October FGN Call: Budgeting for Grants and Fundraising: Planning and Development Considerations

TREC provides comprehensive webinars and worksheets to help you with your organizational budget and fundraising needs.

Are you getting ready to start your budget planning for the next fiscal year? Thinking about exploring and diversifying your organization’s revenue sources? Navigating planning work while simultaneously balancing and managing your organization’s budget, fundraising and strategic vision can be overwhelming. This session will walk through a checklist of considerations and activities to help along that journey.  

Topics will include: 

1. Benefits and drawbacks of different revenue and funding types
2. Overview of key financial reports to lean on during your budget planning process
3. Process for assessing “full cost” of your work
4. Storytelling with current and potential funders: Framing your organization’s finance narrative
5. Highlights of budget tools and templates

Meet our presenter: Sheilani Alix (she/her) joined TREC as a part-time Financial Management Specialist in 2023. Sheilani brings a wealth of experience that includes budget management and reporting, business planning, as well as leadership within health maintenance organizations (HMOs), government, and nonprofit organizations.

Resources

Online TREC Resource Library 

Tools/Templates 

• Budget Template

• Budget Development Checklist

• Financial Health Dashboard

• Financial Status Tracker

Webinars 

• Building and Operating Reserve Fund   

• Budget Scenario Planning   

• Budgeting as a Strategic Tool   

• Fundraising in times of Uncertainty   

• Shared Operations Cost Allocation

• Taking the Mystery Out of Financial Management

Recorded October 20, 2026