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A Curated Guide to Budgeting Tools

Building a budget — whether it’s for a specific program or a nonprofit’s entire operation — can be a daunting task. Luckily, there are lots of free tools available to help get you started. We’ve assembled a few here to help you budget for a variety of different scenarios.

Guides to Budget Basics

NorthSky Nonprofit Network: “Budgeting Basics” (PowerPoint presentation)

Virginia Society of Certified Public Accountants: “Budgeting: A Guide for Small Nonprofit Organizations” (booklet)

Society for Nonprofits: “Create a Budget That Works for You” (article)

Foundation Center: “Proposal Budgeting Basics” (tutorial)

The Wallace Foundation: “A Five-Step Guide to Budgeting for Nonprofits” (webinar)

Third Sector New England : “Nonprofit Budget Tips for a Healthy New Year” (article)

Nonprofits Assistance Fund: “Balance Sheet Cheat Sheet” (tool)

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Tools for the Budget Planning Process

Greater Washington Society of CPAs Educational Foundation: “The Budgeting Process” (checklist and interactive tool)

Nonprofits Assistance Fund: “10 Step Budgeting Checklist”

Budget Templates

The Wallace Foundation: “Program-Based Budget Builder” (interactive tool and instructional video)

Nonprofit Works: “Multiple program budget” (interactive template)

Sample Budgets

New York Hall of Science: Projected budget for outreach programs

Recovery Resources: Budget request for a project

The Community Resource Exchange: Several budget examples, including a budget allocating grant resources, one involving several different grants applied to several different programs, and one that analyzes differences between projected and actual revenue and expenses.

We welcome your thoughts and questions about this article. Please email the editors or submit a letter for publication.