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Financial Planning For Nonprofits

Some of the best-run nonprofits run Adaptive Insights to effectively align demand for their services with funding, while achieving clear visibility into their expenses.

Learn more about how we can help your nonprofit organization plan smarter, report faster, and analyze better.

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Plan and Forecast by Program, Then Align Resources and Expenses

Make the move from spreadsheets and start accelerating your budgeting and planning cycles. Plan and forecast by program, project, fund, and grant. Track expenses and donor contributions efficiently and effectively. Perform allocations, manage financials across funds and projects, and perform balance sheet and cash flow planning.

Streamline Reporting Across Funds and Projects

Our easy-to-use reporting functionality helps you easily generate balance sheets and annual financial statements, and streamline other regulatory filings. Drag-and-drop reporting across multiple dimensions lets you track the performance of and get on-demand visibility into funds, projects, programs, departments, employees, and more.

Analyze and Model Donor Contributions, Personnel Costs, and Overhead

Analyze and plan for fundraising efforts over multiple channels. Model operating expenses. Create plans based on average donor contributions and cost per program. Analyze by fund, program, project, and more. Model personnel allocations for programs and projects, plan program overheads, and allocate shared costs.

Continuously Forecast for Predictable Fund Management

Use Adaptive Insights to rapidly build rolling forecasts that drive business projections on a monthly basis. Incorporate the latest actuals for event registration revenues and expenses, membership renewals, and financials from other events into the projections, and integrate with common data sources for nonprofits, such as Blackbaud, Sage, Microsoft Dynamics, and more.

Have a specific question about our products or how we've helped other nonprofit organizations? We’re standing by to help.

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