Nonprofit Fiscal Policies & Procedures: A Template and Guide

Developed by CompassPoint in June 2012, this guide offers a recommended structure for policies and procedures, as well as some questions to guide you in considering what is best for your organization.

“Establishing good fiscal policies and procedures is more of an investment of time and attention than money. Very small nonprofits or even all-volunteer groups can commit to the conversations and documentation needed to establish sound financial policies. Specific policies and procedures vary widely depending on the organization’s budget size, staffing, and business model.”

Download the template and guide.

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On October 8, 2025, Join Us for a National Town Hall on the Financial State of the Nonprofit Sector

Nonprofit GPS is a new, action-based community designed to help nonprofits navigate today’s disrupted revenue landscape. Built in consultation with organizations nationwide, it focuses on the real financial challenges nonprofits face — business model risks, capital management, budgeting, governance, and more. Together, we’ll share practical strategies and highlight bright spots of practice that strengthen missions, even in the most disruptive times.

At this event you will hear: an analysis of the current economic landscape for nonprofits and the implications for practice; what array of critical new resources will be offered by Nonprofit GPS over the next three months and beyond; and how to become involved as a practice leader in this community.
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