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  • James Elrod's Library

Annual Budget Planning: A 10 Step Checklist

Outline of the nonprofit budgeting process, as well as tips for successful budgeting.

https://nonprofitsassistancefund.org/

Taggedbudgetfinancefinancial managementnccs

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.

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Taggednonprofitcash flowcash flow projectionsfinancial management

Integrated Term Sheets: A Tool for Impact Investing

Integrated term sheets incorporate information on desired social and environmental impact, including ex-ante selection of desired indicators and impact reporting commitments, alongside the financial terms and conditions typically found in term sheets. This powerpoint provides suggestions for creating your own... (continued)

Taggedterm sheetimpactinvestmentimpact indicatorsintegratedfinancial managementInvestmentsexecutiveCEO

What is One Thing Always At Risk? Your Tax-Exempt Status

Recent developments have exposed a loophole in the tax system that could leave you and your organization permanently at risk.

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Erin McClarty

Licensed attorney in Houston, Texas. I host a blog dedicated to legal non-profit issues, notationsonnonprofits.com, and guest write on various social enterprise websites. I counsel local non-profit's on issues such as Governance, Board Education, and Exemption as well as advising on issues ranging from incorporation to dissolution.

Principles and Practices

Michigan Nonprofit Association recognizes that good organizational practices are primarily implemented through education and self-regulation. Thus, Principles & Practices for Nonprofit Excellence in Michigan is intended to serve as an educational resource to improve the efficiency, transparency and accountability of... (continued)

Taggedgovernancebest practicestandardsprogramprivate independent foundationsprivate grantmaking foundationsphilanthropyvolunteerism & grantmaking foundationsexecutivedsyf

Legal Risk Management Checklist for Charities

This checklist provides a brief outline of some of the more important issues that directors and/or executive staff of a charity, whether incorporated or not, may want to consider in ensuring due diligence in the operation of the charity, as well as an overview of liability exposure faced by charities in Canada and... (continued)

Taggedcommunity improvement & capacity buildingmanagement & technical assistancefinancial managementexecutivetanorisk management

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

What We Know About Overhead Costs in the Nonprofit Sector

This brief summarizes findings from IRS Form 990 data and overhead cost survey data, concluding that a surprisingly high percentage of nonprofit organizations (37%) with private contributions of $50,000 or higher reported no fundraising costs. The brief also discusses the staffing patterns of nonprofit... (continued)

Taggedfinancial managementcommunity improvement & capacity buildingmanagement & technical assistanceexecutivetano

Code of Ethics and Conduct for NGOs

This code of ethics and conduct is a set of fundamental principles, operational principles, and standards to guide the actions and management of non-governmental organizations

http://www.wango.org/codeofethics.aspx

Taggedethicscommunity improvement & capacity buildingmanagement & technical assistanceaccountabilitycode of ethics / social responsibilityexecutivetano

Code of Ethical Conduct and Statement of Commitment

The NAEYC Code of Ethical Conduct offers guidelines for responsible behavior and
sets forth a common basis for resolving the principal ethical dilemmas encountered in early childhood care and education.

http://www.naeyc.org/positionstatements/ethical_conduct

Taggedethicsaccountabilitycode of ethics / social responsibilityexecutivetano

APC Code of Ethics/Statement of Professional Practice/Performance Expectations

The elements of this document is designed to work together, and they are intended to support the ethical standards of other national organizations. Among the key elements supported by APC is a pledge to uphold the Donor Bill of Rights, which was established by AFP in cooperation with other national organizations involved in the philanthropic sector.

http://www.apcinc.org/aboutus/standards.htm

Taggedethicscommunity improvement & capacity buildingmanagement & technical assistanceaccountabilitycode of ethics / social responsibilityexecutivetano

Standards for Excellence: An Ethics and Accountability Code for the Nonprofit Sector

The Standards for Excellence code covers eight areas of nonprofit operations, Mission and Program, Governing Board, Conflict of Interest, Human Resources, Financial and Legal Accountability, Public Accountability, Fundraising, & Public Policy and Public Affairs, with 58 performance Standards covering a broad range of best... (continued)

Taggedbest practicesaccountabilitytanoexecutive

The Sarbanes-Oxley Act and Implications for Nonprofit Organizations

This whitepaper covers each of the major provisions of the new law anddiscuss their relevance to nonprofit organizations. In addition, BoardSource and INDEPENDENT SECTOR offer recommendations for how nonprofit leaders should
implement various provisions of the new law.

https://www.boardsource.org/eweb/dynamicpage.aspx?webcode=BDSOnlineStoreLanding

Taggedaccountabilitytanosarbanes-oxleyexecutive

Father Joe's Village Internal Controls & Credit Card Transactions

Father Joe's Village Internal Controls & Credit Card Transactions

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Taggedfinanceinternal controlseducationhigher educationuniversitiesfinancial managementpolicies for financial managementexecutiveFinance Plan

USD Nonprofit

The mission of the Institute for Nonprofit Education and Research is to educate leaders and advance best practices in the nonprofit and philanthropic community through academic excellence, applied learning, and research that examines issues of strategic importance to the sector.

How E-governance Supports the Ten Basic Responsibilities of Nonprofit Boards

This white paper discusses the roles and responsibilities of boards of directors.

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Board Position Descriptions

These documents provide sample descriptions for executive committee, member at large roles, and committee chair roles for YNPN chapters.

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Taggedadvisorjob descriptionsynpnroles and responsibilitiesprofessional societies & associationsphilanthropyvolunteerism & grantmaking foundationsexecutiveedboard of directors

How Much in Reserve Funds Should Your Nonprofit Have?

This article gives guidance on a policy for minimum reserve funds.

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Taggedfinancialreserve fundsminimum reservespolicies for financial managementfinancial managementfinance directorfinanceexecutive

YNPN San Diego

The Young Nonprofit Professionals Network (YNPN) promotes an efficient, viable, and inclusive nonprofit sector that supports the growth, learning, and development of young professionals. We engage and support future nonprofit and community leaders through professional development, networking and social opportunities designed for young people involved in the nonprofit community.

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