Nonprofit Operating Budget Template
Download a Nonprofit Operating Budget Template for
Excel
| Google Sheets
When to Use This Template: Monitor annual income and expenses across multiple funding sources. Finance teams, directors, and board members can use the template to compare projected budgets against year-to-date actuals to maintain long-term fiscal stability.
Notable Template Features: You’ll find dedicated sections for revenue streams such as grants, donations, memberships, and fundraising alongside expense categories, including salaries, insurance, and office costs. Enter expenses such as salaries and wages, insurance, office supplies, equipment, and utilities, and the built-in formulas will calculate totals, overages, and surpluses automatically. This makes it easy to compare total expenses to actual revenue.
Check out other useful nonprofit business plan templates.
Annual Nonprofit Operating Budget Template
Download an Annual Nonprofit Operating Budget Template for
Excel
| Google Sheets
When to Use This Template: Use this template to track financial performance across quarters and the full fiscal year. This template collects data that helps finance managers, treasurers, or executive directors gain visibility into revenue streams and operating expenses throughout the year.
Notable Template Features: This template provides quarterly and year-end views of income and expenses for accurate budget monitoring. Built-in year-to-date calculations show whether you are over or under budget. It lists common nonprofit revenue sources, such as sales, contributions, and fundraising, as well as expense categories such as office equipment, transportation, utilities.
Discover more operating budget templates.
Sample Annual Nonprofit Budget Template
Download a Sample Annual Nonprofit Budget Template for
Excel
| Google Sheets
When to Use This Template: Nonprofit finance teams or board treasurers that need a year-long view of income and expenses can use the template to plan and monitor monthly, quarterly, and annual totals.
Notable Template Features: The monthly columns feature automatic Q1–Q4 and year-end roll-ups. The template lists income categories such as sales, grants, and banking, as well as expense groups such as salaries and insurance. It also automatically calculates year-to-date totals. Easily replace the sample data with your own figures in the editable fields.
Download additional annual business budget templates and Google Sheets business budget templates.
Budget for Nonprofit Project Template
Download a Budget for Nonprofit Project Template for
Excel
|
Microsoft Word
|
Adobe PDF
| Google Docs | Google Sheets
When to Use This Template: Project managers and program leads who need to track income and expenses for a single initiative or event can use the template to monitor donations, grants, ticket sales, or sponsorship revenue against staff, venue, and materials.
Notable Template Features: Enter income sources and project expenses in matching monthly columns for a clear view or revenue versus cost. The automatic totals in the monthly columns highlight surpluses or shortfalls so that users can spot them at a glance.
Nonprofit Cash Flow Projection Template
Download a Nonprofit Cash Flow Projection Template for
Microsoft Excel
| Google Sheets | Smartsheet
When to Use This Template: Nonprofit CFOs and finance managers who need to help organizations maintain a healthy cash reserve can use the template to forecast cash inflows and outflows over months or quarters.
Notable Template Features: There are sections for grants, contributions, and operating expenses that automatically run monthly, quarterly, and rolling balance calculations. The template also includes pre-filled income categories and formulas that track total expenses, net cash change, and month-ending cash position.
Nonprofit Grant Proposal Budget Template
Download a Nonprofit Grant Proposal Budget Template for
Excel
| Google Sheets
When to Use This Template: Prepare a clear, funder-ready budget for grant applications or multiyear proposals. Enter projected and actual revenue and expenses to show how each program’s finances match funding requirements.
Notable Template Features: Revenue and expense tables cover multiple years with status labels and percentage allocations. A summary section calculates total grant income and net revenue for a quick snapshot of financial sustainability.
Check out this collection of budget proposal templates available in multiple formats.
Nonprofit Program-Based Budget Template
Download a Nonprofit Program-Based Budget Template for
Excel
|
Microsoft Word
|
Adobe PDF
| Google Docs | Google Sheets
When to Use This Template: This template is best for nonprofits that track finances by program. Use it to monitor income and costs for services such as education, outreach, or community events — and to compare year-to-date results against your baseline budget.
Notable Template Features: Monthly columns with built-in roll-ups capture income sources such as grants and fundraising alongside expenses. You can also record program costs — staff salaries, insurance, supplies, and more — to see budgeted versus actual totals.
Nonprofit Startup Operating Budget Template
Download a Nonprofit Startup Operating Budget Template for
Microsoft Excel
| Google Sheets
When to Use This Template: For new nonprofits mapping first-year finances, this template captures both one-time launch expenses and ongoing monthly costs to build a complete operating budget.
Notable Template Features: This template includes separate sections for one-time expenses and recurring monthly costs, each with editable amounts and notes fields. It also features a built-in total that shows overall funds required to operate.
Discover more startup budget templates and business budget templates.
Nonprofit Marketing Budget Plan Template
Download the Nonprofit Marketing Budget Plan Template for Excel
When to Use This Template: This template is great for marketing managers or development teams planning multichannel campaigns. Track allocations for national marketing, social media, PR, and other efforts to keep donor outreach on target.
Notable Template Features: A campaign-style table lists quantity, projected cost per unit, and subtotals. This data feeds a color-coded pie chart that displays spending by channel and includes an optional second tab for related marketing plans.
Master Your Nonprofit’s Budget With Nonprofit Budget Templates From Smartsheet
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