Your Nonprofit’s Financial Plan B: How Many Options Do You Have? Turning Financial Planning into Financial Resilience
It can be comforting to know what you can do when Plan A takes a hit, or stops working altogether. Having choices can be the key difference between reacting to a challenge and navigating one. It’s that fiscal flex: knowing what you can pause, protect, adapt, or change…and when.
A Nonprofit Guide to Creating & Managing Endowments
A practical guide to help nonprofit leaders understand formal and quasi-endowments, assess organizational readiness, and develop clear policies for managing long-term funds.
Healthy Practices for Online Payments & Digital Finance Systems
Thoughtful monitoring of digital financial processes is a critical factor to prevent fraud or embezzlement. This overview of best practices will help to protect your organization, your employees, and your overall financial health.
Campaign Budget Template
This simple campaign budget template is a starting place to help teams map out their dreams, strategies, and tactics with their budgeting realities.
Compensation Design Workbook
This workbook outlines the essential steps to design (or re-design) your organization’s compensation. Use this to customize a right-sized process for your organization to set fair, transparent compensation that builds trust across your team and board.
Budgeting for Impact: Investing in People Amidst Challenges
A healthy, motivated team is the backbone of any mission-driven organization, and mid- or year-end budget reviews offer the perfect opportunity to ensure your finances are working for both your programs and your people.
Budget Scenario Planning
We will walk through the basics of developing alternative budgets that can adapt to change and are mission-aligned as well as share real-world examples, tools, and tips to help prepare for whatever comes next. Let’s plan together with purpose and stay mission ready.
Financial Status Tracker
This nonprofit financial status trackers give a clear, at-a-glance view of key financial indicators.
Budget Development Checklist
This nonprofit budget development checklist is a practical, easy-to-follow guide designed to make budget planning less overwhelming and more strategic.
Addressing Compensation with Clarity and Confidence
Ready to demystify compensation? Join us for a comprehensive, high-level look at how to set fair, transparent compensation that builds trust across your team and board. We’ll walk through the essential steps and show how a step-by-step process results in better compensation practices and maintaining and improving morale and staff retention.