Resource Library
Featured Resources
Appeal Sample and Guide
Writing an effective appeal letter is a crucial skill to increase donations and donor involvement. However your outreach efforts are made, through letters, emails, or even through your website, an appeal letter is your chance to update your members and community on the work you’re doing and how their support can help. Use this ten-step […]
Developing an Equitable and Transparent Compensation Philosophy & Policy
To set fair and equitable compensation, it’s essential to take time to be clear on your philosophy and develop a transparent policy. The following resource and samples will help you develop strong, fair, and transparent compensation.
Equitable Holiday and Paid Time Off Policies and Sample
To promote belonging and to create an equitable and inclusive culture across your organization, it’s important to review your holiday and paid-time-off policies and ask yourself these questions and more. This resource will aid you in assessing your holiday and paid time off policies, consider revisions to your it, and offers a sample policy.
Fund Development Equity Reflection Questions
Fund development staff can play an integral role in implementing DEI in their work by using an equity lens to review your practices, outreach, and decisions. This resource offers questions to ask yourself, your team, and your organization to ensure that an equity lens is applied to your fund development efforts and internal work.
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.
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.
Paid Sabbatical Overview & Sample Policy
Paid sabbaticals provide many benefits for organizations and their staff. This resource will help your organization develop or revise a sabbatical policy by guiding you through considerations to take into account and offering a sample sabbatical policy to review.
Remit Envelope Basics
While your appeals letter is the most significant piece to send in your outreach, don’t miss the chance to create an easy way to increase your donations and engage donors with a remittance envelope. This resource helps you with the basics and walks you through creating a remit envelope that will surely help you with your next appeal.
Restricted Fund Basics
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.
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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.
Budget Template
Conservation groups understand that resources are tight and that they need a robust budget tool designed to help plan for the year ahead. The TREC Budget Template is an easy-to-use budgeting tool to develop a more accurate budget while using far less staff time.
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.
Cash-Flow Projections Template
Knowing when during the year you are facing surpluses and deficits is critical to making wise decisions for your organization and your programs. Learning how to predict cash flow and present an accurate financial picture of your organization is essential. This easy-to-use tool makes developing accurate cash flow projections simple and straight-forward.
Compensation Setting Policy | Sample
Given the recent scrutiny that has been placed on non-profit executives, it is important to have a clear compensation policy for top officials and key employees. The policy should outline who determines key officials compensation and the comparable data used to determine the compensation.
Conflict of Interest | Sample Policy & Disclosure Statement
Webster defines a Conflict of Interest as a “conflict between the private interests and the official responsibilities of a person in a position of trust.” It is imperative that every organization is aware of all of these conflicts and does its due diligence to manage them upfront. Clear policies and Annual Disclosure Statements are helpful tools for an organization to protect itself from any conflicts.
Demonstrating Financial Leadership
Two essential traits effective leaders demonstrate are dedication to their organization’s mission and finances, and the ability to evoke trust in effectively leading both. This tutorial will cover what to do and continue doing, and what you may be doing to undercut that leadership, and offer six steps to improve your financial leadership to your staff and board.
Diversifying Revenue Sources
Diversifying revenue is a good idea for many organizations; however, implementing diversification is not a one size fits all solution for every organization. This tutorial looks into when, why, and how your organization can benefit from diversifying revenue sources.
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.
Financial Health Dashboard
Does your board understand your financial position and reports? Do they know what’s important to track to stay informed on the financial health of your organization? Help your board and others stay informed on your organization’s reserves, budgets to actuals, and cashflow with an easy to use and understand Financial Dashboard.