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Sample Board Financial Policy
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This document provides key sections such as board report guidelines, reserves policies, and capitalization thresholds, to include in a board approved financial policy.
Questions to Ask a Potential Fiscal Sponsor
Questions to Ask a Potential Fiscal Sponsor
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Walks you through the questions to ask and the answers you should get when trying to pick a fiscal sponsor.
Monthly General Ledger Review
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Trains you to review your general ledger to ensure that your bookkeeping is accurate.
Grant Tracking Spreadsheet
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This spreadsheet helps you plan to spend your grant funds over their full time period even when they cross over your fiscal year.
Procedures Manual
Contents for Procedures Manual
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Helps you organize your finance procedures manual by outlining the topics you should cover.
Lobbying Tracking
Here are a few tools to keep track of your lobbying activities to easily report on your form 990.
The first is a timesheet so you can report on your staff’s lobbying activities. And the second is a spreadsheet to track all your lobbying expenses. Keep the IRS off your back and stay engaged in the issues that matter! Download the tools today.
Click to Download Lobbying TimesheetCashflow Spreadsheet
If you’ve got less than 3 months of cash on hand, use this Cashflow spreadsheet to help you manage your money.