Tools & Templates
As part of our committement to strengthening nonprofit organizations and encourage healthy financial practices, Nonprofits Assistance Fund has created a range of free and practical resources. To see our complete online collection, including articles available for download, visit Financial Management Resources.
- Analyzing Financial Information Using Ratios - An overview of how to make the most of ratio calculations. Use this spreadsheet to calculate your ratios.
- Audit Services Request for Proposal (RFP) - A RFP template to simplify the process of soliciting bids from auditors.
-
Business Plan for Nonprofits and Social Ventures - An outline developed for nonprofit organizations wishing to embark on earned income ventures with a business model.
-
Cash Flow Template - An Excel worksheet developed to help nonprofit financial managers build a customized cash flow projection. Instructions for using the template are included in the workbook.
-
FAQs for Bankers and Lenders - This list of commonly asked questions will help you understand how our loan programs compare to your bank's programs and how NAF and the banking industry work together to help nonprofits thrive.
- Financial Management Self-Assessment for Nonprofit Organizations - A checklist to assess your organization's financial management practices and identify areas for improvement.
- Financial Policy Example - A brief guide and example to help you create a financial policy for your organization.
-
Glossary of Financial Terms - A handy reference to help you navigate nonprofit financial terminology.
-
Lending to Charter Schools - What every banker should know when lending to charter schools.
-
Red Flags of Financial Problems -
These ten indicators point to serious financial problems.
copright
Except where noted, all material on the Nonprofit Assistance Fund Web
site is copyrighted by NAF. Commercial republication is strictly
prohibited; we encourage nonprofit republication of all NAF-copyrighted
material. We do insist that reprints prominently attribute the source
and author, and feature a link back to Nonprofits Assistance Fund’s
site: www.nonprofitsassistancefund.org.