Fiscal Management Content Topic Results

A great guide, this document provides a sample investment policy for nonprofit organizations. It includes information on roles and responsibilities of management, board, and any oversight committee.

This checklist provides advice on how to embark upon public policy and lobbying activities for nonprofit organizations.

This comprehensive guide provides information on developing policies and procedures for accounting, controls, reporting, revenue, expenditures, and asset management. 

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 from Nonprofit Quarterly provides information on how executive directors of nonprofits can guide their organization to sustainability, rather than just managing its finances.

This presentation from Venable LLP outlines tax rules for lobbying, special restrictions for organizations receiving federal funds, definitions of lobbying terms, and ethics. It also addresses some basic “dos” “don’ts” for 501(c)(3) organizations that wish to participate in lobbying activities.

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

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.

These selected grant writing websites provide clear, detailed information on the grant-writing process at no cost.

The selected websites on this page provide free information and resources on areas of interest to the nonprofit community: accountability and evaluation, advocacy, communications and marketing, foundations and grantmaking, fundraising and financial sustainability, governance, management and leadership, staff development and organizational capacity, technology and volunteer management.

This resource offers guidance on how 501(c)(3) organizations can elect to “take advantage of the clear definitions and generous limits on lobbying” as permitted in the IRS Tax Code.

This guide provides an in-depth overview of different forms of lobbying that a nonprofit may engage in, advice on how to comply with tax laws limiting lobbying, and an explanation of special lobbying rules.