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.
Start for free
Who can use this Brixx template?
Charities & foundations
Social enterprises
Start using this template
Not listed? View all our templates
What are the benefits for non-profits?
Non-Profit Template
The template is tailored to the non-profit sector, covering all aspects of funding, budgeting, and program expenses
Cash Flow Modelling
Effortlessly model cash flow, grant income, donation trends, and operational costs
Financial Reporting
Easily interpret financial reports and projections to support decision-making.
Impact Analysis
Quickly evaluate the impact of new funding sources, program expansions, or cost changes
Scenario Testing
Receive immediate feedback when testing different scenarios like funding shortfalls, donor growth, or increased operational costs
Get 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.
Start for free
Model your non-profit with Brixx – see how fast your finances can fall into place!
Project Setup
- Project name : Non-Profit Financial Plan
- Time period : Monthly (ideal for tracking donations, grants, and operational expenses)
Setup 
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)
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)
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)
Income 
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)
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)
Component: Taxes & Compliance
Sub-components:
- Sub-components:
- Payroll Taxes (If applicable for salaried staff)
- Filing & Registration Fees (Annual non-profit compliance costs)
Expenditure 
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)
Component: Current Assets
Sub-components:
- Cash Reserves (Emergency funds, operational buffer)
- Accounts Receivable (Pending grant disbursements, outstanding sponsorships)
Assets 
Funding Components
Component: Grants & Sponsorships
Sub-components:
- Multi-Year Grants (Committed funding over several years)
- One-Time Sponsorships (Short-term corporate or government funding)
Component: Donations & Crowdfunding
Sub-components:
- Online Fundraising (Recurring or one-time donations)
- Peer-to-Peer Campaigns (Community-driven fundraising initiatives)
Component: Loans & Credit Facilities (If applicable)
Sub-components:
- Bridge Loans (For covering short-term funding gaps)
- Line of Credit (For emergency operational funding)
Funding 
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.
Scenarios 
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.
Dashboard 
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
Explore different industry frameworks you can build in Brixx for your business
Sporting Team
Managing the finances of a sports team requires careful planning and strategic decision-making.
Senior Care Home
Running a care home or senior living facility comes with complex financial responsibilities – from managing staffing and care costs.
Charity
Running a charity comes with unique financial challenges – from managing irregular income to budgeting for grants, staffing, and project.
Education Provider
Running an educational facility means that you need to juggle so many different things – including income cycles, staff, grants.
Start using Brixx for free
Free for 7 days. No credit card required.
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
