Unified Chart of Accounts (UCOA)

The Unified Chart of Accounts

UCOA, the Unified Chart of Accounts for nonprofit organizations, is a chart of accounts freely available to any nonprofit organization, accountant, or consultant. The chart of accounts is designed so that once it is implemented nonprofits can quickly and reliably use their financial systems to create... (continued)

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Financial Roles for Non-Financial Staff

Wed, Nov 11, 2015 at 1pm EDT / 10am PDT

Effective nonprofit financial management requires collaboration throughout the organization. Learn who needs to collaborate with whom. This webinar will explore the financial role of every person in the organization including the Board of Directors, the Executive Director, program and fundraising staff, clerical staff, the receptionist, and volunteers.

Taggedgovernancefinancial managementaccountingsupervision / personnel managementgovernance financial management accounting supervision / personnel managementpersonnel

Nonprofit Accounting Myths Busted

Wed, Mar 02, 2016 at 1pm EDT / 10am PDT

The current season of Discovery’s Mythbusters will be its last. To bid farewell to this iconic television series which has aligned so well with the goal of many nonprofits to encourage Science, Technology, Engineering, and Mathematics (STEM) careers, I brazenly "borrow" their format to clear up common misconceptions about... (continued)

Taggedfinancefinancial managementmanagement & technical assistancefinancial reporting / statements

Managing Cash Flow

Wed, Jan 27, 2016 at 1pm EDT / 10am PDT

One of the biggest challenges for nonprofits is managing cash flow, especially when they are reliant on reimbursable grants. This workshop will prepare you to create cash flow statements and projections for your organization using a clear process, while giving practical tools to develop and monitor cash flow.

-... (continued)

Taggedfinancial managementcash flow

Indirect Cost Rate: The Key to Paying for Your Infrastructure

Wed, Feb 19, 2014 at 1pm EDT / 10am PDT

Donors want to pay for programs. Most donors do not want to pay for everything you need behind the scenes to make sure money raised is responsibly spent to advance the organization's mission. How then do you raise money for administrative staff, office rent, insurance, computers, software, furniture and... (continued)

TaggedNonprofit Webinarsaccountingfinancial managementinfrastructureoverheardcapacity building

Paul Konigstein

Paul Konigstein helps nonprofits master finance and accounting. He specializes in making financial concepts understandable to non-financial nonprofit leaders to enable the strategic use of finance to achieve organizational goals.

Paul has twenty five years experience as a controller and Chief Financial Officer at arts, culture, education, and international... (continued)

Interested ingovernancenon-profitfinancial managementcash flowaccounting

Sharon Liebowitz

Sharon Liebowitz is CEO of Meritam Investment Advisors. She founded Meritam to bring high performance, low cost investment management to nonprofits. Prior to Meritam, Sharon was a Vice President at JPMorgan Chase for 10 years and had built trading systems for some of the largest global banks, including JPMorgan, UBS and Deutsche Bank.

Sharon earned an... (continued)

Interested ininvestingfinancial managementtechnology

Financial Management for Nonprofit Organizations

Wed, Aug 10, 2016 at 1pm EDT / 10am PDT

Unlike for profit businesses, nonprofits are not judged by their financial bottom line; instead, their value is measured by the effectiveness of their services and how successfully they achieve their mission. Yet, for most organizations, the ability to deliver effective services is dependent on sound management... (continued)


Taggedaccountingfinancial managementbudgetingFund Accountingaccountabilitystewardshipfinancial reportingnonprofit accounting

Procopio & Associates

Managing Partner Linda Procopio and the Fundraising team offer more than 100 combined years of experience in fundraising, grantwriting, strategic planning studies, non-profit administration, marketing and public relations, volunteer work and recruitment, special event coordination, and people and product management.

Managing Partner... (continued)

Taggedfinancial managementfund raisingconsultantphilanthropyconsulting supportorganizational managementfundraising / fund development professional servicesprofessional servicesphilanthropic consultantsgrants management

Sample Financial Management Policies and Procedures

Sample financial policy for boards of directors.

Creative Commons Attribution-NonCommercial 3.0 United States License
This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 United States License.

The Sharing Entity offering such Paid Content hereby grants You a nonexclusive, personal, noncommercial, non-sublicenseable, non-transferable, limited right and license to view, use, display and adapt for your own personal use such Paid... (continued)

Taggedfinancefinancial managementprogram directorprogrampolicies for financial managementmontanamanagement & technical assistancecommunity improvement & capacity buildingboard of directors

Investment Management for your Nonprofit

Wed, May 25, 2016 at 1pm EDT / 10am PDT

What are the major pitfalls investment management for nonprofits ?
What are the important things to know and get right ?

Investment management is one of those topics that people often overlook. However, having an investment strategy is a key component that creates transparency,... (continued)


Taggedinvestingfinancial managementfiduciary

Critical Issues #6: Financial Modeling

A financial model can help an organization to explore, predict and control the repercussions of its decisions. It sounds more complicated than it is.


Taggedstrategyfinancial modelingfinancial managementexecutiveconsulting

Benchmark Against Leading Practice: Finance Checklist

The Finance Best Practices Checklist is a self-assessment instrument that helps nonprofit organizations identify capacity strengths and challenges and establish capacity building goals in the area of finance and accounting. Results from the checklist can be used to guide the development of an annual workplan and... (continued)


Taggedcapacity buildingfinancefinancial managementaccountingbest practiceadministrativeorganizational capacitycommunications

Budgeting Income for Nonprofits

Brief article on developing an income budget based on projected grants and contributions.


Taggedbudgetnccsfinancial managementfinance

Managing Restricted Funds

This resource article aims to define unrestricted, temporarily restricted, and permanently restricted income and give nonprofit leaders the tools to record, report, and effectively manage contributed income and net assets.


Taggedfinancial managementaccountingbudgetingfinancial planningadministrative

Lessons for Boards from the Nonprofit Overhead Cost Project

This guide is based on information collected by the Nonprofit Overhead Cost Project, whose goal is to understand how nonprofits raise, spend, and report funds for fundraising and administration, and to work with practitioners, policymakers, and the accountants to improve standards. The project is a... (continued)

Taggedcommunity improvement & capacity buildingmanagement & technical assistancefinancial managementexecutivetanogovernance & board of directors

The Pros and Cons of Financial Efficiency Standards

As financial comparisons become widespread and commonplace, critics have had more cause to list the shortcomings of the approach. This is a topic where the ground can be sharply divided between advocates of financial comparisons and those who see such comparisons as fundamentally misleading and even dangerous... (continued)

Taggedfinancial managementcommunity improvement & capacity buildingmanagement & technical assistanceexecutivetano

Turning Nonprofit Finance Outside In

Blog post on the tendency of many nonprofits to focus their financial management and reporting on external audiences, such as funders, the government, etc., and how taking an internal focus on financial management can improve organizational efficiency and sustainability.


Taggedfinanceaccountingfinancial sustainabilitysustainabilitynonprofit effectivenessfinancial reporting / statementsfinancial management

Cash Flow Template for Nonprofits

Many nonprofits have irregular cash flow due to the timing of grants or reimbursements. This template helps nonprofit staff build monthly cash projections. With this tool, you will be able to monitor your available cash and plan for its ebbs and flows.

Creative Commons Attribution-NonCommercial-NoDerivs 3.0 United States License
This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 United States License.

The Sharing Entity offering such Paid Content hereby grants You a... (continued)

Taggednonprofitcash flowcash flow projectionsfinancial management

Social Capital Markets: Creating Value in the Nonprofit World

Money given away to nonprofit organizations used to be considered "charity." No longer. Donations to nonprofits are increasingly viewed as capital investments of precious resources. HBS faculty members Jed Emerson and Allen Grossman have launched an interdisciplinary effort to study and understand these "Social Capital Markets."


Taggedcommunity improvement & capacity buildingmanagement & technical assistancefinancial managementexecutiveconsultantanne kavanagh

Nonprofit Risk Management Center website

Information, webinars, and conferences about risk management topics including volunteer and financial risk management, employment practices and youth protection.


Taggedrisk managementlegalfinancial management

IKNOW.org's Financial Management Resources

An array of financial management resources including audits, cash flow management, financial management tactics, and basics of financial management


Taggedfinancial managementfinanceaccountingbudgetingreporting

Models of Finacial Business (PDF)

Models of Finacial Business (PDF) - Authored by Drew Tulchin on behalf of Chemonics International. This paper looks at leading practices in the profitable delivery of financial business services to SMEs in several countries with the goal of applying those lessons to promote SME sector growth in South Africa.

Creative Commons Attribution 3.0 United States License
This work is licensed under a Creative Commons Attribution 3.0 United States License.

The... (continued)

Taggedfinancial business servicesprofitable deliveryfinancial managementbankingprogramproject managementsmes

Tracking Volunteer Time to Boost Your Bottom Line: A Complete Accounting Guide

Tracking volunteer time can help you meet matching-funds requirements, improve your financial statement presentation, show the full scope of your impact on the community, and reduce liability. In this article, CPA Dennis Walsh of North Carolina explains why and how to include... (continued)

Taggedvolunteeraccountingvolunteersmatchingfinancial statementsfinancial managementfinancevolunteer time

YNPNSD Fiscal Sponsorship Agreement

Many nonprofits these days are looking to collaborate with like-minded organizations to avoid duplication of services and saturation of the market. YNPN San Diego has partnered with Volunteer San Diego who now serves as their fiscal sponsor. Attached is a sample of their fiscal sponsorship agreement

The Sharing Entity offering... (continued)


Taggedpartnershipnonprofit creationfiscal sponsorshipphilanthropyvolunteerism & grantmaking foundationsprofessional societies & associationsfinancial managementfinanceexecutiveed

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