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.
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.
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
Reliable revenue forecasting is essential to preparing your organization’s budget and ensuring that you can make strategic decisions about the year ahead. Following multiple principles and methods to run your income projections will help you create more accurate predictions and budgets.
TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.
This resource reviews successfully implementing 360-feedbacks in your organization, when to use it for performance evaluations, and effectively using it for professional development. It’s a recommended read to all leaders who are considering or using 360-degree feedback.
For U.S.-based organizations, all expenses must be categorized between Fundraising, Management and General, and Program Services. Although this is a practice all nonprofits must do, many fail to categorize their expenses accurately. This resource defines these functional expense areas and will give you guidance to allocate them correctly. Additional Resources: Shared Allocation Toolkit Budget Toolkit
A calendar developed at the start of the year captures both ongoing/recurring board responsibilities as well as new initiatives. By anticipating upcoming tasks, it helps committees plan their work, helps board leaders design board agendas and helps staff prepare
The flow chart in this resource shows how a Board member can meaningfully contribute to building your organization’s “friend” base, leading to more supporters while increasing connection between your Board and Staff through their Friendraising work.
A committee list for boards, including responsibilities and/or activities for each activity. This resource offers job descriptions for 15 committees to adapt for your own organization.
Major gift work is a highly personalized form of fundraising that can be difficult to systematize. The success of your major gifts effort is dependent on authentic relationships with your donors, and it’s difficult to script the authentic conversations that make up a real relationships. The following flow chart and corresponding scripts are a great […]
Use this Sample document as a template for recruiting board members to your organization. Agree on skills, roles, responsibilities, and qualities you are seeking within your organization, and customize for your organization’s unique needs.
Is your Board make up diverse? Does its current make-up meet all your current needs? Are your recruiting a new Board member and need a tool to determine where your Board needs strengthening? This checklist will help you and your organization get a high-level view of the strengths and gaps in your current Board.
Rotation is a healthy and natural way of providing change and necessary transformation for boards. Regularly bringing in new board members helps keep away stagnation and provides the board opportunities for renewal. This resource reviews the importance of Board Term Limits and discusses the advantages and concerns to take into consideration for your Board.
A simple template to use to capture pertinent information for each internal committee; including contacts, purpose, structure and history.
How feedback is delivered (and received) is as, or possibly more, important than what is communicated. If feedback is given effectively and clearly, it is much more likely to result in lasting change. This resource provides an overview of how to give and receive feedback effectively. While the resource focuses on delivering feedback to Executive […]
COVID-19 has spotlighted the need for organizations to develop emergency succession plans. This resource provides a roadmap and Emergency ED Succession Plan Template to create a plan for your organization.