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Financial Management Resources

At Nonprofits Assistance Fund, one of our goals is to provide tools and resources to nonprofit staff and board members to help them realize their organizational vision. Over our 28 year history, we have developed a wealth of resources on nonprofit financial management. You can start using this information right away to manage your nonprofit's finances.

Featured Resource

How financially healthy is your nonprofit? With our Financial Self-Assessment, you'll have a better idea. Use the checklist to assess your organization's financial management practices.

Resources by topic

You can also view our complete list of available resources alphabetically.

 

Nonprofit Finance 101

• Glossary of Financial Terms

• Using Loans: A Guide to Borrowing for Nonprofits

• Analyzing Financial Information Using Ratios

• Ratio Calculation Worksheet

• Characteristics of Healthy Nonprofits

• Red Flags of Financial Problems

• Financial Management Self-Assessment for Nonprofit Organizations

• Communicating About Money and Finance

• FAQ's for Nonprofits

• Financial Issues for Emerging Leaders - handout

• Financial Issues for Emerging Leaders - powerpoint

Budgeting

• Nonprofit Budgeting Process

• Budgeting Nonprofit Income: Grants and Contributions

Cash Flow Planning & Management

• Managing Cash Flow

• Cash Flow Template

Audits, 990s, and other Financial Reports

• Navigating the New Audit Standards

• Audit Services RFP

Financial Policies & Procedures

• Financial Policy Example

• Nonprofit Financial and Administrative Activity Schedule

• Operating Reserves

• Business Plans for Nonprofits and Social Ventures

Working with the Board of Directors

• Reporting Financial Information to the Board

• Treasurer and Finance Committee - Who to Recruit and How to Use Them

   

How Bankers can work with Nonprofits

• FAQ's for Bankers

• Lending to Charter Schools

 

Copyright: Except where noted, all material on the Nonprofits Assistance Fund website is copyrighted by Nonprofits Assistance Fund. Commercial republication is strictly prohibited; we encourage nonprofit republication of all Nonprofits Assistance Fund-copyrighted material. We do insist that reprints prominently attribute the source and author, and feature a link back to Nonprofits Assistance Fund's site: www.nonprofitsassistancefund.org.

Additional resources

Our partners and allies also provide a wealth of resources for the nonprofit community. Explore additional resources and helpful links.