Financial Management

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  • Nonprofit Fundamentals 101

    Nonprofit Fundamentals 101 is a collection of videos assembled by the Greater Toledo Community Foundation. It covers the following topics:

     

    Board Governance

  • Everything You Always Wanted to Know About Form 990 (But Were Afraid to Ask)

    As a result of attending this session, you will be able to: (1) understand and apply the three lenses used to complete an impactful Form 990; (2) describe how the Form 990 is organized along with the purposes of each section; (3) differentiate which areas of the Form 990 receive increased attention from the IRS and use that to evaluate the overall effectiveness of your Form 990.

    Watch now!

  • Finance Unlocked for Nonprofits - Oversight Kit

    Washington Nonprofits and Jacobson Jarvis, PLLC worked in partnership to develop the Finance Unlocked for Nonprofits (FUN) Oversight Kit. Finance Unlocked for Nonprofits was designed to increase nonprofit finance literacy in ways that help board members to grow their mission and protect their assets.

  • Best Practices for Internal Controls of Nonprofit Organizations

    Best Practices for Internal Controls of Nonprofit Organizations offers a four-page overview on everything from cash disbursements to payroll to policies for managing assets. It also covers the intersection of personnel and financial manangement with recommendations for board conduct, segregation of staff duties, and documenting executive director expenditures.

  • Global Study Finds Fraud Impacts Nonprofits - What Can Your Organization Do?

    By Rob Zuengler and Jenny Dominguez, CliftonLarsonAllen
    Reprinted with permission from CliftonLarsonAllen

    Could your nonprofit afford to lose $639,000? According to a recent study, that amount of loss due to fraud is not out of the question. Occupational fraud is a real threat to nonprofits and it could be committed by anyone from an employee to an executive.

  • State Unemployment: A Look Back as a Way to Look Forward

    Marshall Whittey, Regional Sales Director, First Nonprofit

  • StrongNonprofits Toolkit for Financial Management

    The StrongNonprofits Toolkit has been developed and maintained by the Wallace Foundation since 2009. It covers topics in nonprofit budgeting, cash flow, operations, data and analysis, audit readiness, plus governance and strategy. The toolkit has customizable resources to use in managing operations, pre-loaded calendars, and self assessment quizzes or checklists that seek to bolster a nonprofit's finance operations to build operational excellence.

  • A Guide to Cash Flow Forecasts for Nonprofits

    A Guide to Cash Flow Forecasts for Nonprofits explains the value of tracking expected incoming cash and using it as a tool to adapt to immediate financial challenges stemming from cash deficits. The article is accompanied by a free webinar recording "Helping Your NFP Organization Weather the Economic Storm" done in partnership with the Canadian back office solu

  • Nonprofit Overhead Toolkit

    The Nonprofit Overhead Toolkit by the California Association of Nonprofits gives a thorough crash course on the conversation around attempts to shift the overhead paradigm. The toolkit covers accounting techniques, overhead and profitability, indirect costs in government contracts, indirect costs and foundation grants, raising the issue with your funders, and messaging to the public about overhead.

     

  • Sample Fiscal Sponsorship Agreements

    A fiscal sponsor is a nonprofit organization that provides fiduciary oversight, financial management, and other administrative services to help build the capacity of charitable projects. For further explanation, see: What is fiscal sponsorship?

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