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Financial Resiliency: Methods for building a financially sustainable organization aligned with your goals

How do we achieve financial resiliency? While every situation is unique, there are some methods we can follow to set up our organizations to thrive. In this webinar, we discuss how to weave together our financial planning with our organizational planning to achieve and sustain our goals. Some of the topics we cover include building reserves, program-based budgeting, program sustainability, scenario planning, and strategic grant budgets.

Related Resources

Informe y Modelo de Salud Organizacional

¿Cómo es una organización saludable ? ¿Cuáles son los indicadores más importantes de la saludable organizacional en cada uno de los tres focos principales de su organización – programa, gente […]

How to Conduct an Organizational Assessment

A brief tutorial that will guide you through a step-by-step self-assessment of your organization. Walk through key indicators of organizational health and learn what to strive for in each. Follow along while you complete TREC's Organizational Effectiveness Self-Assessment.

Operating Reserves: Why to Have One, How to Build One, and a Sample Policy to Start from

Although most nonprofit organizations know that an Operating Reserve is essential, not everyone succeeds in building one and keeping it. This resource walks through the purpose of and common obstacles to creating an Operating Reserve and lays out a clear path to achieve it. It also includes a sample policy to assist you in establishing your own reserve funds.

Budget Template

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.

Getting the Most Out of Your Grants

Since many organizations are grant dependent, meaning they rely upon grants for a large percentage of their revenue, it’s essential that these grants be formed in such a way that they sustain the organization overall. This short tutorial covers how to calculate and include the full costs of your programs into your grant budgets.

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.

Planning for Uncertainty

We are operating during unprecedented times and it is difficult to know what the scope and impact from COVID-19 will be. However, your organization can prepare for the unknown impact and changes now and adjust as needed when more is known and revealed. This tutorial walks you through critical steps and scenario planning to take now to prepare for the uncertainty ahead.

Restricted Fund Basics

Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.

How to Track Restricted Funds

This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.

Background Image: American Rivers | Scott Bosse

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