Responsible stewardship of financial resources is critical for non-profits to achieve their missions. This collection is a roadmap for non-profit financial management including budgeting, reporting, and policy.
Resources in this Collection
Taking the Mystery Out of Financial Management
Take the mystery out of financial management by watching this short tutorial! Review the most important aspects of financial management, boiled down to 4 key questions.
Operating Reserves: Why to Have One, How to Build One, and a Sample Policy to Start from
This resource walks through the purpose of and common obstacles to creating an Operating Reserve and lays out a clear path & sample policy to achieve it.
Budgeting as a Strategic Tool
Resources are tight, and conservation groups need a robust budget tool designed to help them plan for the year ahead. TREC’s budget template is an easy-to-use budgeting tool that makes developing a budget more accurate while using far less staff time to prepare it.
Allocating Shared Operating Expenses
Shared Allocation is the process of spreading your shared expenses such as rent and utilities across your programs and other cost centers. By using shared allocation, each program shows its full costs. This toolkit shows you why this is important and how to do it.
Financial Board Reports
A guide on how to present financials to the nonprofit Board of Directors. Includes a draft financial narrative, how to create a budget to actual report, and more.
Fiscal Controls for Your Organization
Fiscal controls are critical to every organization to protect against fraud and also create solid financial systems and procedures. This short tutorial covers the how and why of fiscal controls.
Fiscal Policies & Procedures Manual | US
This sample Fiscal Policies and Procedures Manual is useful to help establish good and solid procedures and controls for an organization's daily, monthly, and yearly accounting needs. This sample is a useful tool to get an organization started but is not meant to substitute the advice of a lawyer or an accountant.
Fiscal Policies & Procedures Manual | Canadian
This sample Fiscal Policies and Procedures Manual is useful to help establish good and solid procedures and controls for an organization's daily, monthly, and yearly accounting needs. This sample is a useful tool to get an organization started but is not meant to substitute the advice of a lawyer or an accountant.