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Shared Allocation Toolkit

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 it’s full costs. This toolkit shows you why this is important and how to do it.

Toolkit Resources

TREC Timesheet Template

A timesheet template that tracks staff time per cost center. Includes summarizing data to be used with TREC’s Shared Allocation Template.

Where to Put Expenses

For U.S.-based organizations, all expenses must be categorized between Fundraising, Management and General, and Program Services. This resource defines these functional expense areas and will give you guidance to allocate them correctly.

Background Image: American Rivers | Scott Bosse
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