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Nonprofits face a financial planning challenge unlike any other: restricted funds, grant compliance deadlines, board reporting requirements, and mission-driven decisions that don’t fit neatly into a spreadsheet.

PlanGuru is built for that reality. From community foundations and faith-based organizations to universities and social service agencies, we’ve helped nonprofits build rigorous, funder-ready financial plans, without the complexity of enterprise software or the limitations of Excel.

Create budgets, forecast funding, monitor cash flow, and deliver board-ready reporting — without relying on fragile spreadsheets.

📊 Multi-program and department budgeting — Allocate resources across programs, departments, and cost centers with full visibility into how each line impacts the whole.

💰 Grant and fund forecasting — Model contributions, grants, and restricted funds alongside operating expenses so you always know where you stand.

📈 Budget vs. Actual reporting — Pull in actuals and compare them against your plan in real time. Spot variances early and take action before they become problems.

🧾 Board and leadership reporting — Generate clean, presentation-ready financial reports that give your board and leadership team the clarity they need to make good decisions.

🔄 Rolling forecasts and scenario planning — Adapt as the year unfolds. Update your forecast with real results, model best and worst-case scenarios, and keep leadership informed at every stage.

☁️ Cloud-based collaboration — Work alongside your team, advisors, or fractional CFO in a shared environment, no emailing spreadsheets back and forth.


Give Funders and Board Members the Transparency They Expect

Funders want to see responsible stewardship, not just good intentions. PlanGuru makes it easy to build forward-looking financial plans that clearly show how donations, grants, and program revenue will be allocated and managed.

Whether you’re preparing for a board meeting, a grant renewal, or your annual audit, PlanGuru gives you the documentation and the confidence to walk in prepared.

One Connected Model — Not a Maze of Spreadsheets

Stop patching together budget models across multiple files. In PlanGuru, you forecast contributions, grants, program revenue, and operating expenses in one place — and instantly see the impact on your balance sheet and cash flow statement.

Project personnel costs by employee, build fund allocations by program, and keep your entire financial picture connected and current.

Stay Ahead of the Year — Not Behind It

Grant timelines shift. Donation levels fluctuate. Program costs evolve. PlanGuru’s rolling forecast capability lets you incorporate actual results as they come in and re-forecast the months ahead — so you always have a clear, current view of where you stand without losing sight of your original budget.

Model the “What Ifs” Before You Commit

What if that major grant doesn’t come through? What if you launch a new program next fiscal year? PlanGuru’s scenario analysis lets you build multiple versions of your financial plan side by side, so leadership can weigh strategic options, evaluate risk, and make funding decisions with clarity instead of guesswork.

Ready to bring more clarity to your nonprofit’s finances?

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