Financial management & planning
Reserves policy and financial health metrics for nonprofits
You have no financial reserves, so any unexpected event could become an existential crisis.
What you'll achieve
We support you to define financial resilience metrics and policies for reserves and liquidity.
How a Nonprofit Builder consultant helps
- Review your current financial position, model appropriate reserve and liquidity thresholds, and draft a practical policy and dashboard your leadership and board can use for monitoring.
Key deliverables
- Reserves policy, liquidity and resilience metrics dashboard, threshold definitions and rationale, scenario modelling, board briefing note.
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Often paired with
From the resource library
Free tools and guides to get started
- 8.2C199
Financial Health Check Assessment Tool
A free self-assessment for small and medium NGOs, first published by Mango as Mango's Health Check and now kept by Humentum. Any staff member or trustee can complete it without finance training. It scores the organisation on 6 areas: planning and budgeting, basic accounting systems, internal controls, staffing, grant management and financial reporting. The result is a score with recommendations and a glossary of financial terms.
ClassicTool or templateFree - 8.2C106
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