Information about

Budgeting for Sustainability

Welcome to the wonderful world of small charity finance. In these sessions, Embrace Finance will go back to first principles and revisit the what, why, how, who and when of small charity finance.

Budgeting for sustainability in small charities can be challenging. Our business models and the operating environment often makes this difficult. However, there are things we can do to help us build our financial sustainability. In this session we will revisit good budgeting principles, review how to budget for full cost recovery and explore simple steps to help us build our longer term financial sustainability.

You will cover:

  • The benefits of budgeting and how it can build longer term sustainability
  • How to prepare a simple multi project organisational budget
  • The principle and practice of full cost recovery
  • The limitations of full cost recovery and budgeting when building sustainability

What you will receive:

  • Clear and practical guidance tailored to small charities
  • Real-world examples and tools you can apply immediately
  • A supportive environment to ask questions and share experiences

Who these sessions are aimed at:

These sessions are aimed at anyone needing to know about small charity finance. All are welcome; trustees, chief officers, finance officers and everyone dealing with finance. No prior knowledge of finance is required. Perfect for small charities :)

What else:

This is a sit back and tune in session. You are welcome to engage as much or as little as you wish. There are no breakouts and all engagement is entirely optional.