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Budgeting 101: Building a Financial Foundation for Success

  • 1901 East 4th Street, Suite 100 Santa Ana, CA, 92705 (map)

Effective budgeting is crucial for nonprofits to manage resources, achieve their mission, and ensure long-term sustainability.

This course is designed to help nonprofit professionals understand the fundamentals of budgeting, from creating a solid financial plan to monitoring expenses and maximizing impact. Learn how to allocate resources strategically and make informed financial decisions that support your organization’s goals.

Learning Objectives:

  • Understand the basic components of a nonprofit budget and their importance for financial health.

  • Learn how to create a realistic and mission-aligned budget that supports organizational goals.

  • Explore strategies for tracking and managing income, expenses, and cash flow effectively.

  • Gain skills to adjust budgets based on changing circumstances and organizational needs.

  • Develop techniques for presenting your budget to stakeholders, including board members and funders.

Meet your Trainer: John Ing

John is a transformational leader with a proven track record in corporate and non-profit organizations as well as start-ups across multiple industries. His investment banking career spanned over two decades, focusing on sell-side advisory as well as strategic and operations consulting, before devoting the last decade to non-profit work.John is privileged to leverage his C-level experience in operations, finance, strategic planning, and turnarounds to serve as CFO for Santa Ana-based KidWorks, a non-profit serving at-risk youth from Pre-K to college with the mission to develop confident, self-reliant adults who are equipped for the workforce and motivated to give back.

Prior to joining KidWorks, he served as the COO and CFO of one of Southern California’s largest non-profits, Illumination Foundation, which provides healthcare and housing services to the most vulnerable individuals experiencing homelessness. John was recognized as the 2024 Orange County Business Journal Non-Profit CFO of the Year for his impact on and contributions to the non-profit community.

John has also served as CFO and Senior VP of Corporate Strategy for Dayton, Ohio-based investment management firm Beacon Capital Management with over $5 billion in assets under management. He has been the co-founder and/or CFO of several technology start-ups in edtech, fintech, and social media. Finally, John serves as a trustee for a multi-county, high-performing charter school network dedicated to providing students in underserved and high-risk neighborhoods access to high-quality education.

John holds a Bachelor of Arts in English w/ a minor in History from the University of California, Irvine and earned his Master’s in Business Administration with a dual concentration in Finance and Marketing from the USC Marshall School of Business. John, his wife, and two children are active in their church and cherish advocating for the least, lost, and last with their time, talent, and treasures through philanthropic and humanitarian aid organizations such as World Vision International, OneChild, and Hope for Haiti.


Budgeting 101: Building a Financial Foundation for Success
from $69.00

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Leading with Data: Measuring and Amplifying Program Impact