All resources in 'Financial Management' topic

Reports & Guides

• A Consumers Guide to Low-Cost Donor Management Systems
• Internal Controls and Financial Accountability for Not-For-Profit Boards
• A Guide For New York Not-for-profit Corporations Considering Expenditure of Endowment of Other Restricted Funds
• 2014 Audit Survey Results
• 2017 Study in Nonprofit Investing Findings: Executive Summary

Templates

• Budgeting Template for Revenue and Expenses
• Sample Investment Policy Delegation to External Agents Permitted
• Sample Investment Policy Agents Not Permitted
• Sample Investment Policy for Nonprofits Having Endowment Funds
• Budget Template To Track Annual Budget Process
• Budget Template for Multiple Departments

FAQ / Topic Summary

• What is the Difference Between Unrestricted, Temporarily Restricted, and Permanently Restricted Assets?
• What are the Benefits and Processes of Budgeting and Reforecasting?
• What does a Bank Look for When Reviewing a Loan? From the Perspective of a Banker
• What do I Need to Include in a Financial and Accounting Manual?
• What do I Need to Know about Fraud and Embezzlement?
• What are the Responsibilities of an Audit Committee?
• What are the New York Registration and Reporting Requirements for Nonprofit Organizations?
• What are the Financial Filing Thresholds for New York State?
• Should I Loan Money to an Employee?
• How to Renegotiate Contractual Obligations, Particularly Around Real Estate?
• How Much of a Donor’s In-Kind Donation is Tax-Deductible?
• How does My Organization Accept Gifts in Stock?
• How do I Prepare for my Audit?
• How do I Dissolve a Nonprofit?
• How do I Decipher a Balance Sheet?
• How Do Banks Make Lending Decisions?
• How Can Development Staff and Finance Staff Work Better Together?
• Five Questions All Executive Directors Should Ask About Financial Reporting
• Do You Offer A 403(b) Retirement Plan? You May Want To Consider “Fiduciary Outsourcing”
• Can’t Find Your IRS Form 1023?
• A Strategic Approach to IT Budgeting
• Can A Nonprofit Have Too Many Assets?

Checklists

• AUS 2016-14 Are You Ready?
• ASU 2016-14 Implementation Checklist
• Nonprofit Financial Infrastructure Self-Assessment