Nonprofit Financial Plan Workbook©

Description

Nonprofit Financial Plan Workbook©
Build a Strong Financial Foundation for Your Nonprofit

Creating a financial roadmap for your nonprofit doesn’t have to be overwhelming. The Nonprofit Financial Plan Workbook simplifies the process, helping you develop a clear and comprehensive 3-year financial projection. Whether you’re launching a new nonprofit or refining your financial strategy, this Excel-based tool provides the structure, automation, and accuracy you need to make informed financial decisions with confidence.

What’s Inside?

✅ Easy-to-Use, Structured Worksheets – Each worksheet covers a key financial component, making it easy to organize and manage:

• Revenue Forecast
• Expense Forecast
• Program Expense Forecast
• Cash Flow Forecast
• Statement of Activities
• Statement of Financial Position
• Asset Tracker & Liability Tracker
• Financial Snapshot
• Bill Tracker & Payroll Tracker

✅ Automated Calculations – No need for manual math! Built-in formulas instantly generate projections, ensuring accuracy and saving you valuable time.

✅ Clear Monthly & Annual Rollups – Revenue and expense forecasts break down by month and roll up into annual totals, providing a detailed and strategic view of your nonprofit’s financial health.

✅ Secure & Reliable Protection – Your data is protected with locked features that prevent accidental changes while preserving critical formulas and formatting.

Why Choose the Nonprofit Financial Plan Workbook?

This tool is specifically designed for nonprofit founders and leaders who need a practical, easy-to-follow solution for financial planning. By using this workbook, you’ll:

📊 Develop strong financial projections that support funding proposals.
💰 Gain clarity on revenue streams, expenses, and sustainability.
📅 Ensure long-term financial stability and strategic growth.

📘 Pair it with the Nonprofit Business Plan Workbook for a complete nonprofit planning toolkit!

🔹 Start planning smarter today! Get the Nonprofit Financial Plan Workbook and take control of your nonprofit’s financial future.

Additional Information

• System Requirements: See the Additional Information tab for details.
• Copyright Notice: This workbook is copyrighted by AMA Consulting Group (AMACG) and is part of its Business Planning Toolkit. It is for personal use only and cannot be sold, shared, or made public without written consent from AMACG. The AMACG logo, copyright, and attributions must remain intact.
• Refund and Terms of Use Policy: By purchasing this workbook, you agree to the Terms & Conditions and Refund Policy.