Nonprofit Budgeting Certification

Budget time? Set a plan for your July 2022–June 2023 fiscal year.

For nonprofits with a July–June fiscal year, now is the time to start the budget process. The lingering pandemic, fluctuating donations, changing government requirements, and increasing demand for services create uncertainty. Nevertheless, you must nail down your numbers soon.

You can apply proven best practices and engage people throughout your organization to transform your budget into a critical component of your nonprofit’s financial management strategy.

To help you accomplish this goal, we have assembled a series of three information-packed webinars that will provide a valuable certification and help you advance your career.

Nonprofit Budgeting Certification

Session 1: Overview of Budgeting

• The value of a well-thought-through budget
• Who should be involved in the budget process
• Types of budgets and the best fit for your organization
• Budget goals
• Uses for a budget
• Best practices for using a budget for financial management

Session 2: The Budget Process

• Outline of the budgeting process
• How to get input for the budget
• Reports that support budget development
• When an unbalanced budget is acceptable
• Restricted and unrestricted fund balances
• Notes and documentation

Session 3: Creating a Budget

• Creating a budget template
• Addressing personnel expenses and handling raises
• Expense line-item budgeting
• Revenues to include
• Strategies for balancing the budget
• Creating a budget narrative to help with budget acceptance