Hosted by Propel Nonprofits, this template spreadsheet and accompanying worked example were “developed using income and expense line items frequently used by nonprofit organizations.” It has been updated for 2025 — download it, customize it, and make it relevant for your organization’s financial situation.
Also included on this page is a link to Kate Barr’s 2020 webinar, “Financial Planning in Uncertain Times.” We’ve embedded it below.
Download the template. And the example.
