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

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.