@thevantagepoint
Financial Planning in Uncertain Times: A Practical Guide for Nonprofit Leaders and Boards

Financial Planning in Uncertain Times: A Practical Guide for Nonprofit Leaders and Boards

Financial Planning in Uncertain Times: A Practical Guide for Nonprofit Leaders and Boards

Canadian nonprofits face increasing uncertainty as funding shifts, donor behaviour evolves, and costs rise.
Yet many still rely on static annual budgets that quickly become outdated. Based on key learnings from a 2026 webinar delivered in partnership between Vantage Point and Enkel, this e-book reveals how most organizations lack structured cash flow forecasting and scenario planning—and offers practical frameworks to build financial resilience without large teams or expensive tools.

Other Resources

Your Revenue Mix Worksheet

Your Revenue Mix Worksheet

Your Revenue Mix Worksheet

Resource Provided By Vantage Point

Most not-for-profit organizations generate revenue from a variety of sources. The optimal mix of revenue sources depends on your current programming, your strategic priorities and the skills, expertise, and capacity of your revenue development team. When considering your ideal revenue mix, an important consideration is the time and resources required to generate $1 in revenue.

The following worksheet will help you visualize your current and ideal sources of revenue, as well as the time required to generate that revenue.

Other Resources

Board Matrix Sample

Board Matrix Sample

Board Matrix Sample

Resource Provided By Vantage Point

High-performing boards intentionally recruit new board members with a variety of skills, expertise and lived experiences. A board matrix is a tool for understanding the strengths your current board members bring to the table and enables you to identify priorities for recruitment.

Other Resources

Effective Committees Resource

Effective Committees Resource

Effective Committees Resource

Resource Provided By Vantage Point

Committees are valuable vehicles used to accomplish much in a non-profit organization. They are the units that take on specific and detailed work when the task is too complex and time consuming to handle in meetings of the entire board, thus increasing overall efficiency.

What’s more, committees provide opportunities for the organization to foster and develop talent to keep the leadership pipeline full. Involving more people, supporting volunteers to use their specialized skills or interests, and addressing work in right-sized groups make committees a very real asset for non-profit organizations.

Other Resources