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Financial Modelling Tool for Charities

Running a charity comes with unique financial challenges – from managing irregular income to budgeting for grants, staffing, and project costs. Brixx gives charities the tools to plan effectively, adapt to change, and make confident financial decisions that support long-term impact.

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Financial Forecasting for charities

Model your charity business in Brixx - see how quickly your finances can make sense!

We are working on creating this template in Brixx. Although it isn’t available just yet, you can follow the guidance below to help get started. If you need any further assistance, don’t hesitate to get in touch – we’re here to help!

Project Setup

  • Project Name: Community Health Charity
  • Time Period: Monthly (suitable for tracking regular donations, grants, and operational spend)
charity business - business name in brixx

Income Components

  • Component: Regular Donations
    • Sub-components:
      • Individual Donations (£3,000/month)
      • Corporate Donations (£2,500/month)
      • Membership Fees (£1,000/month)

 

  • Component: Grant Income
    • Sub-components:
      • Government Grant (£60,000/year, paid quarterly)
      • Local Council Health Support (£20,000/year, paid in April)

 

  • Component: Fundraising Activities
    • Sub-components:
      • Annual Gala Event (Expected income: £15,000 in November)
      • Sponsored Runs/Challenges (£500/month average)
      • Online Campaigns (£250/month)

 

  • Component: Trading Activities (if applicable)
    • Sub-components:
      • Charity Shop Revenue (£1,200/month)
      • Merchandise Sales (£300/month)
charity income component example

Expenditure Components

  • Component: Program Delivery Costs
    • Sub-components:
      • Medical Supplies for Clinics (£800/month)
      • Counsellor Salaries (£2,500/month)
      • Travel Expenses for Outreach Teams (£400/month)
      • Training & Development for Volunteers (£200/month)

 

  • Component: Fundraising & Marketing
    • Sub-components:
      • Event Costs for Gala (£6,000 in November)
      • Digital Marketing (£300/month)
      • Print Materials (£100/month)

 

  • Component: Administrative Costs
    • Sub-components:
      • Office Rent & Utilities (£1,200/month)
      • Staff Salaries (Admin team: £4,000/month)
      • IT & Software (£150/month – includes Brixx subscription!)
      • Insurance (£1,200/year)
      • Legal & Audit Fees (£2,000/year)
charity expenditure component example

Asset Components

  • Component: Fixed Assets
    • Sub-components:
      • Office Equipment (£5,000, depreciated over 5 years)
      • Community Health Van (£25,000, depreciated over 8 years)

 

  • Component: Current Assets
    • Sub-components:
      • Cash Reserves (Starting balance: £30,000 + surpluses)
      • Accounts Receivable (e.g. grant instalments not yet received)
      • Stock (e.g. unused medical supplies, £2,000)
charity asset component example

Funding Components

  • Component: Restricted Funds
    • Sub-components:
      • Government Health Grant (£60,000/year)
      • Specific Project Donation (£10,000 earmarked for mental health outreach)

 

  • Component: Unrestricted Funds
    • Sub-components:
      • General Donations & Surpluses (£6,500/month average)

 

  • Component: Emergency Loan (Optional/Scenario-based)
    • Sub-components:
      • Line of Credit (£10,000 available at 5% interest, modelled only if needed)
charity funding component example

Scenario Planning in Brixx

  • Donation Volatility
    • Model a 10% drop in monthly individual donations to stress test cash flow.

 

  • Grant Delays
    • Delay quarterly grant payments by one month to see impact on available cash.

 

  • Fundraising Target Variability
    • Compare outcomes if gala income is £10,000 vs £15,000 vs £20,000.

 

  • Unexpected Costs
    • Create a “Contingency” component for one-off emergencies (£2,000+ spikes).
charity scenario component example

Dashboard & Reporting

  • Cash Flow Report
    • Visualise net position each month, separating restricted and unrestricted funds.

 

  • Balance Sheet
    • Track fixed assets like the van and office equipment, and available funds.

 

  • Profit & Loss Statement
    • Show income sources (split by type), expenditure by program/admin/fundraising.

 

  • Custom KPIs
    • Cost per Beneficiary
    • Fundraising ROI (funds raised per £1 spent)
    • Admin-to-Program Ratio (% of spend on actual charitable programs)
Start forecasting today in Brixx
charity dashboard component example
financial modelling tool for charities

Who can use this Brixx template?

  • Charitable organisations and non-profits
  • Finance managers and trustees of charities
  • Grant-funded community groups

Brixx is a great tool for:

  • Anyone responsible for budgeting, forecasting, or managing charity finances
  • Charity leaders, fundraisers, or accountants planning income from donations, grants, and services
  • Organisations juggling multiple funding sources or project-based budgets

What are the benefits for charities?

  • This template is tailored to the unique structure of charitable finances—donations, grants, project expenses, and restricted funds
  • Easily model cash flow, operating costs, fundraising income, and project spending
  • Visualise forecasts and generate reports to share with trustees, donors, or stakeholders
  • Quickly test scenarios like funding cuts, new service launches, or scaling staff and resources
  • Gain instant insight into the financial impact of upcoming campaigns or funding applications

Strategic forecasting in Brixx

  • Project future income from grants, donations, and earned income
  • Budget for both fixed operating costs and variable project-based spending
  • Model different funding scenarios to ensure sustainability and reduce risk
  • Evaluate the long-term impact of fundraising events or new services
  • Plan for financial resilience in times of uncertainty or changing donor landscapes
See all Brixx Solutions
A financial forecasting template that is specifically structured for Yamaha dealerships.

"Brixx has done such a good job of solving the problem of accurate forecasting. It provides good clarity and insight into what the future would look like in different situations."

Nikki Bisel, Seafoam Media

Start planning your charity’s future with powerful forecasting software

Brixx’s financial modelling software helps charities understand their financial position today and prepare for what’s ahead. With tailored tools for budgeting, scenario planning, and cash flow forecasting, Brixx enables non-profits to manage complex funding streams and deliver on their mission with confidence.

Whether you’re applying for grants, planning long-term projects, or managing everyday operations, Brixx equips your team with the insights needed to make informed, strategic decisions. With two decades of business modelling expertise, Brixx is the trusted solution for building a financially secure future for your charity.

Plan smarter. Forecast better. Deliver impact – with Brixx.

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