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Financial Management Resources

At Nonprofits Assistance Fund, one of our goals is to provide tools and resources to nonprofit staff and board members to help them realize their organizational vision. Over our 28 year history, we have developed a wealth of resources on nonprofit financial management. You can start using this information right away to manage your nonprofit's finances.

Featured Resources

Sustenance in Lean Times is our resource collection to help nonprofits navigate the economic downturn.

It provides reliable and useful advice on ways to manage uncertainty and position your organization for the future.

What's New

• Assessment of Recession Risk and Preparedness for Nonprofit Organizations
• Scenario Planning Worksheet
• Cash and Investment Analysis Worksheet
• Improving Nonprofit Decision Making amid Economic Crisis 

The Assessment of Recession Risk and Preparedness for Nonprofit Organizations is a starting point to help you identify potential risk factors and proactive steps to take right now. With this information, your organization will be better prepared to develop strategies and approaches to respond to the economy and plan for a sustainable future.

The Scenario Planning Worksheet is a step by step guide to contingency planning.  This resource will help you consider several possible scenarios and get ready to make informed budget and management decisions. 

The Cash and Investment Analysis Worksheet will help nonprofits sort through their liquid assets to easily distinguish between cash that’s liquid and available and other types of restricted, designated, or hard-to-access funds.

Improving Nonprofit Decision Making amid Economic Crisis, an article from the Spring 2009 issue of Nonprofit Quarterly, discusses the importance of taking action and offers some suggestions for how to improve organizational decision making. 

Resources by topic

You can also view our complete list of available resources alphabetically.

Nonprofit Finance 101

• Glossary of Financial Terms

• Using Loans: A Guide to Borrowing for Nonprofits

• Analyzing Financial Information Using Ratios

• Ratio Calculation Worksheet

• Characteristics of Healthy Nonprofits

• Communicating About Money and Finance

• Managing Restricted Funds

• FAQ's for Nonprofits

• Financial Issues for Emerging Leaders - handout

• Financial Issues for Emerging Leaders - powerpoint

• Financial Management for Everyone

• Tips for Communicating with Your Banker
  

Dealing with Financial Uncertainty

• Sustenance in Lean Times: Resources to Help Nonprofits Navigate Economic Uncertainty

• Red Flags of Financial Problems

• Financial Management Self-Assessment for Nonprofit Organizations

• Managing and Adapting in a Time of Uncertainty

• Cash and Investment Analysis Worksheet    

• Scenario Planning Worksheet     

• Assessment of Recession Risk and Preparedness for Nonprofit Organizations    

• Improving Nonprofit Decision Making amid Economic Crisis

Budgeting

• Nonprofit Budgeting Process

• Annual Budgeting Planning: 10 Step Checklist
  

• Budgeting Nonprofit Income: Grants and Contributions

Cash Flow Planning & Management

• Managing Cash Flow

• Cash Flow Template

Audits, 990s, and other Financial Reports

• Navigating the New Audit Standards

• Audit Services RFP

• What is Overhead? Defintions from IRS and FASB
  

Financial Policies & Procedures

• Financial Policy Guidelines

• Financial Policy Example

• Nonprofit Financial and Administrative Activity Schedule

• Operating Reserves

• Business Plans for Nonprofits and Social Enterprise

• The Yin and Yang of Operating Reserves   

Working with the Board of Directors

• Reporting Financial Information to the Board

• Treasurer and Finance Committee - Who to Recruit and How to Use Them

• Make Good Use of the Treasurer and Finance Committee     

How Bankers can work with Nonprofits

• FAQ's for Bankers

• Lending to Charter Schools

 

Copyright: Except where noted, all material on the Nonprofits Assistance Fund website is copyrighted by Nonprofits Assistance Fund. Commercial republication is strictly prohibited; we encourage nonprofit republication of all Nonprofits Assistance Fund-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.

Additional resources

Our partners and allies also provide a wealth of resources for the nonprofit community. Explore additional resources and helpful links.