Nonprofits run on trust. Donors, grant makers and board members all want to see that every dollar is planned and accounted for. A nonprofit budget worksheet gives you a clear structure for expected income and expenses, so you can make decisions with confidence and report back honestly.
Here are 6 free budget worksheet templates. Some are built for nonprofit organizations; others are simpler blank, monthly and bi-weekly worksheets that work for small programs or individuals.
Typical Budget Categories
| Income | Expenses |
|---|---|
| Individual donations | Program costs (supplies, services, events) |
| Grants and foundations | Salaries and benefits |
| Corporate sponsorships | Rent and utilities |
| Fundraising events | Fundraising costs |
| Membership fees and earned income | Administration, insurance, accounting |
Budget Worksheet Templates
Building a Realistic Nonprofit Budget
- Start with last year’s actuals, not last year’s hopes.
- Be conservative with income. Count only grants that are confirmed or very likely.
- Split costs into program, administration and fundraising. Funders often ask for this breakdown.
- Keep a reserve for surprises.
- Compare budget to actual every month and explain big differences to your board.
Raising funds? A fundraiser order form helps track sales, and our volunteer application templates help recruit helpers. Share results in a monthly report, and record board decisions with meeting minutes.
Frequently Asked Questions
What percentage of a nonprofit budget should go to programs?
There’s no single rule, but many donors look for most spending to go to programs. Focus on being transparent about how money is used.
Who approves a nonprofit’s budget?
Usually the board of directors, after the executive director or treasurer prepares a draft.
Can I use these worksheets for a personal budget?
Yes. The blank, monthly and bi-weekly worksheets work just as well for households.
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