The fund management app allows nonprofits to plan at the fund-level, using details such as donor type, donor name, total committed fund amount, fund amount received to date, as well as data entry capabilities for tracking amounts.
Fund Management in OnPlan
Not-for-Profit Fund Management
Effectively plan funding by donors, agency type, and variable funding schedules to analyze cash runway and efficiently allocate resources between different projects
Plan projects with direct expense forecasting, resource staffing, and overhead expense allocation to create project-level budgets accurately
Compare project-level budgets and what-if forecasts with actual performance to examine project health
Highlight project-level health with profit and loss statements illustrating direct and indirect expenses or project summaries on milestones and cash balance