TREC’s Budget Toolkit

Resources are tight, and conservation groups need a robust budget tool designed to help them plan for the year ahead. TREC’s budget template is an easy-to-use budgeting tool that makes developing a budget more accurate while using far less staff time to prepare it.

This toolkit will walk you through using TREC’s budget template. The tutorials guide you through how the budget template works, filling out each sheet within the template, and how to use your budget once it’s finished.

Toolkit Resources

Budget Template Written Instructions

Conservation groups understand that resources are tight and that they need a robust budget tool designed to help plan for the year ahead. The TREC Budget Template is an easy-to-use budgeting tool to develop a more accurate budget while using far less staff time.

Using your Budget

Details on how to use your budget once you've completed entering your data into TREC's budget template.

Building Better Budgets

This webinar will help you learn to develop more accurate income projections and create more meaningful budgets.

Revenue Forecasting

Nonprofit budgets must be based on realistic revenue forecasts. Here are some principles and procedures for developing them.

Revenue Forecasting Tool

TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.

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

Can you help TREC improve our website with a 2-minute survey?

Start Survey