Financial Planning for Sustainable Nonprofits

Financial Planning for Sustainable Nonprofits

Developed by Nonprofits Assistance Fund

Presented by Curtis Klotz, CPA

Who We Are

Nonprofits Assistance Fund's mission is to build financially healthy nonprofits that foster community vitality.

Our financial experts help nonprofits strengthen their capacity to address unexpected events, finance new opportunities, and realize strategic goals. We fulfill our mission by helping you thrive. Find out more at .

Goals for Today's Workshop

1. Gain analytical tools to assist in understanding an organization's current financial position and current business model

2. Learn different techniques and approaches to having practical conversations critical to organizational decision-making

3. Explore factors to consider when scenario planning and multi-year budgeting through case examples

3

Assessing Your Current Financial Position

The Balance Sheet

Financial assets and obligations as of a specific date

Assets

? What is owned

Liabilities

? What is owed

Net Assets

? Net Worth, Equity, or Retained Earnings

4, 5, 6

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