Financial Modelling Tool for Non-Profits
As a non-profit, understanding how your cash flow may fluctuate throughout the year and knowing when to make strategic decisions is essential. Brixx provides the financial tools you need to gain timely and crucial insights, helping you plan budgets, allocate resources effectively, and sustain your mission-driven initiatives.
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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: Non-Profit Financial Plan
- Time period: Monthly (ideal for tracking donations, grants, and operational expenses)
Income Components
- Component: Donations & Grants
- Sub-components:
- Individual Donations (Monthly contributions from supporters)
- Corporate Sponsorships (Annual agreements with businesses)
- Government Grants (Project-based or operational funding)
- Foundation Grants (One-time or recurring awards for specific programs)
- Sub-components:
- Component: Fundraising Income
- Sub-components:
- Fundraising Events (Ticket sales, sponsorships)
- Merchandise Sales (Branded apparel, books, or products)
- Membership Fees (Annual or monthly contributions for exclusive benefits)
- Sub-components:
- Component: Program Revenue
- Sub-components:
- Service Fees (Sliding scale fees for services provided)
- Workshop & Training Fees (Education and skills training programs)
- Consulting Income (Expert advice or services offered to other organizations)
- Sub-components:
Expenditure Components
- Component: Operational Costs
- Sub-components:
- Staff Salaries & Benefits (Full-time & part-time employees)
- Volunteer Support (Training, stipends, appreciation events)
- Rent & Utilities (Office space, energy, internet)
- Program Expenses (Materials, travel, logistics for community programs)
- Sub-components:
- Component: Administrative Costs
- Sub-components:
- Legal & Accounting Fees (Compliance and financial reporting)
- Marketing & Outreach (Social media, website, printed materials)
- Software & Tools (CRM, accounting, and planning software like Brixx)
- Insurance (General liability, event coverage)
- Sub-components:
- Component: Taxes & Compliance
- Sub-components:
- Payroll Taxes (If applicable for salaried staff)
- Filing & Registration Fees (Annual non-profit compliance costs)
Asset Components
- Component: Fixed Assets
- Sub-components:
- Office Equipment (Computers, printers, furniture)
- Vehicles (For transportation of goods, staff, or beneficiaries)
- Buildings & Land (Owned properties such as community centres)
- Sub-components:
- Component: Current Assets
- Sub-components:
- Cash Reserves (Emergency funds, operational buffer)
- Accounts Receivable (Pending grant disbursements, outstanding sponsorships)
- Sub-components:
Funding Components
- Component: Grants & Sponsorships
- Sub-components:
- Multi-Year Grants (Committed funding over several years)
- One-Time Sponsorships (Short-term corporate or government funding)
- Sub-components:
- Component: Donations & Crowdfunding
- Sub-components:
- Online Fundraising (Recurring or one-time donations)
- Peer-to-Peer Campaigns (Community-driven fundraising initiatives)
- Sub-components:
- Component: Loans & Credit Facilities (If applicable)
- Sub-components:
- Bridge Loans (For covering short-term funding gaps)
- Line of Credit (For emergency operational funding)
- Sub-components:
Scenario Planning in Brixx
- Grant Dependency:
- Model scenarios where a major grant is delayed or reduced to assess financial sustainability.
- Donor Growth:
- Test how different donor retention and acquisition rates impact long-term funding.
- Program Expansion:
- Forecast the cost of launching a new program and its break-even timeline.
- Emergency Fund Usage:
- Simulate the impact of an unexpected funding shortfall and recovery strategies.
Dashboard & Reporting
- Cash Flow Report:
- Visualise monthly income from donations, grants, and program revenue against expenses.
- Balance Sheet:
- Track assets such as cash reserves and equipment while monitoring liabilities.
- Profit & Loss Statement:
- Showcase total income, operational costs, and net surplus or deficit.
- Custom KPIs:
- Set up specific non-profit financial metrics like Fundraising Efficiency Ratio, Program Expense Ratio, and Months of Cash Reserve.
Who can use this Brixx template?
- Non-profit organisations
- Charities & foundations
- Social enterprises
Brixx is a great tool for:
- Anyone managing a non-profit’s financial planning and budgeting
- Finance managers, accountants, or board members overseeing funding and expenses
What are the benefits for non-profits?
- The template is tailored to the non-profit sector, covering all aspects of funding, budgeting, and program expenses
- Effortlessly model cash flow, grant income, donation trends, and operational costs
- Easily interpret financial reports and projections to support decision-making.
- Quickly evaluate the impact of new funding sources, program expansions, or cost changes
- Receive immediate feedback when testing different scenarios like funding shortfalls, donor growth, or increased operational costs
Strategic forecasting in Brixx
- Planning for grant cycles and understanding their impact on long-term sustainability
- Demonstrating financial health and program impact for grant applications and donor reports
- Forecasting and budgeting for operational expenses, staffing, and community programs
- Anticipating financial requirements for new initiatives, expansion, or emergency reserves
- Evaluating the impact of changes in donations, sponsorships, or economic conditions
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“We needed a better tool for forecasting and Brixx is lightyears ahead of spreadsheet modelling.”
Berwyn, AccwareGet started with the best financial projection software - today!
Financial projection software is an essential tool for non-profits, offering the insights needed to plan and manage funding effectively. By forecasting your income sources, you can gain a clearer picture of your financial landscape. Additionally, forecasting operational costs enables informed decisions on budget allocation, sustainability, and risk management.
The ability to identify trends, adjust fundraising strategies, and plan for financial uncertainties strengthens a non-profit’s ability to achieve its mission in the long term. With over 20 years of business modelling experience, Brixx stands out as a trusted solution, offering a robust set of features to help non-profits confidently navigate the complexities of financial planning.
Investing in expert financial modelling software like Brixx empowers non-profits to optimize funding strategies and strategically forecast the future of their organization.