Financial Management

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  • Sample Investment Policy

    Use these sample policies as a guideline to create an investment policy for your organization.

  • Sample Organizational Budget

    This sample is a starting point for designing your own budget. You may customize this sample budget to fit your organization's needs.

     

  • Sample Reserve Fund Policy

    Sample reserve fund policy examples you can adapt for your organization provided by Propel Nonprofits.

    Operating Reserves with Nonprofit Policy Examples

  • Sample RFP (Request For Proposal) for Audit Services

    A sample RFP for audit services that you can adapt for your organization.

     

  • Everyone Is Looking: Does Your 990 Present Your Organization Effectively

    Now that 990s are easily available online, smart managers and board members are paying extra attention to how they present their organizations on these forms. This article shares five tips for improving yours.

    © North Carolina Center for Nonprofit Organizations, Inc. From Common Ground, a publication of the North Carolina Center for Nonprofits, www.ncnonprofits.org.

  • Sample Signature Authorities Policy

    This signature authority policy serves as a sample of the permission to execute transactions established by relevant policies and permission to approve transactions for execution.

     

  • Fiscal Oversight, Risk and the Nonprofit Board

    One of the most important responsibilities of a nonprofit board is fiscal oversight. Yet many board members remain unclear about what exactly that means. Nonprofit Risk Management Center's webinar, Fiscal Oversight, Risk and the Nonprofit Board, explores the board’s role in providing fiscal oversight and risk oversight. Learn how to inspire your board to strengthen its governance practices.

  • Seven Ways to Reduce Your Audit Costs

    Audits are getting more expensive. And it's not just the auditors whose hours are increasing. Staff's time on the audit has expanded as well. How can you ease the burden?

    © North Carolina Center for Nonprofit Organizations, Inc. From Common Ground, a publication of the North Carolina Center for Nonprofits, www.ncnonprofits.org.

     

  • Tax on Unrelated Business Income of Exempt Organizations

    Tax on Unrelated Business Income of Exempt Organizations - An exempt organization is not taxed on its income from an activity substantially related to the charitable, educational, or other purpose that is the basis for the organization's exemption. (IRS)

     

  • The Truthiness About Overhead

    Overhead or administrative spending has become a way that many funders measure how well a grantee is doing, but a growing number of funders and nonprofits are finding that it does not paint an accurate picture of a nonprofit’s financial health, sustainability, or overall effectiveness.

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