presentation from the ASF National Conference to help nonprofit organizations understand different types of financial reports including budgets, audits, and cash flow statements.
Part 2: Guide for organizations that gives characteristics of financially healthy nonprofits and an overview and samples of nonprofit financial statements.
Navigating Nonprofit Financials 1 (PDF)
Navigating Nonprofit Financials 2 (PDF)
Workplan & Budget Template (Alliance)
A boilerplate you can use for workplanning and budgeting.
Workplan & Budget Template (DOC)
Budget Sample (Alliance)
This spreadsheet not only contains a sample organization budget, but the second and third tabs contain a sample fundraising plan and a sample project budget. Note: not actual financials
Budget Sample (XLS)
Cash Flow Sample (Alliance)
This spreadsheet is a sample cash flow for an organization with a budget of $200,000. Note: not actual financials
Cash Flow Sample (XLS)
Distance Learning Webinar: Financial Management and Planning for Bicycle and Pedestrian Advocacy Organizations (Alliance)
Two experts in nonprofit finance helped Alliance member organizations make sense of their financial management policies and procedures in this February 2015 Distance Learning Webinar. Featuring Anne Hagen, CPA, CGMA, Chief Financial Officer of the Masonic Home of Virginia; and Bill Brown, CPA, Partner at Holland & Brown CPAs, PLLC.
Tip Sheet (PDF, Dropbox)
Call recording (password: financialmgmt)
