not for profit business plan template uk

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Free Example UK CIC or Charity Business Plan Template

Uk cic and charity business plan template - 3 steps.

I've used the term charity business plan and as an example. Your business plan is what you aim to achieve in the coming year.  However, this planning template and checklist will work just as well for fundraising, project and other plans, and will work just as well for your CIC or other not for profit organisation.

The only right way to create a charity business plan is whatever way works for your charity and you can use this simple 3 step process as a template to create your CIC or charity business plan.  That could be anything from a one page business plan in Word, for a very small CIC, to a substantial, detailed business plan for a large UK charity.

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Step 1 - charity business plan goals & objectives.

Your objectives (or goals) are what you must achieve to deliver your charity business plan.  These can either be long term (strategic plan)) or nearer term, such as annual business, fundraising and project plans.

Charity Business Plan Objectives - Strategic Plan

Often strategic and business, or other annual plans can be seen as quite separate, but these are not.  Next year's business plan, is Year 1 of your strategy.  Looking at your strategic plan objectives, what must you achieve in the coming year to deliver these?

Charity Business Plan Objectives - Operations

You also need to ensure that your charity continues to be well run and delivers the high quality support you want it to.  Look at your operations, such as delivering services for your beneficiaries, fundraising, finance, people and other activities.  What are the key activities and what must you achieve in these areas areas?

STEP 2 - CHARITY BUSINESS PLAN KPIs (TARGETS)

Trying to measure everything would take a huge amount of time and most won't really matter.  Your Key Performance Indicators (KPIs) are the key targets you use to measure and monitor your progress to achieving your business plan objectives.

Measuring Charity KPIs

There are really only 3 things you might want to measure - quality, quantity, time and cost.  And, these are interlinked.  The public sector is particularly prone to what are called perverse outcomes.  Focussing on a single KPI measure, to the exclusion of the others that nobody thought about, but which turn out to be really important.

• Buying higher quality fresh food and/or preparing food from scratch, rather than buying in pre-prepared.
• Preparing more meals and/or extending opening times.
• Using pre-prepared ingredients and buying more equipment/expanding kitchen capacity.

You don't need to measure all of them for everything, if the other factors aren't important, or won't change.  I've provided some examples of planning KPIs below.

How To Set Charity Business Plan KPIs

In order to ensure you deliver your charity business plan objectives, you need to be able to measure these and monitor progress.

The first step is to set KPIs for each objective using SMART – that is your KPIs are S imple, M easurable, A chievable, T imely and R elevant.

You then need to decide who will be responsible for delivering and reporting these, any milestones in terms of when activities will be delivered and how and when these will be reported.

Once you've set your business plan KPIs, ask yourself if these are the key issues you need to monitor and manage to deliver your business plan objective. Are there any KPIs you don't need and is there anything missing that you do?  And does each KPI meet the SMART criteria above?

STEP 3 - IMPLEMENTING YOU CHARITY BUSINESS PLAN

The Charity Excellence Data Store tracks sector resilience and a key theme is a lack of realism in charity planning.  Ambition is a hallmark of the sector, but 'Aspirational' is the flip side of planning to fail, if that involves committing people and resources to business plans that aren't achievable.  Here are my ideas to help you ensure that your business plan will succeed.

Charity Business Plan Reality Checklist

For your charity business plan to work, you need to be able to confidently answer 'yes' to each of the questions below.  That's about making an objective assessment of each.

• Our charity business plan includes everything that's important to us that we want to achieve
• Our business plan objectives and targets are realistic and achievable
• We will have enough people, with the necessary skills and experience to deliver our plan
• The key risks have been identified and quantified
• We have taken adequate steps to manage these, to ensure no risk remains unacceptably high
• There is adequate funding in our budget to resource all of our business plan objectives
• Our fundraising targets are realistic and we are confident that these should be achieved
• For example, not launching a project until funding is secured, or having plans to scale back activity
• Our business plan has been communicated to everyone who needs to know about it and it is simple, clear and will be understood by them
• The information reported focusses on the key issues and will enable us to take action in good time, if we need to

Congratulations, you have created a simple, clear and effective business plan.  If you are unsure about any of the above, revisit your plan and make any changes you need to.

Communicating Your Charity Business Plan And Making It A Success

The World is full of detailed and beautifully crafted business plans sitting on shelves gathering dust.  In any, except the smallest of charities, it is your staff and volunteers who will deliver your business plan, so they need to know what you want them to do and feel motivated to do so.  If you e mail a big complicated business plan to everyone, it may not be read and, if it is, may not mean much to its readers.

You need to communicate your plan in a simple, clear way that engages them. It also needs to be reflected in any other plans or procedures. For example, your budget and risk plans, any project plans and, for larger charities, appraisal objectives and departmental work plans.

For reporting, sometimes reports are too 'fluffy' or nor easily understandable, or far too long and complicated.  Often these can be simply rubber stamped by boards.  Ensure that your reports meet your needs, focus on the key issues, are clear and understandable for trustees, and acted upon.  Here's the  Charity Excellence guide  to making reports more effective and less work.

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CHARITY BUSINESS PLAN: The Ultimate Guide To Writing A Non-Profit Business Plan

• by Kenechukwu Muoghalu
• August 14, 2023

Table of Contents Hide

What is a charity business plan , why do i need a charity business plan, #1. executive summary, #2. present your opportunity, #3. target audience, #4. strategic plan objective, #5. your products and services, #6. operational plan, #7. marketing plan, #8. financial plan, #9. management team and board, #10. appendix, charity business plan template checklist, how many pages should my charity business plan be, how do i start a non-profit with no money, do not let your charity business plan miss out, charity business plan faqs, can i make money owning a charity business, how do charity owners make money, how do i start a small charity.

A lot of charity organizations do not like the idea of having a business plan. This is because they think that creating a business plan for their charity organization is a waste of time. But wait! What makes you think so? Isn’t a charity organization a form of business? Be it a profit or nonprofit, it makes no difference. Learn to accept that it is still in the business genre. This is why we have created an example of what a UK template checklist looks like, just to guide you while writing your charity business plan.

There are lots of benefits to having a business plan for your charity organization. This article will furtherly cover those grounds. Shall we! 

A charity business plan isn’t just a document of many pages. When you define it like that, it is said to reduce its actual value. A charitable business plan details the products and services your nonprofit organization provides. A charity business plan also contains the people on your team, the community you work for, your financials, goals, and how to attain those goals. Now, this right here can count as a definition. 

Don’t make the mistake of starting that excellent idea of yours without having a charity business plan on standby. Even those dreams and ideas can turn useless if you cannot formulate, execute, and implement a plan that can help you achieve them. 

Creating a nonprofit business plan doesn’t have to be long and bulky. Even a short business plan can serve its purpose more than a long one. All it needs to contain is the necessary information about your organization and you are good to go.

Heaven yes! You do need a charity business plan. Having a charity business plan will save you tons of pitfalls. A charity business plan can help you create forecasts for revenue and also help you plan how to utilize any money that comes in. You would have a clear guide on all the activities your organization goes through. You can even measure your growth and denote where changes are needed for more growth. 

When you talk about good business planning, you talk about setting goals , carrying your team along, tracking performance, and improving. Every business needs these essentials to grow, no matter the nature of the business. Even if you are not interested in whatever profits the organization will yield due to your large heart, you still need to run a healthy organization. Whichever angle you come from, you can’t run from it. 

Read Also: How To Register A Business: Detailed Guide To Business Registration In The Uk

For example, when you run a charity business, you need to always report and plan with the board of directors. Most of the time, the financial status of the organization is mostly what is being discussed. This is where your charity business plan comes in. It can help you compare your actual results to your financial forecasts. It can guide the amount of spending you do while keeping your financial position in check. 

Moreover, keeping a charity business plan can also help attract sponsors, donors, or even lenders who want to understand how your organization works and help you achieve your goals. 

The Ultimate Guide to Writing a Non-profit Business Plan

To create a charitable business plan, you will need to either follow some examples, which can also be accessed in a PDF, or follow these outlines. These outlines should be in check while creating a business plan for your charity organization. Nothing should be left out. This ultimate guide includes:

This is the general overview of the whole business plan. It is usually the first section to read and the last to write. While in this section, avoid jargon and write as though an external eye is going to access it. It should be easily accessible and easy to read. Go ahead to briefly state the overview of your mission. Include the services you provide and how you fundraise. 

A great way to do this is by using a positioning statement . In this section, describe the problems people face and how your organization can solve them. It can be giving tutors to kids or providing food to a large number of people. Explain how your organization is different from other, and state what you do to help the community and saves lives. 

If you have a specific target audience that your organization caters to, then specify it in this section. State who benefits from the services you render. You should also note that it is possible not to have a particular target market. This means that your product is utilized by all. 

In your strategic plan objective , mention those plans and visions you want to observe next in your organization. With those improvements and a project plan, you are ready to take. For example, you feed 300 people per year, but then you are planning on making it 500 this particular year. It can even be about your organization. You can choose to grow from a regional nonprofit to a national nonprofit organization. Talk about those long-term goals in this section and work towards getting them done. 

Just like the name implies, you will need to define the products and services you offer. Talk about how you will raise money and serve your community. Detail every item and avoid keeping it general. In this section, you will need to include even the smallest detail that you think no one would notice. 

How will your charity organization operate? What are the legal structures, organizational structures, location, and inventory? What about the management team? How would they operate? You will need to answer these questions in this section. 

When writing your charity business plan, our marketing strategy is an important factor because you will need to promote your organization. You will need to make it known, and let people know the services you offer and what your charity organization is all about. While at this, you can indirectly attract sponsors or donors that love what you do and will help in any way. 

This section will have information on your financial details. You will include all your current funding, expenses, liabilities, revenue, and assets. Add statistics and make it more professional. Add graphs to make it more comprehensive. This section is also the most crucial to loaners and donors. Add expected expenses as well, salaries, utility bills, website hosting, insurance, subscriptions, and anyone expenses that the organization will be running.

List the individuals that will be present in your organization. Clearly, they have different duties and responsibilities. Both your day-to-day team and your board members should not be left out. Feature those capable workers that always put the organization first before any other thing. Indicate their qualifications and degree, and don’t forget to also mention how good you are too. 

In this section, you will be free to include anything extra that you wish to. Any special feature that you think shouldn’t be exempted from your charity business plan? It can be the bios of your board members and any other details you feel are relevant for the section. When you follow all these, there shouldn’t be a reason why you will not have a successful charity organization. 

To help you get started with your UK charity organization, we have created a business plan example template. This charity business plan template can also be utilized in other locations apart from the UK. So we urge you to explore. Don’t fret. Let’s take a look at our charity business plan example template. They include: 

• Define your goals and milestones.
• Understand your team and other stakeholders.
• Assess your financing model.
• Identify your risks and manage them. 
• Attract investment and volunteers.
• Research and discover new opportunities.
• Kink your plan.

You can have from seven to thirty pages in your business plan. It must not be made too long before it can serve its purpose in your organization. Just keep it clear and concise for anyone to scale through without difficulty. But why bother when we have an already composed charity business plan that is highly convertible. All you need to do is to get a copy here and start your journey to success. 

The best action to take is to approach potential investors or donors for help. While doing this, you will need to explain the nature of your organization and whatever idea you have for its growth. Even with no cash at hand, you can still make this work. 

Meanwhile ,

Our main priority is to boost your charity organization and to give you an opportunity that is rare to find. 

Have you tried creating a plan and it seems tough? Do you have questions that you don’t have an answer to even after multiple trials? Stop trying! 

Your plea has been heard and that is why we will be giving you a uniquely designed charity business plan. A plan that multiple charity organizations have tested and confirmed its productivity. You won’t have to stress more because it is simplified and easy for anyone to access. Take your charity organization to another level now!

Nonprofit organizations have proven to be created out of passion and enthusiasm. But passion without a proper business plan will render your zeal powerless. Imagine being patriotic, going to war without a weapon. How would you win? Just because it is labeled “nonprofit” doesn’t mean that you should operate it like any other business out there. Make a difference with your charity business plan. 

A non-profit organization doesn’t earn a taxable profit. But that does not mean that the people that run it can’t receive a taxable salary. The founder can ensure that its workers earn a living, while still running a charity organization.

Charity businesses can earn money through regular activities like using volunteers, hosting fundraising events, sponsoring occasions, selling products, or even running adverts that can bring in donations.

Starting a charity business can be hectic but there are some steps to follow to make it a better experience. Start by defining your mission, picking a name, registering the business, opening a website, raising some cash and staying lean. Don’t forget to also own a Charity Business plan, which you can create using a UK template.

Starting a charity business can be hectic but there are some steps to follow to make it a better experience. Start by defining your mission, picking a name, registering the business, opening a website, raising some cash and staying lean. Don't forget to also own a Charity Business plan, which you can create using a UK template.

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Kenechukwu Muoghalu

Kenny, an accomplished business writer with a decade of experience, excels in translating intricate industry insights into engaging articles. Her passion revolves around distilling the latest trends, offering actionable advice, and nurturing a comprehensive understanding of the business landscape. With a proven track record of delivering insightful content, Kenny is dedicated to empowering her readers with the knowledge needed to thrive in the dynamic and ever-evolving world of business.

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How To Write a Nonprofit Business Plan (2024)

Learn how to write nonprofit business plans with detailed sections and examples. Use this nonprofit business plan template to get it done faster.

While businesses exist primarily to make a profit, nonprofits instead serve the public good for charitable, religious, educational, or other public service reasons. Starting a business as a nonprofit organization is an excellent way to impact positive change for a cause you care about. Plus, nonprofits are exempt from federal and state taxes on any income earned, unlike for-profit corporations. So there are also financial benefits.

If you’re just getting started with your nonprofit idea, one of the first things you’ll want to document is your nonprofit business plan. Below, we’ll take you through your nonprofit business plan, section by section, using this business plan template and guide as a base.

What is a nonprofit business plan?

A nonprofit needs a plan, just like any other business. But there’s a big difference: while most businesses aim to make profits for their owners or shareholders, a nonprofit’s main goal is to make a positive impact on a particular cause or in the community. The nonprofit business plan aims to achieve that mission while keeping the organization running and paying its bills.

Why do you need a nonprofit business plan

At its core, a nonprofit business plan provides a clear mission and vision for the organization. It lays out where the organization is headed and the steps to get there. Some other benefits of a nonprofit business plan include:

• Helping to set priorities and allocate resources to reach the nonprofit’s goals.
• Deciding where funds will come from, be it donors, sponsors, or grant-making institutions.
• Outlining the operational details, from roles and responsibilities to day-to-day activities. 
• Identifying risks and highlighting strategies to mitigate them. 

For a nonprofit to have a lasting impact, it needs to outline strategies for long-term funding and growth. You want to make sure the organization has a clear direction, works efficiently, communicates well with stakeholders, and stays adaptable and sustainable—all of which you can find in a nonprofit business plan. 

How to write a nonprofit business plan

• Create an executive summary
• Write an organization description
• Conduct market analysis
• Outline management and organization
• Describe programs, products, and services
• Document customer segmentation
• Create a marketing plan
• Create a logistics and operations plan
• Write an impact plan
• Outline the financial plan

1. Create an executive summary

The first section of nonprofit business plans is the executive summary . The executive summary should describe your organization and the contents of your nonprofit business plan. This section should be no more than a page, briefly covering the following:

• Concept. What does your nonprofit organization do?
• Goals and vision. What does your nonprofit want to do?
• Product description and differentiation. What do you sell, and why is it different?
• Target market. Who do you sell to and raise money from? Who do you serve?
• Marketing strategy. How do you plan on reaching your audience?
• Current and projected financial state. What do you currently earn through fundraising? What do you foresee earning through fundraising?
• The ask. How much money are you asking for?
• The team. Who’s involved in the organization?
• The document. What can your audience expect from the following sections of your nonprofit business plan? Which highlights should they be excited about? 

2. Write an organization description

The second section of your nonprofit business plan is the description of your organization. While the executive summary sets the stage for the business plan document, the organization description is a summary focused on your organization and what it does and aspires to do. Use this section to identify the industry or niche your organization operates in.

Here, you’ll want to identify the structure of your organization. A nonprofit is a tax-exempt, non-business entity that invests excess funds back into the mission. For nonprofits, you’ll typically register as a 501(c)(3), but you’ll also need to choose your business structure from the following list:

• Unincorporated association. This is the S corporation for nonprofits—you don’t need to file any paperwork. Many nonprofits start out as unincorporated associations.
• Trust. The first structure for nonprofits, this mandates all the organization’s assets be given to charitable use.
• Corporation. This structure offers the most protection from liabilities but also comes with some extra paperwork and fees.
• Limited liability company (LLC) . LLCs offer both tax benefits and limited fees, but not as much protection as a corporation. All members of the LLC must be 501(c)(3) organizations. See our state specific guides for California LLC , Texas LLC and Florida LLC .

The organization description should also include the following elements:

Mission and vision statement

Your mission and vision statement serve as the foundation for why your nonprofit exists, and this “why” influences your decision making. It’s also an effective tool for connecting with your audience and reaching your organization’s full potential.

Outdoor brand Cotopaxi also has a nonprofit arm— the Cotopaxi Foundation . The brand and nonprofit each have their own mission statements, published boldly on the company’s website:

Keep your mission statement on the shorter side (one to two sentences) and use your vision statement to expand on the ideas.

Value proposition

Your value proposition tells people why they should choose to support your nonprofit over other ones. It essentially outlines your unique selling proposition , or competitive advantage for what sets you apart from the competition.

Short- and long-term goals

Your nonprofit business plan should also include measurable short- and long-term goals. Cotopaxi, for example, makes no secret of both its socially driven and business-minded goals through the Cotopaxi Foundation:

You’ll also want to highlight the people behind your organization. This information shows you have enough people to make the nonprofit a success. Nonprofits typically have a few different “teams,” including a board of directors, paid staff, and maybe even volunteers. There may also be key donors who are worth noting here, as well as key people who you plan to help through your organization.

Re:new is a community of refugee artisans and students, volunteers, staff, and board members. It raises money by selling handcrafted products made by refugees from around the world. On its website, Re:new shares information about some of the people behind the organization, including board members, artisans, and paid staff.

For your business plan, outline how those board members are chosen and what their involvement is, salaries and roles for paid staff members, and payment information for the artisans. Remember to note this information in your nonprofit business plan as well.

3. Conduct market analysis

The market analysis section of your nonprofit business plan demonstrates that you’ve done research to determine there is a need for your services and people who will potentially support your mission. Here, you’re essentially determining how big your potential market is.

There are a few key ways to get information about your market:

• Check government census data. Visit official websites such as the US Census Bureau to get the latest statistics. Filter the data to match your nonprofit’s target demographic. For example, if your nonprofit is aiming to help homeless youth, determine how many young people are homeless or at risk in your region.
• Conduct a competitive analysis . Identify similar nonprofits or organizations in your area. Study their services, target audience, and how they communicate their mission, and include your findings in the business plan.
• Research industry trends and trajectory. Subscribe to newsletters, join nonprofit forums, and attend seminars or webinars focused on your sector. Stay updated on the latest trends.
• Make educated guesses based on your experience and research. While hard data is important, there will be times where you have to rely on intuition. Ensure these guesses are always grounded in some form of research or past experience.

Organize a brainstorming session with your team to map out the strengths, weaknesses, opportunities, and threats (SWOT) . Make sure it’s comprehensive and considers both internal and external factors.

4. Outline management and organization

Every organization needs people to run it. When it comes to nonprofits, this typically involves the following groups of people:

• Board of directors. Nonprofits typically have a board of directors or leadership team. Give Merit, for example, might include its leadership team in this section.
• Staff. These people are your paid employees. Include roles, responsibilities, salaries, etc.
• Volunteers. You may or may not have specific people in mind for these volunteer roles. Some nonprofits have different tiers of volunteers—maybe lead volunteers or volunteer coordinators. Make note of these individuals, if relevant.
• Donors/customers. If you have any significant or notable donors who plan to make sizable contributions, include them in this section of your nonprofit business plan.
• Recipients. These are the people who you’re planning to help. This may not always be a person (as is the case with environmentally driven nonprofits, for example). Sometimes this is a group of people and sometimes this is a specific person.

Sometimes these groups overlap. The Empowerment Plan, for example, actually hires the people it helps—one of the organization’s main pillars. 

5. Describe programs, products, and services

Your programs, products, and services section sums up what your organization offers. These offerings include everything for customers, donors, volunteers, and recipients. 

For example, Merit sells products as a brand on its website and then donates the proceeds of its sales to its nonprofit, Give Merit . So Merit would note all of these things in this section of its nonprofit business plan. 

If you operate like Merit, consider diversifying how you generate funds. Selling products and then donating the proceeds is one method. You can also explore direct donations, sponsorship deals, and grants.

6. Document customer segmentation

You can pull from your management and organization section for your customer segmentation, as some of these groups represent your customers as well.

For example, your volunteers are one key customer segment and your donors are another. Within each of these segments, you’ll want to drill down further into smaller segments so you can build targeted campaigns to recruit volunteers and/or donors when needed.

When documenting your customer segments in your nonprofit business plan, add the following information:

• Where they live
• Level of education
• How they spend their free time
• Where they work
• How much they earn
• What technology they use
• Their values, beliefs, and opinions
• Common behavior patterns

7. Create a marketing plan

Your marketing plan outlines how you plan to spread the word about your nonprofit organization. Marketing may include attracting donors, volunteers, and/or customers, depending how your nonprofit operates.

The four main components of this section of your nonprofit business plan are:

• Price. How much do your products cost, and why have you made that decision? If you don’t sell products, you might outline different tiers of donorship.
• Product. What are you selling and how do you differentiate it in the market? Again, if you don’t plan to sell products, outline what you plan to provide to both donors and recipients.
• Promotion. How will you get your cause in front of your ideal customer? How will you connect with recipients?
• Place. Where will you sell your products or share information about your organization? Will this be online, in person, or both? 

8. Create a logistics and operations plan

The logistics and operations section of your nonprofit business plan outlines how you plan to raise money and execute your mission. Add a few key sections:

• Suppliers. This could refer to the suppliers for products you sell, as well as donors who contribute financially. You might also include fundraising organizers. One Tree Planted , for example, allows volunteers to run their own independent fundraisers .
• Production. If you’re selling products to raise money for your nonprofit, this part outlines whether you manufacture yourself, purchase wholesale, or use a dropshipping company.
• Facilities. Where will your organization operate? You might outline where headquarters is, as well as any sites or locations. This may also include storage and warehousing facilities.
• Equipment. List which tools and technology you need for your nonprofit. Remember to include everything from phones and computers to vehicles and machinery.
• Shipping and fulfillment. If you need to ship any packages, determine how you’ll do this. You may ship yourself or work with a third-party fulfillment partner.
• Inventory. Determine how much stock you’ll keep on hand (if any) and where you’ll store it, as well as how you’ll approach inventory management .

9. Write an impact plan

The impact plan is an important part of your nonprofit business plan because it outlines the change you’ll inspire in regards to your mission. 

Many companies with a strong commitment to corporate social responsibility (CSR) publish their own impact plans as well. Though these impact plans aren’t part of a nonprofit business plan, they serve as great reference points for drafting this section of your plan.

Sustainable clothing and shoe brand Allbirds uses its annual sustainability report to show how the company has followed through on its own environmentally conscious CSR initiatives.

For your impact plan:

• Start by clearly stating what you hope to achieve.
• Detail the actions and initiatives you’ll undertake to achieve your objectives.
• Develop indicators for each output, outcome, and impact. 

Before starting your project, determine the current state or level of the issue you’re addressing. For each indicator, establish targets that you aim to achieve by specific timeframes.

10. Outline the financial plan

Every nonprofit organization needs a financial plan. This includes how you’ll collect funds, as well as how those funds will be distributed. The financial plan typically includes the following financial statements :

• Income statement
• Balance sheet
• Cash flow statement

As far as potential sources of funding, you may consider the following for your nonprofit business plan:

• Self-funding. If you have the means, you may support your nonprofit organization financially yourself. You can do this personally or through a business—like how ecommerce brand Merit donates 20% of all purchases to its organization Give Merit , which funds college scholarships for underserved youth.
• Donors. You may seek financial support from organizations, businesses, and individuals. You may also use crowdfunding sites to raise funds and build buzz for your cause.
• Investors. The downside here is that you have to pay the money back, which isn’t ideal for nonprofits in particular.
• Loans . Loans also require repayment. Check with your lender to see if it offers lower interest rates or other benefits to nonprofits. Nonprofits with a Shopify store can leverage simple loans based on sales history, which may be a more hassle-free option. 
• Credit cards. Credit cards typically come with high interest rates and lower limits, so be wary about the terms before you fund your organization this way.

Use this spreadsheet template , which includes everything you’ll need to create an income statement, balance sheet, and cash flow statement, including some sample numbers. You can edit it to reflect projections for your specific organization.

Make a positive change with your nonprofit business plan

Starting a nonprofit organization is an excellent way to make a difference for a cause you’re passionate about. The best way to kickstart your nonprofit organization is with a well-formulated business plan. Your nonprofit business plan will help you secure funding and build excitement for your organization.

Nonprofit business plan FAQ

What should be in a nonprofit business plan.

• Executive summary
• Organization description
• Market analysis
• Management and organization
• Programs, products, and services
• Customer segmentation
• Marketing plan
• Logistics and operations plan
• Impact plan
• Financial plan

What are the 4 types of nonprofit organizations?

• Unincorporated association
• Corporation
• Limited liability company (LLC)

How do you start a nonprofit with no money?

It doesn’t cost anything to start a nonprofit. You can start a nonprofit with no money by securing donations from external sources. You can raise money to start your nonprofit from businesses, organizations, individuals, and crowdfunding.

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How to write an effective non-profit business plan in 10 steps

Nearly 7.5% of the global workforce works in the non-profit sector. To put it simply, the nonprofit sector is huge. While it may seem like a less complicated business model than for-profit entities, running a non-profit organisation is still a business.

And like any business, one of the keys to success is having a well-thought-out business plan.

Of course, if you never wrote a business plan before, the process can be daunting. So we’re here to help with a step-by-step guide on how to write an effective business plan for your non-profit.

Let's take it from the top...

1. Collect the Data

Before you start writing, you must have all your ducks in a row. This means collecting data about your non-profit, such as:

• Financial statements for the past few years
• Programs and services offered
• Audience demographics
• Funding sources
• Income and expenses

If your nonprofit is new, simply compile any projections and assumptions you have at this stage. List secured funding sources or in-kind donations you’ve already received. The goal is to put together a clear picture of where your nonprofit currently stands.

2. Mission Statement

Now that you have all the data in front of you, it’s time to start putting pen to paper - or, more likely, fingers to keyboard. The first step in writing your non-profit business plan is to craft a strong mission statement.

Your mission statement should be clear, concise, and easy to remember. It should also sum up the purpose of your non-profit in one sentence. For inspiration, take a look at some examples of great mission statements:

• Tesla : “To accelerate the world’s transition to renewable energy.”
• Nike : “Bring inspiration and innovation to every athlete* in the world. (*If you have a body, you are an athlete.)”
• Starbucks : “To inspire and nurture the human spirit—one person, one cup, and one neighbourhood at a time.”

After you have your mission statement figured out, it’s time to start working on the meat of your business plan. Begin by outlining the main sections of your document. At a minimum, your nonprofit business plan should include the following:

• An executive summary
• A description of your programs and services
• Your target audience
• A marketing plan
• An operational plan
• An impact plan
• A financial summary

During this phase, you may need some help. A company like Boardroom Advisors has helped many nonprofits and for-profits with their business plans. They can help you get in touch with a finance director who can contribute to your business plan.

4. Programs/Services

Now it’s time to start filling in the outline you created in the previous step. Begin with a description of the programs and services your non-profit offers. Include information on how these programs and services help you achieve your mission.

If you’re having trouble articulating the value of your programs and services, ask yourself the following questions:

• Who are the beneficiaries of our programs and services?
• What needs do our programs and services address?
• What are the outcomes of our programs and services?

Answering these questions will help you paint a picture of the value your nonprofit brings to the table.

5. Marketing Plan

A nonprofit business is still a business. That's why you need a marketing plan.

The first step in creating your marketing plan is identifying your target audience. What people or organisations do you want to reach with your marketing efforts?

Once you know your target audience, you can start thinking about the best way to reach them. Some ideas include:

• Social media
• PR campaigns
• Direct mail

Remember that you don’t have to do all these things. In fact, it’s often better to focus your efforts on one or two channels that will reach your target audience most effectively.

6. Operational Plan

Your operational plan outlines the day-to-day operations of your non-profit. It should feature the following information:

• Your staff and their responsibilities
• Your organisational structure
• Your office space and equipment
• Your policies and procedures

This section of your business plan should be fairly straightforward. Simply describe how your nonprofit runs on a day-to-day basis. And don’t forget to include information on your staff.

The impact section of your non-profit business plan should describe the difference you hope to make in the world. That is your chance to get specific about your goals and objectives.

For example, how many people do you hope to reach if your goal is to reduce poverty in your community? And what difference do you hope to make in their lives?

Social or environmental change can be slow, so it’s important to set realistic goals. But it’s also important to dream big. After all, that’s what nonprofits are all about.

8. Finances

No business plan is complete without a financial summary. The section should include information on your:

• Revenue streams,
• Assets and liabilities

Here's another area where Boardroom Advisors can help. They can connect you with a financial advisor who can help you write your financial summary. Talking to a professional could give you a better understanding of your nonprofit's financial health.

Not to mention help you prevent any legal issues down the road.

9. Executive Summary

Usually written last but placed first in your business plan, the executive summary should introduce your entire business plan. On the first page, you should include:

• The problem your nonprofit is solving
• Your solution
• Your target market
• Your business model
• Your competitive landscape

The executive summary is where you're selling your business and its ideas. Make sure to customise it for each person who reads it.

10. Appendix

The appendix is where you can include any additional information that might be helpful to your reader. This might include:

• Your nonprofit's tax returns
• Your most recent audit
• Articles or press releases about your nonprofit

The appendix is a great place to include any information that doesn't fit neatly into another section of your business plan.

When it comes to writing a non-profit business plan, the process can seem daunting. But it doesn't have to be. By breaking the process down into ten simple steps, you can be sure that you're covering all your bases.

And if you need any inspiration, you can download free business plan templates from HubSpot and Shopify .You ca either follow them closely or use them to guide your writing process.

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Founder and Chief Executive of BoardroomAdvisors.co, John is a serial entrepreneur, having founded 7 different businesses over 40 years and has been ranked #30 in CityAM’s list of UK Entrepreneurs.

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How to Write a Nonprofit Business Plan in 12 Steps (+ Free Template!)

The first step in starting a nonprofit is figuring out how to bring your vision into reality. If there’s any tool that can really help you hit the ground running, it’s a nonprofit business plan!

With a plan in place, you not only have a clear direction for growth, but you can also access valuable funding opportunities. 

Here, we’ll explore:

• Why a business plan is so important
• The components of a business plan
• How to write a business plan for a nonprofit specifically

We also have a few great examples, as well as a free nonprofit business plan template.

Let’s get planning!

What Is a Nonprofit Business Plan?

A nonprofit business plan is the roadmap to your organization’s future. It lays out where your nonprofit currently stands in terms of organizational structure, finances and programs. Most importantly, it highlights your goals and how you aim to achieve them!

These goals should be reachable within the next 3-5 years—and flexible! Your nonprofit business plan is a living document, and should be regularly updated as priorities shift. The point of your plan is to remind you and your supporters what your organization is all about.

This document can be as short as one page if you’re just starting out, or much longer as your organization grows. As long as you have all the core elements of a business plan (which we’ll get into below!), you’re golden.

Why Your Nonprofit Needs a Business Plan

While some people might argue that a nonprofit business plan isn’t strictly necessary, it’s well worth your time to make!

Here are 5 benefits of writing a business plan:

Secure funding and grants

Did you know that businesses with a plan are far more likely to get funding than those that don’t have a plan? It’s true!

When donors, investors, foundations, granting bodies and volunteers see you have a clear plan, they’re more likely to trust you with their time and money. Plus, as you achieve the goals laid out in your plan, that trust will only grow.

Solidify your mission

In order to sell your mission, you have to know what it is. That might sound simple, but when you have big dreams and ideas, it’s easy to get lost in all of the possibilities!

Writing your business plan pushes you to express your mission in the most straightforward way possible. As the years go on and new opportunities and ideas arise, your business plan will guide you back to your original mission.

From there, you can figure out if you’ve lost the plot—or if it’s time to change the mission itself!

Set goals and milestones 

The first step in achieving your goals is knowing exactly what they are. By highlighting your goals for the next 3-5 years—and naming their key milestones!—you can consistently check if you’re on track.

Nonprofit work is tough, and there will be points along the way where you wonder if you’re actually making a difference. With a nonprofit business plan in place, you can actually see how much you’ve achieved over the years.

Attract a board and volunteers

Getting volunteers and filling nonprofit board positions is essential to building out your organization’s team. Like we said before, a business plan builds trust and shows that your organization is legitimate. In fact, some boards of directors actually require a business plan in order for an organization to run!

An unfortunate truth is that many volunteers get taken advantage of . With a business plan in place, you can show that you’re coming from a place of professionalism.

Research and find opportunities

Writing a business plan requires some research!

Along the way, you’ll likely dig into information like:

• Who your ideal donor might be
• Where to find potential partners
• What your competitors are up to
• Which mentorships or grants are available for your organization
• What is the best business model for a nonprofit like yours

With this information in place, not only will you have a better nonprofit business model created—you’ll also have a more stable organization!

Free Nonprofit Business Plan Template

If you’re feeling uncertain about building a business plan from scratch, we’ve got you covered!

Here is a quick and simple free nonprofit business plan template.

Basic Format and Parts of a Business Plan

Now that you know what a business plan can do for your organization, let’s talk about what it actually contains!

Here are some key elements of a business plan:

First of all, you want to make sure your business plan follows best practices for formatting. After all, it’ll be available to your team, donors, board of directors, funding bodies and more!

Your nonprofit business plan should:

• Be consistent formatted
• Have standard margins
• Use a good sized font
• Keep the document to-the-point
• Include a page break after each section
• Be proofread

Curious about what each section of the document should look like?

Here are the essential parts of a business plan:

• Executive Summary: This is your nonprofit’s story—it’ll include your goals, as well as your mission, vision and values.
• Products, programs and services: This is where you show exactly what it is you’re doing. Highlight the programs and services you offer, and how they will benefit your community.
• Operations: This section describes your team, partnerships and all activities and requirements your day-to-day operations will include.
• Marketing : Your marketing plan will cover your market, market analyses and specific plans for how you will carry out your business plan with the public.
• Finances: This section covers an overview of your financial operations. It will include documents like your financial projections, fundraising plan , grants and more
• Appendix: Any additional useful information will be attached here.

We’ll get into these sections in more detail below!

How to Write a Nonprofit Business Plan in 12 Steps

Feeling ready to put your plan into action? Here’s how to write a business plan for a nonprofit in 12 simple steps!

1. Research the market

Take a look at what’s going on in your corner of the nonprofit sector. After all, you’re not the first organization to write a business plan!

• How your competitors’ business plans are structured
• What your beneficiaries are asking for
• Potential partners you’d like to reach
• Your target donors
• What information granting bodies and loan providers require

All of this information will show you what parts of your business plan should be given extra care. Sending out donor surveys, contacting financial institutions and connecting with your beneficiaries are a few tips to get your research going.

If you’re just getting started out, this can help guide you in naming your nonprofit something relevant, eye-catching and unique!

2. Write to your audience

Your business plan will be available for a whole bunch of people, including:

• Granting bodies
• Loan providers
• Prospective and current board members

Each of these audiences will be coming from different backgrounds, and looking at your business plan for different reasons. If you keep your nonprofit business plan accessible (minimal acronyms and industry jargon), you’ll be more likely to reach everyone.

If you’d like, it’s always possible to create a one page business plan AND a more detailed one. Then, you can provide the one that feels most useful to each audience!

3. Write your mission statement

Your mission statement defines how your organization aims to make a difference in the world. In one sentence, lay out why your nonprofit exists.

Here are a few examples of nonprofit mission statements:

• Watts of Love is a global solar lighting nonprofit bringing people the power to raise themselves out of the darkness of poverty.
• CoachArt creates a transformative arts and athletics community for families impacted by childhood chronic illness.
• The Trevor Project fights to end suicide among lesbian, gay, bisexual, transgender, queer, and questioning young people.

In a single sentence, each of these nonprofits defines exactly what it is their organization is doing, and who their work reaches. Offering this information at a glance is how you immediately hook your readers!

4. Describe your nonprofit 

Now that your mission is laid out, show a little bit more about who you are and how you aim to carry out your mission. Expanding your mission statement to include your vision and values is a great way to kick this off!

Use this section to highlight:

• Your ideal vision for your community 
• The guiding philosophy and values of your organization
• The purpose you were established to achieve

Don’t worry too much about the specifics here—we’ll get into those below! This description is simply meant to demonstrate the heart of your organization.

5. Outline management and organization

When you put together your business plan, you’ll want to describe the structure of your organization in the Operations section.

This will include information like:

• Team members (staff, board of directors , etc.)
• The specific type of nonprofit you’re running

If you’re already established, make a section for how you got started! This includes your origin story, your growth and the impressive nonprofit talent you’ve brought on over the years.

6. Describe programs, products and services

This information will have its own section in your nonprofit business plan—and for good reason!

It gives readers vital information about how you operate, including:

• The specifics of the work you do
• How that work helps your beneficiaries
• The resources that support the work (partnerships, facilities, volunteers, etc!)
• If you have a membership base or a subscription business model

Above all, highlight what needs your nonprofit meets and how it plans to continue meeting those needs. Really get into the details here! Emphasize the work of each and every program, and if you’re already established, note the real impact you’ve made. 

Try including pictures and graphic design elements so people can feel your impact even if they’re simply skimming.

7. Create an Executive Summary

Your Executive Summary will sit right at the top of your business plan—in many ways, it’s the shining star of the document! This section serves as a concise and compelling telling of your nonprofit’s story. If it can capture your readers’ attention, they’re more likely to read through the rest of the plan.

Your Executive Summary should include:

• Your mission, vision and values
• Your goals (and their timelines!)
• Your organization’s history
• Your primary programs, products and services
• Your financing plan
• How you intend on using your funding

This section will summarize the basics of everything else in your plan. While it comes first part of your plan, we suggest writing it last! That way, you’ll already have the information on hand.

You can also edit your Executive Summary depending on your audience. For example, if you’re sending your nonprofit business plan to a loan provider, you can really focus on where the money will be going. If you’re trying to recruit a new board member, you might want to highlight goals and impact, instead.

8. Write a marketing plan

Having a nonprofit marketing plan is essential to making sure your mission reaches people—and that’s especially true for your business plan.

If your nonprofit is already up and running, detail the work you’re currently doing, as well as the specific results you’ve seen so far. If you’re new, you’ll mostly be working with projections—so make sure your data is sound!

No matter what, your Marketing Plan section should market research such as:

• Beneficiary information
• Information on your target audience/donor base
• Information on your competitors
• Names of potential partners

Data is your friend here! Make note of market analyses and tests you’ve run. Be sure to also document any outreach and campaigns you’ve previously done, as well as your outcomes.

Finally, be sure to list all past and future marketing strategies you’re planning for. This can include promotion, advertising, online marketing plans and more.

9. Create a logistics and operations plan

The Operations section of your business plan will take the organizational information you’ve gathered so far and expand the details! Highlight what the day-to-day will look like for your nonprofit, and how your funds and resources will make it possible.

Be sure to make note of:

• The titles and responsibilities of your core team
• The partners and suppliers you work with
• Insurance you will need
• Necessary licenses or certifications you’ll maintain
• The cost of services and programs

This is the what and how of your business plan. Lean into those details, and show exactly how you’ll accomplish those goals you’ve been talking about!

10. Write an Impact Plan

Your Impact Plan is a deep dive into your organization’s goals. It grounds your dreams in reality, which brings both idealists and more practically-minded folks into your corner!

Where your Executive Summary lays out your ambitions on a broader level, this plan:

• Clarifies your goals in detail
• Highlights specific objectives and their timelines
• Breaks down how you will achieve them
• Shows how you will measure your success

Your Impact Plan will have quite a few goals in it, so be sure to emphasize which ones are the most impactful on your cause. After all, social impact is just as important as financial impact!

Speaking of…

11. Outline the Financial Plan

One of the main reasons people want to know how to write a nonprofit business plan is because of how essential it is to receiving funding. Loan providers, donors and granting bodies will want to see your numbers—and that’s where your Financial Plan comes in.

This plan should clearly lay out where your money is coming from and where it will go. If you’re just getting started, check out what similar nonprofits are doing in order to get realistic numbers. Even if you’re starting a nonprofit on a tight budget , every bit of financial information counts!

First, map out your projected (or actual) nonprofit revenue streams , such as:

• Expected membership contributions
• Significant donations
• In-kind support
• Fundraising plan

Then, do the same with your expenses:

• Startup costs
• Typical bills
• Web hosting
• Membership management software
• Subscription
• Costs of programs

If your nonprofit is already up and running, include your past accounting information. Otherwise, keep working with those grounded projections!

To make sure you have all of your information set, include documents like:

• Income statement
• Cash flow statement
• Balance sheet

This information comes together to show that your nonprofit can stay above water financially. Highlighting that you can comfortably cover your operational costs is essential. Plus, building this plan might help your team find funding gaps or opportunities!

12. Include an Appendix

Your appendix is for any extra pieces of useful information for your readers.

This could be documents such as:

• Academic papers about your beneficiaries
• Publications on your nonprofit’s previous success
• Board member bios
• Organizational flow chart
• Your IRS status letter

Make sure your additions contribute to your nonprofit’s story!

Examples of Business Plans for Nonprofits

Here are two great examples of nonprofit business plans. Notice how they’re different depending on the size of the organization!

Nonprofit Recording Co-op Business Plan

This sample nonprofit business plan shows what a basic plan could look like for a hobbyists’ co-op. If your nonprofit is on the smaller, more local side, this is a great reference!

What we like:

• Details on running a basic membership model
• Emphasis on what it means to specifically be a sustainable cooperative
• A list of early milestones, such as hitting their 100th member
• Clarification that all recordings will be legal

Nonprofit Youth Services Business Plan

This sample nonprofit business plan is for a much larger organization. Instead of focusing on the details of a membership model, it gets deeper into programs and services provided.

What we like

• The mission is broken down by values
• A detailed look at what each program provides
• A thorough sales plan
• Key assumptions are included for the financial plan

How to Create a Nonprofit Business Plan With Confidence

We hope this sheds some light on how creating a nonprofit business plan can help your organization moving forward! Remember: you know what you want for your organization. A business plan is simply a tool for making those dreams a reality.

Is a membership program part of your business plan? Check out WildApricot ’s award-winning membership management software!

With our 60-day free trial , you’ll have all the time you need to fall in love with what we have to offer.

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The best nonprofit business plan template

If you’re looking to start a new charity but don’t know where to start, a nonprofit business plan template can help. There are more than 1.5 million nonprofit organizations registered in the US. While it’s awesome that there are so many charitable orgs, unfortunately, many of them struggle to keep their doors open.

Like any other business, a nonprofit needs to prepare for the unexpected. Even without a global pandemic, strategic planning is crucial for a nonprofit to succeed.

In this article, we’ll look at why a business plan is important for nonprofit organizations and what details to include in your business plan. To get you started, our versatile nonprofit business plan template is ready for you to download to turn your nonprofit dreams into a reality.

Get the template

What is a nonprofit business plan template?

A nonprofit business plan template is not that different from a regular, profit-oriented business plan template. It can even focus on financial gain — as long as it specifies how to use that excess for the greater good.

A nonprofit business plan template includes fields that cover the foundational elements of a business plan, including:

• The overarching purpose of your nonprofit
• Its long and short-term goals
• An outline of how you’ll achieve these goals

The template also controls the general layout of the business plan, like recommended headings, sub-headings, and questions. But what’s the point? Let’s dive into the benefits a business plan template offers nonprofits.

Download Excel template

Why use a nonprofit business plan template?

To get your nonprofit business plans in motion, templates can:

Provide direction

If you’ve decided to start a nonprofit, you’re likely driven by passion and purpose. Although nonprofits are generally mission-driven, they’re still businesses. And that means you need to have a working business model. A template will give your ideas direction and encourage you to put your strategic thinking cap on.

Help you secure funding

One of the biggest reasons for writing a nonprofit business plan is to attract investment. After all, without enough funding , it’s nearly impossible to get your business off the ground. There’s simply no business without capital investment, and that’s even more true for nonprofits that rarely sell products.

Stakeholders and potential investors will need to assess the feasibility of your nonprofit business. You can encourage them to invest by presenting them with a well-written, well-thought-out business plan with all the necessary details — and a template lays the right foundation.

Facilitate clear messaging

One of the essential characteristics of any business plan — nonprofits included — is transparency around what you want to achieve and how you are going to achieve it. A nebulous statement with grandiose aspirations but no practical plan won’t inspire confidence.

Instead, you should create a clear and concise purpose statement that sums up your goals and planned action steps. A good template will help you maintain a strong purpose statement and use clear messaging throughout.

Of course, there are different types of nonprofit plan templates you can use, depending on the kind of business plan you want to draw up.

What are some examples of a nonprofit business plan template?

From summary nonprofit plans to all encompassing strategies, check out a few sample business plan templates for different nonprofit use cases.

Summary nonprofit business plan template

New nonprofit ventures in the early stages of development can use this business plan template. It’s created to put out feelers to see if investors are interested in your idea. For example, you may want to start an animal shelter in your community, but aren’t sure if it’s a viable option due to a lack of funds. You’d use a summary business plan template to gauge interest in your nonprofit.

Full nonprofit business plan template

In this scenario, you have already laid the foundations for your nonprofit. You’re now at a point where you need financing to get your nonprofit off the ground.

This template is much longer than a summary and includes all the sections of a nonprofit business plan including the:

Executive summary

• Nonprofit description
• Needs analysis
• Product/service
• Marketing strategy
• Management team & board
• Human resource needs

It also typically includes a variety of documents that back up your market research and financial situation.

Operational nonprofit business plan template

This type of business plan template is extremely detail-oriented and outlines your nonprofit’s daily operations. It acts as an in-depth guide for who does what, how they should do it, and when they should do it.

An operational nonprofit business plan is written for your internal team rather than external parties like investors or board members.

Convinced to give a business plan template a go? Lucky for you, our team has created the perfect option for nonprofits.

monday.com’s nonprofit business plan template

At monday.com, we understand that starting a nonprofit business can feel overwhelming — scrambling to line up investors, arranging fundraising events, filing federal forms, and more. Because we want you and your nonprofit to succeed, we’ve created a customizable template to get you started. It’s right inside our Work OS , a digital platform that helps you effectively manage every aspect of your work — from budgets and high-level plans to individual to-do lists.

Here’s what you can do on our template:

Access all your documents from one central location

Besides a business plan, starting a nonprofit requires a lot of other documentation. Supporting documents include a cash flow statement or a general financial statement, resumes of founders, and letters of support.

monday.com’s Work OS lets you store all these essential documents in one centralized location. That means you don’t need to open several tabs or run multiple programs to view your information. On monday.com, you can quickly and easily access documents and share them with potential investors and donors. Security features also help you control access to any board or document, only letting invited people or employees view or edit them. By keeping everything in one place, you save time on tracking down rogue files or statements and can focus on what really matters, such as running your nonprofit.

Turn your business plan into action

With monday.com’s nonprofit business plan template, you can seamlessly transform your plan into actionable tasks. After all, it’s going to take more than some sound strategic planning to bring your nonprofit to life.

Based on your business plan, you have the power to create interactive vision boards, calendars, timelines, cards, charts, and more. Because delegation is key, assign tasks to any of your team members from your main board. You can even set up notification automations so that everyone stays up to date with their responsibilities. Plus, to make sure the team stays on track, you can use the Progress Tracking Column that shows you the percent to completion of tasks based on the different status columns of your board.

Keep your finger on the pulse

From budgets to customer satisfaction, you need to maintain a high-level overview of your nonprofit’s key metrics.

monday.com keeps you well-informed on the status of your nonprofit’s progress, all on one platform. With customizable dashboards — for example, a real-time overview of donations received and projects completed — and visually appealing views, you can make confident decisions on how to take your nonprofit business forward.

Now that you have the template, let’s cover each section and how to fill it out correctly.

Essential sections of a nonprofit business plan template

So what exactly goes into a nonprofit business plan? Let’s take a look at the different sections you’ll find in most templates.

This is a concise summary of your business at the beginning of your plan. It should be both inspired and to the point. The executive summary is typically two pages long and dedicates about two sentences to each section of the plan.

Organization overview

This section gives some background on your company and summarizes the goal of your business. At the same time, it should touch on other important factors like your action plan for attracting potential external stakeholders. You can think of an organization overview as a mission statement and company description rolled into one.

Products, programs, and services

Any business exists to provide products, programs, and services — perhaps with a focus on the latter two for nonprofits. Your business plan should outline what you are bringing to your community. This will influence your target market , potential investors, and marketing strategies.

Marketing plan

An effective marketing strategy is the cornerstone of any successful business. Your marketing plan will identify your target audience and how you plan to reach them. It deals with pricing structures while also assessing customer engagement levels.

Operational plan

The operational plan describes the steps a company will take over a certain period. It focuses on the day-to-day aspects of the business, like what tasks need to be done and who is responsible for what. The operational section of a business plan works closely with strategic planning.

Competitive analysis

Even nonprofits face competition from other nonprofits with similar business profiles. A market analysis looks at the strengths and weaknesses of competing businesses and where you fit in. This section should include a strategy to overtake competitors in the market. There are many formats and templates you can use here, for example, a SWOT analysis .

Financial plan

Your financial plan should be a holistic image of your company’s financial status and financial goals. As well as your fundraising plan , make sure to include details like cash flow, investments, insurance, debt, and savings.

Before we wrap up, we’ll address some commonly asked questions about nonprofit business plan templates.

FAQs about nonprofit business plan templates

How do you write a business plan for a nonprofit.

The best way to write a nonprofit business plan is with a template so that you don’t leave anything out. Our template has all the sections ready for you to fill in, combined with features of a cutting-edge Work OS.

For some extra tips, take a look at our advice on how to write a business plan . We’ve detailed the various elements involved in business planning processes and how these should be structured.

How many pages should a nonprofit business plan be?

Business plans don’t have to be excessively long. Remember that concise communication is optimal. As a rule of thumb — and this will vary depending on the complexity and size of your business plan — a nonprofit business plan is typically between seven and thirty pages long.

What is a nonprofit business plan called?

A nonprofit business plan is called just that — a ‘nonprofit business plan.’ You may think that its nonprofit element makes it very different from a profit-oriented plan. But it is essentially the same type of document.

What is the best business structure for a nonprofit?

The consensus is that a corporation is the most appropriate and effective structure for a nonprofit business.

How do you start a nonprofit with no money?

Creating a business plan and approaching potential investors, aka donators, is the best way to start a nonprofit business if you don’t have the funds yourself.

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Nonprofit Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Nonprofit Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

Nonprofit Business Plan

You’ve come to the right place to write a nonprofit business plan.

We have helped over 10,000 entrepreneurs and business owners create nonprofit business plans and many have used them to start or grow their nonprofit organizations.

Sample Business Plan for a Nonprofit Organization

Below are links to the essential sections of our sample nonprofit business plan template to help you with the business planning process for your organization:

• Executive Summary – The Executive Summary of your nonprofit business plan explains your overall strategic plan to achieve success as a nonprofit business. It will include your nonprofit mission statement, goals, and objectives. This section will also include information on your target market, competition, and marketing strategy.
• Company Overview – Also called the Organization Overview, you will include the mission statement and history of your nonprofit including the organization’s goals and any significant milestones achieved to date.
• Industry Analysis – Sometimes referred to as the Market Analysis, this section will provide an overview of the nonprofit industry, trends, and the competitive landscape.
• Customer Analysis – The Customer Analysis section details the demographics and psychographics of your target audience and how you plan to reach them.
• Competitive Analysis – In your Competitive Analysis, you will identify and describe the competition, both direct and indirect, including other nonprofits with the same mission. You will also include your strategic plan for competing in the market.
• Marketing Plan – The Marketing Plan will detail your products, programs and services, your overall marketing strategies and tactics, and how you will measure success. It should include information on your target market, positioning, branding, communications, and lead generation.
• Operations Plan – Your operational plan will outline your day-to-day operations as well as the specific objectives needed to achieve your long-term business goals and how you will measure success.
• Management Team – In the Management Team section of your business plan, you should include the organizational structure of your nonprofit business as well as bios of your executive team and each board member.
• Financial Plan – The Financial Plan is one of the most important sections of your nonprofit business plan. You will establish your financial goals and include financial statements such as the income statement, balance sheet and cash flow statement to show how your nonprofit will be sustainable. This section should also include your fundraising plan including potential donors, fundraising goals, and other funding sources for your organization.

Next Section: Executive Summary >

Nonprofit Business Plan FAQs

What is a nonprofit business plan.

A nonprofit business plan is a roadmap to start a nonprofit organization or as the organization grows. Among other things, it outlines your charitable concept, identifies your target customers, presents your marketing plan and details your financial projections. Your non profit business plan should be a living document that is updated frequently as your nonprofit grows.

You can  easily complete your nonprofit business plan using our Nonprofit Business Plan Template here .

What Are the Main Types of Nonprofit Organizations?

There are many types of nonprofits, but each has a charitable mission to help an underserved segment of society. For example, there are nonprofits that serve the underserved youth, abused or abandoned animals, homeless, veterans and impoverished. There are also many nonprofits that support social awareness and global issues such as the environment, education and equality.

What Are the Main Sources of Revenue and Expenses for a Nonprofit Business?

The primary source of revenue for nonprofit organizations are monetary donations from sponsors, government grants and funding, and tax incentives through 501c3 designations.

The key expenses for a nonprofit business are staffing, supplies, rent, utilities, program costs and working capital to ensure the sustainability of the non profit. Proper business planning will help your nonprofit thrive financially.

This differs from a for profit business plan because you do not have to show profitability.  Nonprofits focus away from profit and instead center on accountability.

How Do You Secure Funding For Your Nonprofit Organization?

Most nonprofit organizations are likely to receive funding from banks, grants, and donors. As the majority of the funding will come from government grants and funds, grant proposals will need to be compiled and proposed to the necessary funding organization.

A solid business plan is key to showing investors you are well-prepared to start your own business.  A nonprofit business plan template is key to proper business planning and getting started quickly.

Where Can I Download a Nonprofit Business Plan PDF?

You can download our free nonprofit business plan template PDF . This nonprofit business plan outlines the key elements that should be used when drafting a business plan for a nonprofit organization.

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Setting up a social enterprise

You must choose a business structure if you’re starting a business that helps people or communities (a ‘social enterprise’).

If you want to set up a business that has social, charitable or community-based objectives, you can set up as a:

• limited company
• charity or charitable incorporated organisation ( CIO )
• co-operative
• community interest company ( CIC )
• sole trader or business partnership

If you’re setting up a small organisation like a sports club or a voluntary group and do not plan to make a profit, you can form an ‘ unincorporated association ’ instead of starting a business.

Community interest companies ( CICs )

A CIC is a special type of limited company which exists to benefit the community rather than private shareholders.

To set up a CIC , you’ll need:

• a ‘community interest statement’, explaining what your business plans to do
• an ‘asset lock’- a legal promise stating that the company’s assets will only be used for its social objectives, and setting limits to the money it can pay to shareholders
• a constitution - you can use the CIC regulator’s model constitutions
• to get your company approved by the community interest company regulator - your application will automatically be sent to them

The CIC regulator has guidance on setting up a CIC .

Set up a CIC online

Register your CIC online with Companies House.

It costs £65.

You’ll need to create sign in details for your company. You cannot use your personal sign in details.

Set up a CIC by post

Use the forms from the CIC regulator to register a CIC by post .

Further information

Get advice and case studies from Social Enterprise UK and UnLtd or download guidance on business structures for social enterprises.

Find out about legal forms for social enterprise .

There are also opportunities to invest in local enterprise with community shares or to bid to run a local service .

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Home > Business Plan Templates > 10-Part Nonprofit Business Plan Template (With Examples)

10-Part Nonprofit Business Plan Template (With Examples)

Mar 26, 2024 | Business Plan Templates

Table of Contents

Does a Nonprofit Need a Business Plan?

Yes. A nonprofit needs a business plan just as much as any for-profit enterprise. A business plan for a nonprofit organisation serves several critical purposes: it outlines the mission and vision, sets clear goals and objectives, and details the strategies for achieving them. Additionally, it plays a vital role in securing funding from donors, grants, and other sources by demonstrating the organisation’s potential for impact and sustainability.

A well-crafted business plan helps nonprofits to effectively allocate resources, manage risks, and measure progress towards their goals. It also provides a roadmap for growth and development, ensuring that the organisation remains focused and aligned with its core values and objectives.

In essence, a business plan is indispensable for a nonprofit organisation’s success, guiding its efforts to make a meaningful difference in its community.

So, without further ado, here is our nonprofit business plan template!

1. Executive Summary

The executive summary provides a concise overview of your nonprofit organisation and summarises the main aspects of your plan. Although it comes first in your business plan, you might find it easier to write this part last, ensuring it captures all the important points from the rest of your document.

Introduction

Begin with a brief introduction to your organisation. What is its name? What causes does it support? Whether you’re focusing on environmental conservation, community development, etc., make it compelling and engaging.

Example: The Helping Hands Foundation is a nonprofit organisation committed to uplifting disadvantaged communities through access to quality education, healthcare, and basic amenities.

Organisation Overview

Here, provide a high-level summary of your organisation. Discuss the core activities and why the work is crucial. Include the types of services offered and any significant initiatives.

Example : Our organisation mainly operates in rural areas, where we undertake various community development projects and run a healthcare centre and a school.

Mission and Vision Statement

Write your Nonprofit’s mission and vision statement. This should communicate your organisation’s purpose, its strategic goals, and its commitment to the cause.

Example: Our mission is to empower underprivileged communities by providing education, healthcare services, and resources that foster a sustainable livelihood. Our vision is to create an equitable world where every individual has access to basic human rights and opportunities needed for personal and communal growth.

Geographic Reach and Accessibility

Discuss where your nonprofit operates, explaining where you have the most significant presence or impact and the communities you are serving in those regions.

Example: The Helping Hands Foundation currently extends its services to the marginalised communities in two rural towns in Montana, reaching over 5,000 individuals directly.

Service Type

Explain the kind of work your nonprofit does. Whether you provide direct services, advocacy, research, etc., describe in detail.

Example: We offer direct services, including running a healthcare centre that provides basic medical services and a school that offers quality education from Kindergarten to 5th grade. We also have several livelihood programs that equip adults with skills to earn a living.

Key Goals and Objectives

Outline what you’re striving for in the short and long term. These should be SMART (Specific, Measurable, Achievable, Realistic, and Time-bound) goals.

Example: Our main goal for the coming year is to expand our services into two more towns and to increase our direct beneficiaries by 20%. In the long term, we aim to establish a network of schools and healthcare centres across Montana.

2. Programs and Services

This section provides the reader with a detailed understanding of your organisation’s specific programs and services, their purpose, and their impact.

Program Definition and Theme

Describe the programs or services your organisation offers in detail. Explain the principles guiding these programs and the kind of expertise involved.

Example: We run three main programs: the Community Health Initiative, the Learning Support Program, and the Adult Skill-building Program. Each of these programs follows a participatory model, where community members are active participants, ensuring culturally and contextually relevant interventions.

Service Range

Enumerate the range of services you offer under each program. Highlight key elements and features of these services.

Example: The Community Health Initiative includes services like regular medical check-ups, basic treatments, immunisations, and health awareness workshops. The Learning Support Program offers a comprehensive curriculum, while the Skill-building Program offers vocational classes in various trades.

Beneficiary Analysis

Describe who benefits from your programs or services, detailing how they are chosen and why they are the focus of your efforts.

Example: Our beneficiaries predominantly include underserved individuals and families from the marginalised communities in rural Montana. The selection is made based on household income, with priority given to those below the poverty line. We focus on these groups because we believe that providing them with access to healthcare, quality education, and skill-building can lead to a significant upliftment.

3. History and Governance

This section provides a glimpse into the historical background of your nonprofit and an insight into its governance structure.

Legal Status and Structure

Specify the legal status of your nonprofit. Is it a nonprofit corporation, a public charity, a private foundation, or another type of legal entity? Why was this type chosen?

Example: The Helping Hands Foundation is a Public Charity under section 501(c)(3) of the IRS code. This structure allows us to accept donations, contributions, and gifts that are tax-deductible for donors, which is beneficial in raising funds for our cause.

Board of Directors

Introduce your board of directors briefly, highlighting their experience and roles. Point out their key contributions to the organisation.

Example: Our board comprises five dedicated members, including a physician, an educator, a social worker, a business entrepreneur, and a legal professional, each offering expertise in their respective fields to help guide and govern our organisation.

Key Milestones

Highlight significant milestones in your organisation’s history to show the progress and impact over time.

Example : Founded in 2015, the Helping Hands Foundation started as a health outreach program serving a single community. By 2017, we expanded our services to education, and in 2019 added our Adult Skill-building Program. We’re now serving multiple communities across Montana and have positively impacted over 5,000 lives directly.

4. Business Model

This section will outline how the nonprofit organisation functions and generates revenue to support its mission and programs.

Main Income Sources

Discuss your nonprofit’s main sources of income. These could include individual and corporate donations, grants, fundraising events, service fees, etc.

Example: Our main income sources include individual donations, corporate partnerships, and grants. We also generate revenue through our annual charity run – “Run for Help”.

Planned Collaborations/ Partnerships

Discuss any planned collaborations or partnerships. These could be with other nonprofit organisations, for-profit businesses, government institutions, etc.

Example: We are planning to partner with local businesses for some of our skill-building programs. These businesses will not only provide practical training but also potential job placements for our beneficiaries.

Special Projects

If there are any special projects or initiatives planned that will bring substantial funds or support to the organisation, detail them.

Example: We plan to launch a “Sponsor a Child’s Education” initiative that encourages donors to cover educational expenses for a specific child for a period of one year.

5. Market Analysis

This section provides an understanding of the broader context in which your nonprofit operates, including the current need, target beneficiaries, and competitive landscape.

Current Community Need

Describe the current community need that your nonprofit is addressing. Use data and real examples to illustrate the need.

Example: According to the latest census, the rural parts of Montana that we serve have 35% of the population living below the poverty line. Lack of access to quality healthcare, education, and job opportunities persist as significant challenges.

Beneficiary/ Constituency Analysis

Detail the demographic, geographic, socioeconomic, and other relevant characteristics of the people your organisation serves.

Example: Our primary beneficiaries are families living below the poverty line, struggling with limited access to education, healthcare, and employment opportunities. They present a diverse age group, from children requiring educational support to adults needing vocational training.

Related Organisations and Competitive Analysis

Identify other nonprofit organisations working on similar issues, examine their approach, and highlight what sets your organisation apart.

Example: While other nonprofits in the region primarily focus on either healthcare or education, The Helping Hands Foundation sets itself apart by offering a holistic approach – providing access to healthcare, quality education, and skill-building programs for sustainable livelihoods.

Positioning and Strategy

Explain how your nonprofit is positioned in response to the need, target beneficiaries, and competitive landscape. Describe your strategy to deliver your mission.

Example: Our organisation is positioned as an all-encompassing solution for the challenges faced by our target community. Our strategy involves a holistic, participatory approach that acknowledges and works around the cultural and contextual realities of the community.

6. Public Relations and Fundraising Strategy

This section deals with how you plan to generate awareness about your organisation’s purpose and work, as well as how you plan to solicit donations.

PR Strategy

Outline your strategy to garner visibility and positive coverage in the media and community.

Example: Our PR strategy includes issuing press releases about milestone achievements, hosting town hall meetings to engage community members, and inviting local influencers or media to cover our key events and initiatives.

Fundraising Plan

Describe your approach to raising funds. This may include details of fundraising events, online campaigns, donor recognition strategies, and plans to apply for grants.

Example: We plan to conduct an annual charity run event, “Run for Help”, which is our major fundraiser. We also run online crowdfunding campaigns around specific causes like “Back-to-School” and “Vaccinate a Village”. We acknowledge our generous donors through a ‘wall of fame’ on our website and an annual appreciation dinner.

Community Engagement/ Volunteer Plans

Discuss how you plan to engage community members and volunteers in your work. This can bring additional resources to your organisation through volunteer time and word-of-mouth advertising.

Example: We welcome community members to volunteer in our learning centres, health camps, and other initiatives. We also encourage volunteer involvement in event organisation, fundraising, and spreading the word about our work.

7. Operations

This is where you’ll outline how your nonprofit will function day-to-day, including details about staff recruitment, facility needs, technology, and overall operational flow.

Team Recruitment and Roles

Describe how you plan to staff your nonprofit. This includes the roles you require, criteria for each position, expected number of hires you plan to make per year, and any recruiting strategies.

Example: We plan to hire qualified professionals for roles like Program Managers, Field Coordinators, and Fundraising Coordinators. We also rely on volunteers to help us in various capacities. We actively participate in job fairs and conduct regular recruitment drives to find passionate and committed individuals for our team.

Board Composition and Roles

Discuss the current and expected composition of your board. What roles do they play in your nonprofit, and how often do they meet?

Example: Our board comprises five members, specialising in different areas like healthcare education, legalities, business, and social work. They meet quarterly to review our progress and annual plan. They are instrumental in providing strategic direction to our organisation.

Technology Needs

What kind of technology does your nonprofit require to function seamlessly? This might include software for managing donor data, a website for online presence, project management tools, etc.

Example: We use a donor management software to streamline our fundraising efforts, an accounting software to track our income and expenses, and social media platforms to reach out to our followers and prospective donors.

Facility Needs (If Applicable)

What are your facility needs? Do you need an office space, a storage room, a community centre, etc.?

Example: We currently operate from a rented office space in downtown Montana. Due to the expansion of our programs, we plan to rent additional storage space for our education and healthcare supplies.

8. Marketing and Communications Strategy

This section involves how the nonprofit plans to market its programs and services to its beneficiaries and prospective donors.

Marketing and Outreach

Describe how you plan to increase awareness of your nonprofit in the community you serve, among potential donors, and the public in general.

Example: We plan to conduct regular community awareness programs in schools and public places to educate people about our work. Also, we use digital marketing channels like social media, email newsletter, and our website to increase our visibility among potential donors.

Website and Social Media

Discuss your organisation’s online presence. This may include details about your website, blog, and social media accounts.

Example: Our website provides comprehensive information about our programs, stories of impact, and ways to get involved. We also maintain an active presence on various social media platforms, where we share updates, appeal for donations, and engage with our followers.

Community Engagement

Discuss how you plan to engage with the community beyond the direct provision of services.

Example: We regularly host town hall meetings to engage with community members and gather their feedback. We also participate in local events and festivals to further integrate ourselves into the community culture.

9. Financial Plan

This section focuses on your nonprofit’s financial aspects, detailing how funds will be raised and spent.

Startup Budget/ Current Annual Budget

Lay out the current or expected budget for your organisation, including income and expenses.

Example: Our annual budget for this year is $500,000, with the majority of the funds divided between education and healthcare programs. We allocate 10% for administrative expenses, and the remainder is used for fundraising and marketing.

Proposed Financing

Discuss your proposed financing options. These could include a detailed breakdown of expected revenues from various sources like donations, grants, government funding, special events, etc.

Example: We hope to raise 40% of our funds from individual and corporate donations, 30% from grants, 20% from special events like ‘Run for Help’, and the remainder 10% from government funding and other sources.

Key Financial Assumptions and Justifications

Clarify any assumptions in your financial plan, explaining why these assumptions have been made.

Example: We have assumed a 5% increase in donations from last year as we have seen a steady growth in our donor base. We also anticipate securing a major grant that we’ve applied for based on our past successes with similar applications.

10. Appendices

This section includes any additional documents or supportive material related to your business plan, such as:

Organisational Chart

Include a visual representation of your nonprofit’s structure, showing the roles and departments within the organisation.

Example: Our organisational chart distinguishes between our board members, management team, employees, and volunteers, providing a clear understanding of the functioning of our nonprofit.

Resumes of Key Staff/Volunteers

Attach resumes or brief bios of key team members to provide a sense of their skills, expertise, and experience.

Example: We have included the resume of our Program Manager who holds a master’s in Public Health and has over seven years of experience working in the nonprofit sector.

Detailed Budget

If your financial plan refers to a detailed budget, include a copy here.

Example: A detailed breakdown of our annual budget, including income and expenditure, reflects our judicious allocation of resources.

Related Market Research

Include any market research that validates the need for your nonprofit’s services.

Example: A Local Community Survey report, conducted by us, indicates a significant need for our healthcare and educational services among the local populace.

Wrapping Up Our Nonprofit Business Plan Template

In essence, a business plan helps you articulate and present your nonprofit organisation’s mission, operations, and financial activities with accuracy and persuasiveness. It enables you to highlight your organisation’s unique vision, services, and strategies robustly.

From charting organisational history and governance, presenting market analysis, to detailing your PR and fundraising strategy – a perfect business plan showcases your nonprofit in a compelling light. Remember, it’s crucial to tweak and adjust our guidance to fit your specific context, allowing your unique story, approach, and goals to shine through.

Follow this roadmap, and remember, a well-crafted business plan is more than just a document – it’s an opportunity to bring your organisation’s work to life, foster stakeholder understanding, build support, and ultimately, amplify your nonprofit’s impact.

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Not For Profit Organization Business Plan Template

Explore Options to Get a Business Plan.

Are you interested in starting your own not for profit organization  Business?

Introduction

Global market size, target market, business model, competitive landscape, legal and regulatory requirements, financing options, marketing and sales strategies, operations and logistics, human resources & management, why write a business plan.

• Business Plans can help to articulate and flesh out the business’s goals and objectives. This can be beneficial not only for the business owner, but also for potential investors or partners
• Business Plans can serve as a roadmap for the business, helping to keep it on track and on target. This is especially important for businesses that are growing and evolving, as it can be easy to get sidetracked without a clear plan in place.
• Business plans can be a valuable tool for communicating the business’s vision to employees, customers, and other key stakeholders.
• Business plans are one of the most affordable and straightforward ways of ensuring your business is successful.
• Business plans allow you to understand your competition better to critically analyze your unique business proposition and differentiate yourself from the market.
• Business Plans allow you to better understand your customer. Conducting a customer analysis is essential to create better products and services and market more effectively.
• Business Plans allow you to determine the financial needs of the business leading to a better understanding of how much capital is needed to start the business and how much fundraising is needed.
• Business Plans allow you to put your business model in words and analyze it further to improve revenues or fill the holes in your strategy.
• Business plans allow you to attract investors and partners into the business as they can read an explanation about the business.
• Business plans allow you to position your brand by understanding your company’s role in the marketplace.
• Business Plans allow you to uncover new opportunities by undergoing the process of brainstorming while drafting your business plan which allows you to see your business in a new light. This allows you to come up with new ideas for products/services, business and marketing strategies.
• Business Plans allow you to access the growth and success of your business by comparing actual operational results versus the forecasts and assumptions in your business plan. This allows you to update your business plan to a business growth plan and ensure the long-term success and survival of your business.

Business Plan Content

• Executive Summary
• Company Overview
• Industry Analysis
• Consumer Analysis
• Competitor Analysis & Advantages
• Marketing Strategies & Plan
• Plan of Action
• Management Team

The financial forecast template is an extensive Microsoft Excel sheet with Sheets on Required Start-up Capital, Salary & Wage Plans, 5-year Income Statement, 5-year Cash-Flow Statement, 5-Year Balance Sheet, 5-Year Financial Highlights and other accounting statements that would cost in excess of £1000 if obtained by an accountant.

The financial forecast has been excluded from the business plan template. If you’d like to receive the financial forecast template for your start-up, please contact us at [email protected] . Our consultants will be happy to discuss your business plan and provide you with the financial forecast template to accompany your business plan.

Instructions for the Business Plan Template

To complete your perfect not for profit organization business plan, fill out the form below and download our not for profit organization business plan template. The template is a word document that can be edited to include information about your not for profit organization business. The document contains instructions to complete the business plan and will go over all sections of the plan. Instructions are given in the document in red font and some tips are also included in blue font. The free template includes all sections excluding the financial forecast. If you need any additional help with drafting your business plan from our business plan template, please set up a complimentary 30-minute consultation with one of our consultants.

Ongoing Business Planning

Want a bespoke business plan for your not for profit organization business, our expertise, not for profit organization business plan template faqs, what is a business plan for a/an not for profit organization business, how to customize the business plan template for a not for profit organization business, what financial information should be included in a not for profit organization business plan, are there industry-specific considerations in the not for profit organization business plan template, how to conduct market research for a not for profit organization business plan, what are the common challenges when creating a business plan for a not for profit organization business, how often should i update my not for profit organization business plan, can i use the business plan template for seeking funding for a not for profit organization business, what legal considerations are there in a not for profit organization business plan.

The Ultimate Guide to Writing a Nonprofit Business Plan

A business plan can be an invaluable tool for your nonprofit. Even a short business plan pushes you to do research, crystalize your purpose, and polish your messaging. This blog shares what it is and why you need it, ten steps to help you write one, and the dos and don’ts of creating a nonprofit business plan.

Nonprofit business plans are dead — or are they?

For many nonprofit organizations, business plans represent outdated and cumbersome documents that get created “just for the sake of it” or because donors demand it.

But these plans are vital to organizing your nonprofit and making your dreams a reality! Furthermore, without a nonprofit business plan, you’ll have a harder time obtaining loans and grants , attracting corporate donors, meeting qualified board members, and keeping your nonprofit on track.

Even excellent ideas can be totally useless if you cannot formulate, execute, and implement a strategic plan to make your idea work. In this article, we share exactly what your plan needs and provide a nonprofit business plan template to help you create one of your own.

What is a Nonprofit Business Plan?

A nonprofit business plan describes your nonprofit as it currently is and sets up a roadmap for the next three to five years. It also lays out your goals and plans for meeting your goals. Your nonprofit business plan is a living document that should be updated frequently to reflect your evolving goals and circumstances.

A business plan is the foundation of your organization — the who, what, when, where, and how you’re going to make a positive impact.

The best nonprofit business plans aren’t unnecessarily long. They include only as much information as necessary. They may be as short as seven pages long, one for each of the essential sections you will read about below and see in our template, or up to 30 pages long if your organization grows.

Why do we need a Nonprofit Business Plan?

Regardless of whether your nonprofit is small and barely making it or if your nonprofit has been successfully running for years, you need a nonprofit business plan. Why?

When you create a nonprofit business plan, you are effectively creating a blueprint for how your nonprofit will be run, who will be responsible for what, and how you plan to achieve your goals.

Your nonprofit organization also needs a business plan if you plan to secure support of any kind, be it monetary, in-kind , or even just support from volunteers. You need a business plan to convey your nonprofit’s purpose and goals.

It sometimes also happens that the board, or the administration under which a nonprofit operates, requires a nonprofit business plan.

To sum it all up, write a nonprofit business plan to:

• Layout your goals and establish milestones.
• Better understand your beneficiaries, partners, and other stakeholders.
• Assess the feasibility of your nonprofit and document your fundraising/financing model.
• Attract investment and prove that you’re serious about your nonprofit.
• Attract a board and volunteers.
• Position your nonprofit and get clear about your message.
• Force you to research and uncover new opportunities.
• Iron out all the kinks in your plan and hold yourself accountable.

Before starting your nonprofit business plan, it is important to consider the following:

• Who is your audience?  E.g. If you are interested in fundraising, donors will be your audience. If you are interested in partnerships, potential partners will be your audience.
• What do you want their response to be? Depending on your target audience, you should focus on the key message you want them to receive to get the response that you want.

10-Step Guide on Writing a Business Plan for Nonprofits

Note: Steps 1, 2, and 3 are in preparation for writing your nonprofit business plan.

Step 1: Data Collection

Before even getting started with the writing, collect financial, operating, and other relevant data. If your nonprofit is already in operation, this should at the very least include financial statements detailing operating expense reports and a spreadsheet that indicates funding sources.

If your nonprofit is new, compile materials related to any secured funding sources and operational funding projections, including anticipated costs.

Step 2: Heart of the Matter

You are a nonprofit after all! Your nonprofit business plan should start with an articulation of the core values and your mission statement . Outline your vision, your guiding philosophy, and any other principles that provide the purpose behind the work. This will help you to refine and communicate your nonprofit message clearly.

Your nonprofit mission statement can also help establish your milestones, the problems your organization seeks to solve, who your organization serves, and its future goals.

Check out these great mission statement examples for some inspiration. For help writing your statement, download our free Mission & Vision Statements Worksheet .

Step 3: Outline

Create an outline of your nonprofit business plan. Write out everything you want your plan to include (e.g. sections such as marketing, fundraising, human resources, and budgets).

An outline helps you focus your attention. It gives you a roadmap from the start, through the middle, and to the end. Outlining actually helps us write more quickly and more effectively.

An outline will help you understand what you need to tell your audience, whether it’s in the right order, and whether the right amount of emphasis is placed on each topic.

Pro tip: Use our Nonprofit Business Plan Outline to help with this step! More on that later.

Step 4: Products, Programs, and Services

In this section, provide more information on exactly what your nonprofit organization does.

• What products, programs, or services do you provide?
• How does your nonprofit benefit the community?
• What need does your nonprofit meet and what are your plans for meeting that need?

E.g. The American Red Cross carries out its mission to prevent and relieve suffering with five key services: disaster relief, supporting America’s military families, lifesaving blood, health and safety services, and international service.

Don’t skimp out on program details, including the functions and beneficiaries. This is generally what most readers will care most about.

However, don’t overload the reader with technical jargon. Try to present some clear examples. Include photographs, brochures, and other promotional materials.

Step 5: Marketing Plan

A marketing plan is essential for a nonprofit to reach its goals. If your nonprofit is already in operation, describe in detail all current marketing activities: any outreach activities, campaigns, and other initiatives. Be specific about outcomes, activities, and costs.

If your nonprofit is new, outline projections based on specific data you gathered about your market.

This will frequently be your most detailed section because it spells out precisely how you intend to carry out your business plan.

• Describe your market. This includes your target audience, competitors, beneficiaries, donors, and potential partners.
• Include any market analyses and tests you’ve done.
• Outline your plan for reaching your beneficiaries.
• Outline your marketing activities, highlighting specific outcomes.

Step 6: Operational Plan

An operational plan describes how your nonprofit plans to deliver activities. In the operational plan, it is important to explain how you plan to maintain your operations and how you will evaluate the impact of your programs.

The operational plan should give an overview of the day-to-day operations of your organization such as the people and organizations you work with (e.g. partners and suppliers), any legal requirements that your organization needs to meet (e.g. if you distribute food, you’ll need appropriate licenses and certifications), any insurance you have or will need, etc.

In the operational plan, also include a section on the people or your team. Describe the people who are crucial to your organization and any staff changes you plan as part of your business plan.

Pro tip: If you have an organizational chart, you can include it in the appendix to help illustrate how your organization operates. Learn more about the six types of nonprofit organizational charts and see them in action in this free e-book . 

Step 7: Impact Plan

For a nonprofit, an impact plan is as important as a financial plan. A nonprofit seeks to create social change and a social return on investment, not just a financial return on investment.

Your impact plan should be precise about how your nonprofit will achieve this step. It should include details on what change you’re seeking to make, how you’re going to make it, and how you’re going to measure it.

This section turns your purpose and motivation into concrete accomplishments your nonprofit wants to make and sets specific goals and objectives.

These define the real bottom line of your nonprofit, so they’re the key to unlocking support. Funders want to know for whom, in what way, and exactly how you’ll measure your impact.

Answer these in the impact plan section of your business plan:

• What goals are most meaningful to the people you serve or the cause you’re fighting for?
• How can you best achieve those goals through a series of specific objectives?

E.g. “Finding jobs for an additional 200 unemployed people in the coming year.”

Step 8: Financial Plan

This is one of the most important parts of your nonprofit business plan. Creating a financial plan will allow you to make sure that your nonprofit has its basic financial needs covered.

Every nonprofit needs a certain level of funding to stay operational, so it’s essential to make sure your organization will meet at least that threshold.

To craft your financial plan:

• Outline your nonprofit’s current and projected financial status.
• Include an income statement, balance sheet , cash flow statement, and financial projections.
• List any grants you’ve received, significant contributions, and in-kind support.
• Include your fundraising plan .
• Identify gaps in your funding, and how you will manage them.
• Plan for what will be done with a potential surplus.
• Include startup costs, if necessary.

If your nonprofit is already operational, use established accounting records to complete this section of the business plan.

Knowing the financial details of your organization is incredibly important in a world where the public demands transparency about where their donations are going.

Pro tip : Leverage startup accelerators dedicated to nonprofits that can help you with funding, sponsorship, networking, and much more.

Step 9: Executive Summary

Normally written last but placed first in your business plan, your nonprofit executive summary provides an introduction to your entire business plan. The first page should describe your non-profit’s mission and purpose, summarize your market analysis that proves an identifiable need, and explain how your non-profit will meet that need.

The Executive Summary is where you sell your nonprofit and its ideas. Here you need to describe your organization clearly and concisely.

Make sure to customize your executive summary depending on your audience (i.e. your executive summary page will look different if your main goal is to win a grant or hire a board member).

Step 10: Appendix

Include extra documents in the section that are pertinent to your nonprofit: organizational chart , current fiscal year budget, a list of the board of directors, your IRS status letter, balance sheets, and so forth.

The appendix contains helpful additional information that might not be suitable for the format of your business plan (i.e. it might unnecessarily make it less readable or more lengthy).

Do’s and Dont’s of Nonprofit Business Plans – Tips

• Write clearly, using simple and easy-to-understand language.
• Get to the point, support it with facts, and then move on.
• Include relevant graphs and program descriptions.
• Include an executive summary.
• Provide sufficient financial information.
• Customize your business plan to different audiences.
• Stay authentic and show enthusiasm.
• Make the business plan too long.
• Use too much technical jargon.
• Overload the plan with text.
• Rush the process of writing, but don’t drag it either.
• Gush about the cause without providing a clear understanding of how you will help the cause through your activities.
• Keep your formatting consistent.
• Use standard 1-inch margins.
• Use a reasonable font size for the body.
• For print, use a serif font like Times New Roman or Courier. For digital, use sans serifs like Verdana or Arial.
• Start a new page before each section.
• Don’t allow your plan to print and leave a single line on an otherwise blank page.
• Have several people read over the plan before it is printed to make sure it’s free of errors.

Nonprofit Business Plan Template

To help you get started we’ve created a nonprofit business plan outline. This business plan outline will work as a framework regardless of your nonprofit’s area of focus. With it, you’ll have a better idea of how to lay out your nonprofit business plan and what to include. We have also provided several questions and examples to help you create a detailed nonprofit business plan.

Download Your Free Outline

At Donorbox, we strive to make your nonprofit experience as productive as possible, whether through our donation software  or through our advice and guides on the  Nonprofit Blog . Find more free, downloadable resources in our Library .

Many nonprofits start with passion and enthusiasm but without a proper business plan. It’s a common misconception that just because an organization is labeled a “nonprofit,” it does not need to operate in any way like a business.

However, a nonprofit is a type of business, and many of the same rules that apply to a for-profit company also apply to a nonprofit organization.

As outlined above, your nonprofit business plan is a combination of your marketing plan , strategic plan, operational plan, impact plan, and financial plan. Remember, you don’t have to work from scratch. Be sure to use the nonprofit business plan outline we’ve provided to help create one of your own. 

It’s important to note that your nonprofit should not be set in stone—it can and should change and evolve. It’s a living organism. While your vision, values, and mission will likely remain the same, your nonprofit business plan may need to be revised from time to time. Keep your audience in mind and adjust your plan as needed.

Finally, don’t let your plan gather dust on a shelf! Print it out, put up posters on your office walls, and read from it during your team meetings. Use all the research, data, and ideas you’ve gathered and put them into action!

If you want more help with nonprofit management tips and fundraising resources, visit our Nonprofit Blog . We also have dedicated articles for starting a nonprofit in different states in the U.S., including Texas , Minnesota , Oregon , Arizona , Illinois , and more.

Learn about our all-in-one online fundraising tool, Donorbox, and its simple-to-use features on the website here .

Raviraj heads the sales and marketing team at Donorbox. His growth-hacking abilities have helped Donorbox boost fundraising efforts for thousands of nonprofit organizations.

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How to Draft a Nonprofit Business Plan Template + Free Sample Templates

If you're looking to start a nonprofit business and need to draft a business plan, using a non profit (non-profit) business plan template can really speed up the time it takes in creating one rather than doing it from scratch. Just like any startup business, clearly planning out your 501c3 nonprofit from the beginning is not only required for exempt tax status, it demonstrates to your investors, managers and the public alike that you have a well thought out organizational mission and financial plan that is realistic and obtainable. This counts later when you begin looking to investors, donors and engaging in fundraising and marketing campaigns to raise money and awareness for your organization's goals.

What Is a Nonprofit Business Plan?

A nonprofit business plan is a guide that lays out everything about the organization and its finances as well as how the organization is to be run, helping it outline its mission, goals, strategies, and operations. Your business plan needs to be broken down into sections so each part of the plan is clear and concise. To start with, you can just begin writing a one-page business plan with a few sentences under each and build it all out from there. 

The headings of your business plans should include the basics like an Executive Summary, Organization Overview, Products, Programs, and Services, Industry Analysis, Customer Analysis, Nonprofit Marketing Plan , Operations Plan, Management Team/Organizational Structure, Financial Plan and Appendix to begin with. Of course you can adjust these if your specific nonprofit has other attributes or even cut off one or two if you feel they really don't need to be included.

Why Should I Use a Business Plan Template for My Nonprofit?

One reason that a nonprofit business plan template can be so useful is many of the people that start and even manage nonprofits aren't always business orientated people. More often they are individuals who have a passion to help a specific cause and when it comes to the business side of things or business planning, using templates can ensure your writing a complete business plan with all the sections adequately covered and nothing important is left out.

This will help with stakeholders and potential investors as they will want to know the financial feasibility of your organization both in the short and long term. Without a proper plan, most individuals will feel too apprehensive that you haven't planned well enough, and you'll find them hesitant in funding your mission.

In addition, one of the most important parts of setting up a nonprofit is getting nonprofit tax exempt status from the IRS. After all, this exempt status is what makes a nonprofit a ‘non-profit business’. When you submit your application to the government, you will not be required to submit your business plan, but much of the information on a well thought out plan will also be the same information you'll need for your application to the government. A well laid out fill in the blank nonprofit business plan can make sure you have covered all the basis and will make the filing for your 501(c)(3) tax-exempt status much easier, and it will also help in maintaining your tax-exempt status in the future.

What Are Some Examples of a Nonprofit Business Plan Template?

There are a few different types of nonprofit business plan templates that can vary in structure and content depending on the organization's specific needs and goals. Here are some examples along with reasons why you might use them and a sample for what purposes:

• Traditional Nonprofit Template:

Structure: This template follows a conventional nonprofit business plan structure with sections such as Executive Summary, Mission/Vision, Organizational Description, Needs Assessment, Programs/Services, Fundraising, Evaluation, and Appendices.

Use: Use this template if you want a comprehensive and detailed plan that covers all essential aspects of your nonprofit's operations. It's suitable for presenting to potential donors, grantors, and board members. It is also the plan we will be going over in detail below

• One-Page Business Nonprofit Plan Template:

Structure: This condensed template aims to summarize key information on a single page, focusing on the most critical elements of your nonprofit's mission, goals, programs, and financial strategy.

Use: Ideal for a quick overview or as a starting point to flesh out your nonprofit's essence. It can be useful for getting an overview and understanding the different elements of a nonprofit business plan. From this one-page document, you should work to expand each section until you have a worthy full fledged plan.

• Lean Nonprofit Business Plan Model Canvas:

Structure: This nonprofit template is based on the Business Model Canvas , which consists of nine building blocks: Key Partners, Key Activities, Key Resources, Value Proposition, Customer Segments, Customer Relationships, Marketing Channels, Cost Structure, and Revenue Streams.

Use: Use this template for a more visual and strategic approach to planning and marketing. It encourages a deep understanding of how your nonprofit creates, delivers, and captures value. It's particularly helpful for startups and those seeking innovative approaches.

• Strategic Planning Template Nonprofit:

Structure: This template focuses on strategy and includes plan sections such as SWOT analysis (Strengths, Weaknesses, Opportunities, Threats), Goals and Objectives, Strategies and Tactics, Key Performance Indicators (KPIs), and an Implementation Plan.

Use: If your nonprofit is in a phase of strategic planning, use this template to outline your strategic priorities, actions, and the metrics you'll use to track progress. You can also use this plan business template to better clarify our number 7 section, Evaluation and Impact Measurement by creating an in-depth strategy using the SWOT method.

• Fundraising or Grant Proposal for Nonprofit Business Template:

Structure: Tailored specifically for grant applications and financial efforts, this template emphasizes sections like Problem Statement, Solution (Your Program), Budget, Evaluation, and Sustainability.

Use: Ideal for organizations specifically seeking funding. Use this template to create a compelling case for financial support from grantors, donors, or foundations, or to expand and drill down on Section 6, Fundraising and Revenue Plan.

• Social Enterprise Business Plan Template:

Structure: This template was created for those charities engaging in social enterprises or revenue-generating activities in addition to their other charitable work. This template includes sections for a Business Model, Market Analysis, Revenue Streams, Marketing and Financial Projections in a for-profit context.

Use: If your nonprofit combines mission-driven work with revenue generation, this nonprofit business plan outline should be used so you can write about both your non-profit organization and for-profit sides of your charity.

When selecting a nonprofit business plan template, consider your organization's specific needs, goals, and the audience you'll be presenting to. A printable nonprofit business plan template can provide a framework that’ll make it a lot easier and faster to organize your thoughts and communicate your nonprofit's mission and strategies effectively. And you’re free to use and customize our fill in the blank nonprofit business plan any way you choose to reflect your unique mission and vision.

Free Nonprofit Business Plan Templates and Sample

If you decide to use our nonprofit business plan template free download, you can follow along as we will cover each section of our templates so you can have an entire business plan as soon as possible. We'll explain what each of the sections in the planning template are, and what information is necessary for each one. We'll also give some tips and tricks to make your nonprofit business plan stand out and maybe even help your nonprofit business reach its goals sooner.

Our Nonprofit Business Plan Sections

1. executive summary.

Think of your Executive Summary as a sort of introduction and table of contents all combined. A complete Executive Summary will include a brief introduction to your organization and highlight the nonprofits unique strengths, and mention any major achievements or milestones it has reached thus far. After that, you should include all the sections that are included in the plan and a few sentences containing a condensed narrative of the key points in each of them. This saves people time if they want to get the gist of your charity but don't want to read through an entire thirty page plan to get an overview.

This section is also the first impression readers get of your nonprofit, so you should really put some thought and effort into writing a good one and making sure it's formatting is laid out correctly. It should convey your passion, competence, and the significance of your mission. Make it compelling and engaging to capture the reader's attention as you will probably be using this plan to entice investors, donors and board members during your initial start up phase.

Pro Tip: Although this comes at the beginning of your nonprofit business plan, you should write it last as you’ll be summarizing each of the sections here, so they need to be completed before writing this section.

2. Mission and Vision Statement

The best written Mission or Vision Statement always answers these two questions, "Why does this organization exist?" and "What will we do to solve that problem?"

This statement should be short and concise, but it needs to be impactful as it is an important tool to create passion and zeal in yourself, employees an volunteers and your donors or potential donors. It is what will guide all your future decisions when it comes time to expand, add or even eliminate different programs or charitable work you're doing. With a great mission statement, all anyone in your organization should need to ask is, will doing this fulfill our mission or does it dilute it.

That means you want your statement to address specific problem that exist in the world or your community that you want to solve, as well as explaining exactly how your nonprofit will go about ending or diminishing the problem both in the short term and as a long term project.

Try to be a specific as possible without being too broad or vague. It’s one thing to say “We will end animal suffering,” and quite another to say, “we will feed, neuter and spay all the animals we can find in our town and help place them for adoption.”

Make the core purpose stand out in a way that inspires the readers to want to get involved . It should convey a sense of purpose and urgency. Consider how your mission benefits all stakeholders, including the target population or community you serve, donors, volunteers, and staff.

3. Organizational Description

This section of your non profit organization template will explain and outline your nonprofit's governance structure, including the roles and responsibilities of the board of directors and all key staff whether they’re paid employees of volunteers. It should highlight any special expertise your people have and demonstrate the dedication of your leadership. It helps to really break down each person's role and responsibilities so that everyone is clear on who is responsible for what duties, and what those specific duties are. If done well, this should also be used as an internal document and given to anyone that is involved in working inside your charity.

Pro Tip: Look to fill your board of directors with people who can not only help manage and oversee your charity, but also play key roles in bringing donors on board, or people with connections that can help further grow your organization. Often times people that accept board positions at nonprofits have friends who are alike in their philanthropic pursuits, so use you members as much as possible and think of the larger overall picture of your mission and its goals.

4. Needs Assessment

This is the section of the business plan where you prove your nonprofit is a welcome necessity and is indeed filling a necessary service to your community. You should try to add research and hard data such as graphs, facts and figures that clearly demonstrate the need for your charity. Going with the above animals example, it would be helpful to include data on how many street dogs and cats there are in your city, and how many go hungry or are euthanized each year. Or data concerning how overpopulated the animal clinics are and how no one is looking to rescue or assist feral pets. Demonstrate how your specific cause is not being addressed properly and how your organization can fill this gap.

The more passionate and compelling you can be in explaining the problem in your business plan, the more people will want to join your charity and help you solve your cause's problems. Include real-life stories when possible and any community involvement that you've already started rounding up. This can help your mission become more relatable and create the empathy and connection your nonprofit has with the people of your community.

5. Program or Service Description

The Program or Service Description section of your business plan is where you discuss the how of your nonprofit’s activities, or exactly what your charity does using simple and clear language. Here you need to explain the specific activities your programs or services entail. Or in other words, what actions or steps will you take to alleviate the specific problem your nonprofit is set up to alleviate or solve. You should also include who exactly will benefit from your work and how it impacts the community in a positive was as a whole.

By giving as much detail on your programs as possible, its demonstrates your expertise on the topic and also how passionate you are about solving the problem. When at all possible, show off some instances where your strategies have had success, or if you’re totally new look to other relevant case studies that show success. Illustrate the real-world impact of your work or if necessary, the work of others. If you write this section well, individuals should see the work being done and the impact it will have.

6. Fundraising and Revenue Plan

Unlike for-profit organizations, your nonprofit business plan will need to demonstrate how you plan to fund your charity work both short and long term using a detailed financial budget outlining expected revenue and expenses. This can include applying for different grants, any financial or fundraising campaigns you have planned, or any other ways you plan to raise capital for your organization. It should also include financial expenses like rent, staff and other things you'd need to run the organization effectively. This should include financial statements, including financial  income statements, balance sheets, and cash flow projections. A clear financial plan demonstrates financial sustainability and shows that you have a financial roadmap for covering operational costs and expanding your impact over time.

Although most nonprofits rely on donations and other means of public funding for their financial health, a 501(c)(3) organization is allowed to ‘make a profit’ through the selling of goods or services. They just can’t distribute these funds to their members. But they can pay their staff with those funds. And since nonprofits can’t pay their staff with contributions or donations, they're often required to sell something in order to pay for full time staff that aren’t volunteers. Also, detail your donor engagement plan and any financial partnerships that will contribute to revenue.

7. Evaluation and Impact Measurement

This section highlights your commitment to transparency and accountability according to your mission statement. It shows that you're constantly learning and adapting to maximize your impact on your cause and community.

When you write out your template for nonprofit business plan, make sure your plans include clearly timed goals that can be tracked and measured as your organization grows. This can also help to find areas where you’ve missed goals or exceeded them and now need to be adjusted to keep up with your nonprofit’s changes.You'll also need to write out what will be needed in order to make the impact. This can include money, goods or services that will be required to efficiently perform the duties of your mission statement.

For example, you can have as a first year goal in your nonprofit business plan to neuter and spay 1000 pets within your community. That can further be broken down into a monthly goal so adjustments can be made sooner and shortcomings can be found and addressed. Then include who you'll be working with, and what is needed to complete the tasks at hand. And don’t forget to write how you collect and analyze data to measure the effectiveness of your programs.

8. Appendix

Your organization’s appendix section provides a wealth of supplementary information within your nonprofit business plan that can enhance the reader's understanding of your nonprofit's history, impact, and credibility. You can think of it as a catch all for any documents or other pertinent information that you feel should be included to give a well rounded aspect of your charity and its cause and doesn’t quite fit anywhere else, it goes here.

This is also the place for things like scientific research that backs up your mission statement or plans for the charity. And any charts, graphs, images and even links to videos can all be placed in this section to enhance the reader’s understanding of your mission.

Wrapping Up

When it comes to business planning and creating excellent nonprofit business plans, you don't need to pay a consulting business or lawyer to write you one. Our sample business plan for a non profit organization goes over everything step by step, from marketing to management, we have you covered.

In fact, once you're ready to launch your charity, check out all of PayBee's unique features that can catapult your charity to success faster than any other software or platform out there today. It only takes a second to sign up for our free demo here , and once you start playing around and discovering the power of our platform, you'll notice why we only work with charities and nonprofits and how every tool and feature we develop is customized specifically for the nonprofit sector.

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Nonprofit Business Plan Template

Download our Non-Profit Business Plan and create a business plan for your non-profit!

Updated September 24, 2023 Written by Josh Sainsbury | Reviewed by Brooke Davis

Running a successful non-profit organization is challenging. A business plan is one tool that helps steer your organization in the right direction. It clearly articulates your goals and details how to accomplish them.

It also shows external stakeholders that you’re serious about your non-profit and reassures them that they can work with you or provide you with funding.

This guide helps you understand how to write a non-profit business plan and includes a free template to help you get started.

Why You Need a Business Plan for Your Non-profit Business

How to write a business plan for a non-profit, non-profit business plan example.

A business plan is a roadmap. It shows where your organization is now, where you want to go, and how to get there.

Typically, a non-profit business plan spans the upcoming three to five years. Every non-profit organization should have a business plan, regardless of size or financial status. It helps you:

• Stay organized
• Identify essential stakeholders in your organization
• Understand the feasibility of your work
• Attract volunteers and an administrative board
• Uncover new opportunities

A non-profit business plan is also an essential document for securing funding. If you hope to get significant donations or grants, you must show donors or grantmakers your goals and objectives.

They want proof that your organization will achieve its goals, and there’s no better way to reassure them than with a clear, concise business plan.

Writing a business plan is easy if you take it step-by-step and use a template to create each section. As you write, keep your target audience in mind: How do you want them to respond to this business plan?

1. Executive Summary

The executive summary gives a general outline of your entire business plan. It gives the reader a clear idea of what to expect in the rest of the document. An executive summary also contains enough information so that someone who doesn’t have the time to read your entire business plan can get a sense of your organization, goals, and methods.

In your executive summary, cover what your non-profit does, the basic need you address, and why that need exists. Most importantly, explain how your organization plans to meet the demand. This first section of your business plan concisely tells your story. Your goal in crafting it should be to sum up the whole document while convincing the reader to keep reading.

As this section is a general summary of the rest of your business plan, it helps to write the executive summary last.

2. Management Team

The second section in your non-profit business plan covers your management team or organizational structure. Here, you explain who runs your organization and what their tasks are. You should also mention which type of non-profit you are (501(c)(3), fraternal beneficiary, horticultural, labor, etc.).

In addition to discussing your management team or board of directors, mention if your organization has employees, utilizes volunteers, or both.

If you have a facility dedicated to running your non-profit, here is the place to describe it. Noting your previous successes in this section may help convince donors to fund you.

If you are a new organization, use this section to describe your vision and how you’ll use practical methods to solve real problems.

3. Products and Services

In the products and services section, discuss your plans for achieving your goals. Describe, in detail, the needs of your community that your organization addresses.

Then, document how you will meet those needs. Do you create and offer products that improve lives? Do you run programs that provide needed services and support? Be explicit about what you do and how it helps people in need.

When describing your products and services, use numbers. For instance, if you run a food pantry, provide statistics about food insecurity in your area. Mention your daily capacity for distributing food based on your expected number of donations.

Also, include information about the people administering your products and services. Who works at your food pantry? Who organizes the donations and assigns volunteers?

This section should contain specific and concrete facts about your non-profit’s work, as these numbers will help convince donors and partners to fund or work with you.

4. Customers and Marketing

Your non-profit business plan should contain a marketing strategy. In the customers and marketing section, describe how you promote your efforts and be specific. Some common types of non-profit marketing channels include:

• Printing and distributing promotional materials
• Online marketing
• Social media posts
• Email newsletters
• Maintaining and updating a website
• Marketing partnerships
• Fundraisers
• Outreach events

If you’re a new non-profit and haven’t started marketing, mention your plan. State the scope of your marketing efforts, including your target demographics and whether your strategy is local, national, or international.

In addition to marketing methods, this section of your business plan should iterate your messaging.

What type of language will your campaigns focus on? Do you have critical slogans, logos, or other brand assets you plan to use? If not, how will you develop those assets? If you’ve done a marketing analysis, include it in this section.

5. SWOT Analysis

SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. A SWOT analysis is a critical part of any business plan, whether for-profit or non-profit. SWOT is a strategic framework that helps you identify your vital areas and room for improvement.

To find your strengths , ask what your organization does well. Which unique resources do you have that you can draw on? Also, evaluate what competitors or other organizations might see as your strengths.

To find your weaknesses , ask what your organization can improve upon. Which resources are you lacking? What might external stakeholders identify as your weaknesses?

To find opportunities , look at the trends in your field upon which you might capitalize. Opportunities usually come from outside your organization and require a forward-thinking mindset.

To find threats , think about what could harm your non-profit. What is your competition doing better than you are? Which external factors may hurt your operations?

6. Financials

Your non-profit cannot operate without funding. Your financial section covers how you plan to pay for everything you need. This section is essential because you can’t carry out your other activities without a solid funding source.

Mention your current financial status, including assets and liabilities. Also, include essential financial documents such as income statements, a cash flow sheet, and a balance sheet.

What else should go in your non-profit business plan’s financial section? Be sure to highlight:

• Your fundraising plan
• Grants you’ve received or a plan for applying for grants
• Potential obstacles to gathering funding and proposed solutions
• What you’ll do with surplus donations
• Startup costs if you’re not established yet

You cannot give too much financial information, so always include anything you think might be relevant. Your potential partners and donors want a clear picture of your financial situation.

7. Operations

Explain how you plan to carry out your programs or provide your services in your operations section. Your products and services section is the “what,” and your operations section is the “how.”

Retake the food pantry example. You’ve already described what it is using numbers and statistical data; now, you explain how it runs.

Is it open every day, and for how long? Where and from whom will you collect food donations? Are there any goods you will not accept? Can you hold food drives with schools, churches, or other organizations? What rules will you have about distributing food for volunteers and the recipients?

As you develop your operations strategy, ask yourself, “How.” Keep asking until you have a clear, detailed plan that describes your work. Don’t forget to include a sub-section about your team, volunteers, or the people carrying out your operations.

Their strengths will also keep your non-profit running, so you should mention them in your business plan.

8. Appendix

The appendix of your non-profit business plan is where you attach additional documents that your readers may find helpful. Charts, data, or lists typically go in the appendix. Add any information that seems too lengthy or complex to read in the body of your business plan.

Some examples of appendix documents include:

• List your board of directors
• Status letter from the IRS
• Balance sheets
• Management flow chart
• Budget for the current fiscal year
• Market analysis

With an appendix, you don’t have to be as concerned about structure as you are with the body of the business plan. Think of it as a reference section for your readers.

A sample business plan already has the structure for you; you have to fill in each section with the relevant information.

Writing a non-profit business plan is simpler when you work from a template. Download our free PDF or Word template and fill it out independently.

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How to Write a Business Plan For a Nonprofit Organization + Template

Creating a business plan is essential for any business, but it can be especially helpful for nonprofits. A nonprofit business plan allows you to set goals and track progress over time. It can also help you secure funding from investors or grant-making organizations.

A well-crafted business plan not only outlines your vision for the organization but also provides a step-by-step process of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article will provide an overview of the key elements that every nonprofit founder should include in their business plan.

Download the Ultimate Nonprofit Business Plan Template

What is a Nonprofit Business Plan?

A nonprofit business plan is a formal written document that describes your organization’s purpose, structure, and operations. It is used to communicate your vision to potential investors or donors and convince them to support your cause.

The business plan should include information about your target market, financial projections, and marketing strategy. It should also outline the organization’s mission statement and goals.

Why Write a Nonprofit Business Plan?

A nonprofit business plan is required if you want to secure funding from grant-making organizations or investors.

A well-crafted business plan will help you:

• Define your organization’s purpose and goals
• Articulate your vision for the future
• Develop a step-by-step plan to achieve your goals
• Secure funding from investors or donors
• Convince potential supporters to invest in your cause

Entrepreneurs can also use this as a roadmap when starting your new nonprofit organization, especially if you are inexperienced in starting a nonprofit.

Writing an Effective Nonprofit Business Plan

The key is to tailor your business plan to the specific needs of your nonprofit. Here’s a quick overview of what to include:

Executive Summary

Organization overview, products, programs, and services, industry analysis, customer analysis, marketing plan, operations plan, management team.

• Financial Plan

The executive summary of a nonprofit business plan is a one-to-two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your nonprofit organization
• Provide a short summary of the key points of each section of your business plan.
• Organize your thoughts in a logical sequence that is easy for the reader to follow.
• Include information about your organization’s management team, industry analysis, competitive analysis, and financial forecast.

This section should include a brief history of your nonprofit organization. Include a short description of how and why you started it and provide a timeline of milestones the organization has achieved.

If you are just starting your nonprofit, you may not have a long history. Instead, you can include information about your professional experience in the industry and how and why you conceived your new nonprofit idea. If you have worked for a similar organization before or have been involved in a nonprofit before starting your own, mention this.

You will also include information about your chosen n onprofit business model and how it is different from other nonprofits in your target market.

This section is all about what your nonprofit organization offers. Include information about your programs, services, and any products you may sell.

Describe the products or services you offer and how they benefit your target market. Examples might include:

• A food bank that provides healthy meals to low-income families
• A job training program that helps unemployed adults find jobs
• An after-school program that helps kids stay out of gangs
• An adult literacy program that helps adults learn to read and write

Include information about your pricing strategy and any discounts or promotions you offer. Examples might include membership benefits, free shipping, or volume discounts.

If you offer more than one product or service, describe each one in detail. Include information about who uses each product or service and how it helps them achieve their goals.

If you offer any programs, describe them in detail. Include information about how often they are offered and the eligibility requirements for participants. For example, if you offer a job training program, you might include information about how often the program is offered, how long it lasts, and what kinds of jobs participants can expect to find after completing the program.

The industry or market analysis is an important component of a nonprofit business plan. Conduct thorough market research to determine industry trends, identify your potential customers, and the potential size of this market. 

Questions to answer include:

• What part of the nonprofit industry are you targeting?
• Who are your competitors?
• How big is the market?
• What trends are happening in the industry right now?

You should also include information about your research methodology and sources of information, including company reports and expert opinions.

As an example, if you are starting a food bank, your industry analysis might include information about the number of people in your community who are considered “food insecure” (they don’t have regular access to enough nutritious food). You would also include information about other food banks in your area, how they are funded, and the services they offer.

For each of your competitors, you should include a brief description of their organization, their target market, and their competitive advantage. To do this, you should complete a SWOT analysis.

A SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis is a helpful tool to assess your nonprofit’s current position and identify areas where you can improve.

Some questions to consider when conducting a SWOT analysis include:

• Strengths : What does your nonprofit do well?
• Weaknesses : What areas could your nonprofit improve?
• Opportunities : What trends or changes in the industry could you take advantage of?
• Threats : What trends or changes in the industry could hurt your nonprofit’s chances of success?

After you have identified your nonprofit’s strengths, weaknesses, opportunities, and threats, you can develop strategies to improve your organization.

For example, if you are starting a food bank, your SWOT analysis might reveal that there is a need for more food banks in your community. You could use this information to develop a marketing strategy to reach potential donors who might be interested in supporting your organization.

If you are starting a job training program, your SWOT analysis might reveal that there is a need for more programs like yours in the community. You could use this information to develop a business plan and marketing strategy to reach potential participants who might be interested in enrolling in your program.

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, if you are starting a job training program for unemployed adults, your target audience might be low-income adults between the ages of 18 and 35. Your customer analysis would include information about their needs (e.g., transportation, childcare, job readiness skills) and wants (e.g., good pay, flexible hours, benefits).

If you have more than one target audience, you will need to provide a separate customer analysis for each one.

You can include information about how your customers make the decision to buy your product or use your service. For example, if you are starting an after-school program, you might include information about how parents research and compare programs before making a decision.

You should also include information about your marketing strategy and how you plan to reach your target market. For example, if you are starting a food bank, you might include information about how you will promote the food bank to the community and how you will get the word out about your services.

Develop a strategy for targeting those customers who are most likely to use your program, as well as those that might be influenced to buy your products or nonprofit services with the right marketing.

This part of the business plan is where you determine how you are going to reach your target market. This section of your nonprofit business plan should include information about your marketing goals, strategies, and tactics.

• What are your marketing goals? Include information about what you hope to achieve with your marketing efforts, as well as when and how you will achieve it.
• What marketing strategies will you use? Include information about public relations, advertising, social media, and other marketing tactics you will use to reach your target market.
• What tactics will you use? Include information about specific actions you will take to execute your marketing strategy. For example, if you are using social media to reach your target market, include information about which platforms you will use and how often you will post.

Your marketing strategy should be clearly laid out, including the following 4 Ps.

• Product/Service : Make sure your product, service, and/or program offering is clearly defined and differentiated from your competitors, including the benefits of using your service.
• Price : How do you determine the price for your product, services, and/or programs? You should also include a pricing strategy that takes into account what your target market will be willing to pay and how much the competition within your market charges.
• Place : Where will your target market find you? What channels of distribution will you use to reach them?
• Promotion : How will you reach your target market? You can use social media or write a blog, create an email marketing campaign, post flyers, pay for advertising, launch a direct mail campaign, etc.

For example, if you are starting a job training program for unemployed adults, your marketing strategy might include partnering with local job centers and adult education programs to reach potential participants. You might also promote the program through local media outlets and community organizations.

Your marketing plan should also include a sales strategy, which includes information about how you will generate leads and convert them into customers.

You should also include information about your paid advertising budget, including an estimate of expenses and sales projections.

This part of your nonprofit business plan should include the following information:

• How will you deliver your products, services and/or programs to your target market? For example, if you are starting a food bank, you will need to develop a system for collecting and storing food donations, as well as distributing them to the community.
• How will your nonprofit be structured? For example, will you have paid staff or volunteers? How many employees will you need? What skills and experience will they need to have?
• What kind of facilities and equipment will you need to operate your nonprofit? For example, if you are starting a job training program, you will need space to hold classes, as well as computers and other office equipment.
• What are the day-to-day operations of your nonprofit? For example, if you are starting a food bank, you will need to develop a system for accepting and sorting food donations, as well as distributing them to the community.
• Who will be responsible for each task? For example, if you are starting a job training program, you will need to identify who will be responsible for recruiting participants, teaching classes, and placing graduates in jobs.
• What are your policies and procedures? You will want to establish policies related to everything from employee conduct to how you will handle donations.
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is the section of the business plan where you elaborate on the day-to-day execution of your nonprofit. This is where you really get into the nitty-gritty of how your organization will function on a day-to-day basis.

This section of your nonprofit business plan should include information about the individuals who will be running your organization.

• Who is on your team? Include biographies of your executive director, board of directors, and key staff members.
• What are their qualifications? Include information about their education, work experience, and skills.
• What are their roles and responsibilities? Include information about what each team member will be responsible for, as well as their decision-making authority.
• What is their experience in the nonprofit sector? Include information about their work with other nonprofits, as well as their volunteer experiences.

This section of your plan is important because it shows that you have a team of qualified individuals who are committed to the success of your nonprofit.

Nonprofit Financial Plan

This section of your nonprofit business plan should include the following information:

• Your budget. Include information about your income and expenses, as well as your fundraising goals.
• Your sources of funding. Include information about your grants, donations, and other sources of income.
• Use of funds. Include information about how you will use your income to support your programs and operations.

This section of your business plan is important because it shows that you have a clear understanding of your organization’s finances. It also shows that you have a plan for raising and managing your funds.

Now, include a complete and detailed financial plan. This is where you will need to break down your expenses and revenue projections for the first 5 years of operation. This includes the following financial statements:

Income Statement

Your income statement should include:

• Revenue : how will you generate revenue?
• Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
• Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, what is the net income or loss? 

Sample Income Statement for a Startup Nonprofit Organization

Balance Sheet

Include a balance sheet that shows what you have in terms of assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Nonprofit Organization

Cash Flow Statement

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

• Income : All of the revenue coming in from clients.
• Expenses : All of your monthly bills and expenses. Include operating, marketing and capital expenditures.
• Net Cash Flow : The difference between income and expenses for each month after they are totaled and deducted from each other. This number is the net cash flow for each month.

Using your total income and expenses, you can project an annual cash flow statement. Below is a sample of a projected cash flow statement for a startup nonprofit.

Sample Cash Flow Statement for a Startup Nonprofit Organization

Fundraising Plan

This section of your nonprofit business plan should include information about your fundraising goals, strategies, and tactics.

• What are your fundraising goals? Include information about how much money you hope to raise, as well as when and how you will raise it.
• What fundraising strategies will you use? Include information about special events, direct mail campaigns, online giving, and grant writing.
• What fundraising tactics will you use? Include information about volunteer recruitment, donor cultivation, and stewardship.

Now include specific fundraising goals, strategies, and tactics. These could be annual or multi-year goals. Below are some examples:

Goal : To raise $50,000 in the next 12 months.

Strategy : Direct mail campaign

• Create a mailing list of potential donors
• Develop a direct mail piece
• Mail the direct mail piece to potential donors

Goal : To raise $100,000 in the next 24 months.

Strategy : Special event

• Identify potential special event sponsors
• Recruit volunteers to help with the event
• Plan and execute the special event

Goal : To raise $250,000 in the next 36 months.

Strategy : Grant writing

• Research potential grant opportunities
• Write and submit grant proposals
• Follow up on submitted grants

This section of your business plan is important because it shows that you have a clear understanding of your fundraising goals and how you will achieve them.

You will also want to include an appendix section which may include:

• Your complete financial projections
• A complete list of your nonprofit’s policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• A list of your hard assets and equipment with purchase dates, prices paid and any other relevant information
• A list of your soft assets with purchase dates, prices paid and any other relevant information
• Biographies and/or resumes of the key members of your organization
• Your nonprofit’s bylaws
• Your nonprofit’s articles of incorporation
• Your nonprofit’s most recent IRS Form 990
• Any other relevant information that may be helpful in understanding your organization

Writing a good business plan gives you the advantage of being fully prepared to launch and grow your nonprofit organization. It not only outlines your vision but also provides a step-by-step process of how you are going to accomplish it. Sometimes it may be difficult to get started, but once you get the hang of it, writing a business plan becomes easier and will give you a sense of direction and clarity about your nonprofit organization.  

Finish Your Nonprofit Business Plan in 1 Day!

Other helpful articles.

How to Write a Grant Proposal for Your Nonprofit Organization + Template & Examples

How To Create the Articles of Incorporation for Your Nonprofit Organization + Template

How to Develop a Nonprofit Communications Plan + Template

How to Write a Stand-Out Purpose Statement + Examples

• Business Type
• Business Plan for Non-Profit Organization

Non-Profit Organization Small Business Idea and Business Plan

Starting your own small business in the UK isn’t easy but having a properly developed business plan will help you achieve success.

To start a Non-Profit Organization business in the UK, take the time and explain the idea via a business plan.

Understanding all of the aspects of the business idea will be the key to getting the Non-Profit Organization business running like a well-oiled machine. The business plan you develop will help you organize the elements needed into a strategy that you can actually use to startup, by paving a clear road map as to what you need to follow for the lifespan of your business.

Starting a Non-Profit Organization business isn’t easy, but when done right, it can lead to a lot of success.

To help you get started, you can use the free business plan builder tool to develop your own Non-Profit Organization business plan.

The business plan template is very easy to use, is interactive and will quickly and easily help you create your business plan just by answering the needed questions about your small business idea.

Create your own Non-Profit Organization business plan for free using the Business Plan Builder

The free business plan template builder is divided into a few easy to follow steps.

The free business plan builder template is provided by UKStartups.org to help you develop your own business plan. For step by step guidance, see the 5 steps below.

Once completed, the result will be a clean, professional plan that will help you start your own Non-Profit Organization small business in the UK.

When you have completed your Non-Profit Organization business plan, the next step will be to find available funding that will help, or to speak with a funding adviser who will assist you each step of the way to securing the needed funds to make your Non-Profit Organization business startup.

If you are looking to limit your startup costs when starting up a Non-Profit Organization small business in the UK, this free business plan builder tool will be it.

Starting a Non-Profit Organization business is only one of the ways others have used this free business plan tool. There are hundreds of different ideas you can start, and if you need guidance, do reach out to a UKStartups expert to get the needed assistance and guidance.

Step 1. Your business information

To develop a proper Non-Profit Organization business plan with the free business plan builder template, it is important to answer each of the questions about your business to the best of your abilities.

What is your business? What are the products/services you provide? Who are your customers? What are your goals…etc?

Having a clear explanation will help you create a in-depth business plan that you can actually use to start the Non-Profit Organization business and to apply for needed funding to cover your startup costs.

Step 2. Projecting your revenues/income

The Non-Profit Organization industry can have great results. Planning and projecting the financial figures to approximate what you will make each year is crucial to building a strong business plan.

What do you think your business will make from each of its products/services? Simply list your products/services, enter the appropriate financial figures (costs and expenses).

If you don’t have the figures, in many cases it is recommended to do a a bit more research on other Non-Profit Organization businesses locally and within your own region to get an idea of potential revenue. You can do your best to estimate the figures and growth potential.

If you need assistance in projecting, you can always contact UK Startups funding experts for the help.

Step 3. Your business market

As a Non-Profit Organization business, having a clear explanation of the market and industry that you are in will help you plan for the figure and will ensure you can take the business to the next level.

Explain your location of business, share specifics about your customers, showcase your competition and explain the advantages you have over your competition.

Step 4. The future plan

Starting your own Non-Profit Organization business and getting it off the ground is important to you.

No matter if you’re planning on applying for government funding for your Non-Profit Organization business or not, it is important to plan out the future and provide an explanation of how you will grow the business. This means explaining your marketing plan, your sales strategy and clearly outlining a growth plan for the next few years.

Be sure to break this down step by step to show how you intend on making sure your Non-Profit Organization business can grow each year.

Keep in mind that often business plans are focused on key people. Be sure to discuss yourself, your role and any other key figures in the business as well.

Step 5. The financials

In the end, it all comes down to the financials. If you are seeking funding, or not – the business plan you develop needs to have clearly defined financials or projections. The business plan builder tool makes it easy to develop your financial charts by simply entering your expected revenues per month and year. If you don’t have the figures as it’s a new business be sure to project the figures based on your expectations. If you need help with this, ask the UK Startups experts .

A clear breakdown of your funding needs is also recommended in case you are seeking funding and this free business plan template will help you with exactly that. When developing your Non-Profit Organization business plan using this free template, the above 5 steps are recommended in order to succeed. While there are other key points that will assist you in starting your business, finding funding...etc, the free template will help put you on the right path

Be sure to request a professional to review your business plan , to answer any questions you may have and to help you with the funding search once you’ve done the initial free template. You can request this directly via UKStartups.org and through the Small Business Startup Platform as a member.

If starting a Non-Profit Organization business is just one of your ideas, perhaps considering other options, here are some popular small business’s others have chosen to startup

• Cabinet Store
• Public Defender’s Office
• Foreign Consulate

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• Nonprofit Jobs

Business Planning for Nonprofits

Business planning is a way of systematically answering questions such as, “What problem(s) are we trying to solve?” or “What are we trying to achieve?” and also, “Who will get us there, by when, and how much money and other resources will it take?”

The business planning process takes into account the nonprofit’s mission and vision, the role of the board, and external environmental factors, such as the climate for fundraising.

Ideally, the business planning process also critically examines basic assumptions about the nonprofit’s operating environment. What if the sources of income that exist today change in the future? Is the nonprofit too reliant on one foundation for revenue? What happens if there’s an economic downturn?

A business plan can help the nonprofit and its board be prepared for future risks. What is the likelihood that the planned activities will continue as usual, and that revenue will continue at current levels – and what is Plan B if they don't?

Narrative of a business plan

You can think of a business plan as a narrative or story explaining how the nonprofit will operate given its activities, its sources of revenue, its expenses, and the inevitable changes in its internal and external environments over time. Ideally, your plan will tell the story in a way that will make sense to someone not intimately familiar with the nonprofit’s operations.

According to  Propel Nonprofits , business plans usually should have four components that identify revenue sources/mix; operations costs; program costs; and capital structure.

A business plan outlines the expected income sources to support the charitable nonprofit's activities. What types of revenue will the nonprofit rely on to keep its engine running – how much will be earned, how much from government grants or contracts, how much will be contributed? Within each of those broad categories, how much diversification exists, and should they be further diversified? Are there certain factors that need to be in place in order for today’s income streams to continue flowing?

The plan should address the everyday costs needed to operate the organization, as well as costs of specific programs and activities.

The plan may include details about the need for the organization's services (a needs assessment), the likelihood that certain funding will be available (a feasibility study), or changes to the organization's technology or staffing that will be needed in the future.

Another aspect of a business plan could be a "competitive analysis" describing what other entities may be providing similar services in the nonprofit's service and mission areas. What are their sources of revenue and staffing structures? How do their services and capacities differ from those of your nonprofit?

Finally, the business plan should name important assumptions, such as the organization's reserve policies. Do your nonprofit’s policies require it to have at least six months of operating cash on hand? Do you have different types of cash reserves that require different levels of board approval to release?

The idea is to identify the known, and take into consideration the unknown, realities of the nonprofit's operations, and propose how the nonprofit will continue to be financially healthy.  If the underlying assumptions or current conditions change, then having a plan can be useful to help identify adjustments that must be made to respond to changes in the nonprofit's operating environment.

Basic format of a business plan

The format may vary depending on the audience. A business plan prepared for a bank to support a loan application may be different than a business plan that board members use as the basis for budgeting. Here is a typical outline of the format for a business plan:

• Table of contents
• Executive summary - Name the problem the nonprofit is trying to solve: its mission, and how it accomplishes its mission.
• People: overview of the nonprofit’s board, staffing, and volunteer structure and who makes what happen
• Market opportunities/competitive analysis
• Programs and services: overview of implementation
• Contingencies: what could change?
• Financial health: what is the current status, and what are the sources of revenue to operate programs and advance the mission over time?
• Assumptions and proposed changes: What needs to be in place for this nonprofit to continue on sound financial footing?

More About Business Planning

Budgeting for Nonprofits

Strategic Planning

Contact your state association of nonprofits  for support and resources related to business planning, strategic planning, and other fundamentals of nonprofit leadership. 

Additional Resources

• Components of transforming nonprofit business models  (Propel Nonprofits)
• The matrix map: a powerful tool for nonprofit sustainability  (Nonprofit Quarterly)
• The Nonprofit Business Plan: A Leader's Guide to Creating a Successful Business Model  (David La Piana, Heather Gowdy, Lester Olmstead-Rose, and Brent Copen, Turner Publishing)
• Nonprofit Earned Income: Critical Business Model Considerations for Nonprofits (Nonprofit Financial Commons)
• Nonprofit Sustainability: Making Strategic Decisions for Financial Viability  (Jan Masaoka, Steve Zimmerman, and Jeanne Bell)

Disclaimer: Information on this website is provided for informational purposes only and is neither intended to be nor should be construed as legal, accounting, tax, investment, or financial advice. Please consult a professional (attorney, accountant, tax advisor) for the latest and most accurate information. The National Council of Nonprofits makes no representations or warranties as to the accuracy or timeliness of the information contained herein.

Accounting software for non-profits

• Try Xero for free
• Plans from £15 per month*

Get 25% off Xero and see how online accounting software can work wonders for your non-profit or charity. The discount is available to registered not-for-profit organisations on a business pricing plan.

How to get the non-profit discount

The non-profit discount rate is applied once you've subscribed to Xero and we've confirmed your not-for-profit status. Learn more in Xero Central .

Start using Xero

Sign up for a 30-day free trial or choose ‘buy now‘ to start subscribing to Xero.

Provide your charity number or certification

During the free trial or within 31 days of subscribing, raise a case in Xero Central and send evidence of eligibility.

Set up payment

At the end of your free trial, or when you buy now, enter your payment details and the discount will be applied.

See what accounting with Xero can do for your non-profit

Keep track of cash flow.

Monitor the flow of cash in and out of your non-profit with a handy dashboard. Stay on top of expenses and plan ahead with the cash summary report.

Share reports with stakeholders

Accounting for charities with Xero’s software means you can share financial reports with board members, donors, volunteers and others in a click.

Pay staff online and on time

Use seamless online payroll to calculate tax deductions and wages so you can pay the staff of your charity or non–profit quickly and easily.

Stay connected wherever you are

Use Xero’s accounting app from your phone or mobile device, so you can monitor spends for your charity or non-profit wherever you are.

It’s a love connection with Xero and I’ve been telling other people about it because it’s so easy to use.

Erica Mohan of Community Education Partnerships

Connect Xero to apps for non-profits

Over 1000 third-party apps connect with Xero. Find apps for your charity or non-profit organisation at the Xero App Store.

A customer relationship management (CRM) tool that helps non-profits make smarter decisions based on their data.

Hubdoc is the Xero tool that captures bills and receipts. It helps to make bookkeeping seamless and unlock insights.

A customer relationship management (CRM) app for non-profits to manage donors, volunteers, fundraising and more.

Start using Xero for free

Access Xero features for 30 days, then decide which plan best suits your business.

• See all features

*About non-profit discount pricing

The non-profit discount rate is applied once you've subscribed to Xero and we've confirmed your not-for-profit status.

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What We Know About Kamala Harris’s $5 Trillion Tax Plan So Far

The vice president supports the tax increases proposed by the Biden White House, according to her campaign.

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By Andrew Duehren

Reporting from Washington

In a campaign otherwise light on policy specifics, Vice President Kamala Harris this week quietly rolled out her most detailed, far-ranging proposal yet: nearly $5 trillion in tax increases over a decade.

That’s how much more revenue the federal government would raise if it adopted a number of tax increases that President Biden proposed in the spring . Ms. Harris’s campaign said this week that she supported those tax hikes, which were thoroughly laid out in the most recent federal budget plan prepared by the Biden administration.

No one making less than $400,000 a year would see their taxes go up under the plan. Instead, Ms. Harris is seeking to significantly raise taxes on the wealthiest Americans and large corporations. Congress has previously rejected many of these tax ideas, even when Democrats controlled both chambers.

While tax policy is right now a subplot in a turbulent presidential campaign, it will be a primary policy issue in Washington next year. The next president will have to work with Congress to address the tax cuts Donald J. Trump signed into law in 2017. Many of those tax cuts expire after 2025, meaning millions of Americans will see their taxes go up if lawmakers don’t reach a deal next year.

Here’s an overview of what we now know — and still don’t know — about the Democratic nominee’s views on taxes.

Higher taxes on corporations

The most recent White House budget includes several proposals that would raise taxes on large corporations . Chief among them is raising the corporate tax rate to 28 percent from 21 percent, a step that the Treasury Department estimated could bring in $1.3 trillion in revenue over the next 10 years.

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The average asking price in the area is £537,827.

Unilever says it is trialling the use of plants and flowers that "don't make the grade" to create fragrances for its products.

The consumer goods giant is collaborating with scientists at the University of Nottingham to get the pilot under way, with oils already being extracted from flowers such as petunias, roses and marigolds.

Unilever head of biotechnology Neil Parry said unwanted plants "still have valuable materials with functional benefits".

The move is aimed at being cost and energy effective, as well as a way to reduce waste.

Two big UK supermarkets have announced they're cutting prices on hundreds more products - with one aiming a "big bazooka" at its rivals.

Online grocer Ocado said 450 more of its products were being reduced in price by an average of 17% from yesterday.

Meanwhile, Morrisons announced it was lowering the price on more than 2,000 products in store and online for people signed up to its More Card loyalty scheme.

It comes amid an explosion in popularity for loyalty schemes such as Clubcard and Nectar, which sees members pay less for some products than non-members.

Morrisons also said hundreds of products would be price-matched to Lidl and Aldi.

"Today's move represents our single biggest investment in loyalty and pricing for many years," Alex Rogerson, group marketing director, said.

"Driving strong value for customers remains our number one priority and today we are getting the big bazooka out and slashing the prices on over 2,000 products for More Card customers."

We have been reporting plenty on the tax rises that could be coming in October's budget.

One of the levies that could be in line for changes is council tax, so our politics team has looked at how it works now and how the Labour government might tweak it.

The current system

Council tax is paid on domestic properties and collected by local councils.

Some people don't have to pay it or get discounts, for example those living alone, but most people over 18 who aren't students living with other students are charged.

There are valuation bands which dictate how much tax needs to be paid, based on the value of properties as they were in 1991.

New build properties developed after that date are estimated by the Valuations Office Agency and banded accordingly.

Different local councils charge different rates for each of the bands, with rates in central London often some of the cheapest, and those in more rural areas usually higher.

Current laws stipulate that any local authority wanting to raise council tax by 5% or more has to hold a referendum first.

Is it fit for purpose?

The current system was introduced in 1993.

Property values have changed significantly in the last three decades, with some London house prices having risen by more than 800%, whereas in places like Hartlepool, in County Durham, they have barely tripled.

The Institute for Fiscal Studies has labelled use of the current system as "absurd" while the Institute for Government has called it "incredibly poorly designed".

What has Labour said before?

Chancellor Rachel Reeves is among those to have previously called for a council tax revaluation.

A leaked recording from March revealed chief secretary to the Treasury, Darren Jones, saying he was frustrated by the "out of date" system and hinted those with homes worth over £1m may have to pay more.

In Wales, the Labour Party has promised to introduce new council tax bands and tax band rates, but that has been pushed back to 2028.

Sir Keir Starmer previously described the Welsh Labour government as a "blueprint for what Labour can do across the UK," but later told Sky News council tax was "too high for too many people".

What could the government change?

There have been reports the government could replace the banding system in favour of a 0.5% tax on the value of a property per year.

This would mean that someone in a property worth £350,000, for example, would pay £1,750 a year.

However, the move could particularly impact those living in London, where the average one-bedroom flat peaked at £327,000 in 2020.

Sir Keir Starmer today refused to deny reports his government is considering banning smoking in some outdoor spaces like pub gardens - sparking concern from the struggling  hospitality industry.

UKHospitality CEO Kate Nicholls said: "A ban on smoking in outdoor spaces comes with the prospect of serious economic harm to hospitality venues. 

"You only have to look back to the significant pub closures we saw after the indoor smoking ban to see the potential impact it could have. 

"This ban would not only affect pubs and nightclubs, but hotels, cafes and restaurants that have all invested significantly in good faith in outdoor spaces and continue to face financial challenges."

UKHospitality wants the government to conduct a thorough consultation on the potential impacts - and suggests a ban might not even reduce smoking, but "simply relocate smoking elsewhere, such as in the home".

The demise of the British pub was the focus of a Money blog long read earlier this month - it's well worth five minutes of your commute home...

Ticket prices for Oasis's major reunion tour have been revealed - and the cheapest ticket comes in at less than £100.

Prices listed on the See Tickets and Gigs and Tours websites show seated tickets start at £73 for the Cardiff shows, £74 in Edinburgh and £74.25 for Wembley.

Standing tickets are more expensive, starting at £151.25 in Wembley, £148.50 at Heaton Park, £150 in Cardiff and £151 in Edinburgh.

Earlier today, Oasis announced three extra concert dates in the UK due to "unprecedented demand" for tickets.

The additional gigs mean the band will now play five Wembley concerts, five in their home city, and three in Scotland - on top of two in Ireland and two in Wales.

Yesterday it was revealed that ticket prices for shows at Croke Park in Dublin would start at €86.50 (£73).

By comparison, tickets for Taylor Swift's monster Eras Tour started at around £59 for the cheapest seated tickets at Wembley, rising to as much as £195. Standing tickets came in at around £110.

However, the huge demand for tickets to see Swift saw some people having to pay hundreds or even thousands of pounds for tickets sold at surge prices or through resale sites.

Fans of Bruce Springsteen equally paid around £65 for seated tickets and £120 for standing at his recent tour.

We recently did a deep dive into why ticket prices seem to have entered a new stratosphere in recent years.

You can read the full story here:

Here's the full Oasis reunion tour line-up:

• 4 July 2025 - Principality Stadium, Cardiff
• 5 July 2025 - Principality Stadium, Cardiff
• 11 July 2025 - Heaton Park, Manchester
• 12 July 2025 - Heaton Park, Manchester
• 16 July 2025 - Heaton Park, Manchester - added date
• 19 July 2025 - Heaton Park, Manchester
• 20 July 2025 - Heaton Park, Manchester
• 25 July 2025 - Wembley Stadium, London
• 26 July 2025 - Wembley Stadium, London
• 30 July 2025 - Wembley Stadium, London - added date
• 2 August 2025 - Wembley Stadium, London
• 3 August 2025 - Wembley Stadium, London
• 8 August 2025 - Murrayfield Stadium, Edinburgh
• 9 August 2025 - Murrayfield Stadium, Edinburgh
• 12 August 2025 - Murrayfield Stadium, Edinburgh - added date
• 16 August 2025 - Croke Park, Dublin
• 17 August 2025 - Croke Park, Dublin

Older people are having to fill out a 243-question form to access pension credit and winter fuel payments - a task that will be "daunting" for some, charities have said.

The government has launched a campaign urging eligible people to apply for pension credit after Rachel Reeves announced last month that the winter payments would be means tested.

But some have claimed the 22-page 243-question form could put pensioners off signing up, meaning they'll miss out on a vital payment as temperatures fall.

While the length of the form is typical for a means-tested benefit, the amount of information required could be difficult for some older people, charities say.

Caroline Abrahams, charity director at Age UK, told the Money blog: "The pension credit form has 243 boxes to navigate. It is not particularly long or complex as claim forms go, but completing it would still pose a challenge for many of us, including many older people with no one to help them."

Independent Age's chief executive Joanna Elson agreed, saying the scale of questions "can sometimes be complex, and gathering this amount of personal information can be daunting".

She also said older people struggling financially "may be experiencing stress and anxiety which can make a long form difficult to tackle".

Meanwhile, anti-poverty charity Turn2us said forms for means-tested benefits are typically this long.

It noted that most people who receive winter fuel payments won't need to make a claim, and for those who do, the questionnaire won't be as long as that needed for pension credit.

But Turn2us benefits expert David Samson said the "needless complexity" of the social security system was a "major barrier" for people trying to access support.

"Currently, around 850,000 eligible pensioners are not claiming pension credit, and without timely support to apply, they are at risk of missing out on the winter fuel payment," he said.

Charities have raised concern that the government's pension credit awareness drive is not allowing enough time to increase low take-up of the benefit.

Ms Abrahams said: "We are conscious that time is now very short with the last date for claiming pension credit in time to secure your winter fuel payment this winter being 21 December, only just over four months away.

"Expecting the current 63% take up figure for pension credit to rise substantially in these circumstances would be very much a triumph of hope over experience."

Ms Elson said the government must do "all it can" to remove barriers to receiving pension credit. 

A spokesperson for the Department for Work and Pensions told Money that more staff were covering a rise in calls about the benefit.

"There is no increase in pension credit processing time. We have surged additional staff to cover increasing pension credit calls and urge anyone who thinks they may be entitled to pension credit to check now," they said.

ASOS has announced it will soon be making changes to its "fair use" policy - leaving many wondering if it will become the latest retailer to scrap free returns.

The online fashion giant sent an email to premier and non-premier members over the weekend, explaining it would be making changes to its fair use policy in relation to returns "in the next couple of weeks".

It said the new policy would apply to a "small group of customers", but did not give any more details.

The cryptic email has sparked speculation that ASOS may be amending its free returns policy in the UK after rolling out a similar strategy in the US last year.

That policy sees customers charged a $4.99 fee for returns when they are deemed to "constantly take actions that make providing them with free returns unsustainable".

Rival brands such as Boohoo, PrettyLittleThing, Zara and H&M have started charging customers for returns after seeing a rise in large-scale takebacks.

A 2021 survey also found online returns alone cost UK retailers around £5.2bn a year on average.

Corin Camenisch, of financial technology company SumUp , said customers may be less inclined to keep shopping with certain retailers if they face an additional cost to return unwanted or faulty items.

"However, if the policy is implemented on a case-by-case basis and only affects customers who are so-called 'serial refunders', like it is in the US, customers may not notice a difference," she said.

"They may even have a more positive shopping experience, as policy updates are often made to improve efficiency within their distribution centres."

What are your rights?

Regulations state that consumers have a right to return an item they have purchased online.

The product does not have to be in its original packaging, but a company is entitled to ask for some form of proof of purchase.

Companies are not allowed to charge you for items that were placed in your online shopping basket as a result of a pre-ticked box.

Under the Consumer Rights Act 2015, consumers also do not have to pay for returns if their item is faulty or not as described. 

By  Sarah Taaffe-Maguire , business reporter

After the news the government has stopped defending environmental challenges against Shell's Jackdaw untapped gas site in Scotland, the energy giant is one of the 100 most valuable companies suffering share price falls on the London Stock Exchange.

It's down 0.46%, one of the biggest drops in the FTSE 100 index. 

We're yet to see the market impact on the other fossil fuel producer affected by the government decision, the Norwegian state-owned Equinor. 

It's listed on the New York Stock Exchange, which is not yet open for trading. It's the company developing the UK's largest untapped oil and gas field. 

The dollar has strengthened slightly against sterling, with £1 equal to $1.3192, lower than the recent two-year high of $1.32. The pound has increased in value against the euro and is now at a month high, with a pound buying €1.1895.

Oil has remained below $80 with a barrel of the benchmark Brent crude oil priced at $78.36.

A poll has offered some insight into whether Britons would support limiting airport drinking.

Ryanair boss Michael O'Leary wants a two-drink limit at airports to stop drunken behaviour in the sky.

Wetherspoons boss Sir Tim Martin suggested Mr O'Leary might want to look at his own airline's discounting of alcohol before imposing rules on others - and plenty of Money blog commenters pushed back similarly.

But a poll of Sky News followers on LinkedIn suggests almost half the public - at least the section that exists on that platform - think Mr O'Leary has a point... 

Readers/followers who don't want a limit (or don't support Ryanair)...

The cynic in me is wondering if he's worried that tanked up passengers may go to sleep on board and not buy his overpriced tins of warm Guinness? Laura Andrus

You need more than two drinks before getting on a Ryanair flight. Iain McCall

Sorry, are we living in a dictatorship? It is every passenger's responsibility to ensure they consume the appropriate amount of alcohol should they decide to drink. Sylvester Odozi

If Ryanair flights were on time you'd probably only have time for two drinks. Just a thought 💭 Louise Swain

Readers/followers who agree with a booze limit (or something)...

Michael O'Leary is a standing up for himself and his business. This country does have a drink problem. Paul.P

Two drinks is enough, especially in the mornings. Alcohol is a drug and alters behaviour and I have been on plenty of flights where drunk guests behaved appallingly. claudia

Should be a total ban on all alcohol in airports. Because you have to arrive so many hours before your flight, some people just go mad and ruin it for others. Pendragon

Something's got to be done! Endured a horrific drunk on our flight, terrifying. Shazc

Why not consider breath tests if any person is suspected of heavy drinking, if you fail you don't fly! Easy. Barry

The UK's financial watchdog is investigating a £4bn insurance market following concerns it is not providing "fair value" for customers seeking financial protection in case of serious illness or death.

The Financial Conduct Authority (FCA) has announced it is launching a market study into so-called pure protection products, which are designed to help individuals and their families with their finances should the policyholder die or become unable to meet their financial commitment.

It said it had "concerns that the design of commission arrangements may not allow firms to deliver good outcomes to policyholders".

The FCA said it was also worried that some products may be providing poor value - eg where a customer pays more for the product over a lifetime than the maximum possible payout.

Some £4bn was paid out in pure protection insurance claims in 2022, the FCA said.

The policies are mainly sold through independent advisers or mortgage brokers.

Sheldon Mills, executive director of consumers and competition at the FCA, said: "Pure protection can offer peace of mind and financial security, often when people are at their most vulnerable.

"Consumers should be able to buy products which meet their needs and provide fair value. We have seen indications that this may not be the case across the pure protection market, and we will act if we find that the market is not working well."

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