Results
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.
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.
Fiscal Strategies for Today’s Challenges
This session is designed for those new to financial management, fiscal strategy, and budget development, as well as anyone looking to understand the fundamentals of reserves and investment policy implementation.
Strategic Program Planning
TREC's program planning matrix helps you consider mission alignment along side funding and staffing considerations to evaluate your programs. This tool can be especially useful to hone your focus if you are having to make budgetary cuts.
Building an Operating Reserve Fund
This webinar is for individuals new to financial management, fiscal strategy, budget development.
Budgeting for Grants and Fundraising: Planning and Development Considerations
Navigating through planning work while simultaneously balancing and managing your organization’s budget, fundraising, and strategic vision can be overwhelming. This webinar will walk through a checklist of considerations and activities to help along that journey.
Salary Survey Report Findings
This session will provide an overview on the salary and benefits data compiled in the 2022 TREC Survey, as well as information on how to use total rewards survey data effectively.
TREC 2022 & 2019 Salary Report Canada Edition
2019 & 2022 TREC Salary Report – Canada Edition TREC dedicates itself to serving environmental organizations through offering services and resources to strengthen their effectiveness. We believe that providing competitive…
TREC 2022 & 2019 Salary Reports – United States Edition
2019 & 2022 TREC Salary Reports – US Edition TREC dedicates itself to serving environmental organizations through offering services and resources to strengthen their effectiveness. We believe that providing competitive…
Restricted Funds Essentials
Learn the basics of reporting & financial management of your restricted grants funds using Quickbooks.
How to Track Grants Year-Over-Year and Produce Clear-Cut Reports
This tutorial walks you through a solution for U.S organizations to show grant revenue from one year to the next that won't mess up your bottom line. It will also leave your organization an easy way to read and understand accurate financial reports.
Where to Put Expenses
For U.S. based organizations, the IRS form 990 requires you break out your expenses into three functional expense categories: Program Services, Management and General, and Fundraising. Learn more about the three areas and how to determine what qualifies for each.
Financial Resiliency: Methods for building a financially sustainable organization aligned with your goals
In this webinar, we discuss how to weave together our financial planning with our organizational planning to achieve and sustain our goals. Some of the topics we cover include building reserves, program-based budgeting, program sustainability, scenario planning, and strategic grant budgets.
How to Track Restricted Funds
This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.
Revenue Forecasting Tool
TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.