Preparing for Financial Uncertainty

A Toolkit for Community-based Substance Use Disorder and Mental Health providers

This toolkit is designed to empower community-based services with practical resources to strengthen financial literacy, planning, and sustainability. By consolidating expert guidance, templates, and best practices from trusted sources, this toolkit aims to help member providers make informed decisions, manage resources effectively, and build long-term financial resilience. Whether you're budgeting for a new program, navigating funding challenges, or training staff on financial basics, this toolkit will serve as a flexible, user-friendly companion to support your mission.

Financial preparedness is the first step towards sustainability, beginning with business and strategic planning, financial management, leadership, contingency planning, and training.

Developed with advisory support from Anna Mulcahey, Principal, and Jonathan Miller, Partner, Bonadio Strategic Advisory and Consulting, The Bonadio Group

InUnity Alliance extends its sincere gratitude to the Altman Foundation for their generous support, which made the development and publication of this toolkit possible.

This toolkit is for informational purposes only and does not constitute financial, legal, or tax advice. Organizations should consult their own qualified advisors before implementing any strategy or recommendation contained herein. InUnity Alliance makes no warranties regarding the completeness or suitability of this material and assumes no liability for outcomes resulting from its use.