Information about

Finance Academy: Introduction to budgeting for small charities

Embrace Finance invite you to join us for a session designed specifically for small charities wanting to plan effectively for the financial year ahead. They will introduce the fundamentals of budgeting and what to consider when putting together a budget that will lead us (with a fair wind) towards a more financially sustainable future.

This session will focus on how to create and manage a simple budget for your small charity, including how to handle a small number of restricted grants – on a full cost recovery basis - and track the impact on reserves. This session is perfect for leaders looking to build confidence in financial planning and strengthen their charity’s financial resilience.

What you'll cover:

  • Creating a simple small charity budget
  • Budgeting for grants on a full cost basis
  • Budgeting for reserves
  • Linking budgeting to financial sustainability

What you will receive:

  • Clear practical guidance tailored to small charities
  • Real-world examples & tools to apply immediately
  • A supportive environment to ask questions

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 knowlegde of finance is required. Perfect for small charities :)