Finance, Finance & law

Introduction to Budgeting - Online Course

Part of the The Embrace Finance Academy Foundations 9-session course.

About

We invite you to join us for a 75-minute online 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.

Who should attend?

Everyone who wants to understand how to construct a simple annual operating budget for a small charity.

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

 What will it 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

Book your space and access an exclusive 15% off on DSC publications 

This session is part of The Embrace Finance Academy Foundations Programme.

Training schedule

75 minute session - 16:30 - 17:455 Jun 2025

Booking options

Band A

Band A

Voluntary and community organisations with a turnover of up to £500,000.
£30.00
Band B

Band B

Voluntary and community organisations with a turnover of over £500,000.
£30.00
Band C

Band C

Statutory and commercial organisations.
£50.00

Delegate information


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