Introduction to Budgeting for Small Charities

The Small Charity Finance Foundations Programme from Embrace Finance is now bookable as standalone sessions, by popular demand.

These succinct, short sessions are perfect for busy folks in small charities with an annual income up to £500k pa. However, folks from larger charities may also find them a useful refresher.  And whatever your role, if you want to get your head round how the day to day finances fit together in a small charity, you are welcome.

We invite you to join us for a session designed specifically for small charities wanting to plan effectively for the financial year ahead. We 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.

We'll cover:

• Creating a simple budget tailored to a small charity with restricted grants
• Understanding how to capture the full cost of projects
• Understand how to budget for restricted and unrestricted income
• Practical tips for tracking budget performance and adjusting for changes

What to expect:

• 60 minutes of clear content
• Time to connect
• Time for Q and A
• A relaxed environment
• Small charity expertise

What do I get?

• Engaging slide decks
• Example templates
• Worksheets
• A supportive community
• Small charity content

This course is part of a series - for more information about other courses in the programme, visit the Embrace Finance website.