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
- Balance Sheet Cheat Sheet
- White Paper on Cash Flow Challenges for Minnesota Charter Schools
- Charter Schools Cash Flow Template
- 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 balance sheet serves as a snapshot, providing the most comprehensive picture of an organization's financial situation. The Balance Sheet Cheat Sheet will help you make the most of this document and understand six key measures that are useful for most nonprofit organizations.
Charter schools face unique financial management challenges, particularly in dealing with the state holdback. To learn more about these issues, read Kate Barr's White Paper on Cash Flow Challenges for Minnesota Charter Schools. To meet the needs of school administrators, we have also created a specialized Charter Schools Cash Flow Template. You can use this tool to manage your school's cash, accounts receivable, expenses, and more.
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
Dealing with Financial Uncertainty
Budgeting
Cash Flow Planning & Management
Audits, 990s, and other Financial Reports
Financial Policies & Procedures
Working with the Board of Directors
How Bankers can work with Nonprofits
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Additional resources
Our partners and allies also provide a wealth of resources for the nonprofit community. Explore additional resources and helpful links.