Material Listing

Fraud prevention is critical to not only your bottom line, but also to your reputation and that of other nonprofits. This guide presents a comprehensive approach to preventing fraud, as well as sample policies and guidance on what to do when fraud is discovered.

This document provides a comprehensive list to help ensure controls are complete in a nonprofit organization.

Segregation of duties is key to implementation of appropriate internal controls. This article outlines key accounting functions and options for segregation of duties, despite having limited staff and volunteers, that will make errors or fraud less likely.

This guide defines terms, provides assistance for internal audit teams, prepares small nonprofits for audits, and discusses needed internal controls.

This article explains nonprofit financial statements and is a good primer for anyone involved with nonprofits. 

This book covers a wide range of financial information from basic financial concepts to how to structure a nonprofit organization for fiscal strength and profitability. It also defines the different roles of board, staff, and volunteers, and outlines duties associated with each.

This presentation guides participants through the process of developing a budget for their organization and includes links to useful templates.

A budget is a tool. This publication describes how budgets can be used to work with staff, control expenses, plan effectively, and reach organizational goals. Includes examples of budgets and budget reports. 

This guide provides a detailed description of how to create a budget, who should be involved, and things that organizations should consider to ensure that their budget is a tool for maximizing organizational sustainability.

This article provides a clear discussion of how nonprofits can use depreciation to account for the declining value of fixed assets and its value in the budget process. 

This resource provides a good overview of the Financial Accounting Standards Board (FASB) Accounting Standards Update 2016 revising how nonprofits are to prepare financial statements beginning for fiscal years that start Dec 15, 2017. 

This article reviews the benefits of fund accounting used by nonprofits to segregate revenues and expenses into “funds” for ease of tracking.

Finance managers at nonprofits face unique pressures. This guide outlines key challenges, requirements, tips, and best practices for nonprofit CFOs and finance staff.

Every nonprofit should have a finance committee of the board on which at least the organization’s executive director, finance director (if applicable), and board treasurer participate. This article outlines the roles and responsibilities of this committee.

The decisions we make about who we hire for what positions and how we work with them once hired are crucial for organizational performance. This resource outlines best practices gathered from the field for performance evaluation, recruitment, hiring and retention, staffing, professional development, and resolving problems.

This page offers key points and resources to help leaders of nonprofit organizations understand federal and state employment laws.

We can’t create change in areas of injustice if we are afraid to have honest conversations with each other. This article addresses the fact that advancing social justice discussions and finding solutions requires nonprofit organizations to admit our mistakes and keep working to improve.

This article lists steps that nonprofits can take now to increase the likelihood of a positive transition of leadership in the future.

A majority of nonprofits are not prepared for leadership transitions. This article from the National Council of Nonprofits provides key tips for development of a transition plan and links to other helpful resources.

With sustainability as the focus, nonprofit staff and boards can and should consider a whole range of circumstances related to transitions of leadership that create risks to the mission. This article explores the need for succession planning from a risk management perspective and the organizational sustainability benefits to be gained.

This publication provides ​​​​​​​a framework for helping boards and nonprofit executives address succession planning activities.

This resource offers guidance on how to create an effective employee handbook that minimizes the likelihood that it will be found as an implied contract with your employees.

This is a comprehensive guide on developing and implementing effective performance management systems that bring visible, value-added benefits in the areas of performance planning, performance development, feedback, and achieving results.

Making the most of the performance assessment process requires making the part of them organizational culture and includes at least goal setting, continuous feedback and coaching, and an annual review. This article outlines the challenges of creating an effective process and suggests steps nonprofits can take to build the best process for their own organizations.

​​​​​Performance evaluations should be beneficial to both your organization and your employees. This resource explains how to set up a performance review plan so that your organization and employees get the most benefit from performance reviews.