Introduction to Budgeting



An online broadcast 60 minute session, with 15 minutes of Q and A at the end.

We invite you to join us for a session designed specifically for small charities wanting to plan effectively for the financial year ahead. We will introduce the fundamentals of budgeting and what to consider when putting together a budget that will lead us (with a fair wind) towards a more financially sustainable future.

This session will focus on how to create and manage a simple budget for your small charity, including how to handle a small number of restricted grants – on a full cost recovery basis - and track the impact on reserves. This session is perfect for leaders looking to build confidence in financial planning and strengthen their charity’s financial resilience.

What we'll cover

• Creating a simple budget tailored to a small charity with restricted grants
• Understanding how to capture the full cost of projects
• Understand how to budget for restricted and unrestricted income
• Practical tips for tracking budget performance and adjusting for changes

Learning Outcomes

• Create a simple, practical budget tailored to a small charity’s needs
• Manage and allocate restricted vs. unrestricted funds appropriately
• Understand the link between budgeting and financial sustainability