Financial management & planning
Endowment and long-term financial strategy for nonprofits
Donors have expressed interest in legacy or larger gifts but you have no policy, structure, or strategy to receive or manage them — so those conversations go nowhere.
What you'll achieve
A credible long-term financial strategy, including an endowment or reserves framework, that unlocks larger and more patient capital.
How a Nonprofit Builder consultant helps
- Research applicable models, facilitate strategic conversations with leadership and board, and develop the policy and investment framework suited to your context.
Key deliverables
- Endowment or long-term fund policy, financial modelling, investment principles note, board presentation, donor communication guidelines.
Related projects
More from Financial management & planning
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Audit readiness support
“Your first statutory audit is approaching — or a previous audit raised concerns — and your records, reconciliations, and documentation are not ready.”See project
Budget framework development
“Every project manager budgets differently — consolidation is a nightmare and leadership has no real oversight of where money is going.”See project
Often paired with
Major donor engagement strategy
“You have warm relationships with high-net-worth individuals but no structured way to cultivate them — or the confidence to make the ask.”See project
Multi-year strategic plan development
“Everyone is busy, but there is no shared sense of direction — priorities shift, decisions are made ad hoc, and funders keep asking for a strategy you don't have.”See project
From the resource library
Free tools and guides to get started
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Financial Management for Humanitarian and Development Professionals Guide
A free guide to the basics of financial management for projects in development, humanitarian and conservation work. It is written for staff who are not finance specialists, such as project managers and programme leads. It links to an optional certification exam in English and Spanish. The guide is released under a Creative Commons BY-NC 4.0 licence, so teams can adapt and reuse it for internal training.
Start hereClassicKey manual or guideFree - 8.1C202
Fundraising for Success
A short guide from INTRAC's Common Ground Initiative for small and diaspora NGOs that have little time, staff or fundraising experience. It explains why fundraising needs a strategy, and how a small organisation can plan where its money will come from, who will raise it and how. It is part of a series of guides for small NGOs that includes one on governance.
ClassicKey manual or guideFree