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.