Nonprofit Fiscal Policies & Procedures: A Template and Guide
A structure for policies and procedures, as well as guiding questions to consider as you decide what’s best for your organization.
Content Type: Tools
Accounting Procedures Manual Template
This is a quick-start template in Microsoft Word for creating your own accounting policies and procedures manual — fill in the blanks and go!
Nonprofit Financial Infrastructure Self-Assessment
How does your organization handle budgeting and cash flow, data and analysis, operations, audit readiness, and governance and strategy? This questionn…
Contract & Grant Reporting Tracker
Use this Excel tool to track reporting requirements for any contract or grant and keep funding details and requirements in one place.
Self-Assessment: Strengthening the Finance-Development Relationship
Assess what’s working and what’s causing friction. Compare your organization with known best practices and learn to improve collaboration.
Analyzing Financial Information Using Ratios
Analyze and interpret what your reports are telling you with Propel’s 14 ratios addressing balance sheets and income statements.
Tracking Key Performance Indicators
Create a customized quarterly dashboard illustrating results among a set of key performance indicators, or KPIs.
Propel IRS 990 Decoder Worksheet
This Excel-based tool can help you quickly and clearly see your LUNA — your current Liquid Unrestricted Net Assets.
Calculate Your LUNA
This Excel-based tool can help you quickly and clearly see your LUNA — your current Liquid Unrestricted Net Assets.
Financial Health Analysis Tool
This data visualization tool provides a 4-year snapshot of your nonprofit's financial health, with a focus on liquidity.