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Budgeting

Organizations with strong financial management are better able to fulfill their mission and deliver high-quality services.

With Fiscal Management Associates (FMA), a leading financial management consultant for nonprofits, we've created this library of resources to help your organization become "fiscally fit." ​

 What’s in the StrongNonprofits Toolkit?
 
​​Tools: Customizable resources you can use to ma​​nage your operations
Schedules: Pre-loaded, customizable calendars to keep you on​ track
  Guidance: Advice from field experts on how these tools fit into your overall finance operations to build operational excellence
  Self-Assessments: Quizzes and c​hecklists to take stock of your current operations and clarify where to focus next
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Budgeting/knowledge-center/resources-for-financial-management/Pages/budgeting.aspxBudgeting#1e6361<img alt="" src="/knowledge-center/resources-for-financial-management/PublishingImages/budgeting-icon.png" style="BORDER:0px solid;" /><div class="ExternalClass49E1D8C6D45F4780BFB9A71285E4602D"><p>Plan, design and build your organization's operating budget to deliver on your mission effectively and sustainably​<br></p></div>
Cash Flow/knowledge-center/resources-for-financial-management/Pages/cashflow.aspxCash Flow#90283c<img alt="" src="/knowledge-center/resources-for-financial-management/PublishingImages/cashflow-icon.png" style="BORDER:0px solid;" /><div class="ExternalClass8DDE4C01D76C4A97B7415C65AE21D700"><p>Forecast and monitor cash flow to ensure you have the money you need when you need it ​​<br></p></div>
Operations/knowledge-center/resources-for-financial-management/Pages/operations.aspxOperations#dc002c<img alt="" src="/knowledge-center/resources-for-financial-management/PublishingImages/operations-icon.png" style="BORDER:0px solid;" /><div class="ExternalClass2B6B8D50EAD041CBACB669168ABED455"><p>Ensure your finance office operations run efficiently and effectively<br></p></div>
Data and Analysis/knowledge-center/resources-for-financial-management/Pages/data.aspxData and Analysis#b3a800<img alt="" src="/knowledge-center/resources-for-financial-management/PublishingImages/results-icon.png" style="BORDER:0px solid;" /><div class="ExternalClass62BCD10D558B42248881DD57A7F13D88"><p>Visualize and understand what your numbers mean<br></p> <p><br> </p></div>
Audit Readiness/knowledge-center/resources-for-financial-management/Pages/audit.aspxAudit Readiness#0468dc<img alt="" src="/knowledge-center/resources-for-financial-management/PublishingImages/audit-icon.png" style="BORDER:0px solid;" /><div class="ExternalClassF144665D16F74EEBAD6134DD449AADFA"><p>Prepare for your audit and maintain audit readiness throughout the year​<br><br></p></div>
Governance and Strategy/knowledge-center/resources-for-financial-management/Pages/governance.aspxGovernance and Strategy#e65f00<img alt="" src="/knowledge-center/resources-for-financial-management/PublishingImages/strategy-icon.png" style="BORDER:0px solid;" /><div class="ExternalClassB0AABB6B92344F5B8045541E32E77AD5"><p>Employ big-picture thinking to connect your financial resources with mission goals​<br></p></div>

 Resources to Get Started with Operational Excellence

 

 

Nonprofit Financial Infrastructure Self-Assessment (WORD)24338<img alt="Fiscal Infrastructure Self-Assessment" src="/knowledge-center/resources-for-financial-management/PublishingImages/fiscal-infrastructure-self-assessment-thumb.jpg" style="BORDER: 0px solid; ">GuideUse this comprehensive word-based tool to understand your organization’s current strengths and limitations, and gain insight into where to start with the toolkit.8/6/2020 2:49:00 PMEach of the items below asks you to reflect on your organization’s alignment with what is considered “best practice” around key elements of nonprofit financial management 296https://www.wallacefoundation.org/knowledge-center/resources-for-financial-management/Documents/Forms/AllItems.aspxdocxFalsedocxhttp://admin.wallacefoundation.org/knowledge-center/resources-for-financial-management/Documents/Fiscal-Infrastructure-Self-Assessment.docxapplication/vnd.openxmlformats-officedocument.wordprocessingml.document WF SFM Resource
Fiscal Management Activities Calendar (EXCEL)24339<img alt="" src="/knowledge-center/resources-for-financial-management/PublishingImages/Fiscal-Management-Activities-Calendar-thumb.jpg" style="BORDER: 0px solid; ">ToolMap out your entire fiscal year with this customizable excel tool that highlights key processes (like Audit, Budgeting and Monitoring) that overlap and depend on each other throughout the year.11/15/2017 10:02:40 PMFiscal Management Activities Calendar: Instructions The attached tool provides a calendar of fiscal management activities that most nonprofit organizations will need to carry out 3657https://www.wallacefoundation.org/knowledge-center/resources-for-financial-management/Documents/Forms/AllItems.aspxxlsxFalsexlsxhttp://admin.wallacefoundation.org/knowledge-center/resources-for-financial-management/Documents/Fiscal-Management-Activities-Calendar.xlsxapplication/vnd.openxmlformats-officedocument.spreadsheetml.sheet WF SFM Resource

 Not Sure Where to Start?

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