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.
Step by step instructions on how to allocate shared expenses using TREC’s templates.
A template that helps you calculate the allocation of shared expenses based on staff time.
A timesheet template that tracks staff time per cost center. Includes summarizing data to be used with TREC’s Shared Allocation Template.
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.