Resources

These resources are for the staff person who has found themselves responsible for financial leadership in their organization and doesn’t have the traditional training for the role. We’ve got resources to help get you started, trainings to show up how to apply these resources to your everyday work, and services to help you along the way.

• Financial Policy Guidelines and Example
• Budgeting Checklist
• Cash Flow Management
• Characteristics of Financially Healthy Nonprofits

If you’re the leader of an emerging nonprofit organization, these resources are designed to help you build a strong foundation for a healthy organization.

• Annual Requirements of Nonprofits
• Fiscal Sponsorship Primer Video
• Board Roles and Responsibilities

These resources are a great way to get your board up to speed on how nonprofit finances work. They’ll help your board make the financial leadership decisions they need for your nonprofit.

• Treasurer and Finance Committee: Right People, Clear Roles
• Board Communication: Reporting Financial Information
• Financial Policy Guidelines and Example
• Operating Reserves with Nonprofit Policy Examples

What do you need to do in a crisis? These resources can help boards and nonprofit leaders see what steps they need to take, and what to plan for to avoid a crisis, or manage one when it arises.

• Governing in a Time of Crisis: 10 Actions for Boards
• Cash Flow Management
• Cash Flow Template
• Emergency Succession Plan Template for Executive Directors