This AICPA tool contains sample elements that can be used in the creation of an operating reserve policy. As with any policy of this nature, the NFP may wish to consult their legal counsel or independent auditor for assistance in developing an operating reserve policy that is appropriate for the organization that has been customized based on the risks, operations and structure of your organization
Sample or Template
Financial ratios are an established tool for businesses and nonprofits to understand an organization’s financial situation and help leaders identify strengths and weaknesses in financial condition. This tool provides calculation of 14 ratios, including a mix of balance sheet and income statement ratios. (Propel Nonprofits)
Use these sample policies as a guideline to create an investment policy for your organization.
This sample is a starting point for designing your own budget. You may customize this sample budget to fit your organization's needs.
Most foundations and corporate funders require organizations to submit a project budget with their grant application. William A. Bayreuther Grantwriting has provided complementary samples of proposal budgets for a 1 year project, 2 year project and a capacity building request. (Maine Association of Nonprofits)
Sample reserve fund policy examples you can adapt for your organization provided by Propel Nonprofits.
Operating Reserves with Nonprofit Policy Examples
A sample RFP for audit services that you can adapt for your organization.
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.
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.
Use this Lobbying Tracking template to aid in tracking your nonprofit's lobbying expenses.
Other example lobbying timesheets are available from Bolder Advocacy, including timesheets for 501(c)(3) organizations that have an affiliated 501(c)(4) entity.