Four Versions of Revenue, One Source of Truth: FP&A for Nonprofits

Nonprofit finance teams carry one of the most complex planning burdens in finance. You're reconciling seven distinct revenue streams from individual gifts to government contracts to endowment draws while allocating every dollar across program, management, and fundraising categories for auditors, funders, and your board. And increasingly, you're expected to tell the story of impact in numbers that your ERP wasn't built to produce.

This webinar breaks down how leading nonprofit finance teams are modernizing their planning processes; moving from disconnected spreadsheets to connected models that hold your full revenue picture, automate allocation logic, and surface the non-financial metrics that prove your mission is working.

In this webinar, you'll learn how to:

• Model all seven revenue streams in one connected plan
  From individual giving and major gifts to foundation grants, government contracts, earned revenue, events, and endowment draw - unified in a single model that updates in real time.

• Automate expense allocation across program, M&G, and fundraising
  Shared cost methodology, staff time allocation, and auditor-ready documentation — built into the model, not rebuilt every reporting cycle.

  Blend ERP, program, and CRM data into a single reporting layer
  Track cost per person served, donor retention, fundraising ROI by channel, and program cost per outcome — so finance can tell the impact story leadership needs.

• Build scenario models for funding volatility
  Model what happens when a government contract doesn't renew, a major gift falls through, or grant restrictions shift mid-year so you're never caught flat-footed in front of your board.

Who should attend: CFOs, VPs of Finance, Controllers, and FP&A leaders at nonprofits, foundations, and social sector organizations.