Relevant and Relational Budgeting for Nonprofits
Relevant and Relational Nonprofit Budgeting
How to budget for your nonprofit in a way that actually provides value to every level of your organization.
with Jeremy Van Groll
Nonprofit budgeting is usually a once-a-year burden for the organization’s leadership. Numbers are gathered, proposed, debated, pressure-tested, reviewed, tweaked, challenged, adjusted, validated, and finally published. The approved budget then gets shelved for the next twelve months, only to be resurrected in the monthly or quarterly financial statements and glossed over at board meetings.
How do we break this cycle? How do we transform the budget into a valuable tool for assessment and for serving a mission? Above all, it starts with mindset and preparation—not only from the executive director but also from the entire team.
In this session, we break down the negative connotation with budgeting and specifically focus on a culture of collaboration. We discuss some practical methods of engagement as well as helpful and subtle changes in language. Additionally, we present simple tools and methods to use in the budgeting process. Finally, we cover how to use the budget to provide concise and targeted reporting to your team and board.
Key Takeaways for Nonprofit Budgeting
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- How to simplify the budgeting process along with providing more insight
- Benefits of continuous and proactive budgeting
- The paradigm shift of the budget in the organization
- How to use the budget to tell the right story to your audience
More Resources
Jeremy’s budget template as well as other great budgeting resources are available with Cause Network membership. Sign up here.
About the Presenter
Jeremy Van Groll is an incorrigible financial nerd and is the founder and President of Nonprofit Bookkeeping. Jeremy has a Masters’s in Financial Management and twenty years of experience in corporate accounting, banking, data analysis, and compliance reporting. Nonprofit Bookkeeping partners with organizations to implement efficient financial and data management processes. They help nonprofit leaders to focus their efforts on their mission and build relationships with donors. Jeremy has been a featured speaker on optimizing both personal and organizational financial management. In addition, he received a nomination for the Foundations Ethics in Business award.
About the Presenter
Jeremy Van Groll is an incorrigible financial nerd and is the founder and President of Nonprofit Bookkeeping. Jeremy has a Masters in Financial Management and has twenty years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting. Nonprofit Bookkeeping partners with domestic and international organizations to implement efficient financial and data management processes that allow nonprofit leaders to focus their efforts on their Mission and building relationships with Donors. Jeremy has been a featured speaker on optimizing both personal and organizational financial management. In addition, he received a nomination for the Foundations Ethics in Business award. When not geeking out on spreadsheets, Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the soccer and gymnastics teams of his two sons.
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