How to Develop a Five-Year Financial Strategy for Your Nonprofit

Managing a nonprofit through lean teams, unpredictable funding, and market shifts can be daunting—especially without a clear plan. Without direction, it’s easy to lose sight of your goals or end up off course.

In his webinar, Building a Future-Ready Finance Function: A 5-Year Roadmap for Nonprofit Leadership, nonprofit CFO Andrew Horrow demonstrated how even a simple strategy can steady your organization through change.

Drawing from his insights, this tip sheet shows you how to create a clear roadmap for your nonprofit’s future, including:

• The advantages a strong financial strategy brings to your team

• The key elements that make up an effective financial roadmap

• How to decide whether it’s time to scale back, grow, or hold steady

Download this tip sheet to empower your team with the tools to navigate challenges and seize opportunities with confidence, clarity, and data-driven insights.