Free Tools

Download Resources

Fun with Financials is happy to provide resources, tools and training to make your job as a financial professional easier.

Sign up for our Monthly Newsletter to stay up to date as new resources are posted.

Document Retention & File Organization

A well-structured document retention policy is essential for maintaining compliance, ensuring efficiency, and protecting your nonprofit from risk. To help you get started, we’ve provided a sample file retention policy and a Dropbox folder organization structure designed to keep your digital records clear and accessible.

Sample File Retention Policy

Download the .doc

Sample Dropbox Structure

Download the .doc

Compliance and Recordkeeping

The document outlines a simple compliance and recordkeeping checklist for your nonprofit organization, covering areas such as timesheets, board meetings, federal, state, and local level regulations, donor acknowledgments, and recordkeeping guidelines for financial and personnel files.

Download the .doc
Download the PDF

Sample Board Financial Policy

This document provides key sections such as board report guidelines, reserves policies,  and capitalization thresholds, to include in a board approved financial policy.

Download the .doc

Questions to Ask a Potential Fiscal Sponsor

Walks you through the questions to ask and the answers you should get when trying to pick a fiscal sponsor.

Download the PDF

Projecting Reserves Worksheet

This worksheet helps you know what reserves you attracted with and project where you will end the year based on your budget.

Download the PDF

Monthly General Ledger Review

Trains you to review your general ledger to ensure that your bookkeeping is accurate.

Download the PDF

Grant Tracking Spreadsheet

This spreadsheet helps you plan to spend your grant funds over their full time period even when they cross over your fiscal year.

Download the .xls

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.

Download the Lobbying Timesheet .xls
Download the Lobbying Tracking .xls

Cashflow Spreadsheet

If you’ve got less than 3 months of cash on hand, use this Cashflow spreadsheet to help you manage your money.

Download the .xls
Back To Top