Board Communication: Reporting Financial Information
This resource outlines the types of financial reports that are needed by a board, as well as how to present the information to the board.
Content Type: Tools
Nonprofit Finance Automation – Resources List
This webinar has concrete steps to take as you consider processes and technology for proper organizational controls and improved efficiency.
Types Of CRM Applications Explained: Which One Is Best For You?
This piece from the Forbes Advisor by Lee Davis and Cassie Bottorff provides a comprehensive guide (circa March 2023) to the varieties of customer relationship…
Commons Collection – Strategy and Planning
A selection of resources about business models for nonprofits. Curated by the Nonprofit Financial Commons.
Operating Reserves with Nonprofit Policy Examples
This resource list from Propel Nonprofits includes considerations for reserve planning and some sample policies.
Operating Reserves for Nonprofits
The National Council of Nonprofits asks, “How much cash does your nonprofit need in reserve?“ The resources provided help answer the question.
Cash Flow Projection Template
This template hosted by the Nonprofit Finance Fund can assist organizations with their cash flow projections.
Cash Flow Toolkit
A part of Wallace’s StrongNonprofits Toolkit that focuses on cash flow. Includes a pair of spreadsheet templates and a valuable article.
Scenario Budget Planning Template
Download and customize this budget planning template spreadsheet and make it relevant for your organization’s financial situation.
Plan for Different Revenue Scenarios
A part of Wallace’s StrongNonprofits Toolkit that focuses on revenue. Includes a template and a downloadable book on scenario planning.