Financial Management
Nonprofit Bookkeeping Test
This 21-question quiz samples from general bookkeeping knowledge as well as nonprofit bookkeeping and compliance matters. Use this assessment test as part of your hiring toolkit as well as for identifying staff training needs.
Meaningful Budget Work by the Board
The board has some important perspectives to bring to the discussion of the budget. Here some questions that take advantage of the board’s diverse community perspectives and the finance staff’s knowledge and skill.
A Board-Staff Agreement for Financial Accountability
Use this helpful template, and a discussion on the finance committee with the ED and the finance staff to clarify roles around accountability.
Three Easy Ways for Foundations to Support Democracy
Pablo Eisenberg shares some reforms that speak to democracy in the United States, and that would be pretty easy for foundations to do.
Eight Strategic Mistakes with Memberships
Eight strategic errors nonprofit organizations often make that stand in the way of “smart growth” in their membership numbers.
Treasurers of All-Volunteer Organizations: Eight Key Responsibilities
Here is a wonderful, succinct guide that provides help for the 600,000 + treasurers of all-volunteer organizations (AVOs).
Our Executive Director is Embezzling
It’s the call no board member wants or expects to get: The organization’s executive director is being investigated for embezzlement.
Attorney Recommends Review Instead of Audit
A nonprofit considered moving away from having an annual audit to having a review, and the board wanted a legal opinion before making a decision.
Seven Ways to Reduce Your Audit Costs
Dennis Walsh, a certified public accountant, shares seven ways nonprofits can reduce the costs around the auditing process.
Focus on the Destination, Not the Route (Budget)!
Jeanne Bell argues it’s time to stop looking at budgets and pay attention instead to projections and financial goals.