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Planning and budgeting software for nonprofit organizations

We have deep expertise in budgeting and planning for nonprofit organizations, and understand the importance of making every dollar count to support your mission. Some of the world's leading nonprofits run Workday Adaptive Planning to effectively align demand for their services with funding, while achieving clear visibility into their expenses.

Workday Adaptive Planning is our central hub for data integrity, where folks can go for a single answer to their finance questions. I can’t imagine going back to using any other product.

Director of Finance, California Academy of Sciences

Read the California Academy of Sciences Case Study

Plan and budget for all programs that support your mission

Make the move from spreadsheets and start accelerating budgeting and planning cycles at your nonprofit. Plan and forecast by program, project, fund, grant, season, location...however you need to model your organization. Track expenses and donor contributions efficiently and effectively. Perform allocations, manage financials across funds and projects, and perform balance sheet and cash flow planning.

Streamline reporting across funds and projects

Our easy-to-use reporting functionality helps you generate balance sheets and annual financial statements, and streamline other regulatory filings. Drag-and-drop reporting across multiple dimensions lets you track the performance of and get on-demand visibility into funds, projects, programs, departments, employees, and more. Stakeholders can contribute to your plans easily and quickly—making budget planning for nonprofits a much more collaborative and efficient process.

Analyze and model donor contributions, personnel costs, and overhead

Our budgeting software for nonprofits enables you to analyze and plan for fundraising efforts over multiple channels. Model operating expenses. Create plans based on average donor contributions and cost per program. Analyze by fund, program, project, and more. Model personnel allocations for programs and projects, plan program overheads, and allocate shared costs.

Continuously forecast for predictable fund management

Use Workday Adaptive Planning's budgeting software for nonprofits to rapidly build rolling forecasts that drive financial projections on a regular basis. Incorporate the latest actuals for event registration revenues and expenses, membership renewals, and financials from other events into the projections, and integrate with common data sources for nonprofits, such as Blackbaud, Sage Intacct, Microsoft Dynamics, and more.

I can look at the most detailed budgeting level and then quickly switch to a global view of the organization. We can easily slice data in different ways, such as reviewing department level budgets by project versus overall organization spending.

Finance Director, Yerba Buena Center for the Arts

Read the Full Case Study

Interested in seeing a demo of Workday Adaptive Planning for nonprofit organizations?

Watch the Nonprofit Demo