Teaching Paper: Financial Health and Fundraising Planning for Non-Profit Organizations

Teaching Paper: Financial Health and Fundraising Planning for Non-Profit Organizations

Practical Tools for Monitoring Financial Performance and Developing Effective Fundraising Strategies

Author: Dr. Anna Neya Kazanskaia
Publisher: NEYA Global Publishing
Teaching Paper | NEYA Global Journal of Non-Profit Studies
Year: 2025
ORCID: https://orcid.org/0009-0009-5669-1676

DOI: https://doi.org/10.64357/neya-gjnps-fnmnbstprtl-tp-07


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About the Paper

Non-profit sustainability depends on both strong financial health and effective fundraising strategies. This Teaching Paper introduces two practical tools: financial ratios for monitoring organizational performance and a structured fundraising plan template for resource mobilization. It explains liquidity, solvency, and efficiency ratios with clear formulas and interpretation guidance, while also providing a framework for setting fundraising goals, identifying target donors, planning activities, and measuring outcomes. A case study from a Philippine NGO illustrates how linking financial monitoring with fundraising planning enhances resilience, improves program efficiency, and strengthens donor confidence. Reflection questions and tips make the resource valuable for finance officers, managers, and development professionals alike.

Key Topics

  • Liquidity, solvency, and efficiency ratios
  • Interpreting financial performance indicators
  • Fundraising goal-setting and donor targeting
  • Designing and managing fundraising activities
  • Linking financial health to fundraising priorities
  • Monitoring and evaluating fundraising outcomes

Suggested Citation

Kazanskaia, A. N. (2025). Teaching Paper: Financial Health and Fundraising Planning for Non-Profit Organizations: Practical Tools for Monitoring Financial Performance and Developing Effective Fundraising Strategies. NEYA Global Publishing. https://doi.org/10.64357/neya-gjnps-fnmnbstprtl-tp-07

References

Bryson, J. M. (2018). Strategic planning for public and nonprofit organizations (5th ed.). Jossey-Bass.

Drucker, P. F. (1990). Managing the nonprofit organization. HarperCollins.

Foundation Center. (2020). Fundraising best practices for nonprofits. Candid.

Kazanskaia, A. N. (2025). Financial Management: Best Practices and Tools. NEYA Global Publishing.
https://doi.org/10.64357/financial-management-2025

Kazanskaia, A. N. (2025). Resilience: Psychological Strength for Leaders & Teams. NEYA Global Publishing.
https://doi.org/10.64357/resilience-2025

Kazanskaia, A. N. (2025). Human Rights and Development: Integrating Rights-Based Approaches. NEYA Global Publishing.
https://doi.org/10.64357/human-rights-and-development-2025

Kazanskaia, A. N. (2025). Networks & Alliances: Strategies for Social Impact. NEYA Global Publishing.
https://doi.org/10.64357/collaboration-2025

Kazanskaia, A. N. (2025). Fundraising and financial planning for non-profit organizations. Neya Global Journal of Non-Profit Studies.
https://doi.org/10.64357/neya-gjnps-fnmnbstprtl-08

Kazanskaia, A. N. (2025). Developing effective grant proposals for non-profit organizations. Neya Global Journal of Non-Profit Studies.
https://doi.org/10.64357/neya-gjnps-fnmnbstprtl-tp-04

Patton, M. Q. (2008). Utilization-focused evaluation (4th ed.). Sage Publications.

https://neyaglobal.com/journal-nonprofit/teaching-paper-financial-health-and-fundraising-planning-for-non-profit-organizations
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September 29, 2025