Are you getting ready to start your budget planning for the next fiscal year? Thinking about exploring and diversifying your organization’s revenue sources? Navigating through planning work while simultaneously balancing and managing your organization’s budget, fundraising and strategic vision can be overwhelming. This webinar will walk through a checklist of considerations and activities to help along that journey.
Webinar Topics include:
- Benefits and drawbacks of different revenue and funding types
- Overview of key financial reports to lean on during your budget planning process
- Process for assessing “full cost” of your work
- Storytelling with current and potential funders: Framing your organization’s finance narrative
- Highlights of budget tools and templates
Additional Resources:
- Finance Dashboard, sample template
- Financial Management Essentials, TREC Toolkit
Related Resources
Budget Template
The TREC Budget Template is an easy-to-use budgeting tool to develop a more accurate budget while using far less staff time.
Allocating Shared Operating Expenses
Shared Allocation is the process of spreading your shared expenses such as rent and utilities across your programs and other cost centers. By using shared allocation, each program shows its full costs. This toolkit shows you why this is important and how to do it.
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