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
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https://doi.org/10.64357/neya-gjnps-fnmnbstprtl-08
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