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Financial Internal Audit

One-page internal audit for use by board members to verify financial controls are being used

Taggedfinancial management

10 Minute Board Exercise in Planning a Raffle

A raffle can seem like an easy way to raise funds quickly. Well planned raffles can be fun and successful fundraisers. However, a poorly planned raffle can result in financial loss due to low ticket sales. This 10 Minute Board Exercise will help your board determine whether a raffle is... (continued)

Taggedboard of directorsrafflesraffleregulationoregonfundraising

10 Minute Board Exercise on Building Trust with Incoming Leadership

The purpose of this exercise is to help your board transition seamlessly from one leader to the next by building immediate trust. Whether using this activity with an incoming executive director or board president, identifying ways to capitalize on opportunities and culture changes will keep your board and staff on track to meet their strategic objectives.

Taggedboard of directorsleadershipsuccession planningboard engagementboard presidentexecutive directorincoming leader

10 Minute Board Exercise in Conducting a Board Assessment

A board assessment can be an easy, fun and quick way to hone the board's attention and energy. Through an assessment, board members gain a common understanding and discover characteristics of powerful boards. The follow-up to the assessment then builds the unique culture and strengths of the current board. Doing an annual assessment keeps the board fresh, informed and focused.

Taggedboard of directorsboard assessmentboard self-assessmentboard evaluationBoard Self-Evaluationassessmentevaluationboard engagement

Internal Audit Workbook

Is it time to examine your books and records using staff, board members and volunteers? This 40+ workbook includes a step-by-step process, templates and guides for conducting an internal audit of your organization's financial records.

Designed for small to medium-sized organizations. Topics include:... (continued)


Taggedinternal auditAudit CommitteeFinancial Informationfinancial recordstreasurer

10 Minute Board Exercise - Identifying Board Officer Attributes

The purpose of this exercise is to identify traits your organization will need in its board officers for the upcoming year and help supplement job descriptions for those positions.

Taggedboard of directorsboard leadershipBoard Officersboard engagementtrustee / director / board member

10 Minute Board Exercise - Evaluating Your Funding Mix

It is critical that you have an overall understanding of the business model of your organization. Take 10 minutes during your next board meeting to evaluate your funding mix. Exercise for Board Treasurers included.

Taggedfunding mixdiversifying fundsboard engagementboard of directorsstewardshipbusiness modelsustainability

10 Minute Board Exercise - Board Officer Succession Planning

The purpose of this exercise is to help your board jumpstart its thinking about future leadership needs. Before the board finds itself wishing and hoping for someone capable to fill critical roles, use this activity to plan ahead.

TaggedBoard Officerssuccession planningboard of directorsboard engagementboard leadershipofficersplanningExecutive Team

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

10 Minute Board Exercise - Internal Control Questionnaire

This board exercise will clarify methods being used by your organization to process financial transactions. It will identify who currently handles different accounting tasks and indicate if there is adequate segregation of duties. By evaluating and strengthening your nonprofit's... (continued)

Taggedtrustee / director / board membermanagement & technical assistanceinternal controlsinternal controlgovernance & board of directorsfinancial managementfinanceexecutivecommunity improvement & capacity buildingboard of directors

What’s the Story Behind the Numbers? A Grant Maker’s Guide to Understanding Nonprofit Audits

A guide for grant makers and others who want to gain a better understanding of nonprofit financial statements. The guide discusses accounting principles, concepts behind the numbers, and methods & tools used to analyze financial statements.

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

The Sharing Entity... (continued)

Taggedgrantsnonprofit financial statementsadvisorexecutiveaccountingfinancial management

IRS Virtual Workshop

Topics include Tax-Exempt Status - defined, Jeopardizing 501(c)3 Status (includes private benefit, inurement, conflict of interest, lobbying), Unrelated Business Income (UBI), Gaming Activities, Employment Issues and Record Keeping


Taggedfinancial managementlegaltaxesexemptionprogram directorprogrammnamanagement & technical assistanceirsform 990

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

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

Nonprofit Cost Analysis Toolkit

This toolkit focuses on the process of understanding the true costs of each of program area within an organization. At each step, the toolkit offers an explanation of how to conduct the analysis. We also provide blank financial templates and concrete examples.


Taggedprogramming and budgetingfinancial managementbudgetmanagement & technical assistanceexecutivecommunity improvement & capacity buildingadministrative

Operating Reserve Policy Toolkit for Nonprofit Organizations

The Nonprofit Operating Reserve Policy Toolkit Workgroup has compiled this “Operating Reserves Policy Toolkit” to serve as a technical reference for nonprofit board and staff policy committees, as well as their financial consultants and professionals.


Taggedfinancial managementoperationsmanagement & technical assistancefinancecommunity improvement & capacity buildingadministrative

Jean Block

I am a nationally recognized trainer and consultant on nonprofit management, fundraising, board governance and social enterprise with more than 45 years experience in the nonprofit sector. I have authored several books, publications and check lists to help nonprofits enhance their management. Visit www.jblockinc.com and www.socialenterpriseventures.com to learn more.... (continued)

Interested inboard of directorsexecutive directorsocial enterprisefundraisinggovernanceLeadership Roles

Fiscal Sponsorship

Fiscal sponsorship refers to the practice of non-profit organizations offering their legal and tax-exempt status to groups engaged in activities related to the organization's missions. It typically involves a fee-based contractual arrangement between a project and an established non-profit.


Taggedfinancial managementadministrativefiscal sponsorship

How Much in Reserve Funds Should Your Nonprofit Have?

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

Creative Commons Attribution-ShareAlike 3.0 United States License
This work is licensed under a Creative Commons Attribution-ShareAlike 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... (continued)

Taggedfinancialreserve fundsminimum reservespolicies for financial managementfinancial managementfinance directorfinanceexecutive

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)

Taggedunified chart of accountsintuitucoaresearch institutes & public policy analysisquickbooksproject managementprogramform 990financial managementfinance