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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Charities

Who can use this Brixx template?

  • Charitable organisations and non-profits

  • Finance managers and trustees of charities

  • Grant-funded community groups

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What are the benefits for charities?

  • Charity Template

    This template is tailored to the unique structure of charitable finances-donations, grants, project expenses, and restricted funds

  • Cash Flow Modelling

    Easily model cash flow, operating costs, fundraising income, and project spending

  • Visual Reports

    Visualise forecasts and generate reports to share with trustees, donors, or stakeholders

  • Scenario Testing

    Quickly test scenarios like funding cuts, new service launches, or scaling staff and resources

  • Funding & Capital

    Gain instant insight into the financial impact of upcoming campaigns or funding applications

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.

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Charities

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

  • Project Setup

    • Project Name : Community Health Charity
    • Time Period : Monthly (suitable for tracking regular donations, grants, and operational spend)
    Setup
    Charity New Live Template 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)
    Income
    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)
    Expenditure
    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)
    Assets
    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)
    Funding
    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).
    Scenarios
    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)
    Dashboard
    charity dashboard component example

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

Explore different industry frameworks you can build in Brixx for your business

  • Senior Care Homes

    Senior Care Home

    Running a care home or senior living facility comes with complex financial responsibilities – from managing staffing and care costs.

  • Government Contractors

    Government Contractor

    As a government contractor, managing long-term projects and anticipating cash flow gaps are critical to staying compliant and profitable.

  • Event Planners

    Event Planner

    As an event planning business, understanding how your cash flow fluctuates throughout the year and knowing when to make strategic.

  • Education Providers

    Education Provider

    Running an educational facility means that you need to juggle so many different things – including income cycles, staff, grants.

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Start planning your business' future

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Answer real questions about your business:

  • Scenario testing
  • 10-year financial forecast
  • Pre-built templates
  • Xero integration
  • Automated reports: P&L, balance sheet, cash flow, tax & more
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