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Finance and Accounting

Financial Planning and Management

Financial planning and management involves strategically allocating and managing financial resources to support the organisation’s mission and activities.

Effective financial planning and management helps non-profits make informed decisions, optimise resource utilisation, and mitigate financial risks.

This topic covers resources that will help non-profit understand:
1. Forecasting and effective budgeting
2. Processes for effective financial management across the project cycle
3. Financial audit and due diligence process
4. Best practices and donor expectations

Showing 1 - 9 of 9 Resources

Finance and Accounting / Financial Planning and Management

Intermediate Entrust Family Office

Cash Flow Clarity: Planning, Budgeting & Staying in Control

Do you often feel unsure about how much cash your organisation actually has visibility on?Are you struggling to plan expenses when revenues are uncertain or irregular?Do you find it difficult to track whether your spending aligns with your available cash flows? Many nonprofits face the challenge of planning their expenses, track spending and having visibility […]

Finance and Accounting / Financial Planning and Management

Intermediate ATMA

Designing Annual Planning as a System: Strategy, Execution, and Performance Tracking

Many nonprofits invest time in annual planning, yet struggle to turn those plans into consistent action, informed decision-making, or shared ownership across teams. The challenge is rarely a lack of effort—it’s how strategy, goals, implementation planning, and performance tracking are (or aren’t) connected. This resource explores how annual planning can be designed as an organisation-wide […]

Finance and Accounting / Financial Planning and Management

Intermediate PACTA

Stay Compliant, Stay Confident: Understanding FCRA for NGOs

FCRA (Foreign Contribution Regulation Act) registration is a mandatory certification for organisations in India, enabling them to receive foreign contributions legally. Issued by the Ministry of Home Affairs under the FCRA Act, 2010, it allows NGOs, trusts, societies, and Section 8 companies to accept funds for social, religious, educational, and cultural activities. With this resource you […]

Finance and Accounting / Financial Planning and Management

Intermediate IPN

Strengthen Your Impact: Essential Governance for Nonprofits

In today’s dynamic landscape, strong governance is no longer just a compliance checkbox—it’s a strategic necessity for fundraising success and sustainable growth. Indian nonprofits often struggle with a few key issues: With this resource you will be able to understand complex concepts and gain practical knowledge to build a robust governance structure. You will be […]

Finance and Accounting / Financial Planning and Management

Intermediate New Venture Partners (NVP)

Navigating Budgets: A Practical Guide for Nonprofits

If you have ever wondered what the essential components of a nonprofit budget are and how budgets can align with strategic goals and donor requirements, this resource is for you. In this resource, you will be able to break down the budgeting process,and see how to create clear, actionable budgets that reflect programme priorities, meet […]

Finance and Accounting / Financial Planning and Management

Intermediate Arvaksha Consulting

Financial Due Diligence

This video explores the key aspects of financial due diligence from a donor’s perspective and how nonprofits can prepare for it effectively. It explains that beyond regular statutory audits, donor-led due diligence has become critical to assess an organization’s credibility, governance, and fund utilization. The process typically includes an organization review (policies, internal controls) and […]

Finance and Accounting / Financial Planning and Management

Intermediate CAP

Corpus Building for Non-profits

Corpus funds refer to the principal amount of money set aside by an organisation, which is intended to be kept intact and not spent. The amount generated by investing corpus funds provide financial stability and operational independence, ensuring a consistent income stream and reducing reliance on external donors. This allows non-profits to engage in long-term […]

View resources in : Tamil

Finance and Accounting / Financial Planning and Management

Basic S. Sahoo & Co.

Annual Budgeting for Non-profits

Annual budgeting refers to the process of creating a financial plan for the upcoming fiscal year. It involves projecting revenues, such as donations, grants, and other sources of income, as well as estimating expenses related to program delivery, operations, fundraising, and administration. Non-profit organisations can use annual budgeting to allocate resources effectively, prioritise initiatives aligned […]

Finance and Accounting / Financial Planning and Management

Intermediate Arvaksha Consulting

Financial Due Diligence for Non-profits

Financial due diligence for a non-profit involves carefully examining its financial records and transactions to ensure accuracy, transparency, and compliance with regulations. This involves reviewing financial statements, budgeting processes, internal controls, and compliance with donor requirements to safeguard the organisation’s assets, maintain trust with stakeholders, and support effective decision-making. This resource will provide you with […]

View resources in : Tamil, ಕನ್ನಡ, हिंदी