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Financial Management- Planning & Budgeting

Planning & Budgeting Web Tool (Free)

InnoNet, the Innovation Network, offers an evaluation, planning, and budgeting web tool at no cost to the nonprofit user. Once entered, data can be preloaded into several common grant application formats.

Basics of Budgeting

The Nonprofit Financial Center (Chicago) presents a brief article on the basics steps for creating a budget.

Budgeting: A Guide for Small Nonprofit Organizations

The VA Society of CPAs provides an overview on effective budgeting for small organizations.

McKinsey Capacity Building Report & Self Assessment Tool

Venture Philanthropy Partners funded this McKinsey study on effective capacity building (listed as the second feature on the page accessed by the link) This resource is featured in several areas of IKNOW because of the importance of framing work on any system/process within an organization in line with the mission, strategy, and priorities of the whole and with an understanding of the impacts on the other systems/processes within the organization.If you don't have AdobeAcrobat for reading PDF files, you can download it from Adobe at no charge.

Endowment/Foundation Asset Allocation and Spending Policy Analysis Questionnaire

This PDF was submitted by Raffa Financial Services. {Note Raffa is a sponsor of IKNOW.org}

Yale School of Management

Another good resource is the Yale School of Management - Goldman Sachs Foundation Partnership on Nonprofit Ventures. Their Library of Nonprofit Enterprise (within the Nonprofit Resource Center section) has a good guide to nonprofit business planning, as well as other more specific resources. Membership is free.

iKnow - Interactive Knowledge for Nonprofit Organizations Worldwide    
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