These samples create a framework for nonprofits in establishing and building their own confidentiality policies and guidelines for their board, staff, donors, clients, and volunteers. (National Council of Nonprofits)
Sample or Template
An organizational fraud policy facilitates the development of controls to help detect and prevent fraud against your organization. It promotes consistent organizational behavior by providing guidelines and assigning responsibility for the development of controls and the conduct of investigations. Customize this sample fraud policy to adopt these practices at your organization.
A sample audit committee description, which includes the purpose and primary responsibilities of its members.
A template by the American Society of Association Executives for writing your own Request for Proposal (RFP) for Outsourced Accounting Services.
Not sure how to thank your donors? Use the templates below to guide your message, which include sample language for chartiable event ticket purchases, capital campaigns, and determining the fair market value of a gift in exchange for a donation.
Most grantors require a final project report, including a financial report. This sample illustrates a final financial report outlining budgeted expenses, actual expenses and the expenses allocated to that particular funding source. (Maine Association of Nonprofits)
Appropriate document retention is important for a nonprofit's compliance with state and federal law, while balancing the need for managing storage space (both physical and digital). A clear policy for staff can prevent the innocent destruction or disposal of documents.
See this sample spreadsheet for tracking the bids and information for firms you are considering for your audit, after you’ve sent your request for proposals (RFP). You should provide your audit committee with information about the partners and firms that you are considering. You will also want to ask the firms for references from other nonprofits in your area.
Translate your annual operating budget into a detailed cash flow projection over the course of a fiscal year with the templates below.
Cash Flow Template (Propel Nonprofits)
Cash Flow Projection Template (Nonprofit Finance Fund)
Analyzing Financial Information Using Ratios - Nonprofit leaders seeking to understand their organization's financial situation usually start by reviewing the financial reports. Beyond understanding the reports, much can be learned from analysis of the information and interpretation of what it is telling you. For a more technical financial analysis, rations can be used to deepen understanding and interpretation.