Nonprofit Financial Planning - PivotGround

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Financial Sustainability

Nonprofit Financial Planning

There are two main elements to great financial leadership. One is making sure you properly account for the money you have and manage its flow, ie. paying bills, invoicing, etc. The other part is understanding how spending, saving, and receiving money impacts your mission and how you can use your financial data to gain insight into optimizing your capacity. That is what we are going to talk about today.

Nonprofit Budget Template:


  • The importance of being brutal in your prioritizing when you’re creating your business or coming up with a marketing strategy for your business.
  • Chaos theory and how it applies in business.
  • Thoughts about the digital age and digital marketing in particular, and where it’s going. The value of one-on-one in the age of the internet. Everyone tell us about many to one, many to one. Sarah tells us the value of one-to-one and a lot more.

There are two main elements to great financial leadership. One is making sure you properly account for the money you have and manage its flow, ie. paying bills, invoicing, etc. The other part is understanding how spending, saving, and receiving money impacts your mission and how you can use your financial data to gain insight into optimizing your capacity. That is what we are going to talk about today.


We’ve made a budget template to help you get started and a video explaining how to use it to improve your financial leadership!

Apply to work with Sarah directly